Senior Manager Financial Planning & Analysis

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.

Job Title: Senior Manager Financial Planning & Analysis

Flexible working arrangements will be considered for this role, in-line with the needs of the business. 

Relocation/ Sponsorship : Not considered for this role.

Who is Caterpillar? What do we do?

With 2022 sales and revenues of $59.4 billion, 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. Caterpillar does business on every continent, principally operating through three primary segments – Construction Industries, Resource Industries and Energy & Transportation – and providing financing and related services through our Financial Products segment. 

What will Caterpillar do for you?

From day one, you’re set up to thrive at Caterpillar: helpful training, relatable mentors, global experience, competitive salary package, work-life balance and the growth opportunities you expect with a Fortune 100 company. You power our success and we are committed to empowering yours. After all, when your work can impact the entire world, it’s important to do work that matters.

The Division:

Our Energy & Transportation (E&T) segment has a broad portfolio of products and services - which include engines, generator sets, industrial gas turbines and locomotives, along with other related equipment depending on the industry and application. We deliver these products and services to Cat machine, oil & gas, power generation, transportation and industrial customers. E&T is also developing the advanced power sources of the future and is working on many solutions to help our customers lower their carbon footprint. Additionally, our Remanufacturing Division is another key component to the E&T portfolio, which provides great economical and sustainability benefits to customers. 

Job Summary:

This position is the Senior Finance Manager for the engines Sales & Marketing (SMSP) group within Caterpillar’s Industrial Power Systems Division (IPSD).  The position works across highly diverse and global teams to provide strategic counsel and deliver analysis and insights, partnering with the business to drive profitable growth across Caterpillar’s Industrial engines. The position is the primary business partner and trusted adviser for IPSD’s Regionals Sales Directors, Advanced Power Director, Marketing Director, and Services & Customer Support Director.  The role reports directly to the Senior Finance Director with responsibility for supporting the SMSP organization.   

Job Duties & Responsibilities:

• Own and lead the IPSD Sales & Operations planning process, collaborating closely across the sales teams and product groups

• Lead the IPSD orders management team, managing order intake, pipeline health, order backlog, and process improvement

• Own and lead the annual IPSD long term sales forecasting process

• Collaborate with the SMSP strategy team to define available market opportunity, market attractiveness, and Operating Profit After Capital Charge (OPACC) pools and use to establish long range plans

• Partner with Industrial Sales Directors and their teams evaluate monthly sales performance, business health of 3rd party Industrial sales, and prioritize resources towards driving sales growth in proper areas to maximize returns

• Support the creation and growth of the Industrial Advanced Power Customer Solutions team, driving penetration into emerging power technologies, such as batteries and hybrid

• Coordinate budget management across the entirety of the SMSP team

• Provide financial leadership and support investment analysis activities, capital spend requests, and project prioritization

• Champion the finance transformation and continuous process improvement

• Effectively lead a diverse team, focused on proper talent development, succession planning, performance management and target setting

Skills Required:

• Business Acumen: Knowledge of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations.

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

• Organizational Governance: Knowledge of the processes, customer, policies, and rules affecting the way the organization is administered and controlled; ability to ensure compliance with governance guidelines and policies.

• Strategic Thinking: Knowledge of the importance of "big picture" thinking and planning; ability to apply organizational acumen and competitiveness to identify and maintain focus on key success factors for the organization.

• Leadership: Knowledge of leadership practices and processes; ability to use strategies and skills to enlist others in setting, embracing and achieving objectives while having a long-term perspective of the future state of things and how to get there.

• Financial Forecasting and Modeling : Knowledge of processes, tools and techniques of financial forecasting and modeling; ability to explore and evaluate alternative financial scenarios and results.

• Stakeholder Management: Expert level ability to systematically identify stakeholders, analyze their needs and expectations, and engaging with them to achieve objectives while having a long-term perspective of the future state of things and how to get there.

Top Candidates Will Also Have:

• Operates as a true business partner. Ability to build strong relationships and partner across functions to help drive the business.

• Superior communication and influencing skills. An effective communicator with the ability to build relationships across an organization. 

• Ability to take an Enterprise Point of View and lead with Our Values in Action.

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.

Additional Information:

• Up to 15% global travel

NB. The panel cannot make assumptions when shortlisting therefore please demonstrate your qualifications and experience on your CV relevant to the criteria outlined.

Pending the number of applications, the criteria for the position may be enhanced to facilitate shortlisting. #LI #LI-Hybrid

Caterpillar is an Equal Opportunity Employer (EEO).

Not ready to apply? Join our Talent Community .