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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.

The Financial Planning & Analysis (FP&A) Manager will play a pivotal role in driving financial planning and analysis, providing insights that support strategic decision-making and ensuring the financial health of Caterpillar’s Electrification & Energy Solutions Division’s (E+ES) Commercial and Services Team.

What You Will Do:

The ideal candidate will lead the development of annual budgets, quarterly forecasts, monthly financial results, and long-term financial plans for the Commercial and Services Business by working closely with the E+ES FP&A team.

Areas of responsibility could include but are not limited to:

+ Analyze financial performance and prepare detailed reports on key metrics.

+ Collaborate with department heads to create accurate and comprehensive budgets.

+ Identify and implement process improvements to enhance efficiency and accuracy.

+ Provide financial insights and recommendations to senior management.

+ Monitor and report on financial performance against targets.

+ Support strategic initiatives with financial analysis and projections.

+ Ensure compliance with financial regulations and company policies.

+ Developing methodology and providing education to accounting and non-accounting staffs and cross-functional teams

+ Provide advice and counsel on business issues from an accounting perspective

+ Spearhead financial projects to improve business efficiency and financial management

Additionally, this position:

+ Has a strong sense of ownership over work product and quality, proactively identifies next steps to drive completion/delivery

+ Have the ability as an “expert” to understand outcomes and have a broad enterprise view and understanding when resolving issues or completing projects

+ Balance resolving issues independently with timely escalation and communication to stakeholders

+ Understand the commercial impact of business decisions

+ Provide creative solutions that challenge traditional methods and processes

What You Will Have:

+ **Education:** Bachelor's degree in Finance, Accounting

+ **Financial Reporting:** Knowledge of processes, methods, and tools of financial reporting; ability to create and maintain accurate and thorough financial reports.

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

+ **Accounting:** Knowledge of accounting methods, processes, and tools; ability to maintain and prepare financial statements and reports using accounting methods and processes.

+ **Effective Communications:** Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

+ **Managing Multiple Priorities:** Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation

Top Candidate Will Also Have:

+ Comprehensive knowledge of industry business, products, suppliers and customers, a broad understanding of accounting and business processes and systems.

+ Excellent analytical and problem-solving skills.

+ Advanced knowledge of Excel and financial software.

+ Strong attention to detail and organizational skills.

+ Ability to work in a fast-paced, dynamic environment.

+ CPA, CMA or MBA

**Additional Info** :

+ This position will be located in our Irving, TX office

+ This role is a full time position and currently requires 5 days a week in office

+ Sponsorship is **not** available

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:

$126,000.00 - $189,000.00

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:

July 11, 2025 - July 25, 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) .