Caterpillar Inc.

Strategy

• Lead execution of strategic transactions across the Growth Accelerator portfolio, including: Strategic partnerships, Minority investments and venture engagements, M&A transactions and post-deal integration support.
• Structure and negotiate deal terms in collaboration with Legal, IP, Finance, and Business Unit partners.
• Serve as the primary interface between Cat Technology, Business Units, and external partners (including startups and founders).
• Manage multiple concurrent agreements, balancing speed, rigor, and risk management.
• Ensure sensitive information is handled with the highest level of discretion and professionalism.
• Drive alignment across stakeholders and escalate issues appropriately to senior leadership.
• Optimize existing partnerships and agreements to maximize strategic and commercial value over time.
• Assess deal risks, dependencies, and integration considerations to support informed decision-making.
• Independently manage workstreams end-to-end, from term sheet development through execution and handoff.

Strategy Manager

Data Scientist

• Design, develop, and maintain advanced analytical models, including machine learning and statistical approaches, to support digital products and enterprise initiatives.
• Analyze large, complex datasets to identify trends, patterns, and opportunities for improvement.
• Partner with cross-functional teams to define analytical requirements and translate business questions into data science solutions.
• Support data quality initiatives by validating data sources, identifying gaps, and recommending improvements.
• Communicate insights and model results clearly to technical and non-technical stakeholders.
• Contribute to continuous improvement of analytics tools, methodologies, and best practices within Cat Digital.

Data Scientist II – Data Algorithms, Optimization

Analyst

• Lead deep-dive evaluations of opportunities identified through the Growth Accelerator See pipeline.
• Pressure-test opportunities across strategic, technical, commercial, and competitive dimensions.
• Partner with internal engineering teams and Business Units to assess how opportunities align with Caterpillar’s strategic focus areas.
• Analyze the competitive landscape to determine target differentiation, defensibility, and strategic relevance.
• Develop clear recommendations on whether to build, partner, acquire, or invest, supported by data and structured analysis.
• Translate complex analyses into concise, compelling narratives for senior leadership decision-making.
• Build high-quality, executive-ready presentations that clearly frame the opportunity, risks, tradeoffs, and recommended path forward.
• Support handoff to the Act role for execution when opportunities advance

Senior Strategy Analyst

Financial Planning and Analysis

• Create relationship with Dealers to understand their financing needs
• Build and maintain relationships with financing partners
• Lead discussions with financing partners and dealers to develop and implement financing solutions.
• Provide governance on all financing solutions projects
• Support all monthly drawdown requirements and the renewal of existing financing solutions
• Execute all operational tasks as assigned: Field Follow, RFPs, Extended Payment Terms, etc.
• Lead operational efficiency efforts within the team including gathering voice of stakeholders and driving improvement ideas
• Execute prioritized lean projects as assigned
• Provide governance of all lean initiatives within the team, communicating with senior leaders and other stakeholders on Lean status and highlighting areas requiring support
• Work with different teams/ stakeholders to gather and report on information about the Team’s progress on our goals
• Update team’s dashboard and report to leadership
• The incumbent will be called upon from time to time to support various projects within the organization

Senior Finance Analyst

Full-stack Engineer

• Lead the end-to-end design, development, and delivery of scalable enterprise solutions across Microsoft Dynamics 365 Customer Engagement and Finance & Operations.
• Define and own the end-to-end architecture for Dynamics 365 Customer Engagement (CE) across Sales, Service, Marketing, and Field Service modules.
• Drive plugin development, workflows, Power Automate flows, JavaScript, C#, and .NET customizations.
• Design and implement integrations with Dynamics 365 F&O, third-party systems, and legacy applications using Dataverse, APIs, and Azure services.
• Manage DevOps pipelines, CI/CD, and environment strategies for CE and Power Platform projects.

Principal Software Engineer – Dynamics 365 Customer Engagement

Business Development Rep

• Day to day management in supporting a portfolio of 5 – 8 Internal Business Partners
• Coordinate support complaints and associated communication avenues
• Analyze support data and identify trends to drive process improvements and improve the Customer and Dealer experience.
• Work directly with peers for gathering digital product processes and procedures as it results in supporting our Dealers and Customers.
• Providing guidelines to Tier 1 support team so they may diagnose, troubleshoot and resolve common technical problems.
• Participates in analysis of Dealer identified issues or problems which may require changes to software, procedures, or documentation.
• Onboarding new projects into the Cat Connect Support team
• Project management of steady state support projects
• Develop and conduct monthly business reviews with Clients
• Communications to Clients – understanding their needs and providing recommendations back to Clients on how to make necessary process improvements to improve the Dealer and Customer experience.
• Identify new scope opportunities and scope/quote as needed for Outbound Campaigns
• Participate in quarterly PI Planning for Cat Customer Support
• Coordinate enterprise growth through representing and/or deploying a specific platform or group of capabilities of Caterpillar’s world class eBusiness solutions with our enterprise, industry and/or Dealer partners.
• Support appropriate partners in deploying digital capabilities, focusing on delivering customer and business value as defined in a variety of ways, typically in the form of online leads, attributable sales, parts sales and support activities – the full customer lifecycle.
• Proactively seek to understand the marketing and business objectives of appropriate partners and help coordinate with capability experts on how, when and where capabilities can be best utilized to drive value.
• Supports appropriate team members in driving and/or deploying digital execution within the framework of enterprise tools, processes and strategies.
• Helps manage and organize appropriate information, dashboards, metrics and other reports for team members to use with their partners.
• Supports proper collaboration, coordination, training, communication and alignment among related areas, projects and strategies within the team and with internal and/or Dealer partners.
• Supports future-focused assessment of global and industry impact related to digital programs and deployments, and helps other consultants coordinate efforts.

Digital Business Development Specialist, Cat Digital Support

• Model Development: Fine-tuning, implementing, developing, and optimizing models used in generative AI solutions
• Algorithm Research: Staying updated with the latest advancements in AI and machine learning algorithms and integrating them into the team's projects.
• Experimentation: Conducting experiments to test the performance of different models and approaches, and iterating based on the results.
• Research and Implementation: Agentic GenAI solution research and best approach to implement solutions
• Training and Mentorship: Providing guidance and mentorship to junior data scientists and other team members.

Lead Data Scientist, Gen AI

Communications

• Strategic Analysis and Alignment: Analyze business objectives and opportunities to develop and align marketing strategies for P&E segments and On-Highway Truck, ensuring they are both impactful and aligned with our goals.
• Campaign Development and Execution: Create and execute compelling marketing campaigns that resonate with our target audiences and drive engagement.
• Performance Metrics: Establish and monitor metrics to evaluate the effectiveness of existing marketing strategies, and suggest necessary interventions for continuous improvement.
• Product-Specific Content: Develop product-specific content that aligns with industry needs and showcases our advantage.
• Effective Communication: Maintain open and effective communication within the Cat Reman Aftermarket Sales and Marketing department, ensuring alignment with changing organizational scenarios. Foster and grow communications with partner business units and dealers.
• Budget Management: Develop and manage budgets effectively to execute aligned marketing efforts. Partner with Industry marketing teams to maximize available budget collaboratively.
• Innovative Thinking & Marketing Enablement: Seek to understand the why behind business objectives and customer needs, bring forward new ideas, and leverage tools such as Workfront, Adobe Express, and Allocadia to enable more effective planning, execution, and measurement of integrated marketing strategies.

Senior Marketing Communications Consultant

Account Manager

• Managing a large mining industry portfolio
• Coordinating with key internal partners to establish aligned goals
• Establishing relationships with mining industry leaders
• Driving mining industry engagement and pipeline growth
• Collecting customer requirements and providing market intelligence
• Leveraging agreements and new offerings for customer value
• Expanding customer portfolio through new applications
• Integrating technology into solutions for outcomes
• Achieving Total Contract Value Sales

Senior Account Manager – Mining

Account Executive

• Lead and manage dealer and customer relationships to market Caterpillar's mining products and services.
• Assist in developing dealer sales capability.
• Responsible for account coverage of mining clients and dealer territory.
• Drive annual revenue growth with new and existing accounts through targeted product marketing plans.
• Perform regular sales performance reviews with dealers and ensure implementation of corrective actions where needed.
• Support rollout of new products and analyze the marketplace and competitive activity.

Senior Mining Sales Representative

• 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.

Senior Strategy Manager – FP&A

• Technical Lead, influence and contribute significantly to 4 to 5 projects across organizations during a typical month
• Generally autonomous in planning day-to-day work
• Self-identify and implement cost savings ideas with little direction
• Develop automation to realize monitoring and automation enabling issue detection and correction
• Identify and implement test cases that show the correctness of the implementation
• Document design and implementation details with sufficient quality to enable future enhancement efforts
• Implement monitoring, alarms, runbooks to enable support of microservices operations
• Performs integrated testing and customer acceptance testing of components that require careful planning and execution to ensure timely, quality results
• Provide technical direction to more Jr individuals; lead a small virtual team; delegate tasks, manage workloads, ensure work is completed, mitigate risk, and report on status
• Work with managers, engineers, end consumers, and support teams to capture monitoring requirements.
• Help to break down large Initiatives into Features, EPICs and Stories that make up the following type of efforts; risk remediation, audits, new application onboarding, modification of existing, help triage break/fix incidents, and consumption reporting
• Communicate to consumers & leadership of (un)planned service outages
• Manage and participate in on-call rotations to provide 24/7 support for critical systems
• Create and maintain documentation for support processes, tools and systems

Lead Software Engineer

Architect

• Leading the team in the delivery of solutions.
• Developing strategies, processes, methodologies and best practices for architecture activities.
• Providing expert advice and resolving complex problems and issues involved in architecture activities.
• Managing architecture projects, while focusing on the maintenance of customer relationships and various resources to ensure high quality deliverables.

Senior Architecture Manager

• Leads cross-functional collaboration with business partners across the organization and outside consultants to gain industry trends and collect voice of the customer and voice of the business to propose ideas, go-to-market improvements and commercial enablers for business growth.
• Manages S&OP, key performance metrics, dashboards and supporting management tools in place to monitor performance and develop processes to simplify quoting, ensure fully commercialized solution for sales process improvement, improve velocity to the dirt, and address retail barriers to entry in partnership with Customer Solutions Core and Growth Regions.
• Planning and directing all projects for Command and Construction Autonomy products viewed as critical to customer workflow and channel activation for Retail and Rental opportunities.
• Gather information and assess the market including unmet customer needs, competitive issues, market dynamics, market service needs and the company position in the industry by securing a leadership role within the trade associations, technical bodies and schools particular to this sector.

Strategy Manager – Command, Construction Autonomy

• Directing the data gathering, data mining, and data processing processes in huge volume; creating appropriate data models.
• Exploring, promoting, and implementing semantic data capabilities through Natural Language Processing, text analysis and machine learning techniques.
• Leading to define requirements and scope of data analyses; presenting and reporting possible business insights to management using data visualization technologies.
• Conducting research on data model optimization and algorithms to improve effectiveness and accuracy on data analyses.