Senior FP&A Analyst

Beschreibung

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.

As a Senior Financial Planning & Analysis (FP&A) Analyst supporting Caterpillar's Resource Industries organization, you will provide financial analysis, forecasting, reporting, and strategic decision support focused on global sales and profitability performance.

In this highly visible role, you will analyze and consolidate sales and profit results, helping leaders understand changes in price, volume, mix, warranty, currency and overall sales performance. You will partner closely with Mining Solutions and RIOP Product Group teams to translate financial results into clear insights and actionable recommendations.

What You Will Do

Sales & Profit Analysis

• Analyze and consolidate sales and profit performance across domestic and international businesses.
• Lead Price, Volume, Mix, Warranty and Currency Analysis to identify and clearly explain the variances and key drivers of financial performance.
• Investigate financial variances and translate detailed analysis into meaningful business insights.
• Identify emerging risks, opportunities, and business trends that may impact sales and profitability.
• Help business and finance leaders understand the underlying drivers behind changes in financial performance.

Financial Planning & Forecasting

• Support monthly, quarterly, and annual sales and profit forecasting activities.
• Prepare preliminary sales and profit estimates for business and finance leadership.
• Develop financial analyses, forecasts, and scenarios that support business planning and decision-making.
• Partner with business teams to understand forecast assumptions and constructively challenge inputs when appropriate.
• Support Sales & Operations Planning (S&OP) through sales, profit, demand, and financial performance analysis.
• Support order backlog analysis and reporting.
• Identify changes in business conditions that could impact future sales and profitability.

Enterprise Reporting & Business Partnership

• Consolidate financial results across multiple businesses, product groups, and geographic regions to provide a clear view of overall sales and profit performance.
• Prepare recurring financial reports, analyses, forecasts, and leadership materials.
• Communicate financial results, key drivers, risks, and opportunities to senior business and finance leaders.
• Partner with Finance and business stakeholders to understand operational performance and its impact on financial results.
• Translate complex financial information into concise, actionable recommendations for finance and non-finance audiences.
• Maintain a high degree of accuracy and attention to detail when preparing highly visible leadership reporting.
• Serve as a trusted finance partner who helps stakeholders understand both financial results and the business drivers behind them.

What You Have

Required Qualifications

• Bachelor's degree in Accounting, Finance, Business, Economics, or a related field.
• 5 years of progressive experience in FP&A, sales analysis, financial reporting, accounting, or a related finance discipline.
• Strong understanding of budgeting, forecasting, financial reporting, variance analysis, and management reporting.
• Experience consolidating financial results across multiple businesses, product groups, geographic regions, or reporting entities.
• Advanced Microsoft Excel and financial modeling capabilities.
• Demonstrated ability to analyze complex financial information, identify key business drivers, and translate findings into actionable recommendations.
• Excellent written, verbal, and presentation communication skills.
• Strong attention to detail, particularly when preparing highly visible financial information.
• Ability to work effectively under pressure and deliver accurate analysis within tight reporting deadlines.
• Ability to independently manage multiple priorities while partnering effectively across a complex, matrixed organization.

Reporting, Systems & Transformation

• Experience with OneStream or another enterprise financial planning, consolidation, or reporting platform.
• Experience supporting a financial systems implementation, including requirements gathering, testing, reporting design, process migration, or user adoption.
• Experience supporting financial reporting transformations or process-standardization initiatives.
• Experience developing financial reporting and analytical tools that improve business visibility and decision-making.

Additional Information

• Location: Irving, TX
• Work Arrangement: Onsite, 5 days per week
• Travel: Up to 5% domestic
• Relocation Assistance: Available for qualified candidates
• Visa Sponsorship: Not available
• Posting Duration: 10 business days

Summary Pay Range:

Compensation and benefits offered may vary depending on multiple individualized factors, job level, market location, job-related knowledge, skills, individual performance and experience. Please note that salary is only one component of total compensation at Caterpillar.

Benefits:

Subject to plan eligibility, terms, and guidelines. This is a summary list of benefits.

• Medical, dental, and vision benefits*

• Paid time off plan (Vacation, Holidays, Volunteer, etc.)*

• 401(k) savings plans*

• Health Savings Account (HSA)*

• Flexible Spending Accounts (FSAs)*

• Health Lifestyle Programs*

• Employee Assistance Program*

• Voluntary Benefits and Employee Discounts*

• Career Development*

• Incentive bonus*

• Disability benefits

• Life Insurance

• Parental leave

• Adoption benefits

• Tuition Reimbursement

* These benefits also apply to part-time employees

Posting Dates:

Any offer of employment is conditioned upon the successful completion of a drug screen.

Caterpillar is an Equal Opportunity Employer, Including Veterans and Individuals with Disabilities. Qualified applicants of any age are encouraged to apply.

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