Customer Accounts Specialist

Career Area:

Job Description:

Your Work Shapes the World at Caterpillar Inc.

When you join Caterpillar yourejoining 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 dontjust 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.

IT IS YOUR TIME!

Caterpillar Inc. is the worlds leading manufacturer of construction and mining equipment off-highway diesel and natural gas engines industrial gas turbines and diesel-electric locomotives. For 100 years weve been helping customers build a better more sustainable world and are committed and contributing to a reduced-carbon future. Our innovative products and services backed by our global dealer network provide exceptional value that helps customers succeed.

When you join Caterpillar youre 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 dont 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.

If you are looking for personal and professional growth in a company with an inclusive culture which seeks equity respects differences and believes in peoples potential this is the right place. We consider people with disability candidates and those with diversity in gender culture ethnicity religion age generation race nationality and sexual orientation.

About Cat Financial

Cat Financial is a subsidiary of Caterpillar Inc. the worlds 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 to learn more about Cat Financial.

Important:

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Job Summary:

Supports portfolio health monitoring activities and reporting accuracy while adhering to internal and external financial reporting and regulatory requirements.

What you will do:
Support the activities of monitoring the financial health of the Portfolio while adhering to internal policies and the regulatory environment;

Preparation of management reports dashboards and executive presentations with data analysis to manage measure and monitor the health of the portfolio.

Act in the monthly closing ensuring the delivery of reports within the established deadline;

Support annual and quarterly business plan activities performing projections and data analysis identifying trends and significant changes in portfolio monitoring and ensuring that risks are managed.

Analyze the variation of actual results with the budget identifying deviations causes and proposing corrective actions.

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

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.
Analytical Thinking: Knowledge of techniques and tools that promote effective analysis; Ability to determine the root cause of organizational problems and create workarounds that address those problems.

Process Management: Knowledge of tools and techniques for improving business processes; Ability to understand monitor update control or enhance existing business or work processes.

Data Collection and Reporting: Knowledge of tools techniques and processes for data collection and reporting; ability to practice them in a particular department or division of a company.

Basic requirements:

• Completed Bachelors degree.

• Power BI;

• Proficiency in Microsoft Office 365 Suite specially advanced Excel (good data manipulation and analysis skills)

• Financial Planning and Analysis (FP&A).

• Intermediate English.

Top candidates will also have:

• Pre-Advanced English

• Knowledge and ability to calculate amortization schedules and contract payments.

• Knowledge and ability to apply financial math calculations skills in excel.

• Knowledge of financing/leasing products.

• Previous experience in financial institutions.

Note: This position requires the candidate to work on-site five days a week.

Some of the offered benefits*:
Medical plan
Dental plan
Medicines reimbursement
Wellhub
Psychological Legal Social and Finance Support Program
Private pension plan
Profit share
Christmas basket
Transportation
Life and personal insurance
Extended maternity and paternity leave
Employee resources group (Young Professional Women in Networking LAMBDA (LGBTQIA) Latin Group and Active in Sport

*Caterpillar reserves the right to change or modify benefits at any time subject prior notice and in compliance with legal requirements. Benefit elegibility may vary by position and location.

The Recruitment & Selection area emphasizes that it does not use personal emails and/or emails from other domains (@gmail @hotmail etc.) to contact candidates. Available vacancies are only advertised through the companys official channels ( and official Caterpillar emails are mandatory followed by the domain @. Also the company does not request any type of payment (bank transfer pix etc.) for the purposes of the selection process. For more information click on the link:

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Posting Dates:

Caterpillar is an Equal Opportunity Employer. Qualified applicants of any age are encouraged to apply

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