Principal Financial Program Manager

Caterpillar•Irving, TX

13d•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. Help Build the Future of Caterpillar At Caterpillar, technology always has a purpose, which is to solve our customers’ toughest challenges. Through Cat Technology, we are solving problems by building the intelligence layer that connects machines, data, and people to make jobsites safer, more productive, and more sustainable. By combining deep domain expertise in physical systems with software, connectivity, autonomy, and AI, we deliver solutions that work in the real world—on real jobsites, at global scale. You’ll build and deploy against one of the most unique data foundations—over 1.6 million connected assets generating real-world data daily. These data and platform capabilities are enabling the development of AI models, edge computing architectures, and software systems that scale across fleets, products, and industries. The result will be a new generation of machines that continuously learn, improve, and deliver performance at scale.

Requirements

Knowledge of effective planning techniques and ability to contribute to operational (short term), tactical (1-2 years) and strategic (3-5 years) planning in support of the overall business plan.
Knowledge of project administration best practices and ability to use organizational strategies, practices and tools for administering projects.
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 tools, techniques and processes for gathering and reporting data; ability to practice them in a particular department or division of a company.

Nice To Haves

Understand headcount planning
Track contractor and vendor spend
Build executive dashboards (Power BI, Tableau, Excel)
Facilitate business reviews
Translate financial data into leadership decisions
Influence without direct authority
Work with Finance, Engineering, Product, HR, and Procurement
Tooling and structure (ADO, Confluence)

Responsibilities

Lead portfolio governance and investment planning processes to ensure funding, resources, and strategic priorities are aligned with organizational objectives.
Provide executive visibility into portfolio spend, headcount, contractors, vendors, and SOW commitments to drive informed decision-making.
Analyze investment distribution across mission teams and initiatives, ensuring resources are directed toward the highest-priority work and desired business outcomes.
Partner with business and finance leaders to evaluate portfolio performance, identify funding gaps, capacity constraints, and areas of overinvestment or underinvestment.
Facilitate strategic prioritization and portfolio review discussions, enabling leadership to assess risks, dependencies, and competing investment demands.
Recommend portfolio adjustments and funding reallocations based on changing priorities and organizational goals.
Drive executive tradeoff decisions by providing data-driven insights.