Career Area:

Job Description:

Role Definition
Manages the accountable reporting process, ensuring the integrity of financial information and the delivery of insights that drive business decisions across the organization.

Responsibilities
• Lead the monthly profit center reporting process, ensuring accurate allocation, consolidation, and analysis of financial results to support executive decision-making across business segments.
• Assist in the ownership of the Enterprise Profitability & Cost Management (EPCM) system, including data validation, journal entry oversight, allocation ruleset management, and profit center mapping.
• Prepare and deliver executive financial reporting packages, scorecards, variance analyses, and performance insights for senior leadership, including monthly business reviews and executive office reporting.
• Own Products segment reporting for CFSC's Form 10 Q and Form 10 K filings, including key disclosures, financial analyses, and supporting documentation for external reporting.
• Manage financial controls and compliance activities, including SOX reporting requirements, financial analytics reviews, process documentation, and continuous improvement initiatives to enhance reporting efficiency and accuracy.
• Lead and develop the Financial Reporting team through coaching, performance management, knowledge sharing, and process leadership to ensure high-quality execution and employee growth.

Degree Requirement
Degree or equivalent experience desired

Skill Descriptors
Planning: Tactical, Strategic: Knowledge of effective planning techniques and ability to contribute to operational (short term), tactical (1-2 years) and strategic (3-5 years) planning in support of the overall business plan.

Level Working Knowledge:
• Contributes to short-term operational plans.
• Anticipates and adapts to plan changes.
• Monitors progress of work against plan as required to meet objectives.
• Reports variances and makes agreed-upon corrections.
• Under guidance, develops tactical plan for own direct responsibility.

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 Extensive Experience:
• Seeks discrepancies and inconsistencies in available information; explains variances.
• Organizes and prioritizes the sequence of steps to be taken to remedy the situation.
• Identifies many possible causes for a problem based on prior experience and current research.
• Approaches a complex problem by breaking it down into its component parts.
• Chooses among a diverse set of analytical tools according to the nature of the situation.
• Quantifies the costs, benefits, risks, and chances for success before recommending a course of action.

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.

Level Extensive Experience:
• Reviews others' writing or presentations and provides feedback and coaching.
• Adapts documents and presentations for the intended audience.
• Demonstrates both empathy and assertiveness when communicating a need or defending a position.
• Communicates well downward, upward, and outward.
• Employs appropriate methods of persuasion when soliciting agreement.
• Maintains focus on the topic at hand.

Judgment and Decision Making: Knowledge of the decision-making process; ability to carefully evaluate the impact of emerging business situations and choose the best path forward communicating actions and activities that maximize organizational performance.

Level Working Knowledge:
• Discerns between "signal" and "noise" when considering courses of action.
• Selects the right activities to work on from a range of competing priorities.
• Stands by decisions in the face of conflict or unexpected outcome.
• Makes the transition from evaluation to conclusion readily and in a timely manner.
• Revisits decisions when appropriate, but infrequently and without disrupting focus.

Managing People: Knowledge of processes involved in managing people; ability to lead successful teams and diligently address issues related to performance and conflicts at the workplace.

Level Working Knowledge:
• Assesses the amount of time and resources needed to accomplish a task; delegates work accordingly.
• Explains how the team's work contributes to the success of the organization; creates a shared vision.
• Reviews progress and performance of employees; addresses bottlenecks or concerns impending employee growth.
• Uses multiple channels such as meetings, e-mails, newsletters to communicate important messages with the team regularly.
• Works with employees to set and define performance standards and career development goals; supports in achieving them.

Accounting: Knowledge of accounting methods, processes, and tools; ability to maintain and prepare financial statements and reports using accounting methods and processes.

Level Extensive Experience:
• Supervises all aspects of an accounting function.
• Consults on the effectiveness and efficiency of accounting process flow.
• Oversees the process and data flow between accounting systems and sub-systems.
• Develops an accounting system for the management of assets, liabilities and transactions.
• Formulates accounting practices for general ledger, A-P, A-R and assets.
• Evaluates the organization's and industry's practices on how capital assets are depreciated.

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:
• Applies principles used to evaluate the economics of investment decisions.
• 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 Extensive Experience:
• Designs and interprets varied and complex financial reports.
• Advises others on the methods and purposes to create accurate financial reports.
• Monitors and ensures accuracy of the use of a variety of financial report-writing tools.
• Updates or establishes organizational standards for financial reports.
• Consults others on identifying, tracing, and correcting errors in financial reports.
• Creates and customizes organizational methods and procedures for financial reports.

This position requires incumbents to be onsite in the Nashville main office 5 days per week.

Compensation & Benefits:

Summary Pay Range:

$118,860.00 - $190,176.00

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.

Benefits:

Subject to plan eligibility, terms, and guidelines. This is a summary of the benefits.

• 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

This Job Description is intended as a general guide to the job duties for this position and is intended for the purpose of establishing the specific salary grade. It is not designed to contain or be interpreted as an exhaustive summary of all responsibilities, duties and effort required of employees assigned to this job. At the discretion of management, this description may be changed at any time to address the evolving needs of the organization. It is expressly not intended to be a comprehensive list of "essential job functions" as that term is defined by the Americans with Disabilities Act.

This position requires working onsite five days a week.

Relocation is available for this position.

Visa Sponsorship is not available for this position.

Posting Dates:
July 2, 2026 - July 9, 2026