Finance Specialist Dealer Support

Career Area: Finance Job Description As the Finance Specialist Dealer Support you will be responsible for dealer financial analysis, leading projects to support financial health, managing dealer credit and receivables, protecting company assets, and making improvement recommendations which contribute to financially sound and successful dealer operations. Additional Information Location: Dallas, TX Additional Location: Peoria, IL Required Travel: Up to 25% (Domestic) US Work Authorization Sponsorship Offered: None Relocation Assistance Offered: Yes (Domestic) What You Will Do Support dealer profitability and financial health in North America. Analyze confidential financial reports and evaluate the financial strength of Caterpillar dealers in assigned region(s). Report financial trends and problem areas affecting dealer performance to management. Assist dealers in short and long-term financial planning, credit and collections, accounting, cash management, etc. Manage and collect company receivables from loans and investments to dealers from Caterpillar. Administer Caterpillar payment policy to dealers and minimize past dues. Monitor compliance to Dealer Financial Procedures (DFP), Sarbanes Oxley Act, and treasury letters. Train, coach, and mentor new Finance Representatives and district/region staff. Represent the Finance Director when needed. Identify and recommend process improvements within district/regional offices. Other duties as assigned by management from time to time. What You Have (Basic Qualifications) Bachelor’s degree in finance, economics or accounting, or equivalent experience in lieu of degree. Accuracy and Attention to Detail: Ability to complete tasks with high levels of precision. Problem Solving: Ability to identify, anticipate, and resolve organizational, operational or process problems. Relationship Management: Ability to establish and maintain healthy working relationships with clients, vendors, and peers. Financial Analysis: Ability to read, interpret and draw accurate conclusions from financial and numerical material. What You Have (Preferred Qualifications) Demonstrated experience in analyzing credit profiles and financial statements, with the ability to assess risk and support informed lending or financial decisions. Experience in roles with comparable responsibility, including managing dealer relationships, supporting financial processes, and ensuring accuracy and compliance in transactional workflows. Previous experience working with Caterpillar Dealers and customers. Commercial acumen with strong negotiation skills, including the ability to evaluate financial scenarios and secure mutually beneficial agreements. Summary Pay Range $112,710.00 - $169,060.00 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 benefitsLife Insurance Parental leave Adoption benefits Tuition Reimbursement This position requires working onsite five days a week. Relocation is available for this position. Visa Sponsorship is not available for this position. Posting Dates May 26, 2026 - June 8, 2026 Caterpillar is an Equal Opportunity Employer, Including Veterans and Individuals with Disabilities. Qualified applicants of any age are encouraged to apply. Any offer of employment is conditioned upon the successful completion of a drug screen. #J-18808-Ljbffr