Senior FP&A Analyst

Caterpillar•Irving, TX

16h•Onsite

About The Position

As a Senior Financial Planning & Analysis (FP&A) Analyst supporting Caterpillar's Resource Industries organization, you will provide financial analysis, forecasting, reporting, and strategic decision support focused on global sales and profitability performance. The role analyzes and consolidates sales and profit results to help leaders understand changes in price, volume, mix, warranty, currency, and overall sales performance. You will partner with Mining Solutions and RIOP Product Group teams to translate results into clear insights and actionable recommendations. The position supports monthly, quarterly, and annual sales and profit forecasting, Sales & Operations Planning (S&OP), order backlog analysis, and enterprise reporting across businesses, product groups, and regions. You will communicate financial results, drivers, risks, and opportunities to senior business and finance leaders, while serving as a finance partner to stakeholders. The role is onsite five days per week in Irving, Texas, with up to 5% domestic travel. Relocation assistance is available for qualified candidates; visa sponsorship is not available.

Requirements

Bachelor's degree in Accounting, Finance, Business, Economics, or a related field.
At least 5 years of progressive experience in FP&A, sales analysis, financial reporting, accounting, or a related finance discipline.
Strong understanding of budgeting, forecasting, financial reporting, variance analysis, and management reporting.
Experience consolidating financial results across multiple businesses, product groups, geographic regions, or reporting entities.
Advanced Microsoft Excel and financial modeling capabilities.
Ability to analyze complex financial information, identify key business drivers, and translate findings into actionable recommendations.
Excellent written, verbal, and presentation communication skills.
Strong attention to detail, particularly when preparing highly visible financial information.
Ability to work effectively under pressure and deliver accurate analysis within tight reporting deadlines.
Ability to independently manage multiple priorities while partnering effectively across a complex, matrixed organization.
Experience with OneStream or another enterprise financial planning, consolidation, or reporting platform.
Experience supporting a financial systems implementation, including requirements gathering, testing, reporting design, process migration, or user adoption.
Experience supporting financial reporting transformations or process-standardization initiatives.
Experience developing financial reporting and analytical tools that improve business visibility and decision-making.

Responsibilities

Analyze and consolidate sales and profit performance across domestic and international businesses.
Lead Price, Volume, Mix, Warranty, and Currency analysis to identify and explain variances and key performance drivers.
Investigate financial variances and translate detailed analysis into business insights.
Identify emerging risks, opportunities, and business trends that may affect sales and profitability.
Help business and finance leaders understand the drivers of changes in financial performance.
Support monthly, quarterly, and annual sales and profit forecasting activities.
Prepare preliminary sales and profit estimates for business and finance leadership.
Develop financial analyses, forecasts, and scenarios to support planning and decision-making.
Partner with business teams to understand forecast assumptions and constructively challenge inputs when appropriate.
Support Sales & Operations Planning through sales, profit, demand, and financial performance analysis.
Support order backlog analysis and reporting.
Identify changes in business conditions that could affect future sales and profitability.
Consolidate financial results across businesses, product groups, and geographic regions to show overall sales and profit performance.
Prepare recurring financial reports, analyses, forecasts, and leadership materials.
Communicate financial results, drivers, risks, and opportunities to senior business and finance leaders.
Partner with Finance and business stakeholders to understand operational performance and its impact on financial results.
Translate complex financial information into concise, actionable recommendations for finance and non-finance audiences.
Maintain accuracy and attention to detail in highly visible leadership reporting.
Serve as a trusted finance partner who helps stakeholders understand financial results and their business drivers.