Finance Transition Manager

Jun 17, 2024
Jul 01, 2024
Work Mode
Hybrid, Remote
Full Time
Organization Type
We are seeking a skilled Finance Transition Manager with Financial or Management reporting experience to join our team and support onshore partners. This is an operations role, so requires in depth & hands on knowledge/involvement in all financial or management reporting activities in all transitions, not just oversight.
Role and Responsibilities
  • Manage and support a team of empowered financial analysts ensuring successful migration of specified roles into the Centre of Excellence (COE)
  • Actively partner with the financial analysts and stakeholders for tasks related to the transition of the projects in line with scope of work, timelines and business requirements
  • Ensure standard transition methodology is followed for all the transitions.
  • Ongoing and proactive scheduling of the transition calls working with the stakeholders, participating in knowledge transfer sessions and setting the tone by asking detailed questions/getting clarifications on all activities.
  • Ensure COE standard documentation (process maps, DTP) is created and maintained.
  • Manage relationship with the global stakeholders through timely connects and stepping up to resolve issues and escalations for all activities.
  • Work with the financial analysts on business continuity plan for all activities.
  • Monitor and report on transition progress and operations updates to the COE Manager
  • Identify and leverage on tools and technologies to transform processes.
  • Drive continuous improvement via simplification, standardization, and automation.
  • Embed change management best practices.
  • Prepare presentations and defined metrics/KPIs for distribution with different leadership groups.
What you will have
  • Subject matter expertise on data, processes, reports, and systems of financial or management reporting
  • Experience with advanced excel, power BI and powerpoint presentations.
  • Ability to quickly learn Caterpillar management reporting methodology and knowledge about products, suppliers, and consumers.
  • Proven experience in financial or management reporting, analysis, FP&A and month end processes
  • Strong analytical and problem-solving skills to interpret complex financial data, trends and patterns.
  • Excellent customer service skills working in a global environment with multiple stakeholders to drive outcomes.
  • Self-starter works well independently and, in a team, with excellent communication skills.
  • Showcased leadership skills, good judgement, and accountability in prior roles.
  • Experience in process transitions and transformations in a virtual environment.
  • Work within a constantly evolving COE structure displaying outstanding organisational and multitasking skills.
  • CA, CMA, MBA with 15+ years of progressive experience .
  • A good working environment with a shift that starts from 02:00PM -11:00PM IST.
Skills desired:
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.
Level Extensive Experience:
  • Reviews others writing or presentations and provides feedback and coaching.
  • Adapts documents and presentations for the intended audience.
  • Demonstrates both empathy and assertiveness when communicating a need or defending a position.
  • Communicates well downward, upward, and outward.
  • Employs appropriate methods of persuasion when soliciting agreement.
  • Maintains focus on the topic at hand.
Financial Analysis : Knowledge of tools and approaches of financial analysis; ability to read, interpret and draw accurate conclusions from financial and numerical material.
Level Working Knowledge:
  • Applies principles used to evaluate the economics of investment decisions.
  • Interprets major types of financial statements issued by the organization.
  • Utilizes basic qualitative and quantitative tools and techniques with proficiency.
  • Works with a specific financial analysis tool set.
  • Implements valid financial analysis aligned with key criteria.
Financial Reporting: Knowledge of processes, methods, and tools of financial reporting; ability to create and maintain accurate and thorough financial reports.
Level Extensive Experience:
  • Designs and interprets varied and complex financial reports.
  • Advises others on the methods and purposes to create accurate financial reports.
  • Monitors and ensures accuracy of the use of a variety of financial report-writing tools.
  • Updates or establishes organizational standards for financial reports.
  • Consults others on identifying, tracing, and correcting errors in financial reports.
  • Creates and customizes organizational methods and procedures for financial reports
What you will get:
  • Work Life Harmony
  • Earned and medical leave.
  • Flexible work arrangements
  • Relocation assistance
Holistic Development
  • Personal and professional development through Caterpillar s employee resource groups across the globe
  • Career developments opportunities with global prospects
Health and Wellness
  • Medical coverage -Medical, life and personal accident coverage
  • Employee mental wellness assistance program
Financial Wellness
  • Employee investment plan
  • Pay for performance -Annual incentive Bonus plan

Skills: Management Reporting, Financial Analysis, Power Bi, Powerpoint, Excel, Financial Reporting

Experience: 15.00-17.00 Years