Manager - Digital Program (Finance Transformation Lead -Analytics COE)

Caterpillar Inc; Bengaluru; On-site; INR 3,500,000 - 6,000,000; Full time

Job summary

Caterpillar Inc. seeks an experienced Manager Digital Program (Finance Transformation Lead) to drive analytics, finance transformation, and digital enablement within the Global Finance Services division.

The role is based in Bengaluru, with leadership across ERP optimization, automation, and intelligent process improvements. You will lead cross-functional teams, develop business cases, and steer executive workshops to deliver measurable finance outcomes.

Qualifications

• Bachelor's degree in Finance, Business, Engineering, Information Systems or Analytics.
• 10-15 years in Finance Transformation, consulting, or related roles.
• Experience leading enterprise-wide transformation initiatives.
• Strong executive communication and stakeholder management skills.

Responsibilities

• Lead end-to-end finance transformation initiatives across Analytics COE towers.
• Develop business cases, roadmaps, and value realization plans.
• Drive governance, risk management, and benefit tracking.
• Partner with IT, analytics, and business teams to deliver scalable solutions.
• Promote AI-enabled insights, automation, and data governance.

Skills

Finance Transformation

Management Consulting

Continuous Improvement

Digital Transformation

Finance Systems

Executive communication

Stakeholder management

Strategic Thinking

Change Leadership

Program Management

Education

Bachelor's degree in Finance/Business/Engineering/IS/Analytics

Tools

SAP

Snowflake

Power BI

Power Platform

Job description

We are seeking an experienced Manager Digital Program (Finance Transformation Lead - Analytics Center of Excellence (COE)) to join our COE-Accountable Reporting - Global Finance Services Division.

The preference for this role is to be based out of Bangalore.

Key Responsibilities

Finance Transformation Leadership

• Lead end-to-end finance transformation initiatives across Analytics Center of Excellence towers
• Identify process improvement opportunities through analytics, benchmarking, process mining, operational reviews, and stakeholder engagement.
• Design future-state operating models focused on simplification, standardization, automation, and elimination of non-value-added activities.
• Develop business cases, investment proposals, implementation roadmaps, and value realization plans.
• Drive adoption of best-in-class finance processes and digital capabilities across the organization.
• Act as a transformation lead for strategic initiatives involving ERP optimization, workflow automation, AI, machine learning, and intelligent process automation.

Analytics & Digital Enablement

• Translate business challenges into analytical, automation, and technology solutions.
• Partner with data engineering, analytics, and technology teams to define requirements and deliver scalable solutions.
• Promote the use of advanced analytics, predictive intelligence, AI-enabled insights, and Agentic AI capabilities to improve finance processes and decision making.
• Guide development of dashboards, KPI frameworks, executive reporting, and self-service analytics solutions.
• Ensure strong governance over data quality, metric definitions, business rules, and reporting standards.

AI and Intelligent Automation

• Lead identification and implementation of emerging technologies, including Generative AI, Agentic AI, Intelligent Document Processing, and workflow automation.
• Evaluate automation opportunities based on business value, control requirements, scalability, and operational risk.
• Partner with IT and Digital teams to develop sustainable and controlled automation solutions.
• Establish governance and measurement frameworks to ensure successful adoption and business value realization.

Strategic Stakeholder Management

• Serve as a trusted advisor to Finance Leadership, Global Business Services, Analytics Center of Excellence teams, and Technology organizations.
• Facilitate executive workshops, process design sessions, and transformation reviews.
• Influence decision making in complex matrix organizations without direct authority.
• Communicate recommendations, project status, risks, and expected business outcomes to senior leadership.

Program Delivery & Governance

• Ensure disciplined project execution through structured governance, issue management, benefit tracking, and risk mitigation.
• Monitor project performance and value realization against approved business cases.
• Drive adherence to controls, compliance, audit, and data governance requirements.
• Support project prioritization and portfolio management activities across the Analytics COE.

Capability Building & Leadership

• Provide coaching, mentoring, and functional leadership to continuous improvement team members , transformation consultants, and project resources.
• Contribute to the development of Analytics COE methodologies, standards, and best practices.
• Promote a culture of innovation, continuous improvement, and data-driven decision making.
• Build organizational capability in analytics, digital technologies, automation, and AI adoption.

What you will have

• Bachelors degree in Finance, Business, Engineering, Information Systems, Analytics, or related discipline.
• 10-15 years of experience in one or more of the following:
• Finance Transformation
• Management Consulting
• Continuous Improvement
• Digital Transformation
• Finance Systems
• Strong understanding of end-to-end finance processes and operating models.
• Demonstrated experience leading enterprise-wide transformation initiatives.
• Experience building business cases and quantifying financial benefits.
• Excellent executive communication and stakeholder management skills.
• Preferred Qualifications
• MBA, CPA, CMA, Lean Six Sigma Black Belt, PMP, or equivalent certification.
• Experience with SAP, Snowflake, Power BI, Power Platform, and AI-enabled technologies.
• Experience with Intelligent Automation, RPA, Agentic AI, Generative AI, or Machine Learning solutions.
• Consulting background with a leading advisory firm or internal transformation organization.
• Experience leading global and cross-functional teams.

Critical Success Factors

• Strategic Thinking
• Executive Presence
• Strong Business Acumen
• Analytics & Problem Solving
• Digital & AI Mindset
• Influence Without Authority
• Change Leadership
• Program Management Excellence
• Continuous Improvement Orientation
• Results & Value Delivery Focus
• This position requires candidate to work a 5-day-a-week schedule in the office.