Senior Corporate Portfolio Analyst

Your Work Shapes the World at Caterpillar Inc.

Our common values and focus on inclusion and respect drive the decisions made by our companyteamsand people. This is why we are committed to hiring and building diverseteamrepresentativesof 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 yourwhole-selfmatters.

When you join Caterpillaryourejoining a global team who cares not just about the work we do but also about each other. We are the makers problemsolversand future world builders who are creating stronger more sustainable communities. Wedontjust 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.

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 gasturbinesand diesel-electric locomotives. For more than 40 years Cat Financial hasprovideda wide range of financing solutions to customers and Cat dealers for machines engines Solar gas turbines genuine Catpartsand services. Headquartered in Nashville Tennessee Cat Financial serves customers globally with offices and subsidiarieslocatedthroughout North and South America Asia AustraliaEuropeand Africa. Visit to learn more about Cat Financial.

The Role:

Supports Reporting Center of Excellence systems tools and processes used in corporate metrics monitoring and reporting accuracy while adhering to internal and external financial reporting and regulatory requirements.

What You Will Do:
Knowledgeable of corporate metrics and reports to manage measure and monitor global risk and performance with adherence to reporting requirements policies and controls.
Reports trends and researches significant changes with data/portfolio owners to validate and explain performance to ensure that global risk and performance are managed measured monitored and properly reported.
Manage the processes and procedures supporting the accuracy and timely communication of the corporate results.

What You Have:

Degree Requirement
Degree or equivalent experience desired

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.

Level Basic Understanding:
Cites examples of measurements of business performance.
Identifies organizations strengths and weaknesses.
Describes key aspects and benefits of Business Performance Management (BPM.)
Lists common types of resources tracked in a BPM environment.

Operational Functions: Knowledge of major functional processes and associated operating requirements; ability to apply this knowledge appropriately to diverse situations.

Level Basic Understanding:
Identifies the primary operational functions of the organization.
Explains operational functions and key functional roles of own dept or unit.
Describes the interdependence of support functions and line operating functions.
Clarifies the role of each department and its relevance to the enterprise strategy.

Process Management: Knowledge of business process improvement tools and techniques; ability to understand monitor update control or enhance existing business or work processes.

Level Working Knowledge:
Employs process flows cycle time process time and waste concepts as appropriate.
Walks through steps decisions measurements dependencies and hand-offs for a specific process.
Creates process flow or work flow diagrams.
Documents types of process decisions and potential impact of each decision.
Identifies and monitors common process bottlenecks.

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.

Level Working Knowledge:
Approaches a situation or problem by defining the problem or issue and determining its significance.
Makes a systematic comparison of two or more alternative solutions.
Uses flow charts Pareto charts fish diagrams etc. to disclose meaningful data patterns.
Uses logic and intuition to make inferences about the meaning of the data and arrive at conclusions.
Identifies the major forces events and people impacting and impacted by the situation at hand.

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.

Level Working Knowledge:
Applies an assigned technique for critical thinking in a decision-making process.
Identifies obtains and organizes relevant data and ideas.
Participates in documenting data ideas players stakeholders and processes.
Recognizes clarifies and prioritizes concerns.
Assists in assessing risks benefits and consideration of alternatives.

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.

Level Working Knowledge:
Delivers helpful feedback that focuses on behaviors without offending the recipient.
Listens to feedback without defensiveness and uses it for own communication effectiveness.
Makes oral presentations and writes reports needed for own work.
Avoids technical jargon when inappropriate.
Looks for and considers non-verbal cues from individuals and groups.

Producing Results: Understanding of the criticality of getting things done despite current circumstances and the ability to utilize assigned resources and leverage back-channel resources (individuals or teams) to achieve or exceed planned outcomes.

Level Working Knowledge:
Finds or creates ways to measure performance against goals.
Identifies and exploits own strengths; solicits support from others to minimize limitations.
Strives for excellence in performance by surpassing established standards.
Seeks out advice help and information when needed to accomplish responsibilities.
Adjusts to new or changing assignments processes people and priorities as business need dictates.

This position requiresincumbentsto be onsite in the Nashvillemain office5 days per week.

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.