Senior Finance Analyst

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 teams representative 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 Supports the Treasury department by formulating, proposing, and implementing interest rate risk and debt placement strategies to achieve the corporate business plan. Responsibilities Responsible of high complexity including conducting financing alternatives analysis, executing derivative trades and debt capital markets transactions, analyzing financial statements, and managing cash assets and bank accounts. Lead projects to conclusion by compiling information, analyzing data, recommending and implementing solutions, and providing information and analysis used to make and/or influence business decisions. Typically, projects and decisions will impact medium to high-risk issues. Expected to provide technical expertise and guidance to peers and recommendations to management on finance-related matters. Produce monthly/quarterly reports for management on a wide variety of topics including external debt, liquidity forecasts, interest rate and F/X valuations, and asset-liability management. Skills Required Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision. Communicating Complex Concepts: Knowledge of effective presentation tools and techniques to ensure clear understanding; ability to use summarization and simplification techniques to explain complex technical concepts in simple, clear language appropriate to the audience. 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. 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. Relationship Management: Knowledge of relationship management techniques; ability to establish and maintain healthy working relationships with clients, vendors, and peers. Derivatives: Knowledge of the structure, attributes, uses, terminology and processing of basic derivatives; ability to use knowledge of derivatives appropriately. Financial Markets: Knowledge of the products, types, competitors, customer base, major issues and regulatory considerations in the financial markets; ability to apply financial market knowledge to various business environments. Investment Banking Services: Knowledge of the responsibilities, regulations, and business practices of investment banking; ability to operate mutual funds, securities and bonds, corporate debt underwriting, or mergers and acquisitions. What Top Candidates Will Bring Strong financial analysis and reconciliation skills: Demonstrated ability to analyze transactions, validate calculations, investigate discrepancies, and maintain a high degree of accuracy. Ownership mindset and operational discipline: Proven ability to manage processes end-to-end, meet deadlines, and deliver consistent results in a controlled environment. Analytical problem-solving skills: Ability to identify root causes, evaluate data, and implement practical solutions to improve process effectiveness. Process improvement and automation experience: Experience leveraging Excel, Power BI, Power Query, Power Automate, SQL, or similar tools to streamline processes and enhance reporting. Strong stakeholder management and communication skills: Ability to effectively collaborate with Finance, Treasury, Accounting, Risk, Technology, and business partners across a global organization. Technology and innovation mindset: Curiosity and enthusiasm for applying automation, analytics, AI, and emerging technologies to improve efficiency and decision-making. Adaptability and continuous learning: Comfortable working in a dynamic environment, learning new concepts, and supporting evolving business needs. Attention to detail and strong control awareness: Ability to maintain data integrity, support governance requirements, and ensure compliance with established processes and controls. Additional information: This position requires the successful candidate to work full time, 5 days per week in the Nashville main office. Compensation & Benefits: Summary Pay Range: $97,728.00 - $151,572.00 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 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. Relocation is available for this position. Visa Sponsorship is not available for this position. Posting Dates: July 16, 2026 - July 23, 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. Not ready to apply? Join our Talent Community. There’s more to work at Caterpillar than just the work itself. We hire smart, friendly people and it shows in our culture. We hold ourselves to high standards and make sure our values of integrity, excellence, teamwork, commitment and sustainability come to life in the way we work. We make sure our employees feel continuously challenged while also supported. We provide professional growth opportunities, including leadership programs. We celebrate the diversity of our team, while also working together as one Caterpillar. Our culture, like everything at our company, is made possible by each employee’s contribution. Person by person, we create the environment we work in, and we are proud of the Caterpillar we’ve built.