Senior Strategy Manager FP&A

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.

As Caterpillar modernizes its global finance capabilities we are looking for a strategic FP&A senior leader to join our Global Finance Strategy team and help lead the next generation of planning analysis and management reporting. This role offers the opportunity to shape the future of the finance function by spearheading the deployment of OneStreamour new unified platformand ensuring its successful adoption across the enterprise.

As the Senior Strategy Manager you will drive the strategy for nextgeneration solutions that streamline planning and forecasting enhance business insights and align with Caterpillars refreshed corporate strategy and values. You will play a pivotal role in Transforming How We Work by modernizing global finance processes. This highimpact role combines strategic leadership crossfunctional collaboration and innovation with the opportunity to drive meaningful efficiency gains and value creation across a Fortune 100 finance organization.

What You Will Do:

• Lead the development and execution of Global Finance firstgeneration strategy for management reporting and xP&A.
• Define the future vision and roadmap for nextgeneration enterprisewide planning forecasting and management reporting using the OneStream platform shifting finance from manual processes to automated insightdriven analytics.
• Lead a team of finance professionals to design and deliver futurestate xP&A solutions (e.g. integrated driverbased planning models dashboards and analytical tools) that improve forecasting accuracy and efficiency across business and financial planning processes.
• Partner closely with crossfunctional teamsincluding Corporate FP&A IT and business units across the Global Finance Services Divisionto gather requirements drive consensus and ensure initiatives are aligned with enterprise priorities and deliver maximum business value.
• Communicate strategic vision and ROI for complex initiatives business cases and technology roadmaps to senior executives and governance committees securing leadership support and resources.
• Establish governance frameworks that support continuous improvement through structured feedback loops leveraging Strategy Leads and Ambassadors across the business.
• Lead change management efforts to drive adoption of OneStream and extended planning & analysis (xP&A) processes across the organization.
• Foster a culture of integrity teamwork and excellence aligned with Caterpillars Values in Action serving as a role model for change innovation and continuous improvement.

What You Have:

• Education & Credentials: Bachelors degree in Finance Accounting Business or a related field.
• Finance & Strategy Experience: 10 years of progressive experience in FP&A finance transformation or related roles with a demonstrated ability to develop FP&A strategies or lead largescale finance systems and transformation initiatives.
• Technical Expertise: Strong experience with enterprise financial systems and performance management tools; familiarity with OneStream is required.
• Leadership & Communication: Proven leadership and project management experience including leading crossfunctional teams or finance transformation efforts. Strong communication and presentation skills with the ability to convey complex financial and technical concepts to senior leaders.
• Strategic & Analytical Mindset: Strategic analytically strong leader with solid business acumen and problemsolving skills; able to translate data into actionable insights and drive datainformed decisions in a global crosscultural environment.

What Will Set You Apart:

• Industry Experience: Experience in a large industrial or manufacturing companys finance function with a solid understanding of management reporting forecasting and core accounting processes. Direct knowledge of Caterpillars business model or similar heavy industry is preferred.
• Finance Transformation: Handson experience leading or supporting finance transformation or system implementation initiatives ideally as a workstream lead or project manager. Experience with a OneStream implementation is highly desirable.
• Advanced Analytics: Proficiency with modern FP&A tools and methods including driverbased and scenario modeling data visualization and predictive analytics. Experience with AI/MLenabled forecasting tools (e.g. OneStream Sensible ML or similar) is a strong plus.

Additional Information:

• Location: Peoria IL or Irving TX

• Domestic relocation is available for those who qualify

• Sponsorship is not available

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

Posting Dates:

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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