Fp&a Analyst

Caterpillar · Industrial · Irving, TX

FP&A Analyst role at Caterpillar, focusing on financial planning, analysis, and reporting. Requires strong analytical and decision-making skills, with experience in financial systems and Power BI being a plus. The role involves advising on accounting methodology and conducting complex financial analysis for business decisions.

What you'd actually do

  1. The FP&A Analyst will act as an advisor on accounting methodology and analysis issues to business unit accountants and will be capable of resolving issues independently.
  2. This role requires a comprehensive understanding of various business functions and the ability to conduct complex and technical analysis using data gathered by others to provide accounting opinions or business decisions.
  3. The incumbent will lead discussions with senior leaders on business results and financial analysis, demonstrating strong decision-making skills and accountability for outcomes.

Skills

Required

  • Analytical Thinking
  • Decision Making and Critical Thinking
  • Financial Reporting
  • Financial Analysis

Nice to have

  • OneStream
  • Hyperion
  • Essbase
  • SAP systems
  • financial analysis and forecasting with Power BI
  • consolidations
  • Strong analytical, process improvement and problem-solving skills
  • Proven record of strong initiative, leadership, accountability, high attention to detail and effective communication skills working with a global team

What the JD emphasized

  • 4-year degree in accounting/finance OR any 4-year degree with an accounting certification (CPA/CMA)
  • Knowledge of techniques and tools that promote effective analysis
  • Knowledge of the decision-making process and associated tools and techniques
  • Knowledge of processes, methods, and tools of financial reporting
  • Knowledge of tools and approaches of financial analysis