Senior Finance 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.

Your Work Shapes the World at Caterpillar Inc.

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.

Job Summary

We are seeking a Skilled Senior Finance Specialist to join our Treasury Team- Caterpillar Financial Services India Private Limited Division.

The incumbent would Lead cross-departmental Treasury Finance Transformation initiatives to enhance systems processes and analytics to drive operational effectiveness and efficiency. Supports the global deployment of enterprise treasury management systems to automate standardize and transform payment and cash management processes. Designs solutions aligned to global banking standards corporate policies and local requirements.

The preference for this role is to be based out of Whitefield Bangalore PSN office

What you will do

• Supports the production of monthly interest rates and performs risk analysis; interprets results.
• Identifies significant trends in behavioural patterns of consumers that have a direct relationship to interest rate movements as well as those that do not.
• Monitors foreign exchange market conditions and other financial derivatives to adjust market risks on an appropriate level.
• Assesses financial risks of forecasted transactions using modeling capabilities of in-house applications.

What you will have:

• 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.
• Problem Solving: Knowledge of approaches tools techniques for recognizing anticipating and resolving organizational operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations.
• 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.
• 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.
• Financial Services Applications: Knowledge of a specific financial services application associated systems and sub-systems; ability to use financial services applications for delivery of services to internal and external clients.
• Market Risk: Knowledge of processes tools and techniques used for analyzing market risk; ability to assess and manage investment exposures to market risk.
• Financial Analysis: Knowledge of tools and approaches of financial analysis; ability to read interpret and draw accurate conclusions from financial and numerical material.

• This position requires the candidate to work a 5-day-a-week schedule in the office.

What Top Candidates Will Bring:

• Treasury systems expertise including handson experience with Quantum and TRAX or other comparable platform: Ability to navigate maintain and optimize Treasury Management Systems with proven experience supporting upgrades integrations or process enhancements.
• Deep knowledge of cash management and payment processing: Skilled in liquidity operations payment execution bank connectivity settlement instructions and ensuring accuracy and control across processes.
• Demonstrated crossfunctional project leadership experience: Capable of collaborating with Treasury Finance Technology and other partner groups. Brings experience aligning stakeholders supporting timelines and contributing to successful project delivery.
• Ability to lead influence and drive change: Proven capability to influence decisions without formal authority improve workflows standardize processes and support organizational transformation.
• High adaptability and strong professional curiosity: Thrives in evolving environments quickly absorbs new systems or regulatory requirements asks thoughtful questions and proactively seeks better ways of working.
• Strong analytical and communication skills: Able to interpret data identify process gaps and communicate recommendations clearly to both technical and nontechnical audiences.
• Continuous improvement mindset: Comfortable with modern tools automation and analytics bringing a tech-based forwardlooking approach to streamlining treasury processes.

Skills desired:

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.
Level Extensive Experience:
Uses subtle cues to determine the language and experience level of an individual or group.
Introduces technical terminology to listeners in the context of the product or service.
Uses effective analogies to help an audience understand a novel feature of a product or service.
Explains important details as they relate to the basic value of the product or service.
Approaches communication challenges from various angles to find the one that works.
Proceeds to next level of information when audience is ready.

Problem Solving: Knowledge of approaches tools techniques for recognizing anticipating and resolving organizational operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations.
Level Extensive Experience:
Ensures capture of lessons to be learned from a problem-solving effort.
Organizes potential problem solvers and leads problem resolution efforts.
Uses varying problem-solving approaches and techniques as appropriate.
Contributes to standard practices for problem-solving approaches tools and processes.
Analyzes and synthesizes information and devises alternative resolution strategies.
Develops successful resolutions to critical or wide-impact problems.

Relationship Management: Knowledge of relationship management techniques; ability to establish and maintain healthy working relationships with clients vendors and peers.
Level Working Knowledge:
Provides prompt and effective responses to client requests and interactions.
Monitors client satisfaction levels on a regular basis.
Alerts own team to problems in client satisfaction.
Differentiates the roles and responsibilities in a business relationship.
Works with clients to address critical issues and resolve major problems.

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.
Level Extensive Experience:
Prepares cost-benefit analyses of alternative approaches.
Analyzes complex reports as revealed by the data.
Teaches others the calculations necessary to capture data and develop more complex reports.
Oversees multiple data-gathering and analysis initiatives.
Participates in developing criteria for selecting data gathering and reporting tools and techniques for various projects.
Reviews and verifies data and reports for accuracy.

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.
Level Extensive Experience:
Creates and defines standards to evaluate the financial status for large organizations.
Elaborates on the threshold and limitation to enter into financial markets for various industry participants.
Analyzes the impact of interest rate changes on the economy.
Consults on trading platforms and operations of various financial markets.
Provides coaching on the analysis and valuation models for various financial markets.
Takes effective measures to ensure regulatory compliance of financial markets.

Financial Services Applications: Knowledge of a specific financial services application associated systems and sub-systems; ability to use financial services applications for delivery of services to internal and external clients.
Level Working Knowledge:
Works with all basic features and facilities of the application and related sub-systems.
Documents maintenance and upgrade requirements and considerations.
Troubleshoots and resolves common application or data problems.
Integrates major interfaces to other financial applications and associated criticalities.
Assesses the major inputs outputs and information flow.

Market Risk: Knowledge of processes tools and techniques used for analyzing market risk; ability to assess and manage investment exposures to market risk.
Level Extensive Experience:
Analyzes the pros and cons of various market risk management and measurement models.
Applies results of analysis metrics tools and processes to influence investment decision-making.
Evaluates the contribution of market risk analysis to the organization.
Establishes key business-specific market risk management benchmarks.
Measures key benefits and gaps of market risk management practices.
Implements unit-level or department-level market risk management processes and tools.

Financial Analysis: Knowledge of tools and approaches of financial analysis; ability to read interpret and draw accurate conclusions from financial and numerical material.
Level Expert:
Leads others on the full spectrum of financial analyses.
Consults on all major financial analysis approaches quantitative and qualitative measures.
Adapts financial analysis methods to support organizational goals.
Directs others in interpreting and drawing reliable conclusions from industry financial data.
Predicts industry trends and their potential impact on the organization.
Champions the use of new technologies and tools for analyzing financial data.

What you will get:

• Work Life Harmony
• Earned and medical leave.
• Relocation assistance

Holistic Development

• Personal and professional development through Caterpillar s employee resource groups across the globe
• Career developments opportunities with global prospects

Health and Wellness

• Medical coverage -Medical life and personal accident coverage
• Employee mental wellness assistance program

Financial Wellness

• Employee investment plan
• Pay for performance -Annual incentive Bonus plan.

Additional Information:

Caterpillar is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status; however as a global company Caterpillar offers many job opportunities outside of the U.S. which can be found through our employment website at is an Equal Opportunity Employer (EEO)

EEO/AA Employer. All qualified individuals including minorities females veterans and individuals with disabilities - are encouraged to apply

Posting Dates:

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

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