Manager Digital Program (Finance Transformation Lead - Analytics Center of Excellence (COE))

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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.

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 Description:

We are seeking an experienced Manager Digital Program (Finance Transformation Lead – Analytics Center of Excellence (COE) ) to join our COE-Accountable Reporting -Global Finance Services Division

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

What you will do:

The Finance Transformation Lead is managing the Continuous Improvement and Automation Analytics Center of Excellence (ACOE) team and is responsible for identifying, shaping, and delivering strategic finance transformation initiatives across the Analytics Center of Excellence towers.

This role serves as the bridge between Finance, Data & Analytics, Digital Technology, and Business Operations, leveraging advanced analytics, automation, AI, and process redesign to improve operational performance, strengthen controls, enhance decision-making, and deliver measurable business value.

The successful candidate acts as an internal consultant and trusted advisor, partnering with finance leaders to redesign processes, build scalable digital solutions, and accelerate the adoption of innovative technologies across the enterprise. The position requires strong business acumen, analytical thinking, stakeholder influence, and the ability to lead complex cross-functional transformation initiatives from concept through value realization.

Key Responsibilities

Finance Transformation Leadership

• Lead end-to-end finance transformation initiatives across Analytics Center of Excellence towers
• Identify process improvement opportunities through analytics, benchmarking, process mining, operational reviews, and stakeholder engagement.
• Design future-state operating models focused on simplification, standardization, automation, and elimination of non-value-added activities.
• Develop business cases, investment proposals, implementation roadmaps, and value realization plans.
• Drive adoption of best-in-class finance processes and digital capabilities across the organization.
• Act as a transformation lead for strategic initiatives involving ERP optimization, workflow automation, AI, machine learning, and intelligent process automation.

Analytics & Digital Enablement

• Translate business challenges into analytical, automation, and technology solutions.
• Partner with data engineering, analytics, and technology teams to define requirements and deliver scalable solutions.
• Promote the use of advanced analytics, predictive intelligence, AI-enabled insights, and Agentic AI capabilities to improve finance processes and decision making.
• Guide development of dashboards, KPI frameworks, executive reporting, and self-service analytics solutions.
• Ensure strong governance over data quality, metric definitions, business rules, and reporting standards.

AI and Intelligent Automation

• Lead identification and implementation of emerging technologies, including Generative AI, Agentic AI, Intelligent Document Processing, and workflow automation.
• Evaluate automation opportunities based on business value, control requirements, scalability, and operational risk.
• Partner with IT and Digital teams to develop sustainable and controlled automation solutions.
• Establish governance and measurement frameworks to ensure successful adoption and business value realization.

Strategic Stakeholder Management

• Serve as a trusted advisor to Finance Leadership, Global Business Services, Analytics Center of Excellence teams, and Technology organizations.
• Facilitate executive workshops, process design sessions, and transformation reviews.
• Influence decision making in complex matrix organizations without direct authority.
• Communicate recommendations, project status, risks, and expected business outcomes to senior leadership.

Program Delivery & Governance

• Ensure disciplined project execution through structured governance, issue management, benefit tracking, and risk mitigation.
• Monitor project performance and value realization against approved business cases.
• Drive adherence to controls, compliance, audit, and data governance requirements.
• Support project prioritization and portfolio management activities across the Analytics COE.

Capability Building & Leadership

• Provide coaching, mentoring, and functional leadership to continuous improvement team members , transformation consultants, and project resources.
• Contribute to the development of Analytics COE methodologies, standards, and best practices.
• Promote a culture of innovation, continuous improvement, and data-driven decision making.
• Build organizational capability in analytics, digital technologies, automation, and AI adoption.

What you will have:

• Bachelor's degree in Finance, Business, Engineering, Information Systems, Analytics, or related discipline.
• 10-15 years of experience in one or more of the following:
• Finance Transformation
• Management Consulting
• Continuous Improvement
• Digital Transformation
• Finance Systems
• Strong understanding of end-to-end finance processes and operating models.
• Demonstrated experience leading enterprise-wide transformation initiatives.
• Experience building business cases and quantifying financial benefits.
• Excellent executive communication and stakeholder management skills.
• Preferred Qualifications
• MBA, CPA, CMA, Lean Six Sigma Black Belt, PMP, or equivalent certification.
• Experience with SAP, Snowflake, Power BI, Power Platform, and AI-enabled technologies.
• Experience with Intelligent Automation, RPA, Agentic AI, Generative AI, or Machine Learning solutions.
• Consulting background with a leading advisory firm or internal transformation organization.
• Experience leading global and cross-functional teams.
• Critical Success Factors
• Strategic Thinking
• Executive Presence
• Strong Business Acumen
• Analytics & Problem Solving
• Digital & AI Mindset
• Influence Without Authority
• Change Leadership
• Program Management Excellence
• Continuous Improvement Orientation
• Results & Value Delivery Focus
• This position requires candidate to work a 5-day -a -week schedule in the office.

Skills desired:

Decision Making and Critical Thinking: Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment.
Level Extensive Experience:
• Differentiates assumptions, perspectives, and historical frameworks.
• Evaluates past decisions for insights to improve decision-making process.
• Assesses and validates decision options and points and predicts their potential impact.
• Advises others in analyzing and synthesizing relevant data and assessing alternatives.
• Uses effective decision-making approaches such as consultative, command, or consensus.
• Ensures that assumptions and received wisdom are objectively analyzed in decisions.

Organizational Leadership: Knowledge of leadership concepts and ability to use strategies and skills to enlist others in setting, embracing and achieving objectives.
Level Extensive Experience:
• Employs various group decision-making methods depending on the situation.
• Promotes efficacy through monitoring, coaching & motivating subordinates, intervention, etc.
• Translates vision into specific functional or departmental initiatives.
• Uses emotional contagion to affect the mood of group members, tone of group and group processes.
• Uses a normative decision model (with leadership styles and situational variables) to select style.
• Initiates structure: role clarification, setting standards, holding subordinates accountable, etc.

Program Management (M0260): Knowledge of the policies and techniques to manage a set of related projects within a program; ability to plan, organize, monitor, and control the set of projects, ensuring efficient utilization of technical and administrative resources to achieve program objectives.
Level Extensive Experience:
• Evaluates risks and vulnerabilities, and creates contingency plans.
• Advises others on preferred tools, techniques and methods for estimating program cost and time.
• Conducts regular and ad-hoc program reviews with project managers, team and clients.
• Coaches others in maintaining open communication among project managers and interested parties.
• Oversees reporting requirements, and creates monitoring and control mechanisms.
• Plans, estimates, staffs, organizes and monitors a set of projects within a program.

Change Control: Knowledge of the processes and procedures by which a change is identified, evaluated, approved, monitored and documented; Ability to manage changes in the production environment and processes effectively+
Level Extensive Experience:
• Train others in how to review a proposed change and assesses the potential impact of the change on the organization or environment.
• Manages change control processes to ensure each change is evaluated and dispositioned at the proper authority level.
• Oversees the development of organizational change management policies and procedures.
• Develops and publishes comprehensive change and contingency plans.
• Defines and communicates change risks, contingency alternatives and associated benefits and drawbacks.
• Coordinates the implementation of change in diverse and complex production environments.

IT Project Control and Reporting: Knowledge of project control and reporting; ability to monitor the vital signs of an IT project while managing its progress and delivery schedule.
Level Extensive Experience:
• Justifies varying and appropriate levels of scrutiny for differently experienced team members.
• Advises on the selection of tools and techniques used for monitoring progress and presenting reports to stakeholders.
• Communicates with managerial, technical and business stakeholders on progress reporting.
• Controls multiple IT projects: monitoring progress, probing and repairing delays.
• Consolidates the progress of many IT projects into a single progress report.
• Consults on the principles of Earned Value Analysis across multiple IT projects.

IT Project Management: Knowledge of project management; ability to plan, organize, monitor and control IT projects using appropriate technical resources.
Level Extensive Experience:
• Controls quality standards and budgeting in an ongoing IT project.
• Estimates and appropriately addresses potential issues and risks in IT projects.
• Ensures that technical objectives and functional requirements align in all IT projects.
• Builds IT related templates for demand analysis and functional reports.
• Monitors every step in an IT project to ensure all aspects of the project are delivered on-time.
• Directs team members in analyzing client requirements in an appropriate manner.

IT Standards, Procedures & Policies: Knowledge of Information Technology (IT) standards and policies; ability to utilize a variety of administrative skill sets and technical knowledge to manage organizational IT policies, standards, and procedures.
Level Extensive Experience:
• Evaluates the effectiveness of IT policies through professional group discussions.
• Designs organizational IT policies, standards and procedures.
• Develops templates for designing IT standards and procedures for technical business plans.
• Monitors the implementation of IT standards and procedures in IT projects or services.
• Manages the process for IT standards and procedures delivery and implementation ensuring the organization is under effective management.
• Revises IT policies, standards and procedures based on each department's feedback.

Problem Management: Knowledge of the processes involved in problem control, error control and the production of management information or computer hardware; ability to identify the root cause of problems in a timely and accurate manner and bring them to a successful resolution.
Level Extensive Experience:
• Monitors and improves problem reporting, tracking, escalation and resolution.
• Estimates costs and benefits of potential solutions and makes recommendations.
• Receives, clarifies and resolves a variety of standard and atypical problems.
• Conducts trend and root cause analysis to identify and address recurring problems.
• Coaches junior staff on handling a variety of service related problems.
• Identifies and evaluates alternative approaches to resolving service problems.

What you will get:

• Work Life Harmony
• Earned and medical leave.
• 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

Posting Dates:

Caterpillar is an Equal Opportunity Employer. Qualified applicants of any age are encouraged to apply

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