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.

Your Work Shapes the World at Caterpillar Inc. 

Our common values and focus on inclusion and respect drive the decisions made by our company, teams, and people. This is why we are committed to hiring and building diverse team representatives of the customers we serve globally. When you join our team, you can apply your unique life and job experiences and work in an environment where your ideas are heard, your contributions are celebrated, and your whole-self matters.

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.

About Cat Financial

Cat Financial is a subsidiary of Caterpillar Inc., the world’s leading manufacturer of construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines and diesel-electric locomotives. For more than 40 years, Cat Financial has provided a wide range of financing solutions to customers and Cat® dealers for machines, engines, Solar® gas turbines, genuine Cat parts and services. Headquartered in Nashville, Tennessee, Cat Financial serves customers globally with offices and subsidiaries located throughout North and South America, Asia, Australia, Europe and Africa. Visit cat.com to learn more about Cat Financial.

Role Definition

Provides timely and accurate financial record keeping and reporting as directed by management with limited supervision.

Responsibilities

• Maintaining financial records in accordance with GAAP and organizational standards.

• Creating reports on financial performance for internal and external use.

• Performing balance sheet and P&L reconciliations.

• Creating and utilizing automated tools for the updating, analyzing and reporting of consolidated financial results.

Degree Requirement

Degree or equivalent experience desired

Skill Descriptors

Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.

Level Extensive Experience:

• Evaluates and makes contributions to best practices.

• Processes large quantities of detailed information with high levels of accuracy.

• Productively balances speed and accuracy.

• Implements a variety of cross-checking approaches and mechanisms.

• Demonstrates expertise in quality assurance tools, techniques, and standards.

• Employs techniques for motivating employees to meet or exceed accuracy goals.

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.

Level Working Knowledge:

• Approaches a situation or problem by defining the problem or issue and determining its significance.

• Makes a systematic comparison of two or more alternative solutions.

• Uses flow charts, Pareto charts, fish diagrams, etc. to disclose meaningful data patterns.

• Uses logic and intuition to make inferences about the meaning of the data and arrive at conclusions.

• Identifies the major forces, events, and people impacting and impacted by the situation at hand.

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.

Level Working Knowledge:

• Delivers helpful feedback that focuses on behaviors without offending the recipient.

• Listens to feedback without defensiveness and uses it for own communication effectiveness.

• Makes oral presentations and writes reports needed for own work.

• Avoids technical jargon when inappropriate.

• Looks for and considers non-verbal cues from individuals and groups.

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.

Level Working Knowledge:

• Recognizes changing demands and priorities; validates changes with management.

• Obtains information about how current assignments contribute to organizational goals.

• Completes current work according to assigned priorities.

• Responds to day-to-day operational priorities while still making progress on project work.

• Performs at least 2-3 concurrent activities without reducing productivity.

Accounting: Knowledge of accounting methods, processes, and tools; ability to maintain and prepare financial statements and reports using accounting methods and processes.

Level Working Knowledge:

• Utilizes cost monitoring practices, techniques and considerations.

• Works with financial transactions and related documentation within the organization.

• Participates in accounting practices of classifying and recording financial data.

• Maintains existing charts of accounts.

• Follows regulations for entering and reporting the financial content in major accounting systems.

Financial Analysis: Knowledge of tools and approaches of financial analysis; ability to read, interpret and draw accurate conclusions from financial and numerical material.

Level Basic Understanding:

• Describes the concepts behind financial analysis and implications of financial data.

• Explains how financial statements are organized and the type of information they provide.

• Identifies major types of financial statements issued by the organization.

• Lists activities and responsibilities of financial analysts.

Financial Record Keeping: Knowledge of financial record keeping processes, methods, and tools; ability to maintain accurate and thorough records of financial transactions.

Level Working Knowledge:

• Implements organizational standards for financial record keeping.

• Analyzes and documents errors or inaccuracies in financial records.

• Follows organizational methods and procedures for financial record keeping.

• Supplies financial data that is used in reports.

• Uses basic tools to record accurate and timely financial data.

Financial Reporting: Knowledge of processes, methods, and tools of financial reporting; ability to create and maintain accurate and thorough financial reports.

Level Working Knowledge:

• Follows organizational practices and guidelines for product profitability reporting.

• Analyzes errors or inaccuracies in financial reports.

• Uses basic tools to create simple financial reports.

• Monitors compliance with organizational standards for financial report writing.

• Implements organizational methods and procedures for financial report writing.

Desired Experience:

• Technical Aptitude and Tool Familiarity   Skilled in using analysis and reporting tools including Power Query, Excel, Power Query and Power BI.   Prior experience with advanced platforms such as Dataiku is highly valued. While not mandatory, familiarity with these tools will distinguish top candidates.

• Intellectual Curiosity   A natural inclination to ask questions, explore new ideas, and seek out opportunities for learning and improvement. Candidates should be proactive in identifying areas for innovation and growth

• Systems Proficiency   Hands-on experience with enterprise systems such as Oracle and Business Objects. Comfortable self-serving within these platforms to extract and interpret relevant data. 
  
  

Additional Information:

This position requires incumbents to be onsite in the Nashville main office 5 days per week.

Compensation & Benefits:

Summary Pay Range:

$94,728.00 - $151,572.00

• Compensation and benefits offered may vary depending on multiple individualized factors, job 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

This Job Description is intended as a general guide to the job duties for this position and is intended for the purpose of establishing the specific salary grade. It is not designed to contain or be interpreted as an exhaustive summary of all responsibilities, duties and effort required of employees assigned to this job. At the discretion of management, this description may be changed at any time to address the evolving needs of the organization. It is expressly not intended to be a comprehensive list of “essential job functions” as that term is defined by the Americans with Disabilities Act.

This position requires working onsite five days a week.

Visa Sponsorship is not available for this position.

Posting Dates:

September 22, 2026 - September 29, 2026

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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