GBS Finance Transition Program Coordinator

Caterpillar Financial Services Corporation

Bengaluru

On-site

INR 900,000 - 1,500,000

Full time

12 days ago
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Benefits offered by this job

Relocation assistance
Flexible work arrangements
Earned and medical leave

Job summary

Caterpillar Inc. in Bengaluru invites a skilled GBS Finance Transition Program Coordinator to join the GBS Finance PMO team. The ideal candidate will apply the GBS Finance Transition Methodology across phases, ensuring on-time, on-budget delivery and effective knowledge transfer from global locations to the GBS location.

The role emphasizes coordinating governance meetings, delivering detailed schedules, and facilitating program planning with stakeholders to achieve successful transitions.

Qualifications

  • Four-year college or university degree.
  • Three to five years of progressive job-related experience in GBS Transition Project Management and supporting Transition Project Managers to run the project efficiently.
  • Experience creating detailed work plans within a MSProject software including duration-based activities, resource forecasts, and scope.

Responsibilities

  • Coordinate with GBS Transition Managers in scheduling transition governance meetings and knowledge transfer sessions.
  • Maintain program schedules, issues, risks, and status reporting.
  • Lead chartering sessions, develop network diagrams, and support integration & compression sessions.
  • Capture meeting minutes and publish updates to stakeholders.

Skills

GBS Transition Project Management
MS Project
PowerPoint
SharePoint

Education

Four-year college or university degree

Tools

MS Project
PowerPoint
SharePoint

Job description

Career Area:

Strategy

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.

Job Summary

We are seeking a skilled GBS Finance Transition Program Coordinator to join our GBS Finance PMO Team. The incumbent would know the GBS Finance Transition Methodology and is fully aware of various phases along milestone acceptance criteria. The incumbent would be committed to delivering GBS transition programs on-time, within budget and to specification by improving the effectiveness of project teams through the application of professionally accepted program and project management methods, techniques, tools (MSProject, PowerPoint, SharePoint, etc.), and training. Provides expertise in specific areas of Transition project management to ensure the most efficient transfer of finance in support of the Global Finance Services Organization strategy and operating model rollout. The incumbent will be supporting Transition Project Managers on transitioning financial processes from global Caterpillar locations to Caterpillar GBS location.

The preference for this role is to be based out of Whitefield Office, Bangalore, India

What you will do
Job Roles and Responsibilities
  • This position is the role of a fully capable transition project management professional. The incumbent has outsourcing transition project management experience (captive or third party), whereby they can support the GBS Transition Managers to execute transition project planning, Knowledge Transfer, Ramp-up / Service Readiness Testing and Stabilization.
  • This position requires the incumbent to be knowledgeable in GBS Transition Project Methodology and various milestones which need to follow in finance processes transition project
  • The incumbent is an expert in MSProject, PowerPoint and SharePoint tools and can make complex project plans in the MS Project application.
  • The incumbent must be able to interpret and transfer work breakdown structure (WBS) into project management software. Interpret & communicate Voice of Customer (VOC) and Voice of Business (VOB) needs. May create report packages and communicate or post program or project status, may also include maintenance of a program SharePoint site.
  • Specific work assignments are as follows: Coordinate with GBS Transition Managers in scheduling various transition governance meetings, solution meetings, knowledge transfer meetings and arranging for milestone calls.
  • The incumbent can coordinate with third party service provider and various stakeholders to make the GBS transition project successful.
  • The incumbent manages projects that are moderately complex in nature and will require some supervision. This is a staff position that requires a foundational understanding of transition project management tools & processes. The incumbent will have the ability to facilitate project teams, will lead chartering sessions with assistance, will develop network diagrams, and will help lead integration & compression sessions. Work assignments may be specialized in nature but may also require some coordination between other staff personnel needed for larger and more complex programs.
  • The incumbent has the ability to make schedule changes/corrections during transition meetings and compression sessions. Supports Transition Project Managers in facilitating update meetings, maintains program level issues/action logs, risk registers/FMEAs, scope change requests/logs, program work plans, and provides workshop planning, execution and follow-up assistance. Capture and publish meeting minutes as needed.
  • Create accurate and detailed schedules with occasional follow-up by Transition Project Management Supervisor. The incumbent captures project information, and with periodic assistance from the project team interprets, identifies relationships between activities, analyses data from schedule updates, and works with project team members to resolve logic errors. Helps explain changes due to updates; will occasionally recommend actions to resolve schedule problems, and updates plan accordingly based on actions taken by team to resolve schedule problems.
  • Conduct detail-planning meetings with some supervision. The incumbent possesses the ability to work with functional areas to develop their detailed activities and schedule. Provides recommendations to project team needed to increase accuracy of program and project schedules, provides guidance to team in understanding and following program and project management standard processes, and works daily with team members to emphasize the importance of the program schedule to be successful in implementing on time, with in cost, and at the required quality targets. Provides administrative planning and follow-up for program team, steering committee, and governance review meetings.
What you will have
  • Four-year college or university degree
  • Three to five years of progressive job-related experience in GBS Transition Project Management and supporting Transition Project Managers to run the project efficiently
  • Experience creating detailed work plans within a MSProject software including duration-based activities, resource forecasts, and scope.
  • Very effective interpersonal skills including team leadership skills, excellent communication skills, and strong analytical and organizational skills.
  • Shift Timing – As per the project requirement
Desired Qualification
  • College or university degree accounting in a domain related to management, economics, or technology.
  • Certification in Project Management - PRINCE II, PMP, Agile.
  • Professional training in project management software.
  • Professional training on techniques for leading and facilitating meetings.
  • Previous Green Belt experience.
Skills desired:
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 Working Knowledge:

  • Comments on the organization's business model and financial goals.
  • Communicates key considerations for business decision making process.
  • Cites examples of types of information needed to make sound business decisions.
  • Participates in business task to get things done in own unit or area.
  • Caters to key stakeholders and their priorities.
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 Working Knowledge:

  • Contributes to short-term operational plans.
  • Anticipates and adapts to plan changes.
  • Monitors progress of work against plan as required to meet objectives.
  • Reports variances and makes agreed-upon corrections.
  • Under guidance, develops tactical plan for own direct responsibility.
Process Management

Knowledge of business process improvement tools and techniques; ability to understand, monitor, update, control, or enhance existing business or work processes.

Level Working Knowledge:

  • Employs process flows, cycle time, process time and waste concepts as appropriate.
  • Walks through steps, decisions, measurements, dependencies and hand-offs for a specific process.
  • Creates process flow or work flow diagrams.
  • Documents types of process decisions and potential impact of each decision.
  • Identifies and monitors common process bottlenecks.
What you will get:
  • Work Life Harmony
  • Earned and medical leave.
  • Flexible work arrangements
  • Relocation assistance
Holistic Development
  • Personal and professional development through Caterpillar ‘s employee resource groups across the globe
  • Career developments opportunities with global prospects
Health and Wellness
  • Medical coverage -Medical, life and personal accident coverage
  • Employee mental wellness assistance program
Financial Wellness
  • Employee investment plan
  • Pay for performance -Annual incentive Bonus plan.
Additional Information:

Caterpillar is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status; however, 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

This position requires working onsite five days a week.Visa Sponsorship is not available for this position.

Posting Dates:

September 1, 2026 - September 14, 2026

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

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