Financial Analyst

Career Area:

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.

Position Title: Financial Analyst

Location: Bangalore, KA-India

Job Profile Summary

We are seeking a skilled Financial Analyst to join our team who will have the opportunity to champion our Global Finance Transformation by providing quality analysis from our new Center of Excellence. 

This is an exciting opportunity supporting Caterpillar's Integrated Components & Solutions (ICS) Division working with the Hydraulics organization. 

This role will not only enhance one’s communication, presentation and financial analysis skills through challenging job responsibilities and regular interaction with local leadership, but also provide opportunities for collaboration and networking across the enterprise.

Job Roles and Responsibilities

Job Responsibilities may include, but are not limited to:

• Supporting management reporting activities for month end closing, P&L/cost analysis, profitability walks, headcount analysis, leadership presentations and results meetings
• Providing technical expertise that supports engineers and project managers in the annual rate setting process, reporting & analysis
• Assisting in the development of the annual budget and quarterly forecast submissions
• Understanding and applying calculations/methodologies to produce variance analysis & commentary/business insights
• Understanding the impact on various corporate initiatives utilising Discount Cash Flow (DCF) method to support decision making
• Gathering & submitting data for R&D tax credits
• Participating in special projects and ad hoc reporting requests

Process Transition & Improvement:

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

Background/Experience/Skills & Capabilities

• Proven experience in financial & management reporting, analysis, FP&A, intercompany, month end processes and DCF
• Strong analytical and problem-solving skills to interpret complex financial data, trends and patterns
• Proficiency with large databases and advanced reporting tools such as Power Query and Power BI
• 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 5-7 years of progressive experience

Additional Information

• Work timings 2 p.m. to 11p.m. IST
• Work from office
• IC (individual contributor) role

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:

Caterpillar is an Equal Opportunity Employer (EEO).

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