Business Process Analyst - CFIS

Career Area:
Technology, Digital and Data
Job Description:
Your Work Shapes the World at Caterpillar Inc.
When you join Caterpillar, you're 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 don't 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.
Your Work Shapes the World at Caterpillar Inc.
Our common values and focus on inclusion and respect drive the decisions made by our company, teams and people. This is why we are committed to hiring and building diverse teams representative of 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 your whole-self matters.
When you join Caterpillar, you're 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 don't 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.
About Cat Financial
Cat Financial is a subsidiary of Caterpillar Inc., the world's leading manufacturer of construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines and diesel-electric locomotives. For more than 40 years, Cat Financial has provided a wide range of financing solutions to customers and Cat® dealers for machines, engines, Solar® gas turbines, genuine Cat parts and services. Headquartered in Nashville, Tennessee, Cat Financial serves customers globally with offices and subsidiaries located throughout North and South America, Asia, Australia, Europe and Africa. Visit cat.com to learn more about Cat Financial.
The Role:

• Play a critical role in our global Salesforce transformation. This individual will act as the primary Business Analyst for Salesforce Financial Services Cloud, leading the integration and migration of multiple legacy systems into a unified Salesforce platform.
• Partner closely with business and technology stakeholders to define, optimize, and implement end‑to‑end business processes that support a diverse portfolio of insurance products across multiple regions. You will translate complex business needs, ensuring consistency, efficiency, and regulatory alignment as we modernize our global operating model.

Responsibilities

• Lead end-to-end requirements activities including discovery, process mapping, user stories, acceptance criteria, and backlog refinement
• Facilitate workshops, stakeholder interviews, and working sessions to drive alignment and decision-making
• Analyze current-state processes and design future-state solutions leveraging Salesforce capabilities (Sales, Service, Experience Cloud, and Financial Service Cloud)
• Understand Agile and participate in Sprint ceremonies (planning, reviews, retrospectives) and support Agile delivery teams
• Assist with UAT planning and execution, including test case creation, defect triage, and business sign-off
• Support release planning, cutover activities, and post-go-live stabilization
• Strong understanding of Salesforce data model, security model, automation tools (Flows, validation rules, approvals), and reporting
• Proven ability to write high-quality user stories and acceptance criteria using Agile methodologies
• Provide consulting services to internal business groups on process improvement projects designed to improve their business results.
• Analyze, define and document client's requirements, and revise existing systems logic challenges, as necessary.
• Monitor client experiences and feedback on the use of business applications; enhance system productivity, as needed.
• Participate in identifying, evaluating, and developing systems that are cost effective and meet business requirements.

Skill Required At The Expert Level:

• 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.
• Technology Advising: Knowledge of effective advisory methods and ability to provide valued information and advice to clients regarding products, technologies, services and solutions for a specific technology domain.
• Application Design, Architecture: Knowledge of application design and architecture principles and practices; ability to utilize application design methodologies, tools, and techniques to convert business requirements and logical models into a technical application design.
• Implementation: Knowledge of how to run applications for organizations; ability to implement application software within an organization and help end-users perform specific tasks (ex: accounting or graphic design).
• System and Technology Integration: Knowledge of the features and facilities of systems; ability to integrate and communicate among applications, databases and technology platforms.
• System Testing: Knowledge of system and software testing; ability to design, plan and execute system testing strategies and tactics to ensure the quality of software at all stages of the system life cycle.
• Technical Troubleshooting: Knowledge of technical troubleshooting approaches, tools, and techniques; ability to anticipate, recognize, and resolve technical issues on hardware, software, application, or operation.

Top Candidates Will Bring:
Salesforce Integration Experience

• Demonstrated experience supporting or leading Salesforce integrations, ideally within Financial Services Cloud, including migration from legacy systems.
• Ability to translate business requirements into scalable Salesforce solutions in partnership with technical teams.

Agile Mindset & Delivery

• Strong experience working in Agile delivery environments, balancing strategic thinking with hands‑on execution.
• Comfortable defining and refining requirements, user stories, and process improvements to support iterative delivery.

Data & Analytical Capability

• Highly analytical, with experience mapping and validating data as it moves between systems.
• Able to translate complex data into clear insights that support business and operational decision‑making.

Senior Stakeholder Engagement

• Confident engaging with senior and executive stakeholders, acting as a bridge between business and technology.
• Skilled at turning insights and analysis into clear actions and recommendations.

Global Collaboration

• Proven ability to work across global, cross‑functional teams and multiple time zones.
• Experience supporting multiple products or markets while maintaining alignment and consistency.

Compensation & Benefits:
Summary Pay Range:
$118,860.00 - $190,176.00
Compensation and benefits offered may vary depending on multiple individualized factors, job level, market location, job-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
Additional information:

• This position requires the successful candidate to work full time, 5 days per week in the Nashville main office.

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.
This position requires working onsite five days a week.
Visa Sponsorship is not available for this position.
Posting Dates:
April 2, 2026 - April 9, 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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