Company Culture and Environment

Caterpillar fosters a collaborative and supportive work environment where every team member is valued. Innovation and progress are at the heart of what we do, ensuring that employees not only contribute to projects but also to each other’s growth and success.

Career Growth and Development Opportunities

Caterpillar encourages continuous learning and offers access to software and training for analytical tools. This role provides substantial exposure to senior leadership, enhancing your professional development and opening doors for future opportunities.

Detailed Benefits and Perks

• Medical, dental, vision, and RX coverage starting on day one
• 401K plan with matching contributions
• Annual bonus potential
• Paid vacation days and holidays
• Domestic relocation assistance for those who qualify

Compensation and Benefits

We value your performance and provide a comprehensive rewards package that goes beyond just a salary. Our commitment to your career includes health benefits from day one and opportunities for bonuses based on performance.

Why you should apply for this position today

This is an exciting opportunity to make a real impact while working in a supportive and innovative environment. If you want to contribute to projects that help build a sustainable world, this role is for you.

Skills

• Bachelor’s degree in Accounting or Finance
• Knowledge of effective self-management practices
• Strong communication skills and ability to convey information clearly
• Understanding of financial reporting processes
• Analytical thinking and problem-solving skills
• Proficiency in financial analysis tools
• Experience with Alteryx, Axiom, or Power BI is a plus

Responsibilities

• Demand Forecast Financialization (S&OP)
• Coordinate financialization of the demand forecast alongside relevant teams
• Generate Order Backlog Reporting for the SEC
• Conduct margin analysis and complete month-end journal entries
• Lead projects utilizing data analysis tools to improve processes
• Provide ad hoc sales support as needed

Qualifications

• Bachelor’s degree in Accounting or Finance
• Ability to manage multiple priorities and projects
• Effective communication skills
• Proficiency in financial analysis and reporting
• Critical thinking skills to analyze organizational challenges

Education Requirements

• Bachelor’s degree in Accounting or Finance

Education Requirements Credential Category

• Undergraduate Degree

Experience Requirements

• Relevant experience in financial analysis or reporting preferred
• Familiarity with analytical tools such as Alteryx or Power BI is a plus

Why work in Seguin, TX

Seguin offers a vibrant community with a small-town feel while being in proximity to larger cities. It’s known for its friendly atmosphere, rich history, and family-oriented activities, making it an ideal place for both personal and professional growth.

Financial Analyst - Sales & Operations Forecasting