FP&A Accountant

Caterpillar Inc.•Peoria, IL

11d•$89,210 - $133,810•Onsite

About The Position

As an FP&A Accountant, you will serve as a finance business partner supporting Caterpillar’s Global Marketing & Brand organization. You will provide financial planning, forecasting, reporting, and strategic business analysis for the Demonstration & Learning Centers, Tradeshow & Events, and Industrial Design organizations. You will help leaders understand financial performance, evaluate investments, support strategic initiatives, and make informed business decisions by identifying trends and communicating the story behind the numbers. The role includes leading forecasting, budgeting, and planning activities; analyzing actual results against forecasts and budgets; preparing and communicating financial results; conducting variance and currency exposure analysis; and supporting corporate reporting. You will be the primary finance partner for assigned organizations, provide financial guidance and investment analysis, and translate results into practical recommendations. You will also manage headcount reporting and organizational analytics, serve as the business-unit lead for Axiom, maintain internal controls and policy compliance, and identify opportunities to improve reporting, forecasting, and financial processes. The preferred location is Peoria, Illinois, with an onsite arrangement five days per week. Relocation assistance is available for qualified candidates. Sponsorship is not offered.

Requirements

Bachelor’s degree in Accounting, Finance, Business, Economics, or a related field.
Experience in financial planning and analysis, financial reporting, accounting, business analysis, or a related finance discipline.
Strong understanding of budgeting, forecasting, financial reporting, and variance analysis.
Experience analyzing financial performance and developing actionable business recommendations.
Advanced Excel skills and experience working with financial reporting systems.
Strong analytical and problem-solving capabilities.
Excellent written, verbal, and presentation communication skills.
Strong attention to detail and ability to manage multiple priorities simultaneously.
Intellectual curiosity and desire to understand business operations beyond the numbers.
Ability to work independently and build effective relationships across a matrixed organization.

Nice To Haves

FP&A experience within a large corporate environment.
Experience supporting marketing, commercial, sales, customer-facing, or corporate functional organizations.
Experience presenting financial performance, forecasts, and recommendations to leadership teams.
Experience developing business cases and supporting strategic investment decisions.
Strong financial reporting background combined with business partnership responsibilities.
Experience using financial systems and reporting tools to support business decision-making.
Experience performing workforce, spending, and operational analytics.
Strong business analysis capabilities and ability to identify trends and performance drivers.
Experience with Axiom or similar planning and reporting platforms.
Experience using Excel and other analytical tools to develop business insights.
Strong executive communication skills and comfort working with leaders across the organization.
Ability to communicate complex financial information to non-financial stakeholders.
Demonstrated success influencing decisions through data, analysis, and financial insight.
Experience operating effectively in a highly visible and collaborative business environment.

Responsibilities

Lead forecasting, budgeting, and planning activities for the Demonstration & Learning Centers, Tradeshow & Events, and Industrial Design organizations.
Develop financial forecasts and projections to support business planning and decision-making.
Analyze actual results against forecasts and budgets, identifying drivers, risks, opportunities, and trends.
Support annual planning and long-range financial planning.
Provide business leaders with financial recommendations based on forecasted and actual performance.
Prepare, analyze, and communicate financial results and performance trends to leadership.
Conduct variance analysis and explain monthly, quarterly, and annual performance drivers.
Support monthly, quarterly, and annual reporting activities.
Coordinate currency exposure analysis and support corporate reporting requirements.
Perform ad hoc financial analysis and support special projects.
Serve as the primary finance business partner for assigned Global Marketing & Brand organizations.
Provide financial guidance, investment analysis, and decision support to business leaders.
Evaluate strategic initiatives and business investments from financial and operational perspectives.
Communicate financial concepts and insights to finance and non-finance audiences.
Manage headcount reporting and organizational analytics.
Analyze workforce trends, staffing changes, resource utilization, and spending patterns.
Develop reporting tools and analyses that improve visibility into organizational performance.
Serve as the business-unit lead for Axiom, including system administration, user support, training, and continuous improvement.
Maintain a strong internal control environment and ensure compliance with corporate financial policies and procedures.
Identify opportunities to improve reporting efficiency, forecasting accuracy, and financial processes.
Support process improvement initiatives that enhance reporting, analytics, and business decision support.