FP&A Accountant

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 an FP&A Accountant, you will serve as a trusted finance business partner supporting Caterpillar's Global Marketing & Brand organization. In this role, you will provide financial planning, forecasting, reporting, and strategic business analysis support across several high-visibility customer-facing functions. You will partner closely with the Demonstration & Learning Centers, Tradeshow & Events, and Industrial Design organizations to help leaders understand financial performance, evaluate investments, support strategic initiatives, and make informed business decisions.

This position plays a critical role in analyzing results, communicating financial performance, identifying business trends, and delivering meaningful insights that influence operational and strategic decisions. You will be expected to move beyond reporting results and help stakeholders understand the story behind the numbers. The successful candidate will combine strong financial reporting and FP&A capabilities with intellectual curiosity, analytical thinking, and strong communication skills.

This role offers significant visibility with leadership and is ideal for a finance professional who enjoys partnering with the business while translating financial information into actionable recommendations.

Financial Planning & Forecasting

Lead forecasting, budgeting, and planning activities supporting the Demonstration & Learning Centers, Tradeshow & Events, and Industrial Design organizations.

Develop financial forecasts and projections that support business planning and decision-making.

Analyze actual results compared to forecasts and budgets, identifying key drivers, risks, opportunities, and emerging trends.

Support annual planning processes and long-range financial planning activities.

Provide financial recommendations to business leaders based on forecasted and actual performance.

Financial Reporting & Analysis

Prepare, analyze, and communicate financial results and performance trends to leadership.

Conduct variance analysis and clearly explain month-over-month, quarterly, and annual performance drivers.

Support monthly, quarterly, and annual reporting activities.

Coordinate currency exposure analysis and support corporate reporting requirements.

Develop meaningful financial insights that help leaders evaluate business performance and make informed decisions.

Perform ad hoc financial analysis and support special projects as business needs evolve.

Business Partnership & Strategic Support

Serve as the primary finance business partner for assigned Global Marketing & Brand organizations.

Support business leaders with financial guidance, investment analysis, and decision support.

Help evaluate strategic initiatives and business investments from both a financial and operational perspective.

Translate financial results into practical recommendations that support organizational goals and strategy.

Effectively communicate financial concepts and insights to both finance and non-finance audiences.

Organizational Analytics & Workforce Planning

Manage headcount reporting and organizational analytics.

Analyze workforce trends and explain staffing changes, resource utilization, and spending patterns.

Develop reporting tools…