Senior Financial Planning & Analysis (FP&A) Analyst

Role Overview

The Senior Financial Planning & Analysis (FP&A) Analyst will lead the end-to-end tariff accounting process, provide guidance and mentorship to team members, and review externally reported information. This role will work in a dynamic, fast-paced environment where work will be highly visible at all levels of the company.

What You Will Do

Responsibilities include consolidating and preparing tariffs forecast, monthly and quarterly financial analysis, supporting Caterpillar’s accountable methodology, and reviewing internal and external financial communications.

Why It Might Be a Fit

The ideal candidate will have a Bachelor’s Degree in Accounting, Finance, or a related field, and experience in a large global or publicly traded organization. They will also have experience in manufacturing, operations finance, or cost accounting, and experience developing reporting dashboards using Power BI or similar tools.

Requirements

• Bachelor’s Degree in Accounting, Finance, or a related field
• Certified Public Accountant (CPA) designation
• Experience in a large global or publicly traded organization
• Manufacturing, operations finance, or cost accounting experience
• Experience developing reporting dashboards using Power BI or similar tools
• Demonstrated success driving process improvement, automation, and reporting enhancements
• Experience leading cross-functional finance projects and influencing business decisions

Benefits

• Medical, dental, and vision benefits
• Paid time off plan
• 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

Tagged as: Financial Modeling