Portfolio Consultant

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.

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.

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.

Role Definition

• This role plays a pivotal part in shaping the financial narrative of our company by supporting portfolio heath and analysis that directly influence our 10Q/10K financial statements. Youll be responsible for tracking and reconciling our global corporate portfolio identifying past due trends and communicating results across the business.

Responsibilities

• Knowledge and development of key reports to manage measure and monitor global risk exposures with adherence to reporting requirements policies and controls.
• Reports trends and researches significant changes with data/portfolio owners to validate and explain global risk concerns. Clearly communicate findings with management to ensure that global risks are managed measured monitored and properly reported.
• Manage the processes and procedures supporting the accuracy and timely communication of the portfolio health results. Make recommendations to process improvements aimed at accuracy and efficiency within department and/or portfolio owners.

Skill Required:

• Business Performance Management: Knowledge of technologies techniques and practices for the use of business intelligence; ability to monitor and adjust business processes (internal and cross-organizational) in near real-time.
• Operational Functions: Knowledge of major functional processes and associated operating requirements; ability to apply this knowledge appropriately to diverse situations.
• Process Management: Knowledge of business process improvement tools and techniques; ability to understand monitor update control or enhance existing business or work processes.
• 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.
• 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.
• 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.
• Relationship Management: Knowledge of relationship management techniques; ability to establish and maintain healthy working relationships with clients vendors and peers.
• Data Gathering and Reporting: Knowledge of tools techniques and processes for gathering and reporting data; ability to practice them in a particular department or division of a company.
  

Top Candidates Will Bring:
Must Have:

• Data-Driven and Analytical Mindset Demonstrated ability to work with data to uncover insights identify emerging trends and detect gaps in performance and processes. Candidates should be comfortable navigating complex datasets recognizing patterns and applying analytical thinking to proactively address business challenges and inform strategic decision-making.
• Strong Business Acumen and Sound Judgment Demonstrated ability to identify business challenges interpret data to uncover root causes and develop practical solutions. Skilled in balancing analytical insights with operational realities to make informed decisions assess trade-offs and drive outcomes aligned with organizational objectives.
• Effective Cross-Functional Communication Strong interpersonal and communication skills with the ability to collaborate across departments and translate technical findings into actionable business language. Experience working with stakeholders from diverse backgrounds including cross-cultural and international teams is essential for navigating global business environments and fostering inclusive collaboration.
• 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

Nice to Have:

• Systems Proficiency Hands-on experience with enterprise systems such as Oracle Salesforce and Business Objects. Comfortable self-serving within these platforms to extract and interpret relevant data.
• Technical Aptitude and Tool Familiarity Skilled in using analysis and reporting tools including Power Query Excel and Salesforce dashboards. Prior experience with advanced platforms such as Power BI Alteryx and Dataiku is highly valued especially for data visualization workflow automation and pipeline development. While not mandatory familiarity with these tools will distinguish top candidates.
• Data Visualization Expertise Ability to create compelling informative dashboards and reports using Power BI. Knowledge of best practices in data storytelling and visual design to effectively communicate insights to diverse stakeholders.

Additional information:

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

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.

Summary Pay Range:

Compensation and benefits offered may vary depending on multiple individualized factors job level market locationjob-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

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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