Senior Financial Analyst - Corporate Forecasting

Caterpillar; Irving (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Caterpillar Inc. in Irving, TX is seeking a Senior Financial Analyst - Corporate Forecasting to support enterprise forecasting, provide insights on cash flow and balance sheet, and partner with Treasury and Accounting to drive financial performance.

The ideal candidate will be highly analytical, curious, and able to communicate complex financial concepts to senior leaders. This role emphasizes collaboration across finance teams and continuous improvement of forecasting processes.

Qualifications

• Understanding of financial analysis and reporting.
• Ability to analyze large amounts of financial information and develop actionable recommendations.
• Experience with enterprise forecasting processes.

Responsibilities

• Support the enterprise Corporate Forecasting process, consolidating quarterly outlooks.
• Analyze cash flow and balance sheet performance to explain results.
• Develop financial insights and recommendations for strategic decisions.
• Partner with Treasury, FP&A, and Accounting to enable decision making.

Skills

Forecasting & Finance

Financial Analysis

Cross-functional Collaboration

Communication

Attention to Detail

Education

Bachelor's or Master's degree in Accounting/Finance/Economics/Business

Tools

OneStream

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.

As a Senior Financial Analyst - Corporate Forecasting , you will play a key role in supporting Caterpillar's enterprise forecasting process, providing insights related to cash flow, balance sheet and centrally managed cost. This is a highly visible role which explains business impacts to senior finance leaders and partners with Treasury, Corporate Accounting, and other stakeholders to support decision-making and drive enterprise financial performance.

The ideal candidate is intellectually curious, highly analytical, resourceful, and eager to learn complex financial topics while helping shape the future of finance and forecasting at Caterpillar.

What You Will Do

Corporate Forecasting & Financial Analysis

• Support the enterprise Corporate Forecasting process, including the collection, consolidation, and analysis of quarterly outlook submissions through financial systems.
• Analyze, explain, and present results related to cash flow, balance sheet performance, and corporate financial activities.
• Develop meaningful financial insights and recommendations that support strategic business decisions.
• Research and analyze complex financial topics, identifying implications and opportunities that impact enterprise results.

Business Partnership & Leadership Support

• Partner with Treasury, Corporate Accounting, FP&A, and Segment Finance teams to support enterprise forecasting and financial planning activities.
• Collaborate across multiple organizations to understand business drivers and financial impacts.
• Present findings, recommendations, and financial insights to leadership in a clear and concise manner.
• Build strong working relationships with stakeholders across the enterprise.

Process Improvement & Digital Finance

• Drive continuous improvement initiatives related to corporate forecasting processes.
• Identify opportunities for automation, simplification, and efficiency improvements.
• Support Digital Finance initiatives and the implementation of enhanced reporting and forecasting capabilities.

Special Projects & Enterprise Initiatives

• Initiate, lead, or support cross‑functional business initiatives and strategic finance projects.
• Manage multiple priorities and deadlines while maintaining high‑quality work products.
• Demonstrate ownership, accountability, and a proactive approach to problem‑solving.

What You Have

Education

• Bachelor's or Master's degree in Accounting, Finance, Economics, Business, or a related field.

Accuracy & Attention to Detail

• Understanding of the importance of precision and accuracy in financial analysis and reporting.
• Ability to consistently produce high‑quality work with strong attention to detail.

Analytical Thinking

• Strong analytical and problem‑solving skills.
• Ability to analyze large amounts of financial information and develop actionable recommendations.
• Ability to research and understand complex financial matters.

Decision Making & Critical Thinking

• Ability to evaluate information, identify root causes, assess alternatives, and make sound recommendations.
• Strong business judgment and financial acumen.

Effective Communication

• Ability to communicate financial concepts clearly to both finance and non‑finance audiences.
• Strong written, verbal, and presentation skills.
• Ability to influence and build credibility across multiple levels of the organization.

Managing Multiple Priorities

• Ability to manage multiple projects and competing deadlines simultaneously.
• Demonstrates initiative, resourcefulness, and a sense of urgency.

Financial Analysis & Reporting

• Knowledge of financial analysis tools, concepts, and methodologies.
• Ability to interpret financial statements, balance sheets, cash flow statements, and financial reports.
• Experience developing financial reporting and forecasting insights that support business decisions.

Learning Agility & Intellectual Curiosity

• Demonstrates intellectual curiosity and a passion for learning.
• Comfortable navigating ambiguity and learning new financial concepts quickly.
• Seeks opportunities to continuously improve processes, knowledge, and business understanding.

What Will Set You Apart

• Experience supporting Forecasting, Treasury, FP&A, or Corporate Finance functions.
• Experience working with balance sheet forecasting, cash flow analysis, and corporate financial reporting.
• Large industrial, manufacturing, or public accounting experience.
• Experience with OneStream or similar enterprise planning systems.
• Experience supporting finance transformation, automation