Financial Planning & Analysis Consultant; OneStream Strategy

Career Area:

Finance

Job Description:

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.

Join Caterpillar's Global Finance Strategy Team and play a key role in the enterprise-wide deployment of One Stream through Program Oasis. This role will help develop the future financial planning and analysis processes, called xP&A at Caterpillar.

This is not a traditional FP&A role. The successful candidate will help shape financial analysis and planning strategy, forecasting methodologies, governance processes, and enterprise standards while partnering across Business Segments, Corporate Financial Analysis & Reporting Group (FARG), Corporate Forecasting, and Caterpillar IT.

The ideal candidate is an independent thinker who is comfortable operating in a rapidly evolving environment, navigating ambiguity, and using their creativity and strategic vision to build future-state finance capabilities that will transform FP&A to xP&A for the enterprise.

• Lead the design and implementation of xP&A models within One Stream to support the strategic objectives of Global Finance Transformation – transforming how we work by being tech forward and maximizing efficiency.
• Develop the future of Caterpillar financial analysis and forecasting processes in One Stream.
• Drive the standardization of forecasting, planning, and reporting processes across the enterprise by partnering with Business Segments, FARG, Corporate Forecasting, and Caterpillar IT.
• Define key financial drivers, dimensions, operational metrics, and assumptions used to support analysis, forecasting and business decision-making.
• Develop scenario-based forecasting models to evaluate business risks, opportunities, and changing market conditions.
• Evaluate complex financial and operational data to identify trends, business impacts, and actionable insights.
• Design meaningful financial forecasts and reporting views that support executive decision-making.
• Present recommendations and insights to senior leadership and key stakeholders.
• Develop and execute continuous improvement plans that enhance forecast accuracy, process efficiency, and reporting effectiveness.
• Influence decisions and drive alignment within a highly collaborative environment where future-state processes are actively being developed.

• Experience supporting Business Unit FP&A, Corporate Finance, Legal Entity Finance, or similar finance organizations.
• Strong financial acumen and understanding of forecasting, budgeting, financial modeling, and performance management principles.
• Ability to connect financial outcomes to broader business strategy and operational performance.

• Demonstrated ability to operate independently and effectively in ambiguous environments.
• Strong analytical and critical-thinking skills with the ability to assess complex information and identify meaningful business implications.
• Experience driving process improvements, standardization efforts, or transformation initiatives.

• Experience analyzing financial and operational data to support planning and decision-making.
• Familiarity with financial planning systems and enterprise performance management tools.
• Experience with One Stream, Hyperion, or similar financial planning platforms preferred.

• Strong written and verbal communication skills.
• Ability to influence stakeholders and build partnerships across multiple organizations and functions.
• Experience presenting financial insights and recommendations to leadership teams.

• Experience in Corporate or Business Unit FP&A.
• Experience with One Stream software or other EPM software (BPC, Essbase).
• Experience supporting enterprise finance transformation…