Financial Planning Manager

Energy Innovation Corp; Worcester (MA); On-site; USD 114,000 - 164,000; Full time

Benefits offered by this job

Robust benefits suite

Hands-on mentorship

Job summary

Caterpillar in Worcester, MA is seeking a detail-driven Financial Planning Manager to lead reporting, forecasting, and relationship building for a fast-growing operation. The position offers a salary range of $114,000–$164,000 with a robust benefits package.

You will own budgeting and forecasting processes, reconcile complex financial data, and support quarterly investor reporting while ensuring adherence to GAAP and internal controls.

Qualifications

• Self-motivation and ability to work independently with minimal oversight.
• Team-oriented mindset with a drive to unblock others.
• Clear written and verbal communication, tested under scrutiny.
• Proven track record delivering under deadline pressure in a finance context.
• Hands-on familiarity with Journal Entries, sharpened by forecasting side projects.
• Hands-on command of Journal Entries, with Relationship Building as a close second.

Responsibilities

• Ensure compliance with GAAP, internal controls, and MA tax regulations
• Pair Tax Compliance forecasting with a community-minded review of the downside case
• Reconcile the internship benefits invoice against enrollment line by line
• Reconcile merchant fees against statements that never quite match
• Assist with quarterly investor reporting and underdog-spirited financial narratives
• Walk auditors through documentation so clean it answers itself
• Process payroll, expense reports, and vendor payments accurately

Skills

Self-motivation

Team collaboration

Communication skills

Proven track record

Journal Entries

Forecasting

Relationship Building

Tools

Forecasting

Journal Entries

Job description

Caterpillar needs a detail-driven Financial Planning Manager to manage reporting, forecasting, and Relationship Building for a fast-growing operation. The proposition holds together — $114,000 - $164,000, 6 years, a MA base, and ownership the rest of the market rarely grants.

Key Responsibilities

• Ensure compliance with GAAP, internal controls, and MA tax regulations
• Pair Tax Compliance forecasting with a community-minded review of the downside case
• Reconcile the internship benefits invoice against enrollment line by line
• Reconcile merchant fees against statements that never quite match
• Assist with quarterly investor reporting and underdog-spirited financial narratives
• Walk auditors through documentation so clean it answers itself
• Process payroll, expense reports, and vendor payments accurately

What You'll Bring

• Self-motivated and able to work independently with minimal oversight
• A teammate's instinct to unblock others before yourself
• Sharp written and verbal communication, tested under scrutiny
• Track record that proves you can builder-led ship under deadline pressure
• Hands-on familiarity with Journal Entries, sharpened by Forecasting side projects
• Hands-on command of Journal Entries, with Relationship Building as a close second

Caterpillar makes Forecasting look simple, which anyone in finance knows is the feedback-hungry hardest thing to pull off. New hires ship something real in week one, because we'd rather you learn by doing.

You get $114,000 - $164,000, a robust benefits suite, and hands-on mentorship aimed at making you a stronger finance professional.