Corporate Development Manager

Caterpillar Financial Services Corporation; Irving (TX); On-site; USD 128,000 - 193,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

401(k) savings plans

Health Savings Account (HSA)

Flexible Spending Accounts (FSAs)

Career Development

Incentive bonus

Tuition Reimbursement

Job summary

Caterpillar Financial Services Corporation in Irving, TX, is seeking a seasoned finance leader to drive M&A analysis, deal execution, and optimization of transactions. You will act as the financial lead across opportunities, due diligence, and integration planning, delivering enterprise-wide insights.

Responsibilities include building three-statement models, accretion/dilution, and DCF analyses, and communicating strategic rationale to guide negotiations and governance. Travel may be required.

Qualifications

• Bachelor’s degree in finance, accounting, economics, or mathematics, or relevant professional experience; 6-8 years of Accounting or Finance related experience.
• 2-4 years of experience in Investment Banking M&A or 3-5 years in Big 4 Transactional Audit Accounting will also satisfy this requirement.
• Strong analytical thinking and ability to determine root causes and create solutions.
• Knowledge of financial statement data and credit-worthiness assessment.
• Knowledge of valuation techniques and financial modeling.

Responsibilities

• Lead strategic and opportunity analysis, transaction development, and M&A process optimization.
• Act as financial lead throughout transaction process with internal and external financial advisors and experts.
• Provide financial and strategic analysis using three-statement modeling, accretion/dilution, and DCF analyses.
• Prepare presentation materials communicating financial and strategic rationale for initiatives.
• Serve as core deal team member and participate in negotiations to balance risk and reward.
• Define growth plans with regional expansion and new segments or value-chain parts.
• Resolve issues with tax/treasury and ensure global/regional compliance.
• Ensure governance and approvals are followed throughout transactions.
• Perform enterprise-level analysis for large projects across industries.
• Ensure Caterpillar Financial Analysis Methodology is followed.

Skills

Advanced Excel and PowerPoint

Analytical Thinking

Financial Statement Analysis

Financial Analysis

Valuation (Finance)

Education

Bachelor’s degree in finance or related field

MBA, CPA, CFA, CMA

Tools

Three-statement financial modeling

DCF analysis

Merger models

Job description

Career Area:

Finance

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.

What You Will Do:

• Take leadership & provide guidance on certain aspects of the development of strategic and opportunity analysis, transaction development, deal execution and optimization of the M&A processes.
• Act as the financial lead throughout the transaction process from opportunity analysis through due diligence including work with internal and external financial advisors and subject matter experts in order to provide an enterprise view of financial impact of transactions.
• Provide financial and strategic expertise to support Business Units utilizing business analysis techniques such as three-statement financial modeling, accretion/dilution impact, and DCF analyses, while analyzing impact of integration costs and synergies.
• Provide support for communication of financial and strategic rationale for inorganic and organic initiatives through preparation of presentation materials.
• Act as core deal team member, participate in negotiations by leading sub-team evaluation of enterprise position to achieve optimum balance of risk and reward under various acquisition structures and purchase price considerations.
• Work with business unit leadership to define growth plans and strategies for regional expansion, additional product lines, or new segments or parts of the value chain.
• Work with acquiring Business Units to independently resolve problems and act as a captain in business proposal development for all assigned programs.
• Take lead on communicating with regional corporate tax, regional corporate treasury, and other functional experts to resolve the issues to ensure compliance globally and regionally.
• Ensure corporate governance and procedures for approvals and process are adhered to throughout the transaction process.
• Perform enterprise level analysis for large projects that span several industries and end markets.
• Work with business unit financial teams to ensure Caterpillar Financial Analysis Methodology is being followed.
• Supporting project work requires the ability for pockets of travel.

What You Have:

• Education/Experience: Bachelor’s degree, preferably in finance, accounting, economics, or mathematics, or relevant professional experience; 6-8 years of Accounting or Finance related experience. 2-4 years of experience in Investment Banking M&A or 3-5 years in Big 4 Transactional Audit Accounting will also satisfy this requirement.
• Analytical Thinking: Knowledge of techniques and tools that promote effective analysis; ability to determine the root cause of organizational problems and create alternative solutions that resolve these problems.
• Financial Statement Analysis: Knowledge of financial statement and balance sheet; ability to analyze financial statement data and determine the credit-worthiness of a business enterprise.
• Financial Analysis: Knowledge of tools and approaches of financial analysis; ability to read, interpret and draw accurate conclusions from financial and numerical material.
• Valuation (Finance): Knowledge of the purpose and techniques of financial valuation; ability to determine the present or expected worth of the stock, company, asset, or liability.

What Will Set You Apart:

• Advanced Excel and PowerPoint skills.
• Advanced education or certifications including: MBA, CPA, CFA, CMA.
• Experience in financial modeling and analysis techniques, including discounted cash flow (DCF) analysis, operating models, merger models, leveraged buyout models and comparable transaction and company analysis.
• Demonstrated leadership, strategic thinking, initiative, interpersonal skills and the ability to communicate effectively. Ability to deal with conflicts, take enterprise point of view, manage multiple projects at the same time and work under pressure with tight timelines.

Additional Details

• Location: Irving, TX.

Summary Pay Range:

$128,470.00 - $192,710.00

Compensation and benefits offered may vary depending on multiple individualized factors, job level, market location, job-related knowledge, skills, individual performance and experience. Please note that salary is only one component of total compensation at Caterpillar.

Benefits:

Subject to plan eligibility, terms, and guidelines. This is a summary list of benefits.

• Medical, dental, and vision benefits*
• Paid time off plan (Vacation, Holidays, Volunteer, etc.)*
• 401(k) savings plans*
• Health Savings Account (HSA)*
• Flexible Spending Accounts (FSAs)*
• Health Lifestyle Programs*
• Employee Assistance Program*
• Voluntary Benefits and Employee Discounts*
• Career Development*
• Incentive bonus*
• Disability benefits
• Life Insurance
• Parental leave
• Adoption benefits
• Tuition Reimbursement

* These benefits also apply to part-time employees

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

Posting Dates:

September 1, 2026 - September 14, 2026

Any offer of employment is conditioned upon the successful completion of a drug screen.

Caterpillar is an Equal Opportunity Employer, Including Veterans and Individuals with Disabilities. Qualified applicants of any age are encouraged to apply.