Senior Financial Data 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.

For more than a century, Caterpillar has helped build a better, more sustainable world. With 2025 sales and revenues of $67.6 billion, Caterpillar Inc. is shaping the future as the world’s leading manufacturer of construction and mining equipment, off‑highway diesel and natural gas engines, industrial gas turbines and diesel‑electric locomotives. Backed by one of the largest independent global dealer networks and financing services through Cat Financial, the company’s primary business segments:
Power & Energy, Construction Industries and Resource Industries are solving customers’ toughest challenges through commercial excellence and advanced technology, driven by a highly skilled, dedicated global team. Learn more at

• As a Senior Financial Data Analyst in our Data and Technology group within Global Tax, you will leverage your digital skills to enhance data and processes, create visualizations, and support specific applications, particularly within the Microsoft Platform. As an experienced professional, you will participate in projects and initiatives to explore emerging technologies that deliver efficient solutions.

• Drive process improvement and automation to enhance efficiency and effectiveness, both independently and collaboratively
• Participate on application/system projects or initiatives through deployment lifecycle, including leading specified work streams of a project and collaborating with internal and external resources
• Leverage query and database access tools to access, extract, transform, and format data from data management systems to support reporting, analysis, and automation initiatives
• Perform data‑related tasks within Power BI, including data modeling, analysis, quality monitoring, troubleshooting along with designing, implementing, and maintaining dashboards and visualizations to support data analysis
• Assist in the administration, maintenance, and resolution of user issues of supported applications and systems with an emphasis on Dataverse and Power Automate
• Evaluate emerging technologies across products, services, and platforms. Build and deploy automated workflows on new coding solutions to optimize tax processes, including Office Scripting
• Advance AI capabilities through prompt engineering, including the development of models, agents, and/or chatbots

• Education/
  
  Experience:
  
  The position typically requires a Bachelor’s Degree in accounting, finance, IT, or business related degree
• Effective Communications: Understanding of effective communication concepts; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors
• Problem Solving: Ability to assist with analyzing risks and benefits of alternative approaches; identify and document specific problems and resolution with understanding of stakeholder perspective
• Analytical Thinking: Approaches a situation or problem by defining the problem or issue and determining its significance; make a systematic comparison of two or more alternative solutions
• Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision and timeliness

• Strong knowledge of M365, Microsoft Power Platform (including Power Automate, Power Apps, and Dataverse), and advanced excel skills
• Experience working with data, including SQL or Snowflake, data warehouses and various dashboard applications
• Strong accountability, interpersonal skills, and the ability to communicate effectively
• Excellent organizational skills,…