Lead FP&A Analyst

3 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.

We have an exciting opportunity for a Lead FP&A Analyst supporting the Electric Power Division (EPD). In this role, you will lead the monthly financial planning and analysis for EPD and quarterly/annual forecast process, as well as support the implementation of OneStream. Caterpillar's Electric Power Division (EPD) offers integrated solutions, parts, and services to meet the needs of our various commercial and industrial electric power customers. EPD supports a wide range of customer applications across the globe, including providing back-up power to hospitals, providing emergency power when natural disasters strike, and supporting critical infrastructure for data centers, municipalities, and more.

What You Will Do:
  • Serve as Team Lead for EPD monthly financial planning and analysis
  • Coordinate quarterly/annual forecasts by maintaining forecasting tools and templates
  • Support the implementation of OneStream within the EPD business resources team
  • Influence our finance culture by demonstrating desired behaviors, including but not limited to continuous improvement
What You Will Have:
  • Accuracy and Attention to Detail: Understand the necessity and value of accuracy; ability to complete tasks with high level of precision.
  • Intellectual Curiosity / Courage: Initiative to dig into the details and understand the "why" while connecting those details to the bigger picture and challenging the status quo where necessary.
  • Analytical Thinking: Knowledge of techniques and tools that promote effective analysis; capacity to determine root cause of organizational problems and create alternative solutions to resolve those problems.
  • Effective Communication: Utilize effective communication concepts, tools and techniques; effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
  • Manage Multiple Priorities: Knowledge of effective self-management practices; manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
  • Decision Making: Knowledge of the decision-making process and associated tools and techniques; capable of accurately analyzing situations and reaching productive decisions based on informed judgment.
  • Financial Planning & Analysis: Knowledge of processes, methods, and tools for financial reporting; ability to apply finance knowledge appropriately to diverse situations as well as read, interpret, and draw accurate conclusions from financial and numerical material.
  • Vision for Change: See opportunities for change and establish the big picture vision as well as drive thinking and planning towards a long-term strategic goal.
Top Candidates Will Have:
  • Bachelor's degree within Accounting, Finance, or related area
  • Financial Reporting & Analysis experience at a large public accounting firm or a Fortune 500 company
  • Power BI, OneStream, and Axiom experience or willingness to learn as we work to improve our reporting and data analyses
Additional Info:
  • This position will be located in our office in Irving, TX
  • This role is a full time, Hybrid position and currently requires 3 days a week in office
  • Domestic relocation assistance is available for those who qualify
  • Sponsorship is not available
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.


About Caterpillar -

Caterpillar Inc. is the world's leading manufacturer of construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines and diesel-electric locomotives. For nearly 100 years, we've been helping customers build a better, more sustainable world and are committed and contributing to a reduced-carbon future. Our innovative products and services, backed by our global dealer network, provide exceptional value that helps customers succeed.

Final details:

Please frequently check the email associated with your application, including the junk/spam folder, as this is the primary correspondence method. If you wish to know the status of your application - please use the candidate log-in on our career website as it will reflect any updates to your status.

#LI - Hybrid

Posting Dates:
September 11, 2024 - September 25, 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.

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