Financial Analyst

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 Financial Analyst to join our team who will have the opportunity to champion our Global Finance Transformation by supporting our Accountable Reporting, Business Partnering and Continuous Improvement efforts.

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

What You Will Do

Job Roles and Responsibilities

• Support on management reporting activities for month end closing, P&L/cost analysis, forecasting, profitability walks, headcount analysis, leadership presentations.
• Experience with or ability to quickly learn local Caterpillar tools & systems like Axiom
• Perform system related activities covering building file groups, tables, SQL jobs, new reports, updating data/dimension tables and posting data modifications in support of changing business requirements.
• Develop/enhance/maintain dashboards working with large databases and advanced reporting tools such as Power Query, Power BI & Power Apps
• Partner with leadership to provide analytics & insights and develop as a subject matter expert on Caterpillar finance & accounting.
  
  

Process Transition & Improvement:

• Perform the tasks related to the transition of the projects in line with COE scope of work, timelines, business requirements and defined metrics/KPIs
• Participate in knowledge transfer sessions, defining and owning the documentation (instruction manuals and scorecards/trackers)
• Partner with multiple global stakeholders on day-to-day operations
• Identify and leverage on tools and technologies to transform processes
• Drive continuous improvement via simplification, standardization and automation
• Embed change management best practices
  
  

What You Will Have

• Proven experience in systems like Axiom, Power BI, Power App and/or other similar financial tools, financial & management reporting, FP&A, and business 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.
• Experience in process transitions and transformations in a virtual environment.
• Ability to quickly learn Caterpillar management reporting methodology and knowledge about products, suppliers, and consumers.
• CA, CMA or MBA Finance with 7-10 years of progressive experience
• A good working environment with a shift that starts from 02:00PM -11:00PM IST.
• IC (individual contributor) role
  
  

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 Working Knowledge:

• Delivers helpful feedback that focuses on behaviors without offending the recipient.
• Listens to feedback without defensiveness and uses it for own communication effectiveness.
• Makes oral presentations and writes reports needed for own work.
• Avoids technical jargon when inappropriate.
• Looks for and considers non-verbal cues from individuals and groups.
  
  

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 Working Knowledge:

• Follows organizational practices and guidelines for product profitability reporting.
• Analyzes errors or inaccuracies in financial reports.
• Uses basic tools to create simple financial reports.
• Monitors compliance with organizational standards for financial report writing.
• Implements organizational methods and procedures for financial report writing.
  
  

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 6, 2024 - May 12, 2024

Caterpillar is an Equal Opportunity Employer (EEO).

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Skills: Power Bi, Financial Reporting, Financial Analysis, Axiom

Experience: 7.00-10.00 Years