Hybrid Senior Strategy Manager – FP&A

at Caterpillar Inc.

• Job title: Senior Strategy Manager – FP&A
• Job type: Full Time
• Experience level: Senior
• Salary: $172,630 - $258,950 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Peoria, United States

About the role

• Strategic FP&A Senior Leader driving finance transformation and analytics at Caterpillar Inc. Lead development of next-generation planning and reporting strategies in global finance operations.

Responsibilities

• 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.

Requirements

• 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.

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