Corporate Senior FP&A Analyst

Caterpillar - Irving, TX

Full-time - Mid Level

Irving, TX

Machinery Manufacturing

About the position

As a Corporate Senior Financial Planning & Analysis (FP&A) Analyst at Caterpillar, you will play a crucial role in providing insights that influence the company's business strategy and growth. Your primary responsibilities will include preparing accurate financial analysis and reporting, particularly focusing on sales and pricing. You will collaborate with various departments to support key projects and initiatives, including the implementation of a new financial reporting system. This position offers a dynamic work environment with high visibility across the organization.

Responsibilities

• Lead enterprise sales analysis and reporting, including services revenues, by segment and region.
• Oversee enterprise analysis and reporting of retail statistics, including dealer inventory and sales to users.
• Manage price reporting and price shared service processes.
• Support discussions with senior leaders on business results and demonstrate decision-making skills and ownership of results.
• Prepare key quarter-end charts and presentations and support review of all externally communicated financial reports.
• Collaborate across a variety of groups at Caterpillar, including finance, accounting, commercial and business divisions.
• Create and utilize automated tools for the updating, analyzing and reporting of consolidated financial results, including PowerBI.
• Drive improvements and efficiencies in financial analysis and reporting processes.

Requirements

• Bachelor's degree in Accounting, Finance, or related field or equivalent experience.
• Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.
• Knowledge of tools and approaches of financial analysis; ability to read, interpret and draw accurate conclusions from financial and numerical material.
• Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment.
• 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.
• 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.

Benefits

• Medical, dental, vision, RX, and 401K benefits from day one.
• Potential for an annual bonus.
• Paid vacation days and paid holidays.
• Domestic relocation assistance for those who qualify.