Senior FP&A Analyst — Strategic Financial Insight & Reporting

Caterpillar; 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

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