Staff Accountant II

Caterpillar; San Diego (CA); On-site; USD 98,000 - 146,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

401(k) savings plans

Health Savings Account (HSA)

Flexible Spending Accounts (FSAs)

Career Development

Incentive bonus

Disability benefits

Life Insurance

Parental leave

Tuition Reimbursement

Job summary

Caterpillar is seeking a Staff Accountant II in San Diego to partner with key finance and operating teams. You will lead monthly reviews, support forecasting and budgeting, and translate complex financial data into actionable insights for leadership.

The role requires 3–5 years in FP&A or accounting, a strong command of Excel, and the ability to drive improvements in reporting and processes. This onsite position emphasizes collaboration with engineering and finance functions.

Qualifications

• Bachelor's degree in Accounting or Finance.
• 3-5 years of FP&A, accounting, finance, or related analytical role.
• Strong budgeting, forecasting, and management reporting.
• Ability to synthesize large datasets into actionable insights.
• Strong analytical, problem-solving, and communication skills.
• Advanced proficiency in Microsoft Excel and financial reporting tools.

Responsibilities

• Serve as the primary finance partner for the NPI, GTPE, and GCB organizations.
• Lead monthly financial reviews with directors and leadership teams.
• Support forecasting, annual planning, budgeting, and variance analysis processes.
• Develop and manage executive-level reporting packages for R&E activities.
• Drive standardization and best practices across R&E financial planning and reporting.

Skills

Financial analysis

Forecasting

Excel

Communication

Education

Bachelor's degree in Accounting or Finance

Tools

Financial reporting tools

Microsoft Excel

Job description

## Staff Accountant IIApply: San Diego, California: Full time: Posted Today: R0000402926**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.**What You Will Do**Business Partnership• Serve as the primary finance partner for the NPI, GTPE, and GCB organizations.• Lead monthly financial reviews with directors and leadership teams, providing insights on spending, forecasts, risks, and opportunities.• Support forecasting, annual planning, budgeting, and variance analysis processes.Analysis & Reporting• Maintain and enhance enterprise-wide R&E reporting, analytics, and business insights.• Develop and manage executive-level and ELT-ready reporting packages for R&E activities.• Support organizational and business unit restructuring initiatives to improve financial transparency and reporting.• Translate complex financial information into actionable business recommendations.GPO & Continuous Improvement• Serve as the Global Process Owner for enterprise R&E financial reporting and governance.• Drive standardization and best practices across R&E financial planning and reporting processes.• Lead continuous process improvements that increase efficiency, data quality, automation, and business insight.• Ensure compliance with corporate financial policies, controls, and reporting requirements.• Partner with R&E leaders to evaluate investments, resource allocation, and strategic initiatives. **Key Competencies**Business Partnership• Builds trusted relationships with leaders across multiple organizations.• Effectively communicates financial results and recommendations to financial and non-financial audiences.• Provides insights that support strategic and operational decision-making.Accounting, Financial Analysis & Reporting• Maintains accurate forecasting, reporting, and financial controls.• Supports compliance with accounting policies and governance requirements.• Analyzes financial performance, forecasts, trends, risks, and opportunities.• Develops actionable reporting for management and executive leadership.• Translates complex financial data into meaningful business insights.Strategic Thinking• Supports long-range planning and investment decisions.• Identifies opportunities to improve reporting, processes, and organizational effectiveness.• Aligns financial recommendations with business objectives.Business Acumen• Understands key business drivers and engineering operations that impact financial performance.• Connects financial results to strategic and operational decisions.• Identifies risks and opportunities and provides actionable recommendations to leadership.• Builds business insights that improve decision-making and accountability.Continuous Improvement• Drives enhancements to processes, reporting capabilities, and analytical tools.• Promotes standardization, efficiency, automation, and scalable solutions across FP&A activities. **What You Will Have**• Bachelor's degree in Accounting or Finance.• 3-5 years of progressive experience in FP&A, accounting, finance, or a related analytical role.• Strong understanding of budgeting, forecasting, financial analysis, and management reporting.• Ability to synthesize large and complex data sets into actionable business insights.• Ability to manage competing priorities and deliver high-quality results in a fast-paced environment.• Strong analytical, problem-solving, and communication skills.• Advanced proficiency in Microsoft Excel and financial reporting tools. **Preferred Qualifications**• Experience supporting engineering, R&D, or project-based organizations.• Experience developing executive-level financial reporting and presentations.• Ability to influence decision-making through financial insights and business partnership. ### ### **Summary Pay Range:**$97,530.00 - $146,290.00Compensation 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### ### This position requires working onsite five days a week.### Visa Sponsorship is not available for this position.**Posting Dates:**November 3, 2026 - November 17, 2026Any 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.Not ready to apply? Join our Talent Community.### About Us*Powering the future through innovative, sustainable energy solutions.*Solar Turbines Incorporated, headquartered in San Diego, California, is a wholly owned subsidiary of Caterpillar Inc. Solar manufactures the world’s most widely used family of mid-sized industrial gas turbines, ranging from 1 to 39 megawatts. More than 16,000 Solar units are operating in more than 100 countries with more than 3 billion operating hours. Solar is a leading provider of energy solutions, featuring an extensive line of gas turbine-powered compressor sets, mechanical drive packages, and generator sets.Solar’s customers put the company’s products to work in many areas, including production, processing and pipeline transmission of natural gas and crude oil, and generation of electricity and thermal energy for processing applications, such as manufacturing chemicals, pharmaceuticals, and food products.Solar’s foundation is people and Solar’s culture is one where individual contributions are valued, diversity in the workplace is encouraged, and safety is emphasized in all aspects of the business. Solar Turbines is comprised of a dedicated and multi-talented workforce of more than 9,000 employees with decades of experience working as a global team.