Manager Accounting / Data Analytics Manager

Career Area:

Job Description:

Your Work Shapes the World at Caterpillar Inc.

When you join Caterpillar, youre 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 dont 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 Profile Name

Manager Accounting / Data Analytics Manager

Job Code AA03

Salary Grade - 24

Role Definition
The Financial Data Analytics Manager is responsible for overseeing the financial data analysis team and managing the interpretation, analysis, and reporting of financial data. The individual will work closely with senior leadership to drive data-driven decision-making processes and deliver actionable insights that enhance financial performance. This role involves leading financial forecasting, reporting, and strategic planning using advanced analytics tools.

Key Responsibilities

Data Analysis & Reporting:

• Develop and manage financial models and forecasts.
• Generate regular and ad-hoc financial reports to support business decisions.
• Identify trends, anomalies, and opportunities in financial data.

Team Leadership:

• Lead and mentor a team of data analysts, ensuring timely and accurate reporting.
• Foster a data-driven culture within the finance team.
• Collaborate with cross-functional teams to deliver business insights.

Strategic Planning:

• Support senior leadership with financial insights for strategic decision-making.
• Work on budget planning, financial forecasting, and variance analysis.
• Analyze revenue streams, cost structures, and profitability drivers.

Data Management & Tools:

• Manage financial data infrastructure, ensuring data quality, accuracy, and integrity.
• Utilize tools like SQL, Excel, Tableau, Power BI, and other analytics platforms.
• Oversee the integration of new data tools and systems to improve analytics capabilities.

Compliance & Risk Management:

• Ensure compliance with financial regulations and company policies.
• Assist in identifying financial risks and opportunities.

Skill Descriptors

Planning: Tactical, Strategic: Knowledge of effective planning techniques and ability to contribute to operational (short term), tactical (1-2 years) and strategic (3-5 years) planning in support of the overall business plan.

Level Working Knowledge:

• Contributes to short-term operational plans.
• Anticipates and adapts to plan changes.
• Monitors progress of work against plan as required to meet objectives.
• Reports variances and makes agreed-upon corrections.
• Under guidance, develops tactical plan for own direct responsibility.
  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.
• Quantifies the costs, benefits, risks and chances for success before recommending a course of action.
• 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.
  

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 behaviours.

Level Extensive Experience:

• Reviews others writing or presentations and provides feedback and coaching.
• Adapts documents and presentations for the intended audience.
• Demonstrates both empathy and assertiveness when communicating a need or defending a position.
• Communicates well downward, upward, and outward.
• Employs appropriate methods of persuasion when soliciting agreement.
• Maintains focus on the topic at hand.

Judgment and Decision Making: Knowledge of the decision-making process; ability to carefully evaluate the impact of emerging business situations and choose the best path forward communicating actions and activities that maximize organizational performance.

Managing People: Knowledge of processes involved in managing people; ability to lead successful teams, and diligently address issues related to performance and conflicts at the workplace.

Level Working Knowledge:

• Assesses the amount of time and resources needed to accomplish a task; delegates work accordingly.
• Explains how the teams work contributes to the success of the organization; creates a shared vision.
• Reviews progress and performance of employees; addresses bottlenecks or concerns impending employee growth.
• Uses multiple channels such as meetings, e-mails, newsletters to communicate important messages with the team regularly.
• Works with employees to set and define performance standards and career development goals; supports in achieving them.

Required Qualifications:

Education:

• CA, ICWA/CMA,..

Experience:

• Minimum 5 -7 years of experience in financial analysis or data analytics roles.
• Prior experience managing a team of analysts.
• Strong experience with financial modelling, budgeting, and forecasting.

Technical Skills:

• Advanced proficiency in Microsoft Excel and financial modelling.
• Experience with data visualization tools (Tableau, Power BI, etc.).
• Familiarity with ERP and financial software (SAP, Oracle, etc.).

Soft Skills:

• Excellent analytical and problem-solving skills.
• Strong leadership and communication skills.
• Ability to work under pressure and manage multiple priorities.

Preferred Qualifications:

• Experience in a fast-paced or high-growth company.
• Knowledge of machine learning or AI in financial analytics.