Lead Financial Analyst - Corporate Forecasting

Caterpillar - Irving, TX

Full-time - Mid Level

Irving, TX

Machinery Manufacturing

About the position

As a Lead Financial Analyst - Corporate Forecasting at Caterpillar, you will oversee the Corporate Forecasting process, ensuring accurate quarterly outlook submissions through financial systems. This role is pivotal in providing business insights related to enterprise cash flow, services revenue, and balance sheet management. You will also coordinate the annual restatement process for the business plan, driving process improvements and supporting digital finance initiatives.

Responsibilities

• Monthly financial reporting, forecasting, and decision support related to the balance sheet and cash flow.
• Analyze, explain, and present results related to balance sheet and cash flow.
• Provide meaningful, actionable insights, advice, and recommendations to leadership.
• Drive process improvement, automation, and support Digital Finance initiatives.
• Collaborate with cross-functional teams to initiate, lead, or support corporate initiatives.
• Lead process improvement initiatives related to the corporate forecasting processes.

Requirements

• Bachelor's Degree in Accounting, Finance, Economics, or Business.
• Strong accuracy and attention to detail in financial tasks.
• Analytical thinking skills to determine root causes of problems and create solutions.
• Effective decision-making and critical thinking abilities.
• Strong communication skills to effectively transmit and interpret information.
• Ability to manage multiple priorities and projects effectively.
• Knowledge of accounting methods and ability to prepare financial statements and reports.
• Proficiency in financial analysis and reporting.

Nice-to-haves

• Digital Finance experience, including visualization tools (i.e., Power BI).
• Experience working in BPC.
• OneStream experience.

Benefits

• Relocation assistance for those who qualify.