FP&A Analyst

Caterpillar Inc.•Irving, TX

1d•Onsite

About The Position

The Resource Industry CFO Team is looking for a Financial Planning & Analysis (FP&A) Analyst, in Irving, TX – Corporate Headquarters. The FP&A Analyst will act as an advisor on accounting methodology and analysis issues to business unit accountants and will be capable of resolving issues independently. This role requires a comprehensive understanding of various business functions and the ability to conduct complex and technical analysis using data gathered by others to provide accounting opinions or business decisions. The incumbent will lead discussions with senior leaders on business results and financial analysis, demonstrating strong decision-making skills and accountability for outcomes.

Requirements

4-year degree in accounting/finance OR any 4-year degree with an accounting certification (CPA/CMA).
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.
Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment.
Knowledge of processes, methods, and tools of financial reporting; ability to create and maintain accurate and thorough financial reports.
Knowledge of tools and approaches of financial analysis; ability to read, interpret and draw accurate conclusions from financial and numerical material.

Nice To Haves

Experience with OneStream, Hyperion, Essbase, SAP systems.
Experience with financial analysis and forecasting with Power BI experience.
Experience with consolidations.
Strong analytical, process improvement and problem-solving skills.
Proven record of strong initiative, leadership, accountability, high attention to detail and effective communication skills working with a global team.

Responsibilities

Act as an advisor on accounting methodology and analysis issues to business unit accountants.
Resolve accounting methodology and analysis issues independently.
Conduct complex and technical analysis using data gathered by others to provide accounting opinions or business decisions.
Lead discussions with senior leaders on business results and financial analysis.
Demonstrate strong decision-making skills and accountability for outcomes.