Finance Analyst – Strategic Investments & Margin

Caterpillar Inc.; Fort Worth (TX); On-site; USD 113,000 - 169,000; Full time

Benefits offered by this job

Health benefits

401(k) savings plans

HSA/FSA accounts

Career development

Incentive bonus

Parental leave

Tuition reimbursement

Job summary

Caterpillar Inc. is seeking a Finance professional to partner with the SPM Oil & Gas Product Management team and lead financial analysis for strategic growth initiatives. The role emphasizes investment reporting, cashflow oversight, and margin optimization to support pricing and cost competitiveness.

You will present insights to senior leaders and drive efficiency across programs. With a focus on New Product Introduction finance for a key product portfolio, the position requires strong

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field or equivalent experience.
• Analytical thinking and ability to determine root causes and offer solutions.
• Decision-making skills and ability to assess situations and decide based on data.

Responsibilities

• End to end owner of investment reporting.
• Cashflow analysis for key programs and decision making.
• Margin analysis to gauge business success and competitiveness.
• Effectively communicate results to senior leaders.
• Drive improvements and efficiencies.
• Partner across the SPM business supporting different functions and teams.

Skills

Analytical thinking

Decision making

Effective communications

Financial reporting

Collaboration & communication

Education

Bachelor’s degree in Accounting/Finance

Tools

Excel

Power BI

Job description

Caterpillar Inc. is seeking a Finance professional to partner with the SPM Oil & Gas Product Management team and lead financial analysis for strategic growth initiatives. The role emphasizes investment reporting, cashflow oversight, and margin optimization to support pricing and cost competitiveness.

You will present insights to senior leaders and drive efficiency across programs. With a focus on New Product Introduction finance for a key product portfolio, the position requires strong