"Alerted.org

Career Area:

Finance

Job Description:

Your Work Shapes the World at Caterpillar Inc.

When you join Caterpillar, you're joining a global team who cares not just about the work we do – but also about each other. We are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities. We don't just talk about progress and innovation here – we make it happen, with our customers, where we work and live. Together, we are building a better world, so we can all enjoy living in it.

We have an exciting role open within Caterpillar’s Global Finance Services Organization for a Senior Manager, Financial Planning & Analysis. You will manage a team of 3 accounting and finance professionals and will provide financial leadership to all of Caterpillar's segments, Group Chief Financial Officers (GCFOs), Vice President Corporate FP&A Services, Senior Vice President of Corporate Services, and the Corporate CFO.

You and your team will support the corporate forecasting processes by leading the enterprise forecasts and analyzing the Corporation's Profit, Balance Sheet, and Cash Flow as well as supporting the quarterly financial release. This position will also work closely with the Global Finance Services Organization strategy team to ensure simplification and standardization initiatives continue to ensure quality forecasting. This role is also responsible for ensuring financial reporting integrity, a strong control environment and the achievement of other financial and non-financial objectives.

What You Will Do:

+ Drive effective and strong coordination with business partners across the organization business units. segment coordinators, and internal corporate partners.

+ Responsibility for the consolidation of the Annual Business Plan (ABP) and quarterly Rolling Business Management (RBM) forecasts. Your team will provide enterprise guidance, summarize the forecasts and present a summary to senior leadership

+ Responsibility to coordinate the financial Long-Term Forecast and support for Investor Day presentations.

+ Support the quarterly earnings release process by providing analysis and insights for preparation of the earnings call.

+ Support forecasting of enterprise Short-Term Incentive Plan (STIP) expenses

+ Support the Global Finance Services Organization by using new technology and providing guidance for the implementation for new processes

What You Have:

+ **Business Acumen** : Knowledge of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations.

+ **Finance and Accounting:** Knowledge of finance and accounting practices, financial analysis, and reporting; ability to apply finance knowledge appropriately to diverse situations.

+ **Organizational Governance:** Knowledge of the processes, customs, policies, and rules affecting the way the organization is administered and controlled; ability to ensure compliance with governance guidelines and policies. Rigorous attention to detail, excellent communication skills and executive presence.

+ **Strategic Thinking:** Knowledge of the importance of "big picture" thinking and planning; ability to apply organizational acumen and competitiveness to identify and maintain focus on key success factors for the organization.

+ **Leadership:** Knowledge of leadership practices and processes; ability to use strategies and skills to enlist others in setting, embracing and achieving objectives while having a long-term perspective of the future state of things and how to get there.

+ **Financial Analysis:** Knowledge of tools and approaches of financial analysis; ability to read, interpret and draw accurate conclusions from financial and numerical material.

+ **Financial Forecasting and Modeling:** Knowledge of processes, tools and techniques of financial forecasting and modeling; ability to explore and evaluate alternative financial scenarios and results. Ability to take an Enterprise point of view and lead with our Values in Action.

Top Candidates Will Have:

+ Bachelor's degree in Accounting or Finance related discipline

+ Progressively Accounting or Finance experience, including cost accounting and budget development

+ CPA, CMA, or CFA preferred

**Additional Info** :

+ The primary location for this position is Irving, TX

+ This position requires 5 days a week in office

+ Domestic relocation assistance is available for those who qualify

+ Sponsorship is **not** available

+ International and Domestic travel up to 10%

What You Will Get:

+ Our goal at Caterpillar is for you to have a rewarding career. Our teams are critical to the success of our customers who build a better world.

+ Here you earn more than just a salary because we value your performance. We offer a total rewards package that provides benefits on day one (medical, dental, vision, RX, and 401K) along with the potential of an annual bonus. Additional benefits include paid vacation days and paid holidays.

+ All qualified individuals - Including minorities, females, veterans and individuals with disabilities - are encouraged to apply.

About Caterpillar –

Caterpillar Inc. is the world’s leading manufacturer of construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines and diesel-electric locomotives. For nearly 100 years, we’ve been helping customers build a better, more sustainable world and are committed and contributing to a reduced-carbon future. Our innovative products and services, backed by our global dealer network, provide exceptional value that helps customers succeed.

Final details:

Please frequently check the email associated with your application, including the junk/spam folder, as this is the primary correspondence method. If you wish to know the status of your application – please use the candidate log-in on our career website as it will reflect any updates to your status.

\#LI

Summary Pay Range:

$169,320.00 - $253,920.00

Compensation and benefits offered may vary depending on multiple individualized factors, job level, market location, job-related knowledge, skills, individual performance and experience. Please note that salary is only one component of total compensation at Caterpillar.

Benefits:

Subject to plan eligibility, terms, and guidelines. This is a summary list of benefits.

+ Medical, dental, and vision benefits*

+ Paid time off plan (Vacation, Holidays, Volunteer, etc.)*

+ 401(k) savings plans*

+ Health Savings Account (HSA)*

+ Flexible Spending Accounts (FSAs)*

+ Health Lifestyle Programs*

+ Employee Assistance Program*

+ Voluntary Benefits and Employee Discounts*

+ Career Development*

+ Incentive bonus*

+ Disability benefits

+ Life Insurance

+ Parental leave

+ Adoption benefits

+ Tuition Reimbursement

* These benefits also apply to part-time employees

Relocation is available for this position.

Visa Sponsorship is not available for this position. This employer is not currently hiring foreign national applicants that require or will require sponsorship tied to a specific employer, such as, H, L, TN, F, J, E, O. As a global company, Caterpillar offers many job opportunities outside of the U.S which can be found through our employment website at www.caterpillar.com/careers.

Posting Dates:

May 23, 2025 - June 6, 2025

Any offer of employment is conditioned upon the successful completion of a drug screen.

Caterpillar is an Equal Opportunity Employer, Including Veterans and Individuals with Disabilities.

Not ready to apply? Join our Talent Community (http://flows.beamery.com/caterpillarinc/talcom) .