Staff Accountant II

Career Area:

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.

What You Will Do

Business Partnership

• Serve as the primary finance partner for the NPI, GTPE, and GCB organizations.

• Lead monthly financial reviews with directors and leadership teams, providing insights on spending, forecasts, risks, and opportunities.

• Support forecasting, annual planning, budgeting, and variance analysis processes.

Analysis & Reporting

• Maintain and enhance enterprise-wide R&E reporting, analytics, and business insights.

• Develop and manage executive-level and ELT-ready reporting packages for R&E activities.

• Support organizational and business unit restructuring initiatives to improve financial transparency and reporting.

• Translate complex financial information into actionable business recommendations.

GPO & Continuous Improvement

• Serve as the Global Process Owner for enterprise R&E financial reporting and governance.

• Drive standardization and best practices across R&E financial planning and reporting processes.

• Lead continuous process improvements that increase efficiency, data quality, automation, and business insight.

• Ensure compliance with corporate financial policies, controls, and reporting requirements.

• Partner with R&E leaders to evaluate investments, resource allocation, and strategic initiatives.

Key Competencies

Business Partnership

• Builds trusted relationships with leaders across multiple organizations.

• Effectively communicates financial results and recommendations to financial and non-financial audiences.

• Provides insights that support strategic and operational decision-making.

Accounting, Financial Analysis & Reporting

• Maintains accurate forecasting, reporting, and financial controls.

• Supports compliance with accounting policies and governance requirements.

• Analyzes financial performance, forecasts, trends, risks, and opportunities.

• Develops actionable reporting for management and executive leadership.

• Translates complex financial data into meaningful business insights.

Strategic Thinking

• Supports long-range planning and investment decisions.

• Identifies opportunities to improve reporting, processes, and organizational effectiveness.

• Aligns financial recommendations with business objectives.

Business Acumen

• Understands key business drivers and engineering operations that impact financial performance.

• Connects financial results to strategic and operational decisions.

• Identifies risks and opportunities and provides actionable recommendations to leadership.

• Builds business insights that improve decision-making and accountability.

Continuous Improvement

• Drives enhancements to processes, reporting capabilities, and analytical tools.

• Promotes standardization, efficiency, automation, and scalable solutions across FP&A activities.

What You Will Have

• Bachelor's degree in Accounting or Finance.

• 3-5 years of progressive experience in FP&A, accounting, finance, or a related analytical role.

• Strong understanding of budgeting, forecasting, financial analysis, and management reporting.

• Ability to synthesize large and complex data sets into actionable business insights.

• Ability to manage competing priorities and deliver high-quality results in a fast-paced environment.

• Strong analytical, problem-solving, and communication skills.

• Advanced proficiency in Microsoft Excel and financial reporting tools.

Preferred Qualifications

• Experience supporting engineering, R&D, or project-based organizations.

• Experience developing executive-level financial reporting and presentations.

• Ability to influence decision-making through financial insights and business partnership.

Summary Pay Range:

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

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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