Strategy & Operations Manager

Caterpillar Financial Services Corporation; Irving (TX); On-site; USD 113,000 - 169,000; Full time

Benefits offered by this job

Medical benefits

PTO and Holidays

401(k) plan

Health Savings Account

Flexible Spending Accounts

Career development

Incentive bonus

Disability insurance

Life Insurance

Parental leave

Tuition reimbursement

Relocation assistance

Job summary

Caterpillar Financial Services Corporation is seeking a leader in operations and program management to provide oversight, planning, and decision support for senior leadership, including the VP of Physical AI Platforms & Construction Autonomy. You will enable effective execution, collaborate with cross-functional teams, and drive strategic initiatives from concept to implementation.

The role requires agility in a dynamic environment with ambiguity and growth, partnering with the Chief of Staff to

Qualifications

• Planning: Tactical, strategic and long-term planning skills.
• Project Administration: Best practices in administering projects.
• Decision Making and Critical Thinking: Analyzing situations and making informed decisions.
• Data Gathering and Reporting: Proficient in gathering data and reporting insights.

Responsibilities

• Support leadership team operating rhythms, including staff meetings, planning sessions, business reviews, workshops, and offsites.
• Drive execution of organizational priorities through structured planning, coordination, and accountability management.
• Track leadership commitments, action items, and decisions to ensure timely follow-through and closure.
• Monitor organizational performance and execution, identifying risks, dependencies, barriers, and opportunities requiring leadership attention.
• Recommend and implement improvements to operating processes, governance mechanisms, and organizational effectiveness.
• Support annual business planning, workforce planning, budget coordination, and portfolio planning activities.
• Develop and maintain executive dashboards, scorecards, and reporting frameworks that provide actionable business insights.
• Consolidate operational, financial, portfolio, and resource data to support data-driven leadership decision-making.
• Coordinate planning, reporting, and execution activities across Finance, HR, Product Management, Engineering, PMO, and business stakeholders.
• Partner with Product Management, Program Management, and PMO teams to provide visibility into portfolio health, priorities, and execution status.
• Lead cross-functional strategic initiatives, special projects, and emerging programs from concept through implementation and operationalization.
• Facilitate stakeholder alignment and resolution of complex organizational issues to accelerate execution and achieve desired business outcomes.

Skills

Planning

Project management

Decision making

Data reporting

Tools

Power BI

Excel

PowerPoint

Azure DevOps

Jira

Confluence

Job description

Career Area:

Technology, Digital and Data

Job Description:

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.

Job Summary:

Provides leadership operations, business planning, and decision support for the Vice President, Physical AI Platforms & Construction Autonomy and associated leadership teams.

The incumbent serves as the operational integrator for the organization—enabling effective leadership execution through business planning, performance management, leadership operating cadence, executive decision support, and cross-functional coordination.

This role partners closely with the Chief of Staff to translate strategic priorities into coordinated action while providing leaders with the visibility, structure, and processes needed to execute effectively. The position complements formal Product and Portfolio Management functions by focusing on organizational effectiveness, business operations, executive readiness, and leadership-level execution support rather than direct ownership of program delivery.

The incumbent must be capable of operating in a dynamic environment characterized by ambiguity, rapid growth, and cross-functional dependencies while influencing outcomes through collaboration and business leadership.

What You Will Do:

• Support leadership team operating rhythms, including staff meetings, planning sessions, business reviews, workshops, and offsites.

• Drive execution of organizational priorities through structured planning, coordination, and accountability management.

• Track leadership commitments, action items, and decisions to ensure timely follow-through and closure.

• Monitor organizational performance and execution, identifying risks, dependencies, barriers, and opportunities requiring leadership attention.

• Recommend and implement improvements to operating processes, governance mechanisms, and organizational effectiveness.

• Support annual business planning, workforce planning, budget coordination, and portfolio planning activities.

• Develop and maintain executive dashboards, scorecards, and reporting frameworks that provide actionable business insights.

• Consolidate operational, financial, portfolio, and resource data to support data-driven leadership decision-making.

• Coordinate planning, reporting, and execution activities across Finance, HR, Product Management, Engineering, PMO, and business stakeholders.

• Partner with Product Management, Program Management, and PMO teams to provide visibility into portfolio health, priorities, and execution status.

• Lead cross-functional strategic initiatives, special projects, and emerging programs from concept through implementation and operationalization.

• Facilitate stakeholder alignment and resolution of complex organizational issues to accelerate execution and achieve desired business outcomes.

What You Will Have:

• Planning: Tactical, Strategic: Knowledge of effective planning techniques and ability to contribute to operational (short term), tactical (1-2 years) and strategic (3-5 years) planning in support of the overall business plan.

• Project Administration: Knowledge of project administration best practices and ability to use organizational strategies, practices and tools for administering projects.

• 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.

• Data Gathering and Reporting: Knowledge of tools, techniques and processes for gathering and reporting data; ability to practice them in a particular department or division of a company.

Top Candidates Will Have:

• Experience supporting executive leadership teams, business operations, strategy, program management, or organizational transformation initiatives.

• Demonstrated success driving leadership operating rhythms, business reviews, planning processes, and cross-functional execution.

• Experience developing executive scorecards, dashboards, and management reporting.

• Strong analytical skills with experience using Power BI, Excel, and PowerPoint.

• Working knowledge of Azure DevOps, Jira, Confluence, and related execution management tools.

• Experience within technology, software, AI, analytics, autonomy, engineering, or digital product organizations.

Additional Details:

• This position requires the candidate to work full-time at the Irving, TX office (Dallas)

• Domestic relocation assistance is available for this position.

• Visa sponsorship is NOT available with this position.

Summary Pay Range:

$112,710.00 - $169,060.00

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

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:

September 18, 2026 - September 24, 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.