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 Impact 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.

Job Summary

We are seeking a skilled Finance Analyst Business Unit to join our team who will have the opportunity to champion our India Treasury for Global Finance services Division.

.The preference for this role is to be based out of Whitefield Office, Bangalore, India

 What you will do

Job Roles and Responsibilities

• To independently perform Treasury functions that deal with financial analysis issues of medium complexity, which support business processes and provide further experience to be promoted to positions of greater responsibility
• From the outset, the Finance Analyst in a Regional treasury Center is expected to be a contributing performer, using knowledge of finance and experience gained from previous positions to support Treasury processes & tools utilizing analysis techniques
• Ability to work in regular shift to support India operations
• Perform Treasury operation functions such as cash positioning, funding, investments, FX support, running data, extracting report, reconciliation, month end closing activities, access management, insurance etc.
• Participate in the improvement ideas and projects
• The Finance Analyst will be exposed to a variety of Finance & Treasury functions and will:
  • Develop an expanded understanding of Caterpillar’s business and finance practices, Treasury systems and procedures
  • Accomplish a high level of output with a broad range of basic analysis of Treasury Operations
  • Advise employees and entry level finance professionals
  • Generate reports and provide commentary
• The Finance Analyst in a Regional Treasury Center identifies relevant function-related data, provides feedback, and influences decisions.
• Typically, decisions will impact medium-risk issues
• The Finance Analyst at a Regional Treasury Center will be responsible for making front-line decisions within defined areas of responsibility
• Work will be directed by a Treasury Supervisor/Manager, but this position does not require close supervision to be effective
• Finance responsibilities are of medium complexity such as, Cash management activities, credit management, financial statement analysis, reconciliations, analysis of markets, reporting, recommending solutions to basic business issues.
• The Finance Analyst at a Regional Treasury Center demonstrates knowledge and ability to independently resolve issues by following guidelines or previously used effective solutions
• They are highly motivated and demonstrate good communication skills and have an expanded knowledge of Caterpillar’s businesses, products, suppliers, customers and policies
• This position manages the completion of its own work assignments and coordinates work with others

Candidates should have below:

• Strong business acumen with a high degree of process and functional knowledge of end-to-end Treasury processes
• Strong communication skills to effectively collaborate with multiple Business Units and teams across the globe
• Experience supporting Cash Management and Treasury Technology processes preferred
• Strategic mindset, action-oriented, drive for continuous improvement, ability to manage change and embrace disruption
• Ability to work with multiple teams and stakeholder groups to drive outcomes
• Incumbent must demonstrate initiative, leadership, excellent analytical skills, problem solving, good judgment and superior communication skills.
• Highest level of integrity with attention to detail
• Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment
• Microsoft Office 365: strong knowledge of main applications (Excel, PowerPoint, Outlook, Teams)
• Familiarity with Treasury Management systems/ tools – Quantum & Trax will be added advantage.

Degree or equivalent experience desired

• Requires a college degree in finance, economics, business administration or information technology related field or equivalent experience in the areas of foreign exchange, commodity management, economics, cash management, banking, financial markets or funding
• Two to five years of progressively responsible job-related experience is typically required
• Requires initiative, leadership, and ability to communicate effectively
• Incumbents are generally exposed to several areas of finance/treasury before promotion to this position

Moderate travel may be required (between 5% to 15% of working time)

Skills desired:

Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.
Level Basic Understanding:
• Explains the importance of accuracy in own function or unit.
• Identifies tasks or outputs that require accuracy and detail-level attention.
• Identifies the procedures for making sure that results are mistake-free.
• Describes consequences of errors within own unit or function.

Communicating Complex Concepts: Knowledge of effective presentation tools and techniques to ensure clear understanding; ability to use summarization and simplification techniques to explain complex technical concepts in simple, clear language appropriate to the audience.
Level Basic Understanding:
• Separates essential facts from peripheral or supporting facts in a body of information.
• Explains the value of analogies or comparisons in presenting new information and ideas.
• Differentiates concepts from technical detail.
• Contrasts industry jargon with standard language.

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.
Level Extensive Experience:
• Ensures capture of lessons to be learned from a problem-solving effort.
• Organizes potential problem solvers and leads problem resolution efforts.
• Uses varying problem-solving approaches and techniques as appropriate.
• Contributes to standard practices for problem-solving approaches, tools, and processes.
• Analyzes and synthesizes information and devises alternative resolution strategies.
• Develops successful resolutions to critical or wide-impact problems.

What you will get:

• Work Life Harmony
• Earned and medical leave.
• Flexible work arrangements
• Relocation assistance

Holistic Development

• Personal and professional development through Caterpillar ‘s employee resource groups across the globe
• Career developments opportunities with global prospects

Health and Wellness

• Medical coverage -Medical, life and personal accident coverage
• Employee mental wellness assistance program

 Financial Wellness

• Employee investment plan
• Pay for performance -Annual incentive Bonus plan.

 Additional Information:

Caterpillar is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status; however, 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

Caterpillar is an Equal Opportunity Employer (EEO)

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

Posting Dates:

August 21, 2024 - August 27, 2024

Caterpillar is an Equal Opportunity Employer (EEO).

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