FPD Global Process Lead - Management Reporting and FPA

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.

The Role:

• Supports accounting and business users of our Management Reporting and FPA systems. This role partners with the Finance Transformation EPM technology team, Financial Planning and Analysis (FPA) team to implement systems, tools and process improvements that support management reporting and FPA.

Role and Responsibilities:

• Provide global Oracle EPM business user support for Oracle EPM modules used in management reporting and FPA processes

• Implement global process improvements for management reporting and FPA

• Maintain global process maps and approve standard process exceptions for management reporting and FPA

• Coordinate with business users to collect and document management reporting and FPA business user system requirements for management reporting and FPA system implementations and enhancements

• Support global training and change management activities

Basic Skills Required:

• Business Process Design: Knowledge of business process design; ability to develop appropriate techniques to re-examine key processes and focus on optimizing organizational performance.

• Operational Functions: Knowledge of major functional processes and associated operating requirements; ability to apply this knowledge appropriately to diverse situations.

• 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.

• Flexibility and Adaptability: Knowledge of successful approaches and techniques for dealing with change; ability to adapt to a changing environment and be comfortable with change.

• Relationship Management: Knowledge of relationship management techniques; ability to establish and maintain healthy working relationships with clients, vendors, and peers.

• Managing Change: Knowledge of the necessity to adapt self and team to evolving business needs; ability to develop and implement new ideas and initiatives that improve the organization's performance in light of new requirements.

• Business Intelligence: Knowledge of business intelligence; ability to utilize business processes and technologies for gathering, storing, analyzing, and providing access to data that helps the organization make better business decisions.

• Software as a Service (SaaS): Knowledge of Software as a Service (SaaS) concepts and technologies; ability to apply these to the design, development, implementation, and management of computing products.

Required Qualifications:

• 4-year degree, preferably in accounting, finance or related technology discipline

• Demonstrated ability to think critically, problem-solve and connect process design concepts with practical business user needs

• Effective communication skills

• 5+ years of professional work experience specific to accounting, management reporting and/or FPA methodologies and processes

Top Candidates Will Also Have:

• Recent experience with reporting and planning tools and technology, particularly Oracle EPM Cloud experience

• 5+ years of professional work experience specific to accountable reporting and/or FPA methodologies and processes

• Demonstrated understanding of managing entity hierarchies within a management reporting system and experience with business user support of a management reporting and/or FPA system.

• Demonstrated experience in transformational initiatives that involve people, process and technology changes

Compensation & Benefits:

Summary Pay Range: $118,860.00 - $190,176.00

?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 of the 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

Additional information:

• This position requires the successful candidate to work full time, 5 days per week in the Nashville main office.

• 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:

June 11, 2026 - June 18, 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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