Finance 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 Finance Analyst (Treasury ) to join Treasury Operations Tower -Global Finances Services Division.

The incumbent would Supports the Treasury Technology Center of Excellence processes in a shared services environment. Incumbent is responsible for managing issues related to Fund Transfer, statements, static data maintenance and user access in TRAX (Payment Hub), Quantum (Treasury Management tools) and eBAM ( Bank account management) applications. The role will also require supporting issues or queries from end users and onboarding New Bank/Country/Payments into TRAX (Payment Hub). This role will also require to support system deployments and upgrades.  Performs treasury technology services in the most cost effective and high-quality way possible to customers. tax audit/inquiry responses, support systems & process improvement projects, in collaboration with Global Teams.

The preference for this role is to be based out of Bangalore, Whitefield office.

  What you will do

This is an exciting opportunity to play a key role within the Treasury team and support the Treasury Technology Center of Excellence. 

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

• Maintaining Static Data in FIS Treasury applications (TRAX/Payment Hub, Quantum and eBAM)
• User access Management in FIS applications (TRAX/Payment Hub, Quantum and eBAM)
• Support onboarding new Banks or Payment Types into TRAX/Payment Hub
• Support Treasury projects and initiatives (i.e. third-party customer support, SWIFT and bank connectivity projects, ERP connectivity etc.)
• Work with banks/counterparties and 3rd party vendors to address customer questions and issues
• To independently perform Treasury technology functions
• From the outset, the Finance Analyst in a Treasury Center of Excellence is expected to be a contributing performer, using knowledge of and experience gained from previous positions to support Treasury processes & tools utilizing analysis techniques
• Ability to work in night shifts to support Global operations
• 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 Treasury COE identifies relevant function-related data, provides feedback, and influences decisions.
• Typically, decisions will impact medium-risk issues
• The Finance Analyst at a Treasury COE will be responsible for making front-line decisions within defined areas of responsibility
• Work will be directed by a Treasury Manager, but this position does not require close supervision to be effective
• The Finance Analyst at a Treasury COE 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

What you will have 

• Strong business acumen with a high degree of process and functional knowledge of end-to-end Treasury processes, finance transformation, global business services
• Strong communication skills to effectively collaborate with multiple Business Units and teams across the globe.
• Experience supporting Treasury Technology processes in a shared services environment preferred.
• Strategic mindset, action-oriented, drive for continuous improvement, ability to manage change and embrace disruption.
• Prior experience working with FIS Treasury applications (TRAX/Payment-Hub, Quantum and eBAM) will be added advantage
• Ability to write SQL query, Java scripts and good working knowledge on Power BI, Power Automate & Macros will be an added advantage
• 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,…)
• Shift Timing-EAME shift-01:00PM-10:00PM (+/- 2 hours) /Rotational shift may apply depending upon support need

Education:

• Requires a college degree in information technology related field
• 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

• Other: Moderate travel may be required (between 0% to 5% of working time)

Top Candidates will also have:

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

Skills desired:

Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.
Level Basic Understanding:
• Explains the importance of accuracy in own function or unit.
• Identifies tasks or outputs that require accuracy and detail-level attention.
• Identifies the procedures for making sure that results are mistake-free.
• Describes consequences of errors within own unit or function.

Communicating Complex Concepts: Knowledge of effective presentation tools and techniques to ensure clear understanding; ability to use summarization and simplification techniques to explain complex technical concepts in simple, clear language appropriate to the audience.
Level Basic Understanding:
• Separates essential facts from peripheral or supporting facts in a body of information.
• Explains the value of analogies or comparisons in presenting new information and ideas.
• Differentiates concepts from technical detail.
• Contrasts industry jargon with standard language.

Problem Solving : Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations.
Level Extensive Experience:
• Ensures capture of lessons to be learned from a problem-solving effort.
• Organizes potential problem solvers and leads problem resolution efforts.
• Uses varying problem-solving approaches and techniques as appropriate.
• Contributes to standard practices for problem-solving approaches, tools, and processes.
• Analyzes and synthesizes information and devises alternative resolution strategies.
• Develops successful resolutions to critical or wide-impact problems.

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:

October 22, 2024 - October 28, 2024

Caterpillar is an Equal Opportunity Employer (EEO).

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