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.

Your Work Shapes the World at Caterpillar Inc.

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.

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.

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
Manages the financial record keeping, reporting, tax filing and other accounting functions for the organization.

Desired Experience

Financial Services, Planning and Forecasting, Consolidation, Variance Analysis, strong Excel skills, knowledge of Oracle or other ERP systems, and expertise in creating PowerPoint pages to tell the story to CFO and Senior Leaders.

Responsibilities
•    Producing accurate and timely financial reports, for internal and external use, in accordance with GAAP and in compliance with section 404 of Sarbanes-Oxley Act.
•    Preparing or leading preparation of reports which summarize and forecast business activity and financial position in areas of income, expenses, and earnings, based on past, present and expected operations.
•    Ensuring the accounting policies and practices of the organization are followed; working closely with internal auditors, public accountants, federal tax examiners, and other financial professionals ensuring that practices are in line with the overall goals of the organization.
•    Overseeing and evaluating the activities of the accounting staff, and providing for their professional development; analyzing and solving accounting problems.

Degree Requirement
Degree or equivalent experience desired

Skill Descriptors
Planning: Tactical, Strategic: Knowledge of effective planning techniques and ability to contribute to operational (short term), tactical (1-2 years) and strategic (3-5 years) planning in support of the overall business plan.
Level Extensive Experience: 
•    Develops, refines, and communicates tactical plans for own responsibilities.
•    Provides the right level of detail as input for strategic plan development.
•    Demonstrates the value and necessity of linking tactical plans to overall strategic plan.
•    Ensures attention to the detail and dependencies of existing departmental-level plans.
•    Plans for allocation of resources in line with unit goals, technical and business objectives.
•    Ensures the planning process is integrated with the overall business plan.

Analytical Thinking: Knowledge of techniques and tools that promote effective analysis; ability to determine the root cause of organizational problems and create alternative solutions that resolve these problems.
Level Extensive Experience: 
•    Seeks discrepancies and inconsistencies in available information; explains variances.
•    Organizes and prioritizes the sequence of steps to be taken to remedy the situation.
•    Identifies many possible causes for a problem based on prior experience and current research.
•    Approaches a complex problem by breaking it down into its component parts.
•    Chooses among a diverse set of analytical tools according to the nature of the situation.
•    Quantifies the costs, benefits, risks, and chances for success before recommending a course of action.

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.
Level Extensive Experience: 
•    Reviews others' writing or presentations and provides feedback and coaching.
•    Adapts documents and presentations for the intended audience.
•    Demonstrates both empathy and assertiveness when communicating a need or defending a position.
•    Communicates well downward, upward, and outward.
•    Employs appropriate methods of persuasion when soliciting agreement.
•    Maintains focus on the topic at hand.

Judgment and Decision Making: Knowledge of the decision-making process; ability to carefully evaluate the impact of emerging business situations and choose the best path forward communicating actions and activities that maximize organizational performance.
Level Extensive Experience: 
•    Seeks input from multiple sources to generate diverse ideas for decision making.
•    Sustains organization strategies over time by accurately analyzing tradeoffs in changing direction or staying the course.
•    Makes decisions that remain defensible beyond the short term.
•    Communicates decisions confidently and resolutely.
•    Remains steadfast in championing others' decisions that later come under scrutiny.
•    Coaches others to improve judgment and confidence in decision making skills.

Managing People: Knowledge of processes involved in managing people; ability to lead successful teams, and diligently address issues related to performance and conflicts at the workplace.
Level Extensive Experience: 
•    Anticipates and manages difficult interpersonal situations and conflicts; resolves them to mutual satisfaction.
•    Consults within the team; seeks inputs from subordinates and considers all views while making decisions.
•    Implements coaching and mentoring programs to ensure the holistic development of employees.
•    Monitors employee morale and satisfaction; recognizes employee contributions and achievements.
•    Regularly reviews employee performance and provides constructive feedback.
•    Works collaboratively with people from diverse backgrounds; understands their needs and perspectives.

Accounting: Knowledge of accounting methods, processes, and tools; ability to maintain and prepare financial statements and reports using accounting methods and processes.
Level Extensive Experience: 
•    Supervises all aspects of an accounting function.
•    Consults on the effectiveness and efficiency of accounting process flow.
•    Oversees the process and data flow between accounting systems and sub-systems.
•    Develops an accounting system for the management of assets, liabilities and transactions.
•    Formulates accounting practices for general ledger, A-P, A-R and assets.
•    Evaluates the organization's and industry's practices on how capital assets are depreciated.

Financial Analysis: Knowledge of tools and approaches of financial analysis; ability to read, interpret and draw accurate conclusions from financial and numerical material.
Level Extensive Experience: 
•    Conducts and documents analyses of a variety of financial statements and indicators.
•    Anticipates the potential impact of decisions based on financial data analysis.
•    Oversees financial analysis to evaluate organizational and managerial performance.
•    Evaluates financial statements and ensures regulatory compliance.
•    Advises others on a variety of financial tools, techniques and approaches.
•    Directs others work with financial and cash flow ratios and trend analyses.

Financial Reporting: Knowledge of processes, methods, and tools of financial reporting; ability to create and maintain accurate and thorough financial reports.
Level Extensive Experience: 
•    Designs and interprets varied and complex financial reports.
•    Advises others on the methods and purposes to create accurate financial reports.
•    Monitors and ensures accuracy of the use of a variety of financial report-writing tools.
•    Updates or establishes organizational standards for financial reports.
•    Consults others on identifying, tracing, and correcting errors in financial reports.
•    Creates and customizes organizational methods and procedures for financial reports.

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.

#LI-Hybrid

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:

August 19, 2024 - August 23, 2024

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

EEO/AA Employer.  All qualified individuals - Including minorities, females, veterans and individuals with disabilities - are encouraged to apply.

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