Finance Analyst Business Unit

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.

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.

Job Title: Finance Analyst Business Unit

Location: Bangalore, KA-India

Job Summary

Supports the Treasury Operation activities in India. Incumbent has a comprehensive knowledge of the organization’s Treasury processes & systems.  Performs treasury operational services in the most cost effective and high-quality way possible to customers.

Job Duties

• This is an exciting opportunity to play a key role within the Treasury team and support the Regional Treasury functions. 

Job Duties/ Responsibilities will include, but are not limited to:

• To independently perform Treasury functions that deal with financial analysis issues of medium complexity, which support business processes and provide further experience to be promoted to positions of greater responsibility
• From the outset, the Finance Analyst in a Regional treasury Center is expected to be a contributing performer, using knowledge of finance and experience gained from previous positions to support Treasury processes & tools utilizing analysis techniques
• Ability to work in regular shift to support India operations
• Perform Treasury operation functions such as running data, extracting report, reconciliation, FX support, month end closing activities, funding, access management, investment, insurance etc.
• Participate in the improvement ideas and projects
• The Finance Analyst will be exposed to a variety of Finance & Treasury functions and will:
• Develop an expanded understanding of Caterpillar’s business and finance practices, Treasury systems and procedures
• Accomplish a high level of output with a broad range of basic analysis of Treasury Operations
• Advise employees and entry level finance professionals
• Generate reports and provide commentary
• The Finance Analyst in a Regional Treasury Center identifies relevant function-related data, provides feedback, and influences decisions.
• Typically, decisions will impact medium-risk issues
• The Finance Analyst at a Regional Treasury Center will be responsible for making front-line decisions within defined areas of responsibility
• Work will be directed by a Treasury Supervisor/Manager, but this position does not require close supervision to be effective
• Finance responsibilities are of medium complexity such as, Cash management activities, credit management, financial statement analysis, reconciliations, analysis of markets, reporting, recommending solutions to basic business issues.
• The Finance Analyst at a Regional Treasury Center demonstrates knowledge and ability to independently resolve issues by following guidelines or previously used effective solutions
• They are highly motivated and demonstrate good communication skills and have an expanded knowledge of Caterpillar’s businesses, products, suppliers, customers and policies
• This position manages the completion of its own work assignments and coordinates work with others
   

Basic Qualifications:

• Strong business acumen with a high degree of process and functional knowledge of end-to-end Treasury processes
• Strong communication skills to effectively collaborate with multiple Business Units and teams across the globe
• Experience supporting Cash Management and Treasury Technology processes in a shared services environment preferred
• Strategic mindset, action-oriented, drive for continuous improvement, ability to manage change and embrace disruption
• Ability to work with multiple teams and stakeholder groups to drive outcomes
• Incumbent must demonstrate initiative, leadership, excellent analytical skills, problem solving, good judgment and superior communication skills.
• Highest level of integrity with attention to detail
• Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment
• Microsoft 0ffice365: strong knowledge of main applications (Excel, PowerPoint, Outlook, Teams)
• Familiarity with Treasury Management systems/ tools – Quantum & Trax will be added advantage.

• Requires a college degree in finance, economics, business administration or information technology related field or equivalent experience in the areas of foreign exchange, commodity management, economics, cash management, banking, financial markets or funding
• Two to five years of progressively responsible job-related experience is typically required
• Requires initiative, leadership, and ability to communicate effectively
• Incumbents are generally exposed to several areas of finance/treasury before promotion to this position

• Moderate travel may be required (between 5% to 15% of working time)

Top Candidates will also have:

• Prior experience in:
• Treasury management
• Cash management
• Working in a Shared Service environment

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:

February 23, 2024 - February 29, 2024

Caterpillar is an Equal Opportunity Employer (EEO).

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