Financial Planning & Analysis (FP&A) Manager
Caterpillar, Inc.
**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.
The Financial Planning & Analysis (FP&A) Manager will provide financial counsel for complex, broad traditional and non-traditional accounting studies, projects and/or initiatives to the leadership team of Caterpillar’s Electrification & Energy Solutions Division (which could include facility/product managers, Vice Presidents and/or Executive Office). This role reports directly to division chief financial officer.
**What You Will Do:**
Incumbent provides expertise on complex business, financial or managerial issues within a business unit or corporate environment. Additionally, this position will/must:
+ Have the ability as an “expert” to understand outcomes and have a broad enterprise view and understanding when resolving issues or completing projects.
+ Resolve issues independently
+ Lead and/or direct teams within or outside of discipline
+ Take full responsibility for outcomes. Has a unique accountability role on teams.
+ Initiate and lead business unit or corporate initiatives
+ Understand the commercial impact of business decisions
+ Provide creative solutions that challenge traditional methods and processes
Possible specific areas of responsibility could include but are not limited to:
+ Internal management accounting, including profit center, service center, distribution services, strategic business, integrated manufacturing, and component business unit reporting
+ Coordination of purchased services, transfer prices, and accountable target costs
+ Estimating various forecast and budget scenarios as needed based on changing business conditions
+ Financial accounting including consolidation, analysis and communication of division or multiple business units’ results / explanations
+ Presentation and explanation of results to management
+ Communication of results to corporate offices
Accounting tasks can be varied and broad to specific and complex in areas such as:
+ Providing financial guidance on cross-functional or business unit product teams
+ Developing methodology and providing education to accounting and non-accounting staffs and cross-functional teams
+ Communicating / consulting to broader (worldwide) audience on financial accounting issues
+ Redesigning and implementing financial systems
+ Drive behavior (ability to influence management directions) in accordance with financial targets and business unit / division / enterprise strategy
+ Develop cascading financial targets for a broad base of audiences (e.g., division, business unit, product team, facility)
+ Incumbent provides advice and counsel on business issues from an accounting perspective.
**What You Will Have:**
+ **Education:** 4-year degree in accounting
+ **Financial Analysis:** Knowledge of tools and approaches of financial analysis; ability to read, interpret and draw accurate conclusions from financial and numerical material.
+ **Financial Reporting:** Knowledge of processes, methods, and tools of financial reporting; ability to create and maintain accurate and thorough financial reports.
+ **Accounting:** Knowledge of accounting methods, processes, and tools; ability to maintain and prepare financial statements and reports using accounting methods and processes.
+ **Planning:** Tactical, Strategic: Knowledge of effective planning techniques and ability to contribute to operational (short term), tactical (1-2 years) and strategic (3-5 years) planning in support of the overall business plan.
+ **Effective Communications:** Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
**Top Candidate Will Also Have:**
+ Comprehensive knowledge of industry business, products, suppliers and customers, a broad understanding of accounting and business processes and systems.
+ CPA, CMA or MBA
**Additional Details:**
+ This role can be located in Irving, TX (preferred) or Peoria, IL
+ This role requires 5 days a week onsite/in office
+ Sponsorship is **NOT** available
+ Domestic relocation is available for those who qualify
**What You Will Get:**
+ Our goal at Caterpillar is for you to have a rewarding career. Our teams are critical to the success of our customers who build a better world.
+ Here you earn more than just a salary because we value your performance. We offer a total rewards package that provides benefits on day one (medical, dental, vision, RX, and 401K) along with the potential of an annual bonus. Additional benefits include paid vacation days and paid holidays.
+ All qualified individuals - Including minorities, females, veterans and individuals with disabilities - are encouraged to apply.
**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.
**Final details:**
Please frequently check the email associated with your application, including the junk/spam folder, as this is the primary correspondence method. If you wish to know the status of your application – please use the candidate log-in on our career website as it will reflect any updates to your status.
\#LI
**Summary Pay Range:**
$144,960.00 - $217,320.00
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
Relocation is available for this position.
Visa Sponsorship is not available for this position. This employer is not currently hiring foreign national applicants that require or will require sponsorship tied to a specific employer, such as, H, L, TN, F, J, E, O. 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:**
May 6, 2025 - May 20, 2025
Any offer of employment is conditioned upon the successful completion of a drug screen.
EEO/AA Employer. All qualified individuals - Including minorities, females, veterans and individuals with disabilities - are encouraged to apply.
Not ready to apply? Join our Talent Community (http://flows.beamery.com/caterpillarinc/talcom) .
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