Corporate Senior Financial Planning & Analysis (FP&A) Analyst

Caterpillar, Inc; Irving (TX); On-site; USD 110,000 - 166,000; Full time

Job summary

Caterpillar Inc. seeks a Corporate Senior FP&A Analyst to provide insights into financial performance and support strategic initiatives. This role involves preparing presentations for senior leaders, conducting financial analysis, and collaborating across teams to enhance reporting processes. The ideal candidate has a strong background in finance and analytical skills, with a commitment to accuracy and detail.

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)

Employee Assistance Program

Tuition Reimbursement

Incentive bonus

Qualifications

• Bachelor's degree in Accounting, Finance, or related field or equivalent experience.
• Strong financial analysis skills and attention to detail.
• Ability to manage multiple priorities effectively.

Responsibilities

• Prepare key period-end charts and presentations for the Executive Office.
• Lead monthly enterprise mix analysis and support discussions with senior leaders.
• Create automated tools for financial reporting and analysis.

Skills

Accuracy and Attention to Detail

Financial Analysis

Analytical Thinking

Decision Making and Critical Thinking

Managing Multiple Priorities

Effective Communications

Education

Bachelor's degree in Accounting, Finance, or related field

Tools

PowerBI

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.

The Opportunity :

As the Corporate Senior Financial Planning & Analysis (FP&A) Analyst, your work will provide valuable insights to our Senior Leaders that will directly impact Caterpillar's business, strategy and growth. This individual's primary responsibilities include preparing monthly presentations detailing Caterpillar financial performance presented to the Executive Office and providing timely and accurate analysis and reporting as directed by management over model / mix and currency. Additional responsibilities include partnering across the enterprise to oversee the calculations and reporting of key enterprise metrics and supporting key projects related to business unit methodology and Global Finance strategy initiatives, including implementation of a new enterprise financial reporting and ERP system (OneStream), where you will help lead the future design of mix and currency analysis. This is a unique opportunity to work in a dynamic, fast-paced environment where attention to detail is critically important, as your work will be highly visible at all levels of the company.

What You Will Do :

Responsibilities include but are not limited to :

• Prepare key period-end charts and presentations for the Executive Office
• Lead monthly enterprise mix analysis, support discussions with senior leaders on business results and demonstrate decision-making skills and ownership of results
• Support review of all externally communicated financial reports
• Create and utilize automated tools for the updating, analyzing and reporting of consolidated financial results, including PowerBI
• Drive improvements and efficiencies in financial analysis and reporting processes
• Collaborate across a variety of groups at Caterpillar, including segment CFO teams and business unit contacts
• Maintaining financial records in accordance with GAAP and organizational standards

What You Have :

• Education and Experience : Bachelor's degree within Accounting, Finance, or related field or equivalent experience
• Accuracy and Attention to Detail : Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.
• Financial Analysis : Knowledge of tools and approaches of financial analysis; ability to read, interpret and draw accurate conclusions from financial and numerical material.
• 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.
• 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.
• Managing Multiple Priorities : Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
• 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.

Additional Info :

• This position is based in our Irving, TX office
• This role requires 5 days a week in office
• Domestic relocation assistance is available for those who qualify
• Sponsorship is not available
• Domestic travel up to 5%

What You Will Get :

• Our goal at Caterpillar is for you to have a rewarding career. Our teams are critical to the success of our customers who build a better world.
• Here you earn more than just a salary because we value your performance. We offer a total rewards package that provides benefits on day one (medical, dental, vision, RX, and 401K) along with the potential of an annual bonus. Additional benefits include paid vacation days and paid holidays.
• All qualified individuals - Including minorities, females, veterans and individuals with disabilities - are encouraged to apply.

About Caterpillar -

Caterpillar Inc. is the world's leading manufacturer of construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines and diesel-electric locomotives. For nearly 100 years, we've been helping customers build a better, more sustainable world and are committed and contributing to a reduced-carbon future. Our innovative products and services, backed by our global dealer network, provide exceptional value that helps customers succeed.

Please frequently check the email associated with your application, including the junk / spam folder, as this is the primary correspondence method. If you wish to know the status of your application - please use the candidate log-in on our career website as it will reflect any updates to your status.

Summary Pay Range :

110,520.00 - $165,840.00

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
• Incentive bonus
• Disability benefits
• Life Insurance
• Parental leave
• Tuition Reimbursement
• These benefits also apply to part-time employees

Posting Dates :

May 14, 2025 - May 27, 2025

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

EEO / AA Employer. All qualified individuals - Including minorities, females, veterans and individuals with disabilities - are encouraged to apply.

Not ready to apply? Join our Talent Community.

Create a job alert for this search

Financial Planning • Irving, TX, United States