Senior Financial Analyst - Corporate Forecasting

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.

As a Senior Financial Analyst – Corporate Forecasting, you will play a key role in supporting Caterpillar's enterprise forecasting process, providing insights related to cash flow, balance sheet and centrally managed cost. This is a highly visible role which explains business impacts to senior finance leaders and partners with Treasury, Corporate Accounting, and other stakeholders to support decision-making and drive enterprise financial performance.

The ideal candidate is intellectually curious, highly analytical, resourceful, and eager to learn complex financial topics while helping shape the future of finance and forecasting at Caterpillar.

What You Will Do

Corporate Forecasting & Financial Analysis

• Support the enterprise Corporate Forecasting process, including the collection, consolidation, and analysis of quarterly outlook submissions through financial systems.
• Analyze, explain, and present results related to cash flow, balance sheet performance, and corporate financial activities.
• Develop meaningful financial insights and recommendations that support strategic business decisions.
• Research and analyze complex financial topics, identifying implications and opportunities that impact enterprise results.

Business Partnership & Leadership Support

• Partner with Treasury, Corporate Accounting, FP&A, and Segment Finance teams to support enterprise forecasting and financial planning activities.
• Collaborate across multiple organizations to understand business drivers and financial impacts.
• Present findings, recommendations, and financial insights to leadership in a clear and concise manner.
• Build strong working relationships with stakeholders across the enterprise.

Process Improvement & Digital Finance

• Drive continuous improvement initiatives related to corporate forecasting processes.
• Identify opportunities for automation, simplification, and efficiency improvements.
• Support Digital Finance initiatives and the implementation of enhanced reporting and forecasting capabilities.

Special Projects & Enterprise Initiatives

• Initiate, lead, or support cross-functional business initiatives and strategic finance projects.
• Manage multiple priorities and deadlines while maintaining high-quality work products.
• Demonstrate ownership, accountability, and a proactive approach to problem-solving.

What You Have

Education

• Bachelor's or Master’s degree in Accounting, Finance, Economics, Business, or a related field.

Accuracy & Attention to Detail

• Understanding of the importance of precision and accuracy in financial analysis and reporting.
• Ability to consistently produce high-quality work with strong attention to detail.

Analytical Thinking

• Strong analytical and problem-solving skills.
• Ability to analyze large amounts of financial information and develop actionable recommendations.
• Ability to research and understand complex financial matters.

Decision Making & Critical Thinking

• Ability to evaluate information, identify root causes, assess alternatives, and make sound recommendations.
• Strong business judgment and financial acumen.

Effective Communication

• Ability to communicate financial concepts clearly to both finance and non-finance audiences.
• Strong written, verbal, and presentation skills.
• Ability to influence and build credibility across multiple levels of the organization.

Managing Multiple Priorities

• Ability to manage multiple projects and competing deadlines simultaneously.
• Demonstrates initiative, resourcefulness, and a sense of urgency.

Financial Analysis & Reporting

• Knowledge of financial analysis tools, concepts, and methodologies.
• Ability to interpret financial statements, balance sheets, cash flow statements, and financial reports.
• Experience developing financial reporting and forecasting insights that support business decisions.

Learning Agility & Intellectual Curiosity

• Demonstrates intellectual curiosity and a passion for learning.
• Comfortable navigating ambiguity and learning new financial concepts quickly.
• Seeks opportunities to continuously improve processes, knowledge, and business understanding.

What Will Set You Apart

• Experience supporting Forecasting, Treasury, FP&A, or Corporate Finance functions.
• Experience working with balance sheet forecasting, cash flow analysis, and corporate financial reporting.
• Large industrial, manufacturing, or public accounting experience.
• Experience with OneStream or similar enterprise planning systems.
• Experience supporting finance transformation, automation, or process improvement initiatives.

What Success Looks Like

The successful candidate will be a highly motivated finance professional who combines strong analytical capabilities with excellent communication and business partnership skills. They will be known for their curiosity, ability to quickly learn complex financial topics, and willingness to take ownership of critical forecasting and corporate finance activities. They will build strong relationships across the enterprise and help leaders make informed, data-driven decisions.

Additional Information

Location: Irving, TX

Work Arrangement: Onsite, 5 days per week

Travel: Up to 5%

Relocation Assistance: Available for qualified candidates

Visa Sponsorship: Not available

Summary Pay Range:

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

Posting Dates:

Any offer of employment is conditioned upon the successful completion of a drug screen.

Caterpillar is an Equal Opportunity Employer, Including Veterans and Individuals with Disabilities.  Qualified applicants of any age are encouraged to apply.

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