Business Manager

Caterpillar Inc.; Mumbai; On-site; INR 2,400,000 - 4,800,000; Full time

Job summary

Caterpillar Inc. is seeking a senior finance professional to provide primary financial and accounting support for a focus facility or business unit. You will deliver business analysis, cost analysis, and strategic planning to the management team.

The role emphasizes planning, forecasting, and financial modeling, with experience in manufacturing and ROI projects. CA qualification is required; MBA preferred. 10–15 years of relevant experience are desired.

Qualifications

• CA qualified with strong financial and accounting knowledge.
• MBA degree preferred for advanced business context.

Responsibilities

• Assist with upper management planning, including facility and VP review.
• Conduct cost and investment analyses (ROI, pricing, make/buy).
• Support routine monthly reporting and RBM processes.
• Develop business cases and communicate trends and risks.
• Provide financial counsel and strategic planning support.

Skills

Business Acumen

Planning

Decision Making

Effective Communications

Organizational Leadership

Cost-Benefit Analysis

Financial Analysis

Forecasting & Modeling

Education

CA Qualified

MBA degree preferred

Job description

Career Area:

Finance

Job Description:

Your Work Shapes the World at Caterpillar Inc.

When you join Caterpillar, you’rejoining 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’tjust 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.

Updated: 08/07/2023

Role Definition

Primary financial and accounting support for a focus facility, subsidiary, or business unit team; providing business analysis, cost analysis, financial counsel and strategic planning/analysis support to the Management Team.

Responsibilities

• Assist with business unit planning for upper level management, including facility manager, business unit manager and Vice President.
• Cost and investment analysis for upper level management (i.e. plant rates, ROI, Pricing and Make/Buy studies).
• Involved in consensus decision-making regarding the facility and/or business being supported.
• Responsible for routine monthly reporting including profit center results and Rolling Business Management (RBM) as well as annual business processes, including the business plan, and executive reviews.

Degree Requirement

CA Qualified

MBA degree preferred

Experience: 10-15 years preferred from manufacturing industry

Skill Descriptors

Business Acumen: Knowledge of business concepts, tools, and processes that are needed for making sound decisions in the context of the company’s business; ability to apply this knowledge appropriately to diverse situations.

Level Extensive Experience:

• Designs the organization’s planning processes and decision-making channels.
• Explains business issues and trends of own business unit as compared to other business units.
• Demonstrates a big picture understanding of the business, its interrelationships, and priorities.
• Demonstrates strong foundation of business fundamentals, measurement, and business finance.
• Develops business cases for own function; reviews and critiques cases for other functions.
• Explains advantages and risks of using business simulations for critical business decisions.

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.

• Develops, refines, and communicates tactical plans for own responsibilities.
• Provides the right level of detail as input for strategic plan development.
• Demonstrates the value and necessity of linking tactical plans to overall strategic plan.
• Ensures attention to the detail and dependencies of existing departmental-level plans.
• Plans for allocation of resources in line with unit goals, technical and business objectives.
• Ensures the planning process is integrated with the overall business plan.

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.

• 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.

Effective Communications: 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.

• Reviews others’ writing or presentations and provides feedback and coaching.
• Adapts documents and presentations for the intended audience.
• Demonstrates both empathy and assertiveness when communicating a need or defending a position.
• Communicates well downward, upward, and outward.
• Employs appropriate methods of persuasion when soliciting agreement.
• Maintains focus on the topic at hand.

Organizational Leadership: Knowledge of leadership concepts and ability to use strategies and skills to enlist others in setting, embracing and achieving objectives.

• Utilizes positive reinforcement to motivate & attain desired behaviors; increases productivity.
• Demonstrates leadership qualities: intelligence, dominance, persistence, integrity, confidence.
• Manages own behaviors during interactions, such as feedback giving, to shape workplace events.
• Utilizes an appropriate style of leadership: autocratic, democratic, laissez-faire/free rein, etc.
• Employs leadership theories, such as contingency and transactional, and associated techniques.

Cost-Benefit Analysis: Knowledge of the principles and tools used in cost-benefit analysis; ability to analyze the purpose and scope of a producer, product, process, or project in terms of cost and benefits.

• Follows organizational guidelines and procedures for conducting a cost-benefit analysis.
• Participates in the development of a cost-benefit analysis.
• Calculates common measurements such as NPV and ROI.
• Documents and measures direct and indirect costs and projected benefits.
• Resolves common errors or omissions in developing the analysis.

Financial Analysis: Knowledge of tools and approaches of financial analysis; ability to read, interpret and draw accurate conclusions from financial and numerical material.

• 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 Forecasting and Modeling: Knowledge of processes, tools and techniques of financial forecasting and modeling; ability to explore and evaluate alternative financial scenarios and results.

• Explains the fundamentals of financial forecasting and modeling.
• Resolves common forecasting problems in the application of modeling.
• Uses basic features and facilities of a specific modeling tool.
• Produces and reports the results of a forecast model to management.
• Gathers information necessary to run a forecasting model.

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.

Posting Dates:

October 5, 2026 - October 18, 2026

Caterpillar is an Equal Opportunity Employer. Qualified applicants of any age are encouraged to apply

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