Vacancies at Caterpillar Inc.

Principal Duties And Responsibilities:

• Determines customer credit worthiness, approves/rejects customer deals within approved credit authority, recommends deals beyond credit authority, and restructures customer deals.
• Negotiates complex financial transactions and prepares transactions for documentation and funding within limits of authority.
• Negotiates changes in standard documents with legal assistance.
• Negotiates and prepares financial transactions for documentation for transactions in excess of credit authority.
• Assists in administration of wholesale and retail customer "loan" covenant compliance reviews, including on-site record and physical machine/inventory audits.
• Conducts and monitors credit investigations.
• Assists in leading the documentation of retail accounts receivable and administers in-processing, signing, and funding of documented transactions.
• Assists in managing accounting input and audits booked deals for accuracy.
• May provide training for employees in the areas of credit, documentation, and in-processing.
• Participates in accomplishment of continuous improvement objectives for the department.  
• Participates in the identification of problem areas and development of resolutions to address them.

Job Requirements:

• A completed 3-year qualification in Credit, Finance, or related field.
• A minimum of 4 years exempt experience in credit, collections, and/or financial statement analysis is recommended. 
• Knowledge of and ability to analyze customer credit summaries and past due accounts.
• Thorough knowledge of Caterpillar products, their applications, and their markets.
• Thorough knowledge of credit concepts and techniques.
• Knowledge of financing and leasing products of the subsidiary.
• Knowledge of and ability to apply past due account collection techniques.
• Thorough knowledge of financing and leasing documentation principles.
• Knowledge of billing, invoicing and dealer payment principles and concepts.
• Knowledge of security filing requirements and their applicability to bankruptcy laws and regulations.
• Knowledge of marketing, credit and customer services concepts and techniques.
• Ability to apply effective oral, written, and listening communication skills with dealers, customers, company personnel, and the financial community.

go to method of application »

Principal Duties and Responsibilities:

Responsibilities vary, but may include one or more of the following duties:

• Under limited supervision, performs a wide variety of intricate and complex accounting duties.
• Duties and responsibilities will be focused primarily on activities requiring the use of in-depth accounting knowledge, practices, and principles as well as ingenuity and originality.
• Appreciable latitude for unreviewed actions and decisions are within the scope of delegated authority.
• Analyses financial reports and records and may make studies or recommendations relative to the accounting of reserves, assets, and expenditures.
• May review and verify the accuracy of journal entries and accounting classifications assigned to various records.
• When inconsistencies or problems occur which are outside delegated authority, they are brought to the attention of management.
• Recommendations are made to management regarding the proper means by which to resolve these issues.
• May make recommendations for changes in policies and procedures to correct accounting related problems and processes.
• Applies a broad knowledge of advanced accounting methods and procedures.
• May coordinate and review lower-level accounting work assignments for accuracy and completeness.
• May participate in accounting system development, determining specifications, testing and implementation.
• May lead a project as a team leader.
• Understands the established continuous improvement objectives for the department.
• Measures progress toward the continuous improvement standards and ensure that the necessary measurements are maintained.
• Participates in the resolution of any identified problems.
• Analyses data and makes all business decisions based on such analysis.
• Understands the Harassment policy of the company and is responsible for its application in all aspects of employment.

Skills, Abilities and Knowledge:

• Demonstrated ability to work independently.
• Demonstrated ability to work on multiple projects simultaneously.
• Demonstrated ingenuity and innovation.
• Demonstrated knowledge of ability to apply math computation skills including basic addition, subtraction, multiplication, and division, as well as statistics and other mathematical concepts used in modelling.
• Thorough knowledge of accounting distribution and ability to verify the correctness and completeness of such information.
• Thorough knowledge of U.S. GAAP and FASB regulations and procedures as they relate to the area of accounting.
• Demonstrated knowledge of and ability to use the software packages utilized by accounting.
• Demonstrated ability to create and maintain advanced Excel spreadsheets and Word documents.

Education/Experience:

• Requires a bachelor’s degree in accounting, or a bachelor’s degree in another discipline plus Chartered Accountant (CA) or Certified Management Accountant (CMA) exam or the international equivalent.
• A minimum of 2-4 years of accounting experience is recommended.

​