Senior Financial Analyst - Corporate Forecasting

Overview

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.

Career Area Finance

Senior Financial Analyst – Corporate Forecasting – You will be responsible for the Corporate Forecasting process to collect quarterly outlook submissions through financial systems. This role will provide business insights related to the enterprise cashflow, balance sheet, and corporate items.

• Monthly financial reporting, forecasting and decision support related to the balance sheet, cashflow and corporate items
• Analyze, explain and present results related to balance sheet and cashflow
• Provide meaningful, actionable insights, advice, and recommendations to leadership
• Drive process improvement, automation and support Digital Finance initiatives
• Collaborate with cross-functional teams to initiate, lead, or support corporate initiatives
• Lead process improvements initiatives related to the corporate forecasting processes

• Education:
  
  Bachelor’s Degree, preferably in Accounting, Finance, Economics or Business
• Accuracy and Attention to Detail:
  Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.
• 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.
• Decision Making and Critical Thinking:
  Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment.
• Effective Communications:
  Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
• Managing Multiple Priorities:
  Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
• Accounting:
  Knowledge of accounting methods, processes, and tools; ability to maintain and prepare financial statements and reports using accounting methods and processes.
• Financial Analysis:
  Knowledge of tools and approaches of financial analysis; ability to read, interpret and draw accurate conclusions from financial and numerical material.
• Financial Reporting:
  Knowledge of processes, methods, and tools of financial reporting; ability to create and maintain accurate and thorough financial reports.

• Digital Finance experience, including visualization tools (i.e Power BI)
• One Stream experience

• This position will be located in our Irving, Texas office
• International and Domestic travel up to 5%
• Domestic relocation assistance is available for those who qualify
• Sponsorship is not available

$ - $

Compensation and benefits offered may vary depending on multiple individualized factors, job level, market location, job-related knowledge, skills, individual performance and experience. Please note that salary is only one component of total compensation at Caterpillar.

• Medical, dental, and vision benefits*
• Paid time off plan (Vacation, Holidays, Volunteer, etc.)*
• 401(k) savings plans*
• Health Savings Account (HSA)*
• Flexible Spending Accounts (FSAs)*
• Health Lifestyle Programs*
• Employee Assistance Program*
• Voluntary Benefits and Employee Discounts*
• Career Development*
• Incentive bonus*
• Disability benefits
• Life Insurance
• Parental leave
• Adoption benefits
• Tuition Reimbursement
• These benefits also apply to part-time employees

January 23, 2026 - February 5, 2026

Any offer of employment is conditioned upon the successful completion of a drug screen.

Caterpillar is an Equal Opportunity Employer, Including Veterans and Individuals with Disabilities. Qualified applicants of any age are encouraged to apply.

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