via Indeed
$117K - 216K a year
Support risk management reporting and portfolio health monitoring by developing reports, validating data, and recommending process improvements.
Requires knowledge of business performance management, operational functions, process management, analytical and decision-making skills, effective communication, relationship management, data gathering, and preferred experience with Dataiku or Alteryx, plus onsite work in Nashville.
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. Our common values and focus on inclusion and respect drive the decisions made by our company, teams and people. This is why we are committed to hiring and building diverse teams representative of the customers we serve globally. When you join our team, you can apply your unique life and job experiences and work in an environment where your ideas are heard, your contributions are celebrated, and your whole-self matters. About Cat Financial Cat Financial is a subsidiary of Caterpillar Inc., 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 more than 40 years, Cat Financial has provided a wide range of financing solutions to customers and Cat® dealers for machines, engines, Solar® gas turbines, genuine Cat parts and services. Headquartered in Nashville, Tennessee, Cat Financial serves customers globally with offices and subsidiaries located throughout North and South America, Asia, Australia, Europe and Africa. Visit cat.com to learn more about Cat Financial. Role Definition Supports risk management reporting, systems, tools, and processes used in portfolio health monitoring activities and reporting accuracy while adhering to internal and external financial reporting and regulatory requirements. Responsibilities • Knowledge and development of key reports to manage, measure, and monitor global risk exposures with adherence to reporting requirements, policies and controls. • Reports trends and researches significant changes with data/portfolio owners to validate and explain global risk concerns. Clearly communicate findings with management to ensure that global risks are managed, measured, monitored, and properly reported. • Manage the processes and procedures supporting the accuracy and timely communication of the portfolio health results. Make recommendations to process improvements aimed at accuracy and efficiency within department and/or portfolio owners. Degree Requirement Degree or equivalent experience desired Skill Descriptors Business Performance Management: Knowledge of technologies, techniques and practices for the use of business intelligence; ability to monitor and adjust business processes (internal and cross-organizational) in near real-time. Level Basic Understanding: • Cites examples of measurements of business performance. • Identifies organization's strengths and weaknesses. • Describes key aspects and benefits of Business Performance Management (BPM.) • Lists common types of resources tracked in a BPM environment. Operational Functions: Knowledge of major functional processes and associated operating requirements; ability to apply this knowledge appropriately to diverse situations. Level Working Knowledge: • Works to resolve obstacles related to goals of own department. • Documents regulatory and reporting requirements. • Assesses situations based on awareness of the goals and operating issues of own department. • Seeks guidance when assigned goals conflict with departmental goals or overall strategy. • Carries out responsibilities that contribute to role of own department within the organization. Process Management: Knowledge of business process improvement tools and techniques; ability to understand, monitor, update, control, or enhance existing business or work processes. Level Working Knowledge: • Employs process flows, cycle time, process time and waste concepts as appropriate. • Walks through steps, decisions, measurements, dependencies and hand-offs for a specific process. • Creates process flow or work flow diagrams. • Documents types of process decisions and potential impact of each decision. • Identifies and monitors common process bottlenecks. Analytical Thinking: Knowledge of techniques and tools that promote effective analysis; ability to determine the root cause of organizational problems and create alternative solutions that resolve these problems. Level Extensive Experience: • Seeks discrepancies and inconsistencies in available information; explains variances. • Organizes and prioritizes the sequence of steps to be taken to remedy the situation. • Identifies many possible causes for a problem based on prior experience and current research. • Approaches a complex problem by breaking it down into its component parts. • Chooses among a diverse set of analytical tools according to the nature of the situation. • Quantifies the costs, benefits, risks, and chances for success before recommending a course of action. Decision Making and Critical Thinking: Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment. Level Extensive Experience: • Differentiates assumptions, perspectives, and historical frameworks. • Evaluates past decisions for insights to improve decision-making process. • Assesses and validates decision options and points and predicts their potential impact. • Advises others in analyzing and synthesizing relevant data and assessing alternatives. • Uses effective decision-making approaches such as consultative, command, or consensus. • Ensures that assumptions and received wisdom are objectively analyzed in decisions. Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors. Level Working Knowledge: • Delivers helpful feedback that focuses on behaviors without offending the recipient. • Listens to feedback without defensiveness and uses it for own communication effectiveness. • Makes oral presentations and writes reports needed for own work. • Avoids technical jargon when inappropriate. • Looks for and considers non-verbal cues from individuals and groups. Relationship Management: Knowledge of relationship management techniques; ability to establish and maintain healthy working relationships with clients, vendors, and peers. Level Working Knowledge: • Provides prompt and effective responses to client requests and interactions. • Monitors client satisfaction levels on a regular basis. • Alerts own team to problems in client satisfaction. • Differentiates the roles and responsibilities in a business relationship. • Works with clients to address critical issues and resolve major problems. Data Gathering and Reporting: Knowledge of tools, techniques and processes for gathering and reporting data; ability to practice them in a particular department or division of a company. Level Working Knowledge: • Detects and summarizes patterns in data and findings by producing simple reports. • Assesses common problems and obstacles surrounding data-gathering. • Customizes data fields to meet clients' needs. • Interprets and explains results of a data-gathering initiative. • Participates in projects to gather data for needs analysis. Additional information: Experience with tools such as Dataiku or Alteryx are preferred. This position requires incumbent to be onsite in the Nashville main office 5 days per week. This Job Description is intended as a general guide to the job duties for this position and is intended for the purpose of establishing the specific salary grade. It is not designed to contain or be interpreted as an exhaustive summary of all responsibilities, duties and effort required of employees assigned to this job. At the discretion of management, this description may be changed at any time to address the evolving needs of the organization. It is expressly not intended to be a comprehensive list of “essential job functions” as that term is defined by the Americans with Disabilities Act. Summary Pay Range: $116,532.00 - $216,384.00 Compensation and benefits offered may vary depending on multiple individualized factors, job level, market location, job-related knowledge, skills, individual performance and experience. Please note that salary is only one component of total compensation at Caterpillar. Benefits: Subject to plan eligibility, terms, and guidelines. This is a summary list of benefits. • Medical, dental, and vision benefits* • Paid time off plan (Vacation, Holidays, Volunteer, etc.)* • 401(k) savings plans* • Health Savings Account (HSA)* • Flexible Spending Accounts (FSAs)* • Health Lifestyle Programs* • Employee Assistance Program* • Voluntary Benefits and Employee Discounts* • Career Development* • Incentive bonus* • Disability benefits • Life Insurance • Parental leave • Adoption benefits • Tuition Reimbursement • These benefits also apply to part-time employees This position requires working onsite five days a week. Visa Sponsorship is not available for this position. This employer is not currently hiring foreign national applicants that require or will require sponsorship tied to a specific employer, such as, H, L, TN, F, J, E, O. 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. Posting Dates: December 4, 2025 - December 11, 2025 Any offer of employment is conditioned upon the successful completion of a drug screen. Caterpillar is an Equal Opportunity Employer, Including Veterans and Individuals with Disabilities. Qualified applicants of any age are encouraged to apply. Not ready to apply? Join our Talent Community.
This job posting was last updated on 12/6/2025