Manager Financial Planning

2 days ago

Irving, United States Caterpillar Full time
Career Area:
Finance

Job Description:

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.

The FP&A Manager is a key leadership role supporting the Electrification & Energy Solutions (E+ES) business within the Caterpillar Energy & Transportation Division. This position supports the E+ES business through monthly financial reporting, planning / forecasting, pricing analysis, period cost governance and overall business support.

What You Will Do:
  • Establish transactional flows for new business models for alternative power solutions, working with both commercial and technical leaders across sales, strategy, tax, compliance, legal entity and technical accounting.
  • Provide Business Analysis support for the Division; new product introduction analysis, value chain analysis, investment analysis, sourcing analysis, product costing and supporting NPI projects.
  • Lead efforts to implement period cost governance to support execution of annual business plan and tracking of key R&D projects.
  • Lead reporting and analysis of product-level enterprise results.
  • Collaboration across accounting, commercial and engineering teams to enable business insights and financial support to E+ES business.
  • Upon request, take part in special projects and ad hoc reporting requests.
  • Champion the use of new technologies and tools for analyzing financial data and driving efficiency improvements to monthly / forecasting processes.
What You Have:
  • Education/Experience: This position typically requires a Bachelor's Degree in Accounting and 6+ years of job related experience
  • Analytical Thinking: 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.
  • 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.
  • Accounting: Knowledge of accounting methods, processes, and tools; ability to maintain and prepare financial statements and reports using accounting methods and processes.
  • Financial Reporting: Knowledge of processes, methods, and tools of financial reporting; ability to create and maintain accurate and thorough financial reports.
Top Candidates Will Also Have:
  • Axiom and Power BI knowledge
  • CMA or CPA
  • MBA or Masters Degree in Accounting (or equivalent)
Additional Info:
  • The primary location for this position is TX-Dallas-Corporate Headquarters OR Mossville-Building AC Office
  • Domestic relocation assistance is available for those who qualify
  • Sponsorship is not available
  • International and Domestic travel up to 5%
  • This posting will close at midnight on June 27th, 2024
What You Will Get:
  • Our goal at Caterpillar is for you to have a rewarding career. Our teams are critical to the success of our customers who build a better world.
  • Here you earn more than just a salary because we value your performance. We offer a total rewards package that provides benefits on day one (medical, dental, vision, RX, and 401K) along with the potential of an annual bonus. Additional benefits include paid vacation days and paid holidays.
  • All qualified individuals - Including minorities, females, veterans and individuals with disabilities - are encouraged to apply.


Relocation is available for this position.

Visa Sponsorship is not available for this position. This employer is not currently hiring foreign national applicants that require or will require sponsorship tied to a specific employer, such as, H, L, TN, F, J, E, O. As a global company, Caterpillar offers many job opportunities outside of the U.S which can be found through our employment website at www.caterpillar.com/careers.

Posting Dates:
June 13, 2024 - June 27, 2024

Any offer of employment is conditioned upon the successful completion of a drug screen.

EEO/AA Employer. All qualified individuals - Including minorities, females, veterans and individuals with disabilities - are encouraged to apply.

Not ready to apply? Join our Talent Community.

  • Financial Planning Analyst

    4 weeks ago

    Irving, United States Matheson Tri-Gas Full time

    The Financial Planning Analyst role will conduct financial analysis, primarily oriented on Profit and Loss statements, across all Business Units and Zones in the Company. This role will require interaction with senior executives to generate creative methods of conveying business projects, strategy, and financial numbers through PowerPoint presentations. The...

  • Financial Planning Analyst

    4 weeks ago

    Irving, United States Matheson Tri-Gas Full time

    The Financial Planning Analyst role will conduct financial analysis, primarily oriented on Profit and Loss statements, across all Business Units and Zones in the Company. This role will require interaction with senior executives to generate creative methods of conveying business projects, strategy, and financial numbers through PowerPoint presentations. The...

  • Financial Planning and Analysis Analyst

    1 month ago

    Irving, United States CEC Companies Full time

    Job DetailsJob Location CEC Facilities Group Irving Office - Irving, TX Position Type Full Time Description CEC is one of the top specialty subcontractors in the country and as a quickly growing company, we are always looking for passionate, talented, and creative people to join our team's roster. If you are looking for a challenge that will lead you to the...

  • Financial Planning and Analysis Analyst

    4 weeks ago

    Irving, United States CEC Companies Full time

    Job DetailsJob Location CEC Facilities Group Irving Office - Irving, TX Position Type Full Time Description CEC is one of the top specialty subcontractors in the country and as a quickly growing company, we are always looking for passionate, talented, and creative people to join our team's roster. If you are looking for a challenge that will lead you to the...

  • Director Corporate Financial Planning and Analysis

    2 weeks ago

    Irving, Texas, United States Vistra Corporate Services Company Full time

    If you have what it takes to become part of the Vistra family and would like to start a promising career with a global leader, take a look at the exciting employment opportunities that are currently available and apply online. Job Summary Responsible for leading the Corporate planning process across Vistra and helping to identify and implement processes that...

  • Director of Financial Planning and Analysis

    4 weeks ago

    Irving, United States Omega Holdings Full time

    Omega Holdings is a private equity-owned leading distributor of air conditioning and other high demand aftermarket components to a broad range of light-duty and heavy-duty vehicle end markets. Omega has created a unique, market leading platform in the automotive aftermarket with numerous opportunities to apply its repeatable playbook to grow both organically...

  • Director of Financial Planning and Analysis

    3 months ago

    Irving, United States Omega Holdings Full time

    Omega Holdings is a private equity-owned leading distributor of air conditioning and other high demand aftermarket components to a broad range of light-duty and heavy-duty vehicle end markets. Omega has created a unique, market leading platform in the automotive aftermarket with numerous opportunities to apply its repeatable playbook to grow both organically...

  • Director of Financial Planning and Analysis

    3 months ago

    Irving, United States Omega Holdings Full time

    Omega Holdings is a private equity-owned leading distributor of air conditioning and other high demand aftermarket components to a broad range of light-duty and heavy-duty vehicle end markets. Omega has created a unique, market leading platform in the automotive aftermarket with numerous opportunities to apply its repeatable playbook to grow both organically...

  • Director of Financial Planning and Analysis

    4 weeks ago

    Irving, United States Omega Holdings Full time

    Omega Holdings is a private equity-owned leading distributor of air conditioning and other high demand aftermarket components to a broad range of light-duty and heavy-duty vehicle end markets. Omega has created a unique, market leading platform in the automotive aftermarket with numerous opportunities to apply its repeatable playbook to grow both organically...

  • Contract Administration- Financial Planning

    1 month ago

    Irving, United States Boy Scouts of America Full time

    Position OverviewWe are currently seeking a skilled Finance Contracts Specialist with in-depth knowledge of accounting principles of cost accounting and financial and data analysis to conduct studies that provide detailed cost, trend, and projection information to join our dynamic Office of Development team. The Finance Contracts Specialist will play a...

  • Contract Administration- Financial Planning

    1 month ago

    Irving, United States Boy Scouts of America Full time

    Position OverviewWe are currently seeking a skilled Finance Contracts Specialist with in-depth knowledge of accounting principles of cost accounting and financial and data analysis to conduct studies that provide detailed cost, trend, and projection information to join our dynamic Office of Development team. The Finance Contracts Specialist will play a...

  • Contract Administration- Financial Planning

    4 weeks ago

    Irving, United States Boy Scouts of America Full time

    Position OverviewWe are currently seeking a skilled Finance Contracts Specialist with in-depth knowledge of accounting principles of cost accounting and financial and data analysis to conduct studies that provide detailed cost, trend, and projection information to join our dynamic Office of Development team. The Finance Contracts Specialist will play a...

  • Contract Administration- Financial Planning

    4 weeks ago

    Irving, United States Boy Scouts of America Full time

    Position OverviewWe are currently seeking a skilled Finance Contracts Specialist with in-depth knowledge of accounting principles of cost accounting and financial and data analysis to conduct studies that provide detailed cost, trend, and projection information to join our dynamic Office of Development team. The Finance Contracts Specialist will play a...

  • VP of Financial Planning and Analysis

    5 days ago

    Irving, United States Cacique Foods, LLC Full time

    Cacique® is the #1 brand of authentic Mexican-style cheeses, cremas, chorizos and salsas in the United States. With a leadership position among the Hispanic population nationwide and over 13 years of consecutive revenue growth, Cacique is poised for continued growth and expansion. Cacique was founded in 1973 upon the four core values of Family, Quality,...

  • VP of Financial Planning and Analysis

    6 days ago

    Irving, United States Cacique Foods, LLC Full time

    Cacique® is the #1 brand of authentic Mexican-style cheeses, cremas, chorizos and salsas in the United States. With a leadership position among the Hispanic population nationwide and over 13 years of consecutive revenue growth, Cacique is poised for continued growth and expansion. Cacique was founded in 1973 upon the four core values of Family, Quality,...

  • Manager Wholesale Regional Planning

    4 weeks ago

    Irving, United States TXU Energy Full time

    The position is responsible for the coordination of financial planning and analysis for asset operations in one of four operating regions, including development of high performance financial plans and projections and coordination of financial plannin Manager, Financial Planning, Regional Manager, Planning, Operations, Accounting, Business Services

  • Manager Wholesale Regional Planning

    4 weeks ago

    Irving, United States Vistra Corporate Services Company Full time

    If you have what it takes to become part of the Vistra family and would like to start a promising career with a global leader, take a look at the exciting employment opportunities that are currently available and apply online. Job Summary The position is responsible for the coordination of financial planning and analysis for asset operations in one of four...

  • Bilingual SPOC Relationship Manager

    1 month ago

    Irving, United States BOK Financial Full time

    Req ID:74776 Location:Irving -IRV Areas of Interest:Mortgage Servicing Pay Transparency Salary Range:Not Available Application Deadline:06/24/2024 BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado,...

  • Bilingual SPOC Relationship Manager

    4 weeks ago

    Irving, United States BOK Financial Full time

    Req ID:74776 Location:Irving -IRV Areas of Interest:Mortgage Servicing Pay Transparency Salary Range:Not Available Application Deadline:06/24/2024 BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado,...

  • Bilingual SPOC Relationship Manager

    3 weeks ago

    Irving, United States BOK Financial Full time

    Req ID: 74776 Location: Irving -IRV Areas of Interest: Mortgage Servicing Pay Transparency Salary Range: Not Available Application Deadline: 06/24/2024 BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas,...