Accountant, Financial Analyst, Financial Reporting

Career Area:

Finance

Job Description:

Your Work Shapes the World at Caterpillar Inc.

When you join Caterpillar, you’rejoining 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’tjust 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.

Job Title:
Accountant

Salary: £41,593 per annum + dependent upon experience

Location:
Peterborough, UK

Benefits:

• 25 days annual leave + 8 Bank Holidays

• Up to 10% Bonus

• Contributory pension scheme
  - Caterpillar will double the employee’s contribution Up to 10%

• Contributory share scheme
  - Caterpillar will match 50% of the employee’s contribution.

• Optional flexible benefits including access to health and dental care plans, EV car lease, holiday purchase.

About IPSD

Caterpillar’s Industrial Power Systems Division (IPSD) designs, tests and manufactures 0.5 to 18L Cat® and Perkins engines that power over 5000 applications including Marine, Petroleum, Industrial Applications, Electric Generators, and Locomotives. Caterpillar’s company strategy includes sustainability as one of four focus areas and IPSD is engaged and actively preparing green energy solutions for the future.

Job Summary

In this role, you will serve as a business partner to the Sales & Marketing teams, providing data analysis and financial reporting to deliver insights that support the business objectives and drive performance. The role supports the global Sales & Operations Planning process, executing the monthly process to drive effective and efficient alignment of operational and financial goals, alongside performing accountable and statutory governance and financial reporting.

Additional Info

• This role requires minimal travel.

• This role requires 5-day per week on site presence in Peterborough.

What You Will Do

• Demand Forecast Financialization (Sales & Operations Planning

• Working alongside Demand, Supply Chain and Pricing teams to financialization the demand forecast monthly

• Exposure to senior leadership team through review meetings and data requests.

• Order Backlog Reporting

• Monthly submission to the Securities & Exchange Commission - (SEC) Reporting team showing current engines orders on hand.

• Holding review meetings with Divisional CFO

• Completion of month end analysis & reconciliation

• Analysis of sales data & generating insights

• Providing financial insights and support to the SMSP sales teams

• Lead and support process improvements across the team and partners

What You Have

Financial Analysis:
Knowledge of tools and approaches of financial analysis; ability to read, interpret and draw accurate conclusions from financial and numerical material.

Level Working Knowledge:

• Interprets major types of financial statements issued by the organization.
• Utilizes basic qualitative and quantitative tools and techniques with proficiency.
• Works with a specific financial analysis tool set.
• Implements valid financial analysis aligned with key criteria.

Financial Reporting:
Knowledge of processes, methods, and tools of financial reporting; ability to create and maintain accurate and thorough financial reports.

Level Working Knowledge:

• Follows organizational practices and guidelines for product profitability reporting.
• Analyzes errors or inaccuracies in financial reports.
• Uses basic tools to create simple financial reports.
• Monitors compliance with organizational standards for financial report writing.
• Implements organizational methods and procedures for financial report writing.

Analytical Thinking:
Knowledge of techniques and tools that promote effective analysis; ability to determine the root cause of organizational problems and create alternative solutions that resolve these problems.

Level Working Knowledge:

• Approaches a situation or problem by defining the problem or issue and determining its significance.
• Makes a systematic comparison of two or more alternative solutions.
• Uses flow charts, Pareto charts, fish diagrams, etc. to disclose meaningful data patterns.
• Identifies the…