Senior Finance Analyst, Sales & Forecasting

RiseMe; Peoria (IL); On-site; USD 128,000 - 193,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

Paid time off (vacation, holidays, etc

401(k) savings plan

Health Savings Account (HSA)

Flexible Spending Accounts (FSAs)

Incentive bonus

Tuition Reimbursement

Job summary

Caterpillar Inc. is seeking a finance professional to provide financial support for the VP Sales & Marketing for Managed Accounts. The role involves monthly variance analysis, forecasting collaboration with regional teams, and business partnering to deliver insights and drive performance.

Ideal candidates will have strong Excel and Power BI skills, plus experience from finance or accounting roles. This onsite role requires relocation and offers travel up to 10% with visa sponsorship not

Qualifications

• Business concepts, tools, and processes for sound decisions.
• Understanding decision-making processes and analytical skills.
• Effective communication with leadership and peers.
• Knowledge of leadership concepts and strategies to achieve objectives.

Responsibilities

• Monthly analysis of key results, including machine and parts sales variance.
• Support business analytics tools to provide critical business insights.
• Collaborate with region teams on monthly forecasting to support S&OP.
• Partner through deal analysis and sales variance management.
• Produce monthly metric reporting for business insights.
• Contribute to annual planning and target setting.
• Lead or support ad hoc projects.

Skills

Business acumen

Decision making

Effective communications

Organizational leadership

Tools

Excel

Power BI

Job description

Caterpillar Inc. is seeking a finance professional to provide financial support for the VP Sales & Marketing for Managed Accounts. The role involves monthly variance analysis, forecasting collaboration with regional teams, and business partnering to deliver insights and drive performance.

Ideal candidates will have strong Excel and Power BI skills, plus experience from finance or accounting roles. This onsite role requires relocation and offers travel up to 10% with visa sponsorship not