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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 the Role

As a Senior Finance Specialist Dealer Support, you will build, maintain, and manage successful relationships between internal business units and Dealers. You will support the APD strategy by providing value-added and timely financial insights to enable key decisions for business case execution. Support services growth by collaborating with district teams, deep diving data and leading projects to sustain dealer financial health and driving profitable growth. Help build a diverse and inclusive environment while driving a lean culture by enhancing reporting and toolset solutions.

Key Responsibilities:

Dealer Financial Analysis/Financial Health:

Analyses confidential financial reports and evaluates the financial strength in assigned region(s). Along with the Finance Manager, assists dealers in financial planning, credit and collections, accounting, cash management, etc. Reports financial trends and problem areas affecting dealer performance and recommends solutions to the dealer, Region Finance, District and Vice Presidents.

Work with your peers in leading the deployment, training and embedment of analytical toolsets that support driving dealer profitable growth. The incumbent may also train, coach and mentor new Finance Reps and other members of the district/region and represent the Finance Manager during their absence. Responsible for identifying process improvements/efficiencies within district/region offices.

Asset Management:

Manages company receivables and administers payment policy to minimize past dues. Assists dealers in confidential continuity planning to analyse the financial impact on the dealership when transitioned to new owner.  Analyses and evaluates proposals submitted by prospective dealer candidates and make recommendations relative to acceptability.

Financial Institution Relationship:

Provides assistance to dealers in obtaining affordable financing and flexible credit line arrangements from financial institutions. Analyses existing lending agreements and takes part in negotiations with the dealers and their lenders for mutually acceptable legal documentation to protect company assets.

Projects and Supporting Role:

Leads/participates in projects to enhance/automate current dealer financial reporting and analysis. Provides valuables insights to business partners for better decision-making.

Other Governance:

Monitors compliance to Dealer Finance Procedures, Sarbanes Oxley Act and Treasury Letters

Other duties as assigned by Caterpillar management from time-to-time

Generally, the role requires about 15% - 25% travel within assigned territories to drive collaboration with Dealer, District and Business Units to understand regional business conditions.

What Skills you will have:

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.

Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.

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.

Decision Making and Critical Thinking: Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyse situations and reach productive decisions based on informed judgment.

Relationship Management: Knowledge of relationship management techniques; ability to establish and maintain healthy working relationships with clients, vendors, and peers.

Financial Markets: Knowledge of the products, types, competitors, customer base, major issues and regulatory considerations in the financial markets; ability to apply financial market knowledge to various business environments.

Financial Analysis: Knowledge of tools and approaches of financial analysis; ability to read, interpret and draw accurate conclusions from financial and numerical material.

Basic Requirements:

Bachelor’s degree, preferably in Finance, Business Administration, Economics, Accounting, or Business Analytics

5 (plus) years practical experience in financial management and corporate finance

Previous experience with PowerBI

Excellent verbal and written communication skills

Good financial and data analytical skills and understanding of commercial needs

Top Candidates will also have:

Previous Credit/Risk Management/Treasury experience

Knowledge of Caterpillar business operations as well as knowledge of Caterpillar dealership operations highly preferred   

Position collaborates with dealers on complex financial issues in multiple countries. Responsible for managing financial decisions involving currency fluctuations, changing political and social environments. Individual may live in the field and finance manager is traditionally off-site. Individual must be qualified to work in a stand-alone environment.

Additional Information

This position requires the candidate to work full-time in the Caterpillar Tullamarine office

Sponsorship is not available.

Posting Dates:

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

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