Caterpillar, Inc

Lead Finance Analyst - Trade Operations

Caterpillar, Inc$147K — $221K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in finance or related field
  • Strong analytical skills with proficiency in statistical tools and data analysis
  • Excellent communication skills for effective stakeholder engagement
  • Proven ability to manage multiple priorities and projects efficiently
  • Experience in regulatory compliance and tariff management
  • Knowledge of financial reporting processes and accounting methods
  • Experience with data analytics platforms like Power BI.

Responsibilities

  • Support financial accruals and lead duty recovery initiatives
  • Facilitate post-entry filing adjustments and investigate entry discrepancies
  • Validate software updates for compliance with new trade regulations
  • Analyze data to uncover cost-reduction opportunities
  • Guide cross-functional teams to resolve operational gaps
  • Utilize advanced analytics to decode complex datasets for recovery strategies
  • Provide comprehensive reporting and duty interpretations across the enterprise.

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)
  • Employee Assistance Program
  • Career Development opportunities
  • Incentive bonus
  • Disability benefits
  • Life Insurance
  • Parental leave
  • Tuition Reimbursement
Full Job Description
Career Area:
Finance

Job Description:

The PSLD Business Resource Tariff Team drives critical financial strategy and duty recovery for Caterpillar amid a dynamic $2.2 billion tariff landscape in 2026.

Rapidly shifting trade policies have transformed global commerce. Our high-performance team serves as a vital enterprise partner across Finance, Trade Operations, Trade Legal, Enterprise Tariff Workstreams, Procurement and business unit leadership. We deliver enterprise-level tariff reporting, accrual support, mitigation analysis, data analytics and duty recovery leadership while simultaneously implementing scalable processes and continuously enhancing our technical capabilities.

What You Will Do:
  • Financial & Recovery Leadership: Support financial accruals and lead enterprise duty-recovery initiatives to protect and optimize bottom-line performance.
  • Filing & Dispute Management: Facilitate post-entry filing adjustments and investigate complex entry discrepancies with speed and precision.
  • Regulatory Compliance: Validate OneSource software updates driven by new trade regulations, ensuring accurate tariff calculations across operations.
  • Cost Mitigation Strategy: Lead data analysis to uncover high-value tariff savings and cost-reduction opportunities.
  • Cross-Functional Problem Solving: Guide multi-department teams using root cause analysis to fix operational gaps and launch permanent solutions.
  • Deep Data Analytics: Harness Power BI and modern analytics platforms to decode massive, complex import duty datasets and drive proactive recovery and root cause corrective action.
  • Enterprise Guidance: Deliver reliable duty interpretations, comprehensive reporting, and actionable insights to various individuals across the company.


What You Will Have:
  • 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.
  • Managing Multiple Priorities: Manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
  • 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.
  • Judgment and Decision Making: Ability to carefully evaluate the impact of emerging business situations and choose the best path forward communicating actions and activities that maximize organizational performance.
  • Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.
  • 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


Summary Pay Range:

$147,760.00 - $221,640.00

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 list of 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 position requires working onsite five days a week.

Relocation is available for this position.

Visa Sponsorship is not available for this position.

Posting Dates:
August 27, 2026 - September 9, 2026

About Caterpillar, Inc

Progress Rail Services Corporation, a Caterpillar company, is one of the largest integrated and diversified suppliers of railroad and transit system products and services worldwide. Since its acquisition by Caterpillar Inc. in 2006, Progress Rail has used the Caterpillar international footprint to gain quick and widespread notice and approval across the globe. Product technology, reliability and durability, along with legendary aftermarket parts and service support, have been their keys to success. Caterpillar is the world's leading manufacturer of construction and mining equipment, diesel and natural gas engines and industrial gas turbines. The technology and world reach of Caterpillar, combined with the service standard and historical reliability of Progress Rail, ensures their products and services make a growing impact on the world rail industry. With their acquisition of Electro-Motive Diesel (EMD), Progress Rail is the world's largest builder of diesel-electric locomotives for all commercial railroad applications including freight, intercity passenger, commuter, switching, industrial and mining. EMD is also a global provider of diesel power engines for marine propulsion, offshore and land based oil well drilling rigs and stationary power generation. Electro-Motive is the only diesel engine manufacturer of its size to have produced more than 70,000 engines. This success stems from product reliability, serviceability, load acceptance capability, low operating costs and ease of maintenance with standardized components.

Caterpillar, Inc. Careers

Join the robust team at Caterpillar, Inc., a global leader in construction and mining equipment, where innovation drives everything we do. As part of our team, you'll engage in work that improves the world and furthers your career with every project you touch.

Work You’ll Do

At Caterpillar, Inc., you will have the opportunity to contribute to a variety of groundbreaking projects that extend across the globe. Our commitment to leadership in the industry is unwavering, and we achieve it through a culture that fosters diversity and leadership development.

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Caterpillar offers a wide range of job opportunities and career paths, providing a platform for professional growth and development. Whether you're interested in engineering, sales, marketing, or management, Caterpillar has a position that will utilize your unique skills and talents. We are continuously hiring innovative minds to propel our mission forward and maintain our status as industry leaders.

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Choosing a career at Caterpillar means more than just having a job. It means you're part of a team that values diversity and is committed to creating an inclusive environment. We offer competitive benefits to ensure the health and well-being of our employees and their families. These benefits include health insurance, retirement plans, and paid time off, alongside unique perks like professional development and diversity training programs.

Innovation and Leadership

Drive innovation and industry leadership as part of the Caterpillar team. We empower our employees to lead from their first day on the job, encouraging continuous improvement and career advancement. At Caterpillar, your ideas will shape the future of our business and the industries we serve.

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Prepare for Your Interview

Make a great first impression. Prepare for your interview at Caterpillar by reviewing common questions and practicing your responses. Tailor your resume to highlight the experiences and skills that make you the ideal candidate for the position you are applying for. At Caterpillar, Inc., every role offers the chance to make an impact. Come be a part of our team and drive the future of our global industries. Your career at Caterpillar is not just about what you'll accomplish, but how you'll grow and the innovation you'll lead. Join us and build a career that matters.
Learn more about Caterpillar, Inc
Size
107,700 employees
Market Cap
$125.3 billion
Industry
Net Income
$2.9 billion
Founded
1925
5 Year Trend
+5.8%
Revenue
$41.7 billion
NASDAQ

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