Staff Accountant II

Caterpillar•San Diego, CA

2d•Onsite

About The Position

The Staff Accountant II serves as the primary finance partner for the NPI, GTPE, and GCB organizations. The role leads monthly financial reviews with directors and leadership teams, providing insights on spending, forecasts, risks, and opportunities, and supports forecasting, annual planning, budgeting, and variance analysis. The position maintains and enhances enterprise-wide R&E reporting, analytics, and business insights, and develops executive-level and ELT-ready reporting packages for R&E activities. It supports organizational and business-unit restructuring to improve financial transparency and reporting, and translates complex financial information into actionable recommendations. As Global Process Owner for enterprise R&E financial reporting and governance, the Staff Accountant II drives standardization and best practices across financial planning and reporting, leads continuous improvements in efficiency, data quality, automation, and business insight, and ensures compliance with corporate financial policies, controls, and reporting requirements. The role also partners with R&E leaders to evaluate investments, resource allocation, and strategic initiatives. This position is onsite five days a week.

Requirements

Bachelor's degree in Accounting or Finance.
3–5 years of progressive experience in FP&A, accounting, finance, or a related analytical role.
Strong understanding of budgeting, forecasting, financial analysis, and management reporting.
Ability to synthesize large and complex data sets into actionable business insights.
Ability to manage competing priorities and deliver high-quality results in a fast-paced environment.
Strong analytical, problem-solving, and communication skills.
Advanced proficiency in Microsoft Excel and financial reporting tools.

Nice To Haves

Experience supporting engineering, R&D, or project-based organizations.
Experience developing executive-level financial reporting and presentations.
Ability to influence decision-making through financial insights and business partnership.

Responsibilities

Serve as primary finance partner for the NPI, GTPE, and GCB organizations.
Lead monthly financial reviews with directors and leadership teams, providing insights on spending, forecasts, risks, and opportunities.
Support forecasting, annual planning, budgeting, and variance analysis.
Maintain and enhance enterprise-wide R&E reporting, analytics, and business insights.
Develop and manage executive-level and ELT-ready reporting packages for R&E activities.
Support organizational and business-unit restructuring initiatives to improve financial transparency and reporting.
Translate complex financial information into actionable business recommendations.
Serve as the Global Process Owner for enterprise R&E financial reporting and governance.
Drive standardization and best practices across R&E financial planning and reporting processes.
Lead continuous process improvements to increase efficiency, data quality, automation, and business insight.
Ensure compliance with corporate financial policies, controls, and reporting requirements.
Partner with R&E leaders to evaluate investments, resource allocation, and strategic initiatives.
Build trusted relationships with leaders across multiple organizations and communicate financial results and recommendations to financial and non-financial audiences.
Analyze financial performance, forecasts, trends, risks, and opportunities; develop actionable reporting for management and executive leadership.
Support long-range planning and investment decisions, and identify opportunities to improve reporting, processes, and organizational effectiveness.
Connect financial results and business drivers to strategic and operational decisions, providing actionable recommendations to leadership.
Promote standardization, efficiency, automation, and scalable solutions across FP&A activities.