Finance Representative at Caterpillar Inc.

Role Summary:

• This position supports the financial risk management department in the collection, validation, and maintenance of data needed to perform financial analysis as required by corporate policies. Partners with key dealers to drive profitability improvement and/or volume growth initiatives arising from annual Dealer Financial Review Sessions (DFRS).

What You Will Do:

• Review and monitor dealer financial & managerial continuity planning.
• Lead dealer transition projects in accordance with Dealer Administration Guidebooks & Transition Guidebook (if applicable to your coverage).
• Provide financial analysis and contribute to key dealer financial improvement projects supporting industries, aftermarket and representative.
• Actively contribute to Service & Rental Growth projects supporting dealer & financial modelling
• Own the legal relationship with dealer’s CFOs and management.
• Contribute to and lead projects across DSD Strategy & Dealer Finance Team
• Provide expertise and act as a One Team subject matter expert supporting Distribution Directors /District Managers, Regional and industries teams.
• Advise others on a variety of financial tools, techniques, and approaches.
• Onboard new team members, advise, coach and lead on job responsibilities related matters and cross functional projects.
• Support and assist Regional Dealer Finance Manager on project, team lead and people development.

What will put you forward:

• A completed bachelor’s degree in BCom Accounting or a related Finance qualification.
• A minimum of 7 years’ experience in a similar, consulting, or advisory role.
• Proven hands‑on experience in Financial Management and Corporate Finance.
• Demonstrated ability to lead and manage projects across the Caterpillar and Dealer. Networks

Top Candidates Will Have:

• Confirmed background in Finance, Business Administration, Economics, or Pricing
• Strong presentations skills, ability to guide, coach and develop team members.
• Excellent verbal and written communication skills are desirable along with the ability to work with a diverse workforce, senior management and dealer executives.
• Analytical and skilled in systems/Microsoft tools.
• Self-Starter, Strong at delivery / execution and can think strategically, ability to perform under pressure on tight deadlines.