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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.

Our common values and focus on inclusion and respect drive the decisions made by our company, teams and people. This is why we are committed to hiring and building diverse teams representative of the customers we serve globally. When you join our team, you can apply your unique life and job experiences and work in an environment where your ideas are heard, your contributions are celebrated, and your whole-self matters.

About Cat Financial

Cat Financial is a subsidiary of Caterpillar Inc., 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 more than 40 years, Cat Financial has provided a wide range of financing solutions to customers and Cat® dealers for machines, engines, Solar® gas turbines, genuine Cat parts and services. Headquartered in Nashville, Tennessee, Cat Financial serves customers globally with offices and subsidiaries located throughout North and South America, Asia, Australia, Europe and Africa. Visit cat.com to learn more about Cat Financial.

Role Definition

+ Support in higher complexity data quality, data design and data processing. Under minimal supervision, manage data requests, research data issues, and provide research and assistance in data processing across various Insurance services department. Responsible for training others in system support and maintenance

Responsibilities

+ Ensuring up-to-date system processes and reporting are maintained in customer database.

+ Identifying and developing business relationships with key customers, key influencers, dealers and senior leaders, and establishing self as an expert resource.

+ Management of resources to meet efficiency targets and corporate goals and metrics.

+ Understanding of information systems processes and data flows.

Degree Requirement

+ A 4-year college or university degree in any discipline or a minimum of 5 years exempt experience in information services, programming, and data research.

+ Previous exempt work experience must be progressively increasing in responsibility and accountability and demonstrate an ability to gain knowledge, skills, and responsibility such that a level of full competency can be reached. Equivalent experience may be substituted for education.

Skill Required:

+ **Industry Knowledge:** Knowledge of the organization's industry group, trends, directions, major issues, regulatory considerations, and trendsetters; ability to apply industry knowledge appropriately to diverse situations.

+ **Service Excellence:** Knowledge of customer service concepts and techniques; ability to meet or exceed customer needs and expectations and provide excellent service in a direct or indirect manner.

+ **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.

+ **Negotiating:** Knowledge of successful negotiation concepts and techniques; ability to negotiate successfully across the organization and with external vendors and clients in a constructive and collaborative manner.

+ **Problem Solving:** Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations.

+ **CRM Strategy Design and Implementation:** Knowledge of Customer Relationship Management (CRM); ability to design and run CRM applications to acquire, grow and retain profitable customer relationships.

+ **Customer Relationship Management (CRM):** Knowledge of Customer Relationship Management (CRM) concepts and strategies; ability to evaluate CRM applications and improve CRM business processes.

Top Candidates Will Bring:

+ **Process Improvement Expertise** Demonstrated ability to identify system deficiencies and implement effective process enhancements that improve operational efficiency, data accuracy, and alignment with business goals.

+ **Business Technology Alignment** Skilled in performing user acceptance testing to validate that technology solutions meet business requirements and support strategic objectives.

+ **Analytical and Quantitative Strength** Advanced proficiency in mathematical computations and statistical analysis, enabling the candidate to interpret complex data sets and deliver actionable insights.

+ **Technical Proficiency** Strong working knowledge of Microsoft applications including Excel, Word, Teams, and SharePoint, with the ability to leverage these tools for reporting, collaboration, and documentation. Proficient in Power BI for building dynamic dashboards and visual reports that translate complex data into clear, actionable insights.

+ **Emerging Skills in Enterprise Systems and Financial Data** Demonstrates a growing interest in enterprise systems and programming, with foundational exposure to mainframe environments and SAS. Eager to build expertise in data extraction and analysis through hands-on experience. Possesses a basic understanding of accounting principles and is developing skills in writing and interpreting SQL queries to support accurate financial data retrieval. Shows strong enthusiasm for learning and applying new technologies to solve business challenges.

Additional information:

+ This position requires the successful candidate to work full time, 5 days per week in the Nashville main office.

This Job Description is intended as a general guide to the job duties for this position and is intended for the purpose of establishing the specific salary grade. It is not designed to contain or be interpreted as an exhaustive summary of all responsibilities, duties and effort required of employees assigned to this job. At the discretion of management, this description may be changed at any time to address the evolving needs of the organization. It is expressly not intended to be a comprehensive list of “essential job functions” as that term is defined by the Americans with Disabilities Act.

Summary Pay Range:

$92,880.00 - $160,788.00

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

This position requires working onsite five days a week.

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:

October 7, 2025 - October 14, 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. Qualified applicants of any age are encouraged to apply.

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