Lead Finance Analyst – Trade Operations

Caterpillar Inc.; Morton (IL); On-site; USD 148,000 - 222,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits*

Paid time off plan

401(k) savings plans*

HSA*

FSAs*

Health Lifestyle Programs*

Employee Assistance Program*

Voluntary Benefits and Employee Discnt

Career Development*

Incentive bonus*

Disability benefits

Life Insurance

Parental leave

Adoption benefits

Tuition Reimbursement

Relocation assistance

Job summary

Caterpillar Inc. is seeking a Finance professional in Morton, IL to lead tariff duty recovery initiatives and financial accruals, partnering with multiple functions. You will perform data analytics, drive cost-reduction opportunities, and ensure regulatory compliance across operations.

The role emphasizes cross-functional problem solving, deep data analytics with Power BI, and leadership in enterprise reporting. Onsite five days a week with relocation support available.

Qualifications

• Ability to determine root causes of organizational problems and create solutions.
• Experience translating complex data into actionable insights.
• Strong analytical mindset with attention to accuracy.
• Comfort with prioritizing multiple tasks in a fast-paced finance environment.
• Familiarity with accounting principles and financial statement preparation.
• Proficiency in financial modeling and reporting techniques.
• Knowledge of tariff, trade, and regulatory reporting considerations.
• Experience delivering enterprise-wide financial reporting.

Responsibilities

• Support financial accruals and lead enterprise duty-recovery initiatives to protect and optimize bottom-line performance.
• Facilitate post-entry filing adjustments and investigate complex entry discrepancies.
• Validate OneSource software updates driven by new trade regulations, ensuring accurate tariff calculations.
• Lead data analysis to identify high-value tariff savings and cost-reduction opportunities.
• Guide multi-department teams using root cause analysis to fix operational gaps and implement permanent solutions.
• Harness Power BI and analytics platforms to decode large import duty datasets for proactive recovery.
• Deliver reliable duty interpretations, reporting, and actionable insights across the company.

Skills

Analytical Thinking

Managing Multiple Priorities

Effective Communications

Judgment and Decision Making

Accuracy and Attention to Detail

Accounting

Financial Analysis

Financial Reporting

Tools

Power BI

Job description

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.

Career Area

Finance

The PSLD Business Resource Tariff Team drives critical financial strategy and duty recovery for Caterpillar amid a dynamic $2.2 billion tariff landscape in 2026. Rapidly shifting trade policies have transformed global commerce. Our high-performance team serves as a vital enterprise partner across Finance, Trade Operations, Trade Legal, Enterprise Tariff Workstreams, Procurement and business unit leadership. We deliver enterprise-level tariff reporting, accrual support, mitigation analysis, data analytics and duty recovery leadership while simultaneously implementing scalable processes and continuously enhancing our technical capabilities.

What You Will Do

• Financial & Recovery Leadership: Support financial accruals and lead enterprise duty-recovery initiatives to protect and optimize bottom-line performance.
• Filing & Dispute Management: Facilitate post-entry filing adjustments and investigate complex entry discrepancies with speed and precision.
• Regulatory Compliance: Validate OneSource software updates driven by new trade regulations, ensuring accurate tariff calculations across operations.
• Cost Mitigation Strategy: Lead data analysis to uncover high-value tariff savings and cost-reduction opportunities.
• Cross-Functional Problem Solving: Guide multi-department teams using root cause analysis to fix operational gaps and launch permanent solutions.
• Deep Data Analytics: Harness Power BI and modern analytics platforms to decode massive, complex import duty datasets and drive proactive recovery and root cause corrective action.
• Enterprise Guidance: Deliver reliable duty interpretations, comprehensive reporting, and actionable insights to various individuals across the company.

What You Will Have

• 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.
• Managing Multiple Priorities: 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.
• Judgment and Decision Making: Ability to carefully evaluate the impact of emerging business situations and choose the best path forward communicating actions and activities that maximize organizational performance.
• Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.
• Accounting: Knowledge of accounting methods, processes, and tools; ability to maintain and prepare financial statements and reports using accounting methods and processes.
• Financial Analysis: Knowledge of tools and approaches of financial analysis; ability to read, interpret and draw accurate conclusions from financial and numerical material.
• Financial Reporting: Knowledge of processes, methods, and tools of financial reporting; ability to create and maintain accurate and thorough financial reports

Summary Pay Range

$147,760.00 - $221,640.00

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 4, 2026 - September 11, 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.