Senior Financial Analyst Corporate Forecasting

Irving, TX - USA

Monthly Salary: $ 128470 - 192710

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

Career Area:

Finance

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.

As Senior Financial Analyst Corporate Forecasting you will be responsible for the Corporate Forecasting process to collect quarterly outlooks submissions through financial systems. This role will provide business insights related to the enterprise cashflow balance sheet and corporate items.

What You Will Do:

Monthly financial reporting forecasting and decision support related to the balance sheet cashflow and corporate items
Analyze explain and present results related to balance sheet and cashflow
Provide meaningful actionable insights advice and recommendations to leadership
Drive process improvement automation and support Digital Finance initiatives
Collaborate with cross-functional teams to initiate lead or support corporate initiatives
Lead process improvements initiatives related to the corporate forecasting processes

What You Have:

Education: Bachelors Degree preferably in Accounting Finance Economics or Business
Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.
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.
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.
Accounting: Knowledge of accounting methods processes and tools; ability to maintain and prepare financial statements and reports using accounting methods and processes.
Financial Analysis: Knowledge of tools and approaches of financial analysis; ability to read interpret and draw accurate conclusions from financial and numerical material.
Financial Reporting: Knowledge of processes methods and tools of financial reporting; ability to create and maintain accurate and thorough financial reports.

What Will Set You Apart:

Digital Finance experience including visualization tools (i.e Power BI)
OneStream experience

Additional Information:

This position will be located in our Irving Texas office
International and Domestic travel up to 5%
Domestic relocation assistance is available for those who qualify
Sponsorship is not available

Summary Pay Range:

$128470.00 - $192710.00

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

Posting Dates:

January 23 2026 - February 5 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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Required Experience:

Senior IC

Career Area:FinanceJob 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 sustai...