Finance Transition Manager

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.

Your Impact 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.

Job Summary

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.

The preference for this role is to be based out of Whitefield Office, Bangalore, India

What You Will Do

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.
  
  

Additional Information:

Caterpillar is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status; however, 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

Caterpillar is an Equal Opportunity Employer (EEO)

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

Posting Dates:

May 3, 2024 - May 9, 2024

Caterpillar is an Equal Opportunity Employer (EEO).

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

Experience: 15.00-17.00 Years