Caterpillar Inc. · 3 hours ago
Senior Financial Data Analyst
Caterpillar Inc. is a leading manufacturer of construction and mining equipment, dedicated to building a sustainable world. The Senior Financial Data Analyst will leverage digital skills to enhance data and processes, create visualizations, and support applications within the Microsoft Platform, while driving process improvements and participating in technology initiatives.
ConstructionManufacturingMechanical EngineeringMachinery Manufacturing
Responsibilities
Drive process improvement and automation to enhance efficiency and effectiveness, both independently and collaboratively
Participate on application/system projects or initiatives through deployment lifecycle, including leading specified workstreams of a project and collaborating with internal and external resources
Leverage query and database access tools to access, extract, transform, and format data from data management systems to support reporting, analysis, and automation initiatives
Perform data-related tasks within Power BI, including data modeling, analysis, quality monitoring, troubleshooting along with designing, implementing, and maintaining dashboards and visualizations to support data analysis
Assist in the administration, maintenance, and resolution of user issues of supported applications and systems with an emphasis on Dataverse and Power Automate
Evaluate emerging technologies across products, services, and platforms. Build and deploy automated workflows on new coding solutions to optimize tax processes, including Office Scripting
Advance AI capabilities through prompt engineering, including the development of models, agents, and/or chatbots
Qualification
Required
Bachelor's Degree in accounting, finance, IT, or business related degree
Understanding of effective communication concepts; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors
Ability to assist with analyzing risks and benefits of alternative approaches; identify and document specific problems and resolution with understanding of stakeholder perspective
Approaches a situation or problem by defining the problem or issue and determining its significance; make a systematic comparison of two or more alternative solutions
Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision and timeliness
Preferred
Strong knowledge of M365, Microsoft Power Platform (including Power Automate, Power Apps, and Dataverse), and advanced excel skills
Experience working with data, including SQL or Snowflake, data warehouses and various dashboard applications
Strong accountability, interpersonal skills, and the ability to communicate effectively
Excellent organizational skills, with the ability to manage multiple requests and priorities simultaneously
Knowledge of Caterpillar business, products, and customers
Understanding of accounting, business processes, financial systems and enterprise operations
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
Company
Caterpillar Inc.
For 100 years, we’ve been helping customers build a better, more sustainable world.
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
Recent News
2026-02-12
Morningstar.com
2026-02-12
Company data provided by crunchbase