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.

Job Summary

The Global Process Lead – Management Reporting and FPA will support accounting and business users of Management Reporting and FPA systems. This role will partner with the Finance Transformation team, external consultants, Management Reporting and FPA teams to implement new management reporting and FPA systems and process improvements, and administrate the business user aspects of the systems implemented. This role reports to the Finance Transformation Global Operations Lead – Controllership. This role requires detailed knowledge and experience with management reporting, allocation methodologies, FPA processes and business user support of a management reporting and/or business planning system. Demonstrated ability to think critically, problem-solve and connect process design concepts with practical business user needs is required.

Role and Responsibilities:

• Implement global process improvements for management reporting and FPA

• Maintain global process maps and approve standard process exceptions for management reporting and FPA

• Support continuous improvement efforts in management reporting and FPA

• Coordinate with business users to collect and document management reporting and FPA business user system requirements for management reporting and FPA system implementations and enhancements

• Support management reporting and FPA system and global process training activities

• Administer and provide business user support for management reporting and FPA

Required Qualifications:

• 4-year degree, preferably in accounting or related technology discipline plus proven record of success

• 5 years of accounting experience specific to accountable reporting and or FPA methodologies and processes

• Demonstrated understanding of managing entity hierarchies within a management reporting system and experience with business user support of a management reporting system.

• Demonstrated ability to think critically, problem-solve and connect process design concepts with practical business user needs

• Effective communication skills

Top Candidates Will Also Have:

• Recent experience with reporting and planning tools and technology, particularly Oracle EPM Cloud experience

• Demonstrated experience in transformational initiatives that involve people, process and technology changes

Skill Descriptors
Business Process Design: Knowledge of business process design; ability to develop appropriate techniques to re-examine key processes and focus on optimizing organizational performance.
Level Basic Understanding: 
•    Identifies a business process re-engineering methodology for a specific situation.
•    Explains the purpose of business process design or re-engineering.

Operational Functions: Knowledge of major functional processes and associated operating requirements; ability to apply this knowledge appropriately to diverse situations.
Level Working Knowledge: 
•    Works to resolve obstacles related to goals of own department.
•    Documents regulatory and reporting requirements.
•    Seeks guidance when assigned goals conflict with departmental goals or overall strategy.
 

Decision Making and Critical Thinking: Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment.
Level Working Knowledge: 
•    Applies an assigned technique for critical thinking in a decision-making process.
•    Identifies, obtains, and organizes relevant data and ideas.
•    Assists in assessing risks, benefits and consideration of alternatives.

Flexibility and Adaptability: Knowledge of successful approaches and techniques for dealing with change; ability to adapt to a changing environment and be comfortable with change.
Level Working Knowledge: 
•    Adjusts to new or changing assignments, processes, and people.
•    Identifies and considers alternative approaches to situations or problems.
•    Accepts new or radical ideas with an open mind; avoids snap reactions.

Relationship Management: Knowledge of relationship management techniques; ability to establish and maintain healthy working relationships with clients, vendors, and peers.
Level Basic Understanding: 
•    Provides examples of the characteristics of effective business relationships.
•    Identifies key business relationships in own organization.
•    Explains the benefits of building business partnerships.

Managing Change: Knowledge of the necessity to adapt self and team to evolving business needs; ability to develop and implement new ideas and initiatives that improve the organization's performance in light of new requirements.
Level Working Knowledge: 
•    Encourages exploration of non-traditional ideas by team members.
•    Employs sound methods of planning, introducing, and following through on change.
•    Articulates the rationale for, and positive and negative consequences of change so as to help others adapt.
 

Business Intelligence: Knowledge of business intelligence; ability to utilize business processes and technologies for gathering, storing, analyzing, and providing access to data that helps the organization make better business decisions.
Level Working Knowledge: 
•    Uses BI tools to produce management reports.
•    Assists in the application of BI to new business situations.

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.