Caterpillar Inc. · 1 day ago
Senior Financial Analyst - Corporate Forecasting
Irving, TX
Full-time
Onsite
Mid, Senior Level
$128K/yr - $193K/yrCaterpillar Inc. is a global team dedicated to building a better world through innovation and collaboration. The Senior Financial Analyst – Corporate Forecasting will manage the corporate forecasting process, providing insights into cash flow and balance sheet management while driving process improvements and supporting digital finance initiatives.
ConstructionMachinery ManufacturingManufacturingMechanical Engineering
No H1B
Responsibilities
Monthly financial reporting, forecasting and decision support related to the balance sheet, cashflow and corporate items
Analyze, explain and present results related to balance sheet and cashflow
Provide meaningful, actionable insights, advice, and recommendations to leadership
Drive process improvement, automation and support Digital Finance initiatives
Collaborate with cross-functional teams to initiate, lead, or support corporate initiatives
Lead process improvements initiatives related to the corporate forecasting processes
Qualification
Required
Education: Bachelor's Degree, preferably in Accounting, Finance, Economics or Business
Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision
Analytical Thinking: Knowledge of techniques and tools that promote effective analysis; ability to determine the root cause of organizational problems and create alternative solutions that resolve these problems
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
Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors
Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation
Accounting: Knowledge of accounting methods, processes, and tools; ability to maintain and prepare financial statements and reports using accounting methods and processes
Financial Analysis: Knowledge of tools and approaches of financial analysis; ability to read, interpret and draw accurate conclusions from financial and numerical material
Financial Reporting: Knowledge of processes, methods, and tools of financial reporting; ability to create and maintain accurate and thorough financial reports
Preferred
Digital Finance experience, including visualization tools (i.e Power BI)
OneStream experience
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
Company
Caterpillar Inc.
For 100 years, we’ve been helping customers build a better, more sustainable world.
Founded in 1925
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$3.51BKey Investors
US Department of EnergyAdvanced Propulsion Centre UK
2025-08-28Post Ipo Debt· $3.5B
2024-10-31Grant· $5.04M
2019-06-23Grant
Leadership Team
George Moubayed
Chief Sustainability and Strategy Officer / Senior Vice President Enterprise Strategy Division
E
Eric Sporre
Vice President & Global Chief Information Security Officer (CISO)
Recent News
2026-01-22
Company data provided by crunchbase