Caterpillar, Inc

Principal Financial Program Manager

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

Qualifications

  • 5-7 years of relevant experience in portfolio governance and investment planning
  • Strong understanding of headcount planning and financial data interpretation
  • Proficient in creating executive dashboards using BI tools like Power BI or Tableau
  • Familiarity with organizational project administration best practices
  • Ability to influence decision-making without direct authority
  • Experience with data gathering and reporting techniques
  • Knowledge of tooling and structure such as ADO and Confluence

Responsibilities

  • Lead portfolio governance and investment planning to align funding with strategic objectives
  • Provide visibility into portfolio spending, contractor usage, and vendor commitments
  • Analyze investment distribution to prioritize high-impact initiatives
  • Collaborate with finance and business leaders to evaluate portfolio performance
  • Facilitate discussions on portfolio priorities, risks, and dependencies
  • Recommend adjustments to portfolio allocations based on data-driven insights
  • Drive executive decisions through comprehensive analysis and reporting

Benefits

  • Medical, dental, and vision health coverage
  • Paid time off for vacations, holidays, and volunteer work
  • 401(k) savings plan with company match
  • Flexible spending accounts for health-related expenses
  • Career development opportunities and tuition reimbursement
  • Employee Assistance Program for mental health support
  • Incentive bonuses tied to performance
  • Disability and life insurance options
  • Parental leave and adoption benefits
Full Job Description
Career Area:
Technology, Digital and Data

Job Description:

What You Will Do:
  • Lead portfolio governance and investment planning processes to ensure funding, resources, and strategic priorities are aligned with organizational objectives.
  • Provide executive visibility into portfolio spend, headcount, contractors, vendors, and SOW commitments to drive informed decision-making.
  • Analyze investment distribution across mission teams and initiatives, ensuring resources are directed toward the highest-priority work and desired business outcomes.
  • Partner with business and finance leaders to evaluate portfolio performance, identify funding gaps, capacity constraints, and areas of overinvestment or underinvestment.
  • Facilitate strategic prioritization and portfolio review discussions, enabling leadership to assess risks, dependencies, and competing investment demands.
  • Recommend portfolio adjustments and funding reallocations based on changing priorities and organizational goals.
  • Drive executive tradeoff decisions by providing data-driven insights.


What You Will Have:
  • 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.
  • Project Administration: Knowledge of project administration best practices and ability to use organizational strategies, practices and tools for administering projects.
  • 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.
  • Data Gathering and Reporting: Knowledge of tools, techniques and processes for gathering and reporting data; ability to practice them in a particular department or division of a company.


Top Candidates Will Have:
  • Understand headcount planning
  • Track contractor and vendor spend
  • Build executive dashboards (Power BI, Tableau, Excel)
  • Facilitate business reviews
  • Translate financial data into leadership decisions
  • Influence without direct authority
  • Work with Finance, Engineering, Product, HR, and Procurement
  • Tooling and structure (ADO, Confluence)


Additional Details:
  • This position requires the candidate to be based in either Peoria, IL or Dallas, TX
  • Domestic relocation assistance is available for this position.
  • Visa sponsorship is NOT available with this position.


#LI

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:
July 7, 2026 - July 20, 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.

Explore Job Opportunities and Growth

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.

Internship Programs

Kickstart your career with a Caterpillar internship. Our internships provide invaluable workplace experience and networking opportunities that often lead to full-time employment at our company. As an intern, you will work alongside experienced professionals and gain insights that will benefit you as you advance in your career.

Benefits and Culture

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.

Join Our Team

Search open positions that match your skills and interests. We are looking for passionate, curious, and solution-driven team players. Ready to start your journey at Caterpillar, Inc.? Explore our career portal for the latest job opportunities.

Stay Connected

Keep up to date with company news, career tips, and industry insights—all from the people who work here. Subscribe to our careers blog and personalize your subscription to receive updates that align with your career interests.

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

Similar Jobs

More Jobs at Caterpillar, Inc

More Finance & Insurance Jobs

Find similar Principal Financial Program Manager jobs: