Staff Accountant II — FP&A Partner (Onsite SD)

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

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.