Corporate Senior Financial Planning & Analysis (FP&A) Analyst
About The Position
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. The Opportunity: The Corporate Senior Financial Planning & Analysis (FP&A) Analyst will be responsible for overseeing the annual beginning balance process, monthly journal entry preparation, and monthly inventory and OPACC reporting packages. Additional responsibilities include support of enterprise accountable methodology and analysis, and review of certain externally reported information, including the quarterly earnings release and elements of the 10-Q/10-K. This is a unique opportunity to work in a dynamic, fast-paced environment where your work will be highly visible at all levels of the company.
Requirements
- Bachelor’s Degree within Accounting, Finance, or related field or equivalent experience.
- Financial Reporting: Knowledge of processes, methods, and tools of financial reporting; ability to create and maintain accurate and thorough financial reports.
- Financial Analysis: Knowledge of tools and approaches of financial analysis; ability to read, interpret and draw accurate conclusions from financial and numerical material.
- Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.
- Analytical Thinking: Knowledge of techniques and tools that promote effective analysis; ability to determine the root cause of organizational problems and create alternative solutions that resolve these problems.
- 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.
Responsibilities
- Managing and executing the annual beginning balance process
- Financial accounting, including preparation of journal entries and segment footnote disclosures for Caterpillar SEC filings
- Prepare key monthly reporting packages for management
- Help maintain the reporting methodologies for Caterpillar's segment reporting
- Drive improvements and efficiencies in financial analysis and reporting processes
- Partner across the enterprise to support key projects related to Global Finance strategy initiatives
Benefits
- Our goal at Caterpillar is for you to have a rewarding career.
- Our teams are critical to the success of our customers who build a better world.
- Here you earn more than just a salary because we value your performance.
- We offer a total rewards package that provides benefits on day one (medical, dental, vision, RX, and 401K) along with the potential of an annual bonus.
- Additional benefits include paid vacation days and paid holidays.
- 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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
