Career Area:

Job Description:

Your Work Shapes the World at Caterpillar Inc.

When you join Caterpillar, you're joining a global team who cares not just about the work we do – but also about each other.  We are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities. We don't just talk about progress and innovation here – we make it happen, with our customers, where we work and live. Together, we are building a better world, so we can all enjoy living in it.

As an FP&A Accountant, you will serve as a trusted finance business partner supporting Caterpillar's Global Marketing & Brand organization. In this role, you will provide financial planning, forecasting, reporting, and strategic business analysis support across several high-visibility customer-facing functions.

You will partner closely with the Demonstration & Learning Centers, Tradeshow & Events, and Industrial Design organizations to help leaders understand financial performance, evaluate investments, support strategic initiatives, and make informed business decisions.

This position plays a critical role in analyzing results, communicating financial performance, identifying business trends, and delivering meaningful insights that influence operational and strategic decisions. You will be expected to move beyond reporting results and help stakeholders understand the story behind the numbers.

The successful candidate will combine strong financial reporting and FP&A capabilities with intellectual curiosity, analytical thinking, and strong communication skills. This role offers significant visibility with leadership and is ideal for a finance professional who enjoys partnering with the business while translating financial information into actionable recommendations.

What You Will Do

Financial Planning & Forecasting

• Lead forecasting, budgeting, and planning activities supporting the Demonstration & Learning Centers, Tradeshow & Events, and Industrial Design organizations.
• Develop financial forecasts and projections that support business planning and decision-making.
• Analyze actual results compared to forecasts and budgets, identifying key drivers, risks, opportunities, and emerging trends.
• Support annual planning processes and long-range financial planning activities.
• Provide financial recommendations to business leaders based on forecasted and actual performance.

Financial Reporting & Analysis

• Prepare, analyze, and communicate financial results and performance trends to leadership.
• Conduct variance analysis and clearly explain month-over-month, quarterly, and annual performance drivers.
• Support monthly, quarterly, and annual reporting activities.
• Coordinate currency exposure analysis and support corporate reporting requirements.
• Develop meaningful financial insights that help leaders evaluate business performance and make informed decisions.
• Perform ad hoc financial analysis and support special projects as business needs evolve.

Business Partnership & Strategic Support

• Serve as the primary finance business partner for assigned Global Marketing & Brand organizations.
• Support business leaders with financial guidance, investment analysis, and decision support.
• Help evaluate strategic initiatives and business investments from both a financial and operational perspective.
• Translate financial results into practical recommendations that support organizational goals and strategy.
• Effectively communicate financial concepts and insights to both finance and non-finance audiences.

Organizational Analytics & Workforce Planning

• Manage headcount reporting and organizational analytics.
• Analyze workforce trends and explain staffing changes, resource utilization, and spending patterns.
• Develop reporting tools and analyses that improve visibility into organizational performance.
• Support leadership decision-making through workforce and operational analytics.

Systems, Controls & Continuous Improvement

• Serve as the business-unit lead for Axiom, including system administration, user support, training, and continuous improvement activities.
• Maintain a strong internal control environment and ensure compliance with corporate financial policies and procedures.
• Identify opportunities to improve reporting efficiency, forecasting accuracy, and financial processes.
• Support process improvement initiatives that enhance reporting, analytics, and business decision support.

What You Have

Required Qualifications

• Bachelor's degree in Accounting, Finance, Business, Economics, or a related field.
• Experience in financial planning and analysis, financial reporting, accounting, business analysis, or a related finance discipline.
• Strong understanding of budgeting, forecasting, financial reporting, and variance analysis.
• Experience analyzing financial performance and developing actionable business recommendations.
• Advanced Excel skills and experience working with financial reporting systems.
• Strong analytical and problem-solving capabilities.
• Excellent written, verbal, and presentation communication skills.
• Strong attention to detail and the ability to manage multiple priorities simultaneously.
• Demonstrated intellectual curiosity and desire to understand business operations beyond the numbers.
• Ability to work independently while building effective relationships across a matrixed organization.

Top Candidates Will Also Have

Financial & Business Experience

• FP&A experience within a large corporate environment.
• Experience supporting marketing, commercial, sales, customer-facing, or corporate functional organizations.
• Experience presenting financial performance, forecasts, and recommendations to leadership teams.
• Experience developing business cases and supporting strategic investment decisions.
• Strong financial reporting background combined with business partnership responsibilities.

Analytics & Reporting

• Experience leveraging financial systems and reporting tools to support business decision-making.
• Experience performing workforce, spending, and operational analytics.
• Strong business analysis capabilities and the ability to identify trends and performance drivers.
• Experience with Axiom or similar planning and reporting platforms.
• Experience utilizing Excel and other analytical tools to develop meaningful business insights.

Leadership & Business Partnership

• Strong executive communication skills and comfort working with leaders across the organization.
• Ability to communicate complex financial information to non-financial stakeholders.
• Demonstrated success influencing decisions through data, analysis, and financial insight.
• Experience operating effectively in a highly visible and collaborative business environment.

What Success Looks Like

The successful candidate will be recognized as a trusted finance partner who helps Global Marketing & Brand leaders understand performance, evaluate opportunities, and make informed business decisions.

They will provide accurate forecasts, meaningful analysis, and actionable recommendations while building strong relationships across the organization.

They will be known for their intellectual curiosity, financial acumen, analytical rigor, and ability to communicate insights that support both day-to-day operations and long-term strategy.

Additional Information

• Preferred Location: Peoria, IL
• Work Arrangement: Onsite, 5 days per week
• Sponsorship: Not offered
• Relocation Assistance: Available for qualified candidates

Why Join This Team?

This role offers the opportunity to support some of Caterpillar's most visible customer-facing organizations while building strong relationships with leaders across the business. You'll gain exposure to strategic initiatives, enterprise-level decision-making, and a broad range of financial and operational topics while helping shape the future of Caterpillar's Global Marketing & Brand organization.

Summary Pay Range:

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:

Any offer of employment is conditioned upon the successful completion of a drug screen.

Caterpillar is an Equal Opportunity Employer, Including Veterans and Individuals with Disabilities.  Qualified applicants of any age are encouraged to apply.

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