Career Area:Finance
Job Description:Join Caterpillar's
Global Finance Strategy Team and play a key role in the enterprise-wide deployment of
OneStream through Program Oasis. This role will help develop the future financial planning and analysis processes, called xP&A at Caterpillar.
This is not a traditional FP&A role. The successful candidate will help shape financial analysis and planning strategy, forecasting methodologies, governance processes, and enterprise standards while partnering across Business Segments, Corporate Financial Analysis & Reporting Group (FARG), Corporate Forecasting, and Caterpillar IT.
The ideal candidate is an independent thinker who is comfortable operating in a rapidly evolving environment, navigating ambiguity, and using their creativity and strategic vision to build future-state finance capabilities that will transform FP&A to xP&A for the enterprise.
What You Will Do- Lead the design and implementation of xP&A models within OneStream to support the strategic objectives of Global Finance Transformation - transforming how we work by being tech forward and maximizing efficiency.
- Develop the future of Caterpillar financial analysis and forecasting processes in OneStream.
- Drive the standardization of forecasting, planning, and reporting processes across the enterprise by partnering with Business Segments, FARG, Corporate Forecasting, and Caterpillar IT.
- Define key financial drivers, dimensions, operational metrics, and assumptions used to support analysis, forecasting and business decision-making.
- Develop scenario-based forecasting models to evaluate business risks, opportunities, and changing market conditions.
- Evaluate complex financial and operational data to identify trends, business impacts, and actionable insights.
- Design meaningful financial forecasts and reporting views that support executive decision-making.
- Present recommendations and insights to senior leadership and key stakeholders.
- Develop and execute continuous improvement plans that enhance forecast accuracy, process efficiency, and reporting effectiveness.
- Influence decisions and drive alignment within a highly collaborative environment where future-state processes are actively being developed.
What You HaveFinancial Planning & Business Partnership- Experience supporting Business Unit FP&A, Corporate Finance, Legal Entity Finance, or similar finance organizations.
- Strong financial acumen and understanding of forecasting, budgeting, financial modeling, and performance management principles.
- Ability to connect financial outcomes to broader business strategy and operational performance.
Strategic Thinking & Problem Solving- Demonstrated ability to operate independently and effectively in ambiguous environments.
- Strong analytical and critical-thinking skills with the ability to assess complex information and identify meaningful business implications.
- Experience driving process improvements, standardization efforts, or transformation initiatives.
Data Analytics & Financial Systems- Experience analyzing financial and operational data to support planning and decision-making.
- Familiarity with financial planning systems and enterprise performance management tools.
- Experience with OneStream, Hyperion, or similar financial planning platforms preferred.
Communication & Collaboration- Strong written and verbal communication skills.
- Ability to influence stakeholders and build partnerships across multiple organizations and functions.
- Experience presenting financial insights and recommendations to leadership teams.
What Will Set You Apart- Experience in Corporate or Business Unit FP&A.
- Experience with OneStream software or other EPM software (BPC, Essbase).
- Experience supporting enterprise finance transformation programs.
- Knowledge of forecasting processes, analysis methodologies and financial systems.
- Experience partnering with technology teams on financial systems deployment and process design.
Additional Information- Location: Peoria, IL or Irving, TX
- Relocation: Available for those who qualify
- Sponsorship: Not available
Summary Pay Range:$112,710.00 - $169,060.00
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
Posting Dates:July 15, 2026 - July 29, 2026
Any offer of employment is conditioned upon the successful completion of a drug screen.
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