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.

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 (Treasury) to join our Treasury Operations Tower -Global Financial services Division.

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

What you will do

Supports the Treasury Technology Center of Excellence processes in a shared services environment. Incumbent is responsible for managing issues related to Fund Transfer, Bank statements, static data maintenance and user access in TRAX (Payment Hub), Quantum (Treasury Management tools) and eBAM(Bank account management) applications. The role will also require supporting issues or queries from end users and onboarding New Bank/Country/Payments into TRAX (Payment Hub). This role will also require supporting system deployments and upgrades. Performs treasury technology services in the most cost effective and high-quality way possible to customers.

Job duties/Responsibilities include but not limited to:

This is an exciting opportunity to play a key role within the Treasury team and support the Treasury Technology Center of Excellence.

Job Duties/ Responsibilities will include, but are not limited to:
 

Maintaining Static Data in FIS Treasury applications (TRAX/Payment Hub, Quantum and eBAM)
 User access Management in FIS applications (TRAX/Payment Hub, Quantum, eBAM and Bank Portals)
 Support onboarding new Banks or Payment Types into TRAX/Payment Hub
 Online Banking user access & Account Management
 Support Treasury projects and initiatives (i.e. third-party customer support, SWIFT and bank connectivity projects, ERP connectivity etc.)
 Work with banks/counterparties and 3rd party vendors to address customer questions and issues
 To independently perform Treasury technology functions
 From the outset, the Finance Analyst in a Treasury Center of Excellence is expected to be a contributing performer, using knowledge of and experience gained from previous positions to support Treasury processes & tools utilizing analysis techniques
 Ability to work in night shifts to support Global operations
 Participate in the improvement ideas and projects
 The Finance Analyst will be exposed to a variety of Finance & Treasury functions and will:
 Develop an expanded understanding of Caterpillar’s business and finance practices, Treasury systems and procedures
 Accomplish a high level of output with a broad range of basic analysis of Treasury Operations
 Advise employees and entry level finance professionals
 Generate reports and provide commentary
 The Finance Analyst in a Treasury COE identifies relevant function-related data, provides feedback, and influences decisions.
 Typically, decisions will impact medium-risk issues
 The Finance Analyst at a Treasury COE will be responsible for making front-line decisions within defined areas of responsibility
 Work will be directed by a Treasury Manager, but this position does not require close supervision to be effective
 The Finance Analyst at a Treasury COE demonstrates knowledge and ability to independently resolve issues by following guidelines or previously used effective solutions
 They are highly motivated and demonstrate good communication skills and have an expanded knowledge of Caterpillar’s businesses, products, suppliers, customers and policies
 This position manages the completion of its own work assignments and coordinates work with others

What you will have.

Strong business acumen with a high degree of process and functional knowledge of end-to-end Treasury processes, finance transformation, global business services
 Strong communication skills to effectively collaborate with multiple Business Units and teams across the globe.
 Experience supporting Treasury Technology processes in a shared services environment preferred.
 Strategic mindset, action-oriented, drive for continuous improvement, ability to manage change and embrace disruption.
 Prior experience working with FIS Treasury applications (TRAX/Payment-Hub or Quantum or eBAM or Online Banking access management/Account Management) will be added advantage
 Ability to write SQL query, Java scripts and good working knowledge on Power BI, Power Automate & Macros will be an added advantage
 Ability to work with multiple teams and stakeholder groups to drive outcomes.
 Incumbent must demonstrate initiative, leadership, excellent analytical skills, problem solving, good judgment and superior communication skills.
 Highest level of integrity with attention to detail
 Knowledge of the decision-making process and associated tools and techniquesAbility to accurately analyze situations and reach productive decisions based on informed judgment
 Microsoft 0ffice365: strong knowledge of main applications (Excel, PowerPoint, Outlook, Teams,…)
 Shift Timing- NAM shift - 06:00PM - 03:00AM (+/- 2 hours) /Rotational shift may apply depending upon support need5 Days work from office.

Education:
 Requires a college degree in information technology related field .
 Two to five years of progressively responsible job-related experience is typically required
 Requires initiative, leadership, and ability to communicate effectively
 Incumbents are generally exposed to several areas of finance/treasury before promotion to this position Other:Moderate travel may be required (between 0% to 5% of working time)

Top Candidates will also have:
Prior experience in:
 

Treasury technology tool management
 Online Banking Access & Account Management
 Working in a Shared Service environment

Skill Descriptors

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 Working Knowledge:
• Identifies and documents specific problems and resolution alternatives.
• Examines a specific problem and understands the perspective of each involved stakeholder.
• Develops alternative techniques for assessing accuracy and relevance of information.
• Helps to analyze risks and benefits of alternative approaches and obtain decision on resolution.
• Uses fact-finding techniques and diagnostic tools to identify problems.

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 HarmonyEarned and medical leave.Relocation assistance

Holistic Development

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

Health and Wellness

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

 Financial Wellness

Employee investment planPay 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

Caterpillar is an Equal Opportunity Employer (EEO)

EEO/AA Employer. All qualified individuals, including minorities, females, veterans and individuals with disabilities - are encouraged to apply.

Posting Dates:

May 20, 2025 - May 26, 2025

Caterpillar is an Equal Opportunity Employer.

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