Finance Analyst (Finance Analyst Business Unit)

Career Area:

Finance

Job Description:

Your Work Shapes the World at Caterpillar Inc.

When you join Caterpillar, you're joining a global team who cares not just about the work we do – but also about each other.  We are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities. We don't just talk about progress and innovation here – we make it happen, with our customers, where we work and live. Together, we are building a better world, so we can all enjoy living in it.

About Caterpillar

Caterpillar Inc. is the world’s leading manufacturer of construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines and diesel-electric locomotives.

For nearly 100 years, we’ve been helping customers build a better, more sustainable world and are committed and contributing to a reduced-carbon future. Our innovative products and services, backed by our global dealer network, provide exceptional value that helps customers succeed.

Your Impact Shapes the World at Caterpillar Inc

When you join Caterpillar, you're joining a global team who cares not just about the work we do – but also about each other. We are the makers, problem solvers and future world builders who are creating stronger, more sustainable communities. We don't just talk about progress and innovation here – we make it happen, with our customers, where we work and live. Together, we are building a better world, so we can all enjoy living in it.

Job Summary

We are seeking a skilled Finance Analyst (Finance Analyst Business Unit) to join Accounts Receivable -Global Finance Services Division

The preference for this role is to be based out of Bangalore Whitefield Office, KA -India

What you will do

We are looking for a Finance Analyst to join our Invoice to Cash team. This role primarily focuses on supporting MSP in core business of Invoice to Cash including cash application, collection, miscellaneous invoicing etc, to ensure efficient and smooth operations while strictly complying with internal and external compliance requirements. This role should be familiar with the end-to-end process of Invoice to Cash as well as its upstream and downstream businesses and be capable of governing and managing MSP performance to ensure delivery of consistent and acceptable business outcomes. This role will also be responsible for retained operations, including factoring and other related activities. This role will also support all continuous improvement initiatives for Invoice to Cash tower.

Governance and Control

• Review MSP’s working results, including but not limited to the following items: Journal Entries; Error log; Desk Top Procedure; Exclusion List; Unapplied cash and credit; Past due; Special GL account; Root Cause Analysis; Bad Debt Archival Entry; Write-off uncollectible balances; Bank charge and LC charge
• Support MSP to resolve any dispute with internal party and external customers/dealers
• SOX document preparation and review with MSP; SOX SOD Mitigation control review
   

Customer Support

• Support any Biller Direct issue from dealers
• Manage escalations and actions on customer Queries

Factoring Operation

• Factoring document and payment approval in TRAX
   

Project Support

• Manage internal projects and support to share the process knowledge
• Support BU driven projects, perform UAT and data validation

What you will have 

• Education: Bachelor’s or Master’s degree in Accounting, Finance, or related field.
• Experience: 5+ years in Collections / Accounts Receivable management.
• Systems Expertise:
• Mandatory: SAP (CBS/Mach1)
• Preferred: RMS
• Having an expanded knowledge of Caterpillar’s businesses, products, suppliers, customers and policies.
• Requires initiative, leadership and ability to communicate effectively.
• Core Competencies
• Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.
• Communicating Complex Concepts: Knowledge of effective presentation tools and techniques to ensure clear understanding; ability to use summarization and simplification techniques to explain complex technical concepts in simple, clear language appropriate to the audience.
• Problem Solving: Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations.
• Relationship Management: Knowledge of relationship management techniques; ability to establish and maintain healthy working relationships with MSP, customers, and peers.
• Planning and Organizing: Knowledge of the process of planning and arranging tasks and resources; ability to plan and organize both time and resources to get things completed while structuring and maintaining work in a systematic and highly methodical way.
• Financial Analysis: Knowledge of tools and approaches of financial analysis; ability to read, interpret and draw accurate conclusions from financial and numerical material.
• This position requires candidate to work a 5-day -a -week schedule in the Hosur Facility

Skills desired:

Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.
Level Basic Understanding:
• Explains the importance of accuracy in own function or unit.
• Identifies tasks or outputs that require accuracy and detail-level attention.
• Identifies the procedures for making sure that results are mistake-free.
• Describes consequences of errors within own unit or function.

Communicating Complex Concepts: Knowledge of effective presentation tools and techniques to ensure clear understanding; ability to use summarization and simplification techniques to explain complex technical concepts in simple, clear language appropriate to the audience.
Level Basic Understanding:
• Separates essential facts from peripheral or supporting facts in a body of information.
• Explains the value of analogies or comparisons in presenting new information and ideas.
• Differentiates concepts from technical detail.
• Contrasts industry jargon with standard language.

Problem Solving: Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations.
Level Extensive Experience:
• Ensures capture of lessons to be learned from a problem-solving effort.
• Organizes potential problem solvers and leads problem resolution efforts.
• Uses varying problem-solving approaches and techniques as appropriate.
• Contributes to standard practices for problem-solving approaches, tools, and processes.
• Analyzes and synthesizes information and devises alternative resolution strategies.
• Develops successful resolutions to critical or wide-impact problems.

Relationship Management: Knowledge of relationship management techniques; ability to establish and maintain healthy working relationships with clients, vendors, and peers.
Level Basic Understanding:
• Provides examples of the characteristics of effective business relationships.
• Identifies key business relationships in own organization.
• Describes the nature of a productive business relationship.
• Explains the benefits of building business partnerships.

Planning and Organizing: Knowledge of the process of planning and arranging tasks and resources; ability to plan and organize both time and resources to get things completed while structuring and maintaining work in a systematic and highly methodical way.
Level Working Knowledge:
• Raises awareness of potential bottlenecks and disruptions to the schedule.
• Breaks tasks into manageable steps that can be incorporated into a personal work plan.
• Escalates concerns over competing or conflicting priorities.
• Monitors progress continuously and adjusts tactics for handling situations on a case by case basis.
• Creates action plans that ensure the accomplishment of responsibilities.

Financial Markets: Knowledge of the products, types, competitors, customer base, major issues and regulatory considerations in the financial markets; ability to apply financial market knowledge to various business environments.
Level Basic Understanding:
• Explains the differences between markets (stock market, bond market, derivatives market, etc.).
• Compiles a list of major professional publications and associations related to financial markets.
• Names key market players, institutions and participants and explains their roles in the financial markets.
• Explains the relationship between the national economy and financial markets.

Financial Analysis: Knowledge of tools and approaches of financial analysis; ability to read, interpret and draw accurate conclusions from financial and numerical material.
Level Working Knowledge:
• Applies principles used to evaluate the economics of investment decisions.
• Interprets major types of financial statements issued by the organization.
• Utilizes basic qualitative and quantitative tools and techniques with proficiency.
• Works with a specific financial analysis tool set.
• Implements valid financial analysis aligned with key criteria.

What you will get:

• Work Life Harmony
• Earned and medical leave.
• Relocation assistance

Holistic Development

• Personal and professional development through Caterpillar ‘s employee resource groups across the globe
• Career developments opportunities with global prospects

Health and Wellness

• Medical coverage -Medical, life and personal accident coverage
• Employee mental wellness assistance program

 Financial Wellness

• Employee investment plan
• Pay for performance -Annual incentive Bonus plan.

 Additional Information:

Caterpillar is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status; however, as a global company, Caterpillar offers many job opportunities outside of the U.S. which can be found through our employment website at www.caterpillar.com/careers

This position requires working onsite five days a week.

 

Visa Sponsorship is not available for this position.

Posting Dates:

April 7, 2026 - April 20, 2026

Caterpillar is an Equal Opportunity Employer.  Qualified applicants of any age are encouraged to apply

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