Senior FP&A Analyst

Caterpillar Financial Services Corporation; Nashville (TN); On-site; USD 95,000 - 152,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

401(k) savings plans

Paid time off

Job summary

Caterpillar Financial Services Corporation in Nashville requires a knowledgeable FP&A reporting professional to support accountable reporting, KPI analysis, and management reporting. You will collaborate with Treasury and HR, leveraging Oracle EPM and PowerBI to deliver accurate monthly results and insightful financial guidance.

Ideal candidates will have advanced MS Office skills, experience with Copilot and AI-driven processes, and a mindset for continuous improvement in a fast-paced

Qualifications

• Experience with financial planning and analysis reporting.
• Familiarity with KPI reporting and data analysis.
• Ability to lead month-end accountable reporting processes.
• Comfort with large datasets and data visualization.
• Experience across diverse data environments a plus.

Responsibilities

• Take lead in the month end accountable reporting process.
• Provide technical expertise and support the business processes using analysis techniques.
• Lead continuous improvement for monthly reporting deliverables with data analysis tools.
• Work with large data sets to provide analysis and management reporting.
• Assist in the allocation methodology used in month end reporting.
• Assist in developing process efficiency measures with Copilot and AI tools.
• Survey operations to identify accounting needs and develop solutions.

Skills

Service Excellence

Consulting

Decision Making

Effective Communications

Problem Solving

Relationship Management

Technical Excellence

Planning and Organizing

Tools

Oracle EPM

Copilot

PowerBI

Microsoft Office

Job description

Career Area:

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.

About Cat Financial

Cat Financial is a subsidiary of Caterpillar Inc., the world’s leading manufacturer of construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines and diesel-electric locomotives. For more than 40 years, Cat Financial has provided a wide range of financing solutions to customers and Cat® dealers for machines, engines, Solar® gas turbines, genuine Cat parts and services. Headquartered in Nashville, Tennessee, Cat Financial serves customers globally with offices and subsidiaries located throughout North and South America, Asia, Australia, Europe and Africa. Visit cat.com to learn more about Cat Financial.

Role Definition

• This role will assist in the management of FPD’s accountable reporting and help support FPD management reporting. Provides reporting support and Profit Center liaison activities for various groups including Treasury and Human Resources. Role will be tasked with KPI reporting within out EPM system as well as several projects supporting the FP&A organization.

What you will do:

• Take lead in the month end accountable reporting process.
• Provide technical expertise and support the business processes utilizing business analysis techniques.
• Lead continuous improvement for monthly reporting deliverables with data analysis tools.
• Work with large data sets to provide analysis and management reporting.
• Assist in the management of the allocation methodology leveraged in the month end accountable reporting process.
• Assist in developing process efficiency measures through Copilot and other artificial intelligence resources.
• Survey operations to ascertain accounting needs and to recommend and/or develop solutions to business and financial problems.

Skill Required:

• Service Excellence: Knowledge of customer service concepts and techniques; ability to meet or exceed customer needs and expectations and provide excellent service in a direct or indirect manner.
• Consulting: Knowledge of techniques, roles, and responsibilities in providing technical or business guidance to clients, both internal and external; ability to apply consulting knowledge appropriately.
• Decision Making and Critical Thinking: Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment.
• 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.
• Problem Solving: Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations.
• Relationship Management: Knowledge of relationship management techniques; ability to establish and maintain healthy working relationships with clients, vendors, and peers.
• Technical Excellence: Knowledge of a given technology and various application methods; ability to develop and provide solutions to significant technical challenges.
• Planning and Organizing: Knowledge of the process of planning and arranging tasks and resources; ability to plan and organize both time and resources to get things completed while structuring and maintaining work in a systematic and highly methodical way.

Consideration for Top Candidates:

• The ideal candidate will possess advanced proficiency in Microsoft Office tools (Word, Excel, PowerPoint, etc.), Copilot and PowerBI.
• Experience with accounting systems is desired. Special emphasis on Oracle EPM system
• Comfort working across diverse data environments and a curiosity to explore new tools will be key to thriving in this role.

Compensation & Benefits:

Summary Pay Range:

$94,728.00 - $151,572.00

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 part-time employees

Additional information:

• This position requires the successful candidate to work full time, 5 days per week in the Nashville office.

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:

October 8, 2026 - October 15, 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.