**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. We are seeking a skilled **Senior Manager Financial Planning & Analysis** **(Global Process Owner, Invoice to Pay)** to join our **Finance Transformation** - **Global Finance Services Division.** In this role, The incumbent would balance strategic ideas with development and deployment of standard processes, policies and controls and manage key technology and people aspects for the global Invoice to Pay function. You will partner closely with key stakeholders including Global Operation Leads, Finance Systems and User Access Provisioning, Corporate Compliance and Controls, HR teams and business units. You will identify and implement process improvement opportunities aligned with performance measurement targets. You will support the deployment of ERP systems for ITP and other accounting functions. The preference for this role is to be based out of **Bangalore Whitefield office -KA ,India** **What you will do** + Standard service catalog/taxonomy design, exception book creation & governance, standard process design, standard process documentation, standard controls documentation, standard policies design. + Act as a liaison between technical and operational accounting teams, connecting legacy processes to the future state as part of ERP deployment projects. + Standard tools/technology design, standard tools/technology deployment, system access levels identification, standard functional roles alignment with User Access Provisioning, Segregation of Duties conflicts testing & mitigation. + Support for ERP deployments, including to-be ITP process design, testing and training, data cleansing, cutover planning and hyper-care support. + Work placement, sizing & location strategy, required skills and competencies definition, Global Business Services organization structure design, standard functional roles design, standard service catalog/taxonomy implementation. **What you will have** + Education/Experience: Bachelor’s degree in accounting or any 4-year degree with an applicable certification. 6 – 8 or more years of progressively responsible job-related experience + Business Acumen: Knowledge of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations. + Leadership: Knowledge of leadership practices and processes; ability to use strategies and skills to enlist others in setting, embracing and achieving objectives while having a long-term perspective of the future state of things and how to get there. + Generally Accepted Accounting Principles (GAAP): Knowledge of the generally accepted accounting principles (GAAP); ability to apply GAAP appropriately within the organization. **What Will Set You Apart:** + Strong understanding of Invoice to Pay and SAP systems + Demonstrated prior experience in finance transformation, global business services and ERP deployments + Prior supervisory experience + Strong communication, interpersonal skills and executive presence with the ability to collaborate and partner across peers and leadership + Initiative, leadership, good judgement, effective organization skills, and accountability + Ability to resolve issues independently and with worldwide / diverse teams. + Ability to take an Enterprise point of view and lead with our Values in Action. + **This position requires the employee to work a 5-day-a-week schedule in the office.** **Skill Descriptors** **Business Acumen:** Knowledge of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations. Level Working Knowledge: • Comments on the organization's business model and financial goals. • Communicates key considerations for business decision making process. • Cites examples of types of information needed to make sound business decisions. • Participates in business task to get things done in own unit or area. • Caters to key stakeholders and their priorities. **Finance and Accounting:** Knowledge of finance and accounting practices, financial analysis, and reporting; ability to apply finance knowledge appropriately to diverse situations. Level Extensive Experience: • Documents financial interdependencies within the organization. • Develops and applies cost/benefit analysis or ROI as part of business decisions. • Provides build-buy-lease analyses for major expenditures. • Demonstrates in-depth knowledge of cost accounting and reporting practices, tools, and procedures. • Explains cost/benefit analysis, financial analysis and modeling, organizational practices. • Coaches others on how to quantify costs and benefits for major expenditures. **Organizational Governance:** Knowledge of the processes, customs, policies, and rules affecting the way the organization is administered and controlled; ability to ensure compliance with governance guidelines and policies. Level Working Knowledge: • Identifies and avoids actual or apparent conflicts of interest. • Describes the roles and responsibilities of the board of directors and senior executives. • Participates in reviewing compliance with governance policies and guidelines. • Reviews financial information for compliance with statutory and ethical obligations. • Provides frequent updates on operations and financial performance to upper management. **Strategic Thinking:** Knowledge of the importance of "big picture" thinking and planning; ability to apply organizational acumen and competitiveness to identify and maintain focus on key success factors for the organization. Level Working Knowledge: • Implements the group's go-to-market strategy. • Raises awareness of potential strategic alliances and partnerships. • Explains elements of the strategy to others and encourages questions. • Monitors marketplace trends, opportunities, and vulnerabilities; reports findings. • Makes sound recommendations when faced with complex and contradictory alternatives. **Leadership:** Knowledge of leadership practices and processes; ability to use strategies and skills to enlist others in setting, embracing and achieving objectives while having a long-term perspective of the future state of things and how to get there. Level Extensive Experience: • Translates vision into specific functional or departmental initiatives. • Uses a normative decision model (with leadership styles and situational variables) to select style. • Promotes efficacy through monitoring, coaching & motivating subordinates, intervention, etc. • Uses emotional contagion to affect the mood of group members, tone of group and group processes. • Initiates structure: role clarification, setting standards, holding subordinates accountable, etc. • Employs various group decision-making methods depending on the situation. **Financial Analysis:** Knowledge of tools and approaches of financial analysis; ability to read, interpret and draw accurate conclusions from financial and numerical material. Level Extensive Experience: • Conducts and documents analyses of a variety of financial statements and indicators. • Anticipates the potential impact of decisions based on financial data analysis. • Oversees financial analysis to evaluate organizational and managerial performance. • Evaluates financial statements and ensures regulatory compliance. • Advises others on a variety of financial tools, techniques and approaches. • Directs others work with financial and cash flow ratios and trend analyses **.** **Financial Forecasting and Modeling:** Knowledge of processes, tools and techniques of financial forecasting and modeling; ability to explore and evaluate alternative financial scenarios and results. Level Extensive Experience: • Evaluates the key benefits and drawbacks of alternative models. • Uses financial models to seek investment opportunities, cost-savings ideas, and growth opportunities. • Utilizes the features and facilities of multiple modeling tools applicable to various situations. • Participates in making business decisions based on financial forecasts and models. • Consults on the application of a variety of forecasting and modeling techniques. • Analyzes and resolves anomalies discovered when running models. **Generally Accepted Accounting Principles (GAAP):** Knowledge of the generally accepted accounting principles (GAAP); ability to apply GAAP appropriately within the organization. Level Working Knowledge: • Analyzes internal and external sources of information for accounting practices. • Solves conflicting interpretations of the meaning and application of GAAP. • Researches and reports any contradictions that may arise in regards to GAAP vs. local law. • Uses established accounting practices in day-to-day assignments. • Applies specific accounting principles in the context of given business situations. **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 **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. To update **Posting Dates:** February 17, 2026 - March 2, 2026 Caterpillar is an Equal Opportunity Employer. Qualified applicants of any age are encouraged to apply Not ready to apply? Join our Talent Community (http://flows.beamery.com/caterpillarinc/talcom) .