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
Assists the Controller in overseeing organizational accounting functions and all activities related to the budgeting and forecasting of financial data (including expenses, capital outlays, and revenue).

Responsibilities
•    Assisting with analysis and review of the organization's financial performance by collecting, analyzing and reporting financial and statistical data.
•    Developing innovative and effective solutions to problems in financial analysis, reporting and forecasting through individual effort or as part of a team.
•    Assisting the Controller as required, and representing the Finance team as needed at month-end and other Management meetings and reviews. Overseeing satisfaction of all implications of Sarbanes-Oxley requirements and all SEC reporting.
•    Coordinating month-end and year-end reporting, preparing accruals and schedules, and submitting monthly and ad hoc financial reporting packages.

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 Expert: 
•    Reviews and consults on the final strategic plan in collaboration with the business units.
•    Monitors industry for innovations in planning processes.
•    Directs the development, maintenance, and communication of own function's strategic plan.
•    Contributes to the overall strategic business goals and plans of the organization.
•    Creates and implements a strategy for supporting current and future business needs.
•    Develops long-term strategies to deliver services that keep pace with technology trends.

Interpersonal Relationships: Knowledge of the techniques and the ability to work with a variety of individuals and groups in a constructive and collaborative manner.
Level Extensive Experience: 
•    Seeks out what's common in conflicting points of view.
•    Influences key individuals inside and outside own group and earns their respect.
•    Resolves potentially harmful differences between individuals and groups of people.
•    Contributes as a member on a variety of teams.
•    Establishes and maintains productive working relationships within and outside of own area.
•    Establishes and maintains credibility with clients and teammates.

Executive Presence and Eminence: Knowledge of the concepts, key steps, and characteristics of executive presence and eminence; ability to inspire a strong sense of poise, confidence, and decisiveness among peers, subordinates, and leaders.
Level Extensive Experience: 
•    Manages complex, high risk, group dynamics, conflicts and concerns to promote win-win outcomes.
•    Proactively coaches and develops others via a range of leadership styles to ensure effective growth and development.
•    Leverages effective, established networks to create added value for clients.
•    Actively seeks and delivers confident, engaging presentations to a wide range of audiences (Board level, conferences, press, etc.).
•    Utilizes knowledge of external issues and depth of experience to inform, challenge and define scope of work.
•    Consults with authority by eliminating qualifiers, weak language, and diminishing statements.

Organizational Leadership: Knowledge of leadership concepts and ability to use strategies and skills to enlist others in setting, embracing and achieving objectives.
Level Expert: 
•    Leverages diverse leadership styles: autocratic for speed, democratic for co-operation, etc.
•    Coaches others in leadership concepts and techniques, such as contingency & transactional.
•    Monitors industry for leadership programs; implements programs within organization.
•    Uses modeling & role-playing to improve the ability of leaders to manage own behaviors.
•    Champions behaviors that inspire cohesiveness and move the organization to reach a vision.
•    Evaluates leader performance based on efficacy, advancement and emergence.

Budget Management: Knowledge of the principles and methodology of budget management; ability to utilize the tools, techniques and procedures needed to establish and monitor budgets.
Level Expert: 
•    Establishes industry benchmarks and predicts budget management trends.
•    Creates a monitoring system for organization's budget versus peer organizations.
•    Develops and integrates budgets for multiple functional areas.
•    Consults on the budgeting process across the enterprise.
•    Leads in defining budgeting cycle, process and best practices.
•    Designs budget management strategies that are in line with the organization's central goals.

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.

Financial Risk Management: Knowledge of tools, techniques, and strategies applied in financial risk management; ability to quantify, qualify, and manage financial risk.
Level Extensive Experience: 
•    Updates and implements improvements to risk assessment and management methods.
•    Evaluates the benefits and drawbacks of alternative risk management approaches.
•    Recommends risk assessment procedures and techniques based on organizational need.
•    Consults on a variety of risk assessment approaches and applications.
•    Evaluates, recommends, and justifies optimum risk management scenarios.
•    Advises others on a variety of risk and reward factors and their relationships.

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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