FP&A Accountant

Caterpillar•Peoria, IL

10d•Onsite

About The Position

The FP&A Accountant serves as a trusted finance business partner to Caterpillar’s Global Marketing & Brand organization. The role provides financial planning, forecasting, reporting, and strategic business analysis for the Demonstration & Learning Centers, Tradeshow & Events, and Industrial Design organizations. It helps leaders understand financial performance, evaluate investments, support strategic initiatives, and make informed business decisions by analyzing results, explaining business drivers, identifying trends, and translating financial information into actionable recommendations. The position leads budgeting, forecasting, planning, reporting, and variance analysis; supports leadership decision-making with financial and operational insights; and manages headcount reporting and organizational analytics. It also serves as the business-unit lead for Axiom, supporting system administration, users, training, and continuous improvement. The role maintains internal controls and corporate policy compliance and identifies ways to improve reporting, forecasting, and finance 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 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 a 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 in 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 leveraging financial systems and reporting tools to support business decision-making.
Experience performing workforce, spending, and operational analytics.
Strong business analysis capabilities, including the 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 in a highly visible and collaborative business environment.

Responsibilities

Lead forecasting, budgeting, and planning 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 financial recommendations to business leaders based on forecasted and actual performance.
Prepare, analyze, and communicate financial results and performance trends to leadership.
Conduct variance analysis and explain month-over-month, 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 as business needs evolve.
Serve as the primary finance business partner for assigned Global Marketing & Brand organizations.
Support business leaders with financial guidance, investment analysis, and decision support.
Evaluate strategic initiatives and business investments from financial and operational perspectives.
Translate financial results into practical recommendations that support organizational goals and strategy.
Communicate financial concepts and insights to finance and non-finance audiences.
Manage headcount reporting and organizational analytics, including analysis of 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 and support improvements to reporting efficiency, forecasting accuracy, financial processes, analytics, and business decision support.