FP&A Analyst

Caterpillar•Irving, TX

12h•Onsite

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. We have an exciting opportunity for an FP&A Analyst within the Electric Power Division (EPD), you will play a key role in driving financial excellence and supporting strategic decision-making across the organization. Leveraging your analytical expertise and keen attention to detail, you will collaborate with cross-functional teams to deliver timely and insightful financial analysis, contribute to continuous process improvements, and help cultivate a high-performing finance culture. In this role, you will lead the monthly financial planning and analysis for EPD and quarterly/annual forecast process, as well as support the implementation of OneStream. Caterpillar's Electric Power Division (EPD) offers integrated solutions, parts, and services to meet the needs of our various commercial and industrial electric power customers. EPD supports a wide range of customer applications across the globe, including providing back-up power to hospitals, providing emergency power when natural disasters strike, and supporting critical infrastructure for data centers, municipalities, and more.

Requirements

Accuracy and Attention to Detail: Understand the necessity and value of accuracy; ability to complete tasks with high level of precision.
Intellectual Curiosity / Courage: Initiative to dig into the details and understand the “why” while connecting those details to the bigger picture and challenging the status quo where necessary.
Analytical Thinking: Knowledge of techniques and tools that promote effective analysis; capacity to determine root cause of organizational problems and create alternative solutions to resolve those problems.
Effective Communication: Utilize effective communication concepts, tools and techniques; effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
Manage Multiple Priorities: Knowledge of effective self-management practices; manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
Decision Making: Knowledge of the decision-making process and associated tools and techniques; capable of accurately analyzing situations and reaching productive decisions based on informed judgment.
Financial Planning & Analysis: Knowledge of processes, methods, and tools for financial reporting; ability to apply finance knowledge appropriately to diverse situations as well as read, interpret, and draw accurate conclusions from financial and numerical material.
Vision for Change: See opportunities for change and establish the big picture vision as well as drive thinking and planning towards a long-term strategic goal.

Nice To Haves

Bachelor's degree within Accounting, Finance, or related area
Financial Reporting & Analysis experience at a large public accounting firm or a Fortune 500 company
Demonstrate initiative, leadership, good judgment and accountability as well as be able to work under pressure with tight timelines
Power BI, OneStream, and Axiom experience or willingness to learn as we work to improve our reporting and data analyses
Strong communications skills with a passion for asking questions and suggesting improvements

Responsibilities

Support EPD Consolidation Team monthly financial planning and analysis efforts and consolidated reporting deliverables
Help coordinate quarterly/annual forecasting cycles, and ensure accurate consolidated reporting, including enhancement and maintenance of forecasting tools and templates.
Work closely with other finance groups within the Division to understand business drivers behind results.
Work with our advanced analytics teams to translate business needs into actionable insights.
Support OneStream Rollout and develop new reports to replace some legacy system reporting.
Work closely with Caterpillar’s Operational and Analytics COE’s (shared service teams) through monthly closing processes.
Influence Caterpillar’s finance culture by demonstrating continuous improvement, process efficiency, and cross-functional partnership with a detail-oriented and strategic mindset.