Caterpillar, Inc

Senior Finance Analyst

Caterpillar, Inc$97K — $146K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Minimum bachelor's degree in Finance, Accounting, Treasury, Data Analytics, or related field.
  • 5-7 years of relevant experience in corporate finance or treasury preferred.
  • Hands-on experience with Python, SQL, and relational databases.
  • Strong attention to detail and commitment to data quality.
  • Proven problem-solving skills with continuous improvement in mind.
  • Exceptional communication skills for presenting insights to senior leadership.

Responsibilities

  • Lead Caterpillar's global cash forecasting process using analytics and historical data.
  • Enhance the forecasting model, ensuring quality control and data integrity.
  • Analyze actual cash flows against forecasts to explain variances and trends.
  • Present forecasts and insights to senior leaders, influencing liquidity decisions.
  • Collaborate with teams to support funding strategies and capital decisions.
  • Manage strategic process improvements for better forecasting accuracy and efficiency.
  • Participate in the Finance Leadership Development Program to foster leadership skills.

Benefits

  • Comprehensive medical, dental, and vision coverage.
  • Paid time off for vacation, holidays, and volunteer activities.
  • 401(k) savings plans with employer contributions.
  • Health Savings Account (HSA) options available.
  • Flexible Spending Accounts (FSAs) for tax savings on healthcare expenses.
  • Career development opportunities and incentive bonuses.
  • Life insurance, disability benefits, and parental leave included.
Full Job Description
Career Area:
Finance

Job Description:

We have an exciting opportunity for a Senior Finance Analyst to lead Caterpillar's Global Cash Forecast and Actuals analysis. This role owns Corporate Treasury's analytics-based cash forecasting process, using historical cash flows, advanced analytics, and business insights to generate reliable global short- and long-term forecasts. The analyst will provide technical expertise, deliver data-driven recommendations to management, and partner with business units, legal entities, Regional Treasury Centers, and cross-functional teams to strengthen global liquidity planning and strategic Treasury decision-making.

Through participation in the Finance Leadership Development Program, the candidate will gain exposure to diverse finance disciplines, leadership development opportunities, and structured mentorship while building an enterprise perspective needed for future finance leadership roles.

What You Will Do
  • Own Caterpillar's global cash forecasting process, using analytics, historical cash flows, and business insights to produce reliable short- and long-term forecasts.
  • Manage and enhance the analytics-based forecasting model, using Python, SQL, and relational databases to execute monthly forecasting processes, ensure data quality, and maintain the tool's pipelines, controls, dashboards, documentation, and supporting technology.
  • Maintain the quality and completeness of forecast data, investigate data issues, and ensure the model is ready for monthly forecast production.
  • Analyze actual cash flows against forecasts, explain key variances and business trends, and recommend forecast adjustments when appropriate.
  • Present the global cash forecast and key insights to senior leadership, clearly explaining complex results and influencing forward-looking messaging that support enterprise liquidity decisions.
  • Partner with the analytics teams to improve forecast performance through model testing, scenario analysis, and continuous refinement.
  • Collaborate with Treasury, Tax, regional, and business unit teams to support foreign currency exposures, funding strategies, capital deployment decisions, intercompany loan planning, and repatriation planning.
  • Lead strategic process improvements that strengthen forecasting accuracy, efficiency, controls, and usability.
  • Participate in the Finance Leadership Development Program by actively engaging in mentorship, leadership development, and enterprise learning opportunities designed to broaden business acumen and accelerate professional growth.


What You Have:
  • Technical and Analytical Expertise: Hands-on experience using Python, SQL, relational databases, and data analytics to manage recurring processes, analyze financial information, and translate data into business insights.
  • Accuracy and Ownership: Strong attention to detail, commitment to data quality, and ability to independently own processes and deliver precise, reliable results.
  • Problem Solving and Continuous Improvement: Ability to evaluate complex issues, identify practical solutions, and improve processes, controls, and analytical tools.
  • Communication and Influence: Ability to simplify complex financial and technical concepts, present clear recommendations to senior leaders, and influence decisions through effective communication.
  • Collaboration and Relationship Management: Strong interpersonal skills and ability to work across Treasury, Tax, regional, business, and technical teams to achieve shared outcomes.
  • Education and Experience: Bachelor's degree or equivalent experience in Finance, Accounting, Treasury, Data Analytics, or a related field; relevant corporate finance or Treasury experience is preferred.


Top Candidates Will Also Have:
  • Strategic and Innovation Mindset: Leverages AI and emerging technologies to drive continuous improvement, lead change, challenge existing processes, and deliver practical business value.
  • Technical Process Innovation: Demonstrated ability to use technical tools to redesign and automate complex processes, improve data quality and controls, and deliver scalable solutions that create measurable business value.
  • Enterprise Financial Acumen: Ability to connect financial results and forecasts to cash flow, identify the underlying business drivers, and communicate a clear, forward-looking cash flow story.


Additional Details:
  • Location: Irving, TX
  • Up to 5% travel


Summary Pay Range:

$97,530.00 - $146,290.00

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 25, 2026 - September 7, 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

  • Caterpillar, Inc
    Senior Accountant
    $118K — $190K *
    Nashville, TN 37211 (Davidson County)
    Legal & Accounting
    In-Person
  • Caterpillar, Inc
    Software Engineer
    $89K — $144K *
    Peoria, IL 61604 (Peoria County)
    Information Technology
    In-Person
  • Caterpillar, Inc
    Software Engineer
    $89K — $144K *
    Irving, TX 75061 (Dallas County)
    Information Technology
    In-Person
  • Caterpillar, Inc
    Software Engineer
    $89K — $144K *
    Chicago, IL 60629 (Cook County)
    Information Technology
    In-Person
  • Caterpillar, Inc
    Senior Finance Analyst
    $97K — $146K *
    Irving, TX 75061 (Dallas County)
    Finance & Insurance
    In-Person

More Finance & Insurance Jobs

Find similar Senior Finance Analyst jobs: