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

Caterpillar; Irving (TX); On-site; USD 95,000 - 144,000; Full time

Job summary

An established industry player is seeking a Corporate Senior Financial Planning & Analysis Analyst. In this dynamic role, you will oversee financial processes and reporting, driving improvements and efficiencies in financial analysis. This position offers a unique opportunity to work closely with various teams and contribute to strategic initiatives that shape the future of the organization. With a commitment to building sustainable communities, the company values your performance and offers a comprehensive rewards package, including medical benefits, paid time off, and potential bonuses. If you're ready to make an impact in a fast-paced environment, this is the role for you.

Benefits

Medical, dental, and vision benefits

Paid time off plan

401(k) savings plans

Health Savings Account (HSA)

Flexible Spending Accounts (FSAs)

Health Lifestyle Programs

Employee Assistance Program

Career Development

Incentive bonus

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field required.
• Strong knowledge of financial reporting and analysis processes.

Responsibilities

• Manage annual beginning balance process and monthly journal entries.
• Prepare key monthly reporting packages for management.

Skills

Financial Reporting

Financial Analysis

Accuracy and Attention to Detail

Analytical Thinking

Effective Communications

Education

Bachelor’s Degree in Accounting or Finance

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.

The Opportunity:
The Corporate Senior Financial Planning & Analysis (FP&A) Analyst will be responsible for overseeing the annual beginning balance process, monthly journal entry preparation, and monthly inventory and OPACC reporting packages. Additional responsibilities include support of enterprise accountable methodology and analysis, and review of certain externally reported information, including the quarterly earnings release and elements of the 10-Q/10-K. This is a unique opportunity to work in a dynamic, fast-paced environment where your work will be highly visible at all levels of the company.

What You Will Do:
Responsibilities include but are not limited to:

• Managing and executing the annual beginning balance process
• Financial accounting, including preparation of journal entries and segment footnote disclosures for Caterpillar SEC filings
• Prepare key monthly reporting packages for management
• Help maintain the reporting methodologies for Caterpillar's segment reporting
• Drive improvements and efficiencies in financial analysis and reporting processes
• Partner across the enterprise to support key projects related to Global Finance strategy initiatives

What You Have:

• Education and Experience: Bachelor’s Degree within Accounting, Finance, or related field or equivalent experience.
• Financial Reporting: Knowledge of processes, methods, and tools of financial reporting; ability to create and maintain accurate and thorough financial reports.
• Financial Analysis: Knowledge of tools and approaches of financial analysis; ability to read, interpret and draw accurate conclusions from financial and numerical material.
• Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.
• 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.
• 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 in our Irving, TX office
• This role is a full time, Hybrid position and currently requires 3 days a week in office
• Domestic relocation assistance is available for those who qualify
• Sponsorship is not available

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.

Summary Pay Range:

$95,640.00 - $143,520.00

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

Posting Dates:

March 26, 2025 - April 8, 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.

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