FP&A Analyst

Career Area

Finance

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.

We have an exciting opportunity for an FP&A Analyst within the Electric Power Division – Retail Electric Power. You will play a key role in driving financial excellence and supporting strategic decision‑making across the organization. Leveraging your analytical expertise and keen attention to detail, you will collaborate with cross‑functional teams to deliver timely and insightful financial analysis, contribute to continuous process improvements, and help cultivate a high‑performing finance culture.

In this role, you will lead the monthly financial planning and analysis and quarterly & annual forecasting process for the Retail Electric Power sales organization. Caterpillar's Electric Power Division (EPD) offers integrated solutions, parts, and services to meet the needs of our various commercial and industrial electric power customers. EPD supports a wide range of customer applications across the globe, including providing back‑up power to hospitals, providing emergency power when natural disasters strike, and supporting critical infrastructure for data centers, municipalities, and more.

• Support Retail Electric Power sales team with monthly financial planning and analysis efforts and communication of results to management
• Lead quarterly/annual forecasting cycles, and ensure accurate reporting, including enhancement and maintenance of forecasting tools
• Work closely with Electric Power Consolidations team in supporting accounting deliverables to Corporate accounting
• Work with our Retail Electric Power Strategy team to translate business needs into actionable insights.
• Influence Caterpillar’s finance culture by demonstrating continuous improvement, process efficiency, and cross‑functional partnership with a detail‑oriented and strategic mindset.

• Accuracy and Attention to Detail:
  Understand the necessity and value of accuracy; ability to complete tasks with high level of precision.
• Intellectual Curiosity / Courage:
  Initiative to dig into the details and understand the “why” while connecting those details to the bigger picture and challenging the status quo where necessary.
• Analytical Thinking:
  Knowledge of techniques and tools that promote effective analysis; capacity to determine root cause of organizational problems and create alternative solutions to resolve those problems.
• Effective Communication:
  Utilize effective communication concepts, tools and techniques; effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
• Manage Multiple Priorities:
  Knowledge of effective self‑management practices; manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
• Decision Making:
  Knowledge of the decision‑making process and associated tools and techniques; capable of accurately analyzing situations and reaching productive decisions based on informed judgment.
• Financial Planning & Analysis:
  Knowledge of processes, methods, and tools for financial reporting; ability to apply finance knowledge appropriately to diverse situations as well as read, interpret, and draw accurate conclusions from financial and numerical material.
• Vision for Change:
  See opportunities for change and establish the big picture vision as well as drive thinking and planning towards a long‑term strategic goal.

• Bachelor's degree within Accounting, Finance, or related area
• Financial Reporting & Analysis experience at a large public accounting firm or a Fortune 500 company
• Demonstrate initiative, leadership, good judgment and accountability as well as be able to work…