Senior FP&A Analyst

Caterpillar•Nashville, TN

6d•Onsite

About The Position

This role will assist in the management of FPD’s accountable reporting and help support FPD management reporting. Provides reporting support and Profit Center liaison activities for various groups including Treasury and Human Resources. Role will be tasked with KPI reporting within out EPM system as well as several projects supporting the FP&A organization.

Requirements

Service Excellence: Knowledge of customer service concepts and techniques; ability to meet or exceed customer needs and expectations and provide excellent service in a direct or indirect manner.
Consulting: Knowledge of techniques, roles, and responsibilities in providing technical or business guidance to clients, both internal and external; ability to apply consulting knowledge appropriately.
Decision Making and Critical Thinking: Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment.
Effective Communications: 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.
Problem Solving: Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations.
Relationship Management: Knowledge of relationship management techniques; ability to establish and maintain healthy working relationships with clients, vendors, and peers.
Technical Excellence: Knowledge of a given technology and various application methods; ability to develop and provide solutions to significant technical challenges.
Planning and Organizing: Knowledge of the process of planning and arranging tasks and resources; ability to plan and organize both time and resources to get things completed while structuring and maintaining work in a systematic and highly methodical way.

Nice To Haves

Advanced proficiency in Microsoft Office tools (Word, Excel, PowerPoint, etc.), Copilot and PowerBI.
Experience with accounting systems is desired.
Special emphasis on Oracle EPM system
Comfort working across diverse data environments and a curiosity to explore new tools will be key to thriving in this role.

Responsibilities

Take lead in the month end accountable reporting process.
Provide technical expertise and support the business processes utilizing business analysis techniques.
Lead continuous improvement for monthly reporting deliverables with data analysis tools.
Work with large data sets to provide analysis and management reporting.
Assist in the management of the allocation methodology leveraged in the month end accountable reporting process.
Assist in developing process efficiency measures through Copilot and other artificial intelligence resources.
Survey operations to ascertain accounting needs and to recommend and/or develop solutions to business and financial problems.