Accountant (Financial Analyst)

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.

Your Impact 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.

 Job Summary

We are seeking a skilled and experienced Accountant (Financial Reporting Analyst) to join our team who will have the opportunity to champion our Global Finance Transformation by providing quality analysis from our new Center of Excellence. 

This role will primarily support onshore partners by providing reporting and analytics, aimed at delivering actionable insights that drives profitable growth.

The preference for this role is to be based out of Bangalore Whitefield office.

 What you will do

Management Reporting and Analysis:

Day to day responsibilities may include, but are not limited to:

• Supporting management reporting activities for business divisions including month end closing, forecast submissions, results packs, variance analysis, commentary and presentations
• Performing reporting and analysis of revenue, material cost and fixed cost (labour, SG&A and R&D)
• Conducting tasks related to actuals, allocations, budgeting, intercompany services charges, inventory and FX calculation
• Actively resolving issues and becoming a subject matter expert on various finance data sets and tools

Process Transition & Improvement:

• Performing the tasks related to the transition of the projects in line with COE scope of work, timelines, business requirements and defined metrics/KPIs
• Participating in knowledge transfer sessions, defining and owning the documentation (instruction manuals and scorecards/trackers)
• Partnering with multiple global stakeholders on day-to-day operations
• Identifying and leveraging on tools and technologies to transform processes
• Driving continuous improvement via simplification, standardization and automation
• Embedding change management best practices

Candidates will preferably have:

Knowledge of using tools such as Syntellis Axiom EPM, SAP Business Objects (BOBJ), SAP Business Planning and Consolidation (BPC) and other Financial reporting software and tools

• Experience with advanced excel, power BI and powerpoint presentations
• Experience with the procurement process
• Ability to quickly learn Caterpillar management reporting methodology and knowledge about products, suppliers, and consumers

What you will have 

• Proven experience in financial reporting, analysis, FP&A and month end processes
• Strong analytical and problem-solving skills to interpret complex financial data, trends and patterns
• Excellent customer service skills working in a global environment with multiple stakeholders to drive outcomes
• Self-starter, works well independently and in a team, with excellent communication skills
• Showcased leadership skills, good judgement, and accountability in prior roles
• Experience in process transitions and transformations in a virtual environment
• CA or MBA Finance with 5 -7 years of progressive experience
• This position requires candidate to work a 5-day -a -week schedule in the office

Additional Information

• Open to shift working
• IC (individual contributor) role

Skills desired:

Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.
Level Extensive Experience:

• Evaluates and makes contributions to best practices.

• Processes large quantities of detailed information with high levels of accuracy.

• Productively balances speed and accuracy.

• Employs techniques for motivating personnel to meet or exceed accuracy goals.

• Implements a variety of cross-checking approaches and mechanisms.

• Demonstrates expertise in quality assurance tools, techniques, and standards.

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.

• Identifies the major forces, events and people impacting and impacted by the situation at hand.

• Uses logic and intuition to make inferences about the meaning of the data and arrive at conclusions.

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.

Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
Level Extensive Experience:

• Clarifies and handles multiple concurrent and diverse activities.

• Shifts focus among several efforts as required by changing priorities.

• Addresses potential conflicts that impact current delivery commitments.

• Works with or leads others to re-prioritize work and reschedule commitments as necessary.

• Responds to shifting priorities while maintaining progress of regularly scheduled work.

• Demonstrates an expectation that there will be ongoing shifts in demands and priorities.

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.
Level Working Knowledge:

• Identifies and documents specific problems and resolution alternatives.

• Examines a specific problem and understands the perspective of each involved stakeholder.

• Develops alternative techniques for assessing accuracy and relevance of information.

• Helps to analyze risks and benefits of alternative approaches and obtain decision on resolution.

• Uses fact-finding techniques and diagnostic tools to identify problems.

Accounting: Knowledge of accounting methods, processes, and tools; ability to maintain and prepare financial statements and reports using accounting methods and processes.
Level Working Knowledge:

• Utilizes cost monitoring practices, techniques and considerations.

• Works with financial transactions and related documentation within the organization.

• Participates in accounting practices of classifying and recording financial data.

• Maintains existing charts of accounts.

• Follows regulations for entering and reporting the financial content in major accounting systems.

Financial Analysis: Knowledge of tools and approaches of financial analysis; ability to read, interpret and draw accurate conclusions from financial and numerical material.
Level Working Knowledge:

• Applies principles used to evaluate the economics of investment decisions.

• Interprets major types of financial statements issued by the organization.

• Utilizes basic qualitative and quantitative tools and techniques with proficiency.

• Works with a specific financial analysis tool set.

• Implements valid financial analysis aligned with key criteria.

Financial Reporting: Knowledge of processes, methods, and tools of financial reporting; ability to create and maintain accurate and thorough financial reports.
Level Working Knowledge:

• Follows organizational practices and guidelines for product profitability reporting.

• Analyzes errors or inaccuracies in financial reports.

• Uses basic tools to create simple financial reports.

• Monitors compliance with organizational standards for financial report writing.

• Implements organizational methods and procedures for financial report writing.

What you will get:

• Work Life Harmony
• Earned and medical leave.
• Relocation assistance

Holistic Development

• Personal and professional development through Caterpillar 's employee resource groups across the globe
• Career developments opportunities with global prospects

Health and Wellness

• Medical coverage -Medical, life and personal accident coverage
• Employee mental wellness assistance program

 Financial Wellness

• Employee investment plan
• Pay for performance -Annual incentive Bonus plan.

 Additional Information:

Caterpillar is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status; however, as a global company, Caterpillar offers many job opportunities outside of the U.S. which can be found through our employment website at

Caterpillar is an Equal Opportunity Employer (EEO)

EEO/AA Employer. All qualified individuals, including minorities, females, veterans and individuals with disabilities - are encouraged to apply.

Posting Dates:

Caterpillar is an Equal Opportunity Employer.  Qualified applicants of any age are encouraged to apply

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