Corporate Senior Financial Planning

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 Opportunity:

As a Corporate Senior Financial Planning & Analysis (FP&A) Analyst, your work will provide valuable insights to senior leaders that directly influence Caterpillar's business, strategy, and growth. The primary responsibility of this role is to prepare timely and accurate monthly and quarterly analysis and reporting that reflects Caterpillar's overall financial performance. Additional responsibilities include supporting the preparation of monthly and quarterly business review presentations detailing Caterpillar financial performance presented to senior finance leadership, supporting external reporting including the quarterly earnings reporting process, and partnering across the enterprise to support key projects related to Global Finance strategy initiatives. This includes the implementation of a new enterprise analysis solution within the OneStream system. This is a unique opportunity to work in a dynamic, fast-paced environment where attention to detail is critically important, as your work will be highly visible at all levels of the company.

What You Will Do:

Responsibilities include but are not limited to:

• Prepare key period-end charts and presentations utilized by senior finance leadership
• Lead monthly enterprise financial analysis, support discussions with senior leaders on business results, and demonstrate decision-making skills and ownership of results
• Support review of all externally communicated financial reports
• Create and utilize automated tools for the updating, analyzing and reporting of consolidated financial results
• Drive improvements and efficiencies in financial analysis and reporting processes
• Collaborate across a variety of groups at Caterpillar, including segment CFO teams and business unit contacts
• Maintaining financial records in accordance with GAAP and organizational standards

What You Have:

• Education: Bachelor's degree within Accounting, Finance, or related field or equivalent experience
• Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.
• Financial Analysis: Knowledge of tools and approaches of financial analysis; ability to read, interpret and draw accurate conclusions from financial and numerical material.
• 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.
• 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.
• Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
• 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.

Additional Information:

• The primary location for this position is Irving, TX
• This role requires 5 days a week in office
• Domestic relocation is available for those who qualify
• Sponsorship is not available
• International and Domestic travel up to 5%

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.

Summary Pay Range:

$110, $165,840.00

Compensation and benefits offered may vary depending on multiple individualized factors, job level, market location, job-related knowledge, skills, individual performance and experience. Please note that salary is only one component of total compensation at Caterpillar.

Benefits:

Subject to plan eligibility, terms, and guidelines. This is a summary list of benefits.

• Medical, dental, and vision benefits*
• Paid time off plan (Vacation, Holidays, Volunteer, etc.)*
• 401(k) savings plans*
• Health Savings Account (HSA)*
• Flexible Spending Accounts (FSAs)*
• Health Lifestyle Programs*
• Employee Assistance Program*
• Voluntary Benefits and Employee Discounts*
• Career Development*
• Incentive bonus*
• Disability benefits
• Life Insurance
• Parental leave
• Adoption benefits

• Tuition Reimbursement

• These benefits also apply to part-time employees

This position requires working onsite five days a week.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

Posting Dates:

November 18, December 12, 2025

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

Caterpillar is an Equal Opportunity Employer, Including Veterans and Individuals with Disabilities. Qualified applicants of any age are encouraged to apply.

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