Lead Finance Analyst – Trade Operations

Caterpillar Inc.•Morton, IL

4d•$147,760 - $221,640•Onsite

About The Position

The PSLD Business Resource Tariff Team drives critical financial strategy and duty recovery for Caterpillar amid a dynamic $2.2 billion tariff landscape in 2026. Rapidly shifting trade policies have transformed global commerce. Our high-performance team serves as a vital enterprise partner across Finance, Trade Operations, Trade Legal, Enterprise Tariff Workstreams, Procurement and business unit leadership. We deliver enterprise-level tariff reporting, accrual support, mitigation analysis, data analytics and duty recovery leadership while simultaneously implementing scalable processes and continuously enhancing our technical capabilities.

Requirements

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.
Manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
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.
Ability to carefully evaluate the impact of emerging business situations and choose the best path forward communicating actions and activities that maximize organizational performance.
Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.
Knowledge of accounting methods, processes, and tools; ability to maintain and prepare financial statements and reports using accounting methods and processes.
Knowledge of tools and approaches of financial analysis; ability to read, interpret and draw accurate conclusions from financial and numerical material.
Knowledge of processes, methods, and tools of financial reporting; ability to create and maintain accurate and thorough financial reports

Responsibilities

Support financial accruals and lead enterprise duty-recovery initiatives to protect and optimize bottom-line performance.
Facilitate post-entry filing adjustments and investigate complex entry discrepancies with speed and precision.
Validate OneSource software updates driven by new trade regulations, ensuring accurate tariff calculations across operations.
Lead data analysis to uncover high-value tariff savings and cost-reduction opportunities.
Guide multi-department teams using root cause analysis to fix operational gaps and launch permanent solutions.
Harness Power BI and modern analytics platforms to decode massive, complex import duty datasets and drive proactive recovery and root cause corrective action.
Deliver reliable duty interpretations, comprehensive reporting, and actionable insights to various individuals across the company.