Lead the development and execution of Global Finance first‑generation strategy for management reporting and xP&A.
Define the future vision and roadmap for next‑generation, enterprise‑wide planning, forecasting, and management reporting using the OneStream platform.
Lead a team of finance professionals to design and deliver future‑state xP&A solutions (e.g., integrated driver‑based planning models, dashboards, and analytical tools).
Partner closely with cross‑functional teams—including Corporate FP&A, IT, and business units across the Global Finance Services Division.
Communicate strategic vision and ROI for complex initiatives to senior executives and governance committees, securing leadership support and resources.
Establish governance frameworks that support continuous improvement through structured feedback loops.
Lead change management efforts to drive adoption of OneStream and extended planning & analysis (xP&A) processes across the organization.
Foster a culture of integrity, teamwork, and excellence aligned with Caterpillar’s Values in Action.

Bachelor’s degree in Finance, Accounting, Business, or a related field.
10+ years of progressive experience in FP&A, finance transformation, or related roles
Strong experience with enterprise financial systems and performance management tools; familiarity with OneStream is required.
Proven leadership and project management experience, including leading cross‑functional teams or finance transformation efforts.
Strong communication and presentation skills, with the ability to convey complex financial and technical concepts to senior leaders.
Strategic, analytically strong leader with solid business acumen and problem‑solving skills; able to translate data into actionable insights and drive data‑informed decisions in a global, cross‑cultural environment.

Senior Strategy Manager – FP&A

Key skills