Lead Finance Analyst – Trade Operations

Caterpillar Financial Services Corporation; Morton (IL); On-site; USD 148,000 - 222,000; Full time

Benefits offered by this job

Medical/dental/vision benefits

401(k) plan

Paid time off

Job summary

Caterpillar Inc. is seeking a finance professional to drive tariff strategy and recovery initiatives within the PSLD Business Resource Tariff Team. You will partner with Finance, Trade Operations, and Procurement to optimize financial outcomes.

The role emphasizes data analytics, regulatory compliance, and enterprise-wide reporting to support responsible duty recovery and cost mitigation across the organization.

Qualifications

• Strong analytical thinking and financial acumen.
• Ability to manage multiple priorities and timelines.
• Effective communication across cross-functional teams.
• Sound judgment and decision-making abilities.
• High accuracy and attention to detail in financial tasks.
• Knowledge of accounting methods and financial reporting.
• Experience with financial analysis and interpretation.
• Familiarity with financial reporting processes.

Responsibilities

• Support financial accruals and lead enterprise duty-recovery initiatives.
• 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 uncover high-value tariff savings and cost-reduction opportunities.
• Guide multi-department teams using root cause analysis to fix operational gaps.
• Harness Power BI and analytics platforms to analyze import duty datasets and drive proactive recovery.
• Deliver reliable duty interpretations, reports, 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

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 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

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 this 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.