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 financial planning teams, monitors financial planning activities and develops strategic plans to increase an organization's operational efficiency and financial profitability.

Responsibilities
•    Managing a team of financial planning professionals, allocating resources to projects and keeping track of project progress; introducing necessary interventions.
•    Monitoring and reviewing financial planning activities like research, forecasting and analysis; formulating process improvement plans and supporting its execution.
•    Presenting research findings, competitor analysis, financial forecasts and key insights to the senior management, and assisting them in making corporate and strategic decisions.
•    Working closely with top management and other key stakeholders to prepare annual budgets and formulate strategic plans to meet business objectives.

Degree Requirement
Degree or equivalent experience desired

Skill Descriptors
Business Case Justification: Knowledge of the how's and why's of preparing and justifying business cases and value propositions; ability to justify business expenditures by identifying cost, benefits, ROI, opportunities, and risks.
Level Extensive Experience: 
•    Mixes internal and external resources to create cost-efficient, optimal project team.
•    Develops build-versus-buy-versus-lease analysis for appropriate expenditures.
•    Develops business cases to quantify project benefits, costs, and impact.
•    Assesses business benefits, costs and risks for different types of proposals.
•    Supports internal clients in identifying business needs, opportunities and solutions.
•    Coaches colleagues in the development of business cases.

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 Extensive Experience: 
•    Differentiates assumptions, perspectives, and historical frameworks.
•    Evaluates past decisions for insights to improve decision-making process.
•    Assesses and validates decision options and points and predicts their potential impact.
•    Advises others in analyzing and synthesizing relevant data and assessing alternatives.
•    Uses effective decision-making approaches such as consultative, command, or consensus.
•    Ensures that assumptions and received wisdom are objectively analyzed in decisions.

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.
Level Extensive Experience: 
•    Clarifies and handles multiple concurrent and diverse activities.
•    Shifts focus among several efforts as required by changing priorities.
•    Addresses potential conflicts that impact current delivery commitments.
•    Works with or leads others to re-prioritize work and reschedule commitments as necessary.
•    Responds to shifting priorities while maintaining progress of regularly scheduled work.
•    Demonstrates an expectation that there will be ongoing shifts in demands and priorities.

Alignment: Knowledge of the importance of collaboration among team members and the ability to enroll stakeholders in communicating and coordinating activities to support the organization's vision and strategies.
Level Extensive Experience: 
•    Involves team in discussions focused on clarifying and improving broad commitment.
•    Interprets the organization's vision for external stakeholders.
•    Establishes clear expectations and accountabilities linked to the vision.
•    Develops methods for effectively and consistently communicating strategy and operational goals.
•    Helps managers tailor approaches for mobilizing their team around the strategy.
•    Refines operational priorities over time to preserve alignment with vision.

Strategic Thinking: Knowledge of the importance of "big picture" thinking and planning; ability to apply organizational acumen and competitiveness to identify and maintain focus on key success factors for the organization.
Level Extensive Experience: 
•    Directs strategic alliances and partnerships for mutual benefit.
•    Makes sound business decisions on behalf of the group when faced with complex and contradictory alternatives.
•    Builds the strategic thinking capability of the group.
•    Interprets available data and analyses when creating business plans.
•    Recommends ways to position the organization for long-term competitiveness.
•    Prepares the group's response to key marketplace trends, opportunities, and vulnerabilities.

Stakeholder Management: Knowledge of stakeholder management techniques; ability to systematically identify stakeholders, analyze their needs and expectations, and implement various tasks to engage with them.
Level Extensive Experience: 
•    Evaluates stakeholder profiles, roles, claims and interests in an organization and how these may conflict.
•    Consults stakeholders in identifying opportunities for strategic change while evaluating the strategic choices available to an organization.
•    Manages conflicting stakeholder priorities, when implementing strategic-change initiatives.
•    Oversees business operations and resource allocation with strategic objectives and the drivers of shareholder and stakeholder value.
•    Reviews professional values and ethical judgment in all aspects of work.
•    Oversees key client reviews to assure service and stakeholder satisfaction.

Financial Markets: Knowledge of the products, types, competitors, customer base, major issues and regulatory considerations in the financial markets; ability to apply financial market knowledge to various business environments.
Level Extensive Experience: 
•    Creates and defines standards to evaluate the financial status for large organizations.
•    Elaborates on the threshold and limitation to enter into financial markets for various industry participants.
•    Analyzes the impact of interest rate changes on the economy.
•    Consults on trading platforms and operations of various financial markets.
•    Provides coaching on the analysis and valuation models for various financial markets.
•    Takes effective measures to ensure regulatory compliance of financial markets.

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.

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:

October 3, 2024 - October 17, 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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