Senior Strategy Manager – FP&A
Caterpillar Inc.
full-time
Posted on:
Location Type: Hybrid
Location: Peoria • Illinois • Texas • United States
Visit company websiteExplore more
Salary
💰 $172,630 - $258,950 per year
Job Level
About the role
- Lead the development and execution of Global Finance first‑generation strategy for management reporting and xP&A.
- Define the future vision and roadmap for next‑generation, enterprise‑wide planning, forecasting, and management reporting using the OneStream platform.
- Lead a team of finance professionals to design and deliver future‑state xP&A solutions (e.g., integrated driver‑based planning models, dashboards, and analytical tools).
- Partner closely with cross‑functional teams—including Corporate FP&A, IT, and business units across the Global Finance Services Division.
- Communicate strategic vision and ROI for complex initiatives to senior executives and governance committees, securing leadership support and resources.
- Establish governance frameworks that support continuous improvement through structured feedback loops.
- Lead change management efforts to drive adoption of OneStream and extended planning & analysis (xP&A) processes across the organization.
- Foster a culture of integrity, teamwork, and excellence aligned with Caterpillar’s Values in Action.
Requirements
- Bachelor’s degree in Finance, Accounting, Business, or a related field.
- 10+ years of progressive experience in FP&A, finance transformation, or related roles
- Strong experience with enterprise financial systems and performance management tools; familiarity with OneStream is required.
- Proven leadership and project management experience, including leading cross‑functional teams or finance transformation efforts.
- Strong communication and presentation skills, with the ability to convey complex financial and technical concepts to senior leaders.
- Strategic, analytically strong leader with solid business acumen and problem‑solving skills; able to translate data into actionable insights and drive data‑informed decisions in a global, cross‑cultural environment.
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planning and analysisfinance transformationmanagement reportingforecastingdriver-based planning modelsdata analysisproject managementchange managementperformance management
Soft Skills
leadershipcommunicationpresentationstrategic thinkingproblem-solvingteamworkbusiness acumenanalytical skillscross-cultural communication