Career Area:
Finance
Job Description:
Job Summary
The Global Finance Technology Delivery Lead will manage the EPM application technology delivery and process improvement initiatives, in partnership with Global Process Owners in Finance/Accounting division across the Caterpillar Financial Services Division. The role will function as an integrator and influencer between business needs and technology solutions. Key responsibilities will include identifying business requirements, requirements management, functional design, prototyping, process design (including scenario design, flow mapping), testing, training, defining support procedures and supporting implementations, while working with internal and external teams to improve processes and implement solutions to simply/standardize/automate work. This role reports to the Sr. Director, Finance Transformation & Data Strategy, and a part of the CFO team.
Job Description
This role should be knowledgeable on a variety of accounting functions but generally have specialized areas of responsibility in account reconciliations and financial close/consolidations processes and applications that support these processes. Forecasting, planning, analysis, reporting, budgeting, finance systems, master data management and data curation are also important skills for the role. Experience working with integration of on-premise transactional accounting systems with applications delivered in a SaaS/cloud model and working with cloud vendors/providers is a must have.
The role will provide guidance, support, management and leadership of the EPM Platform in the following manner:
Partner with global process leads as member of core Finance Transformation Program team, providing expertise in finance technology implementations and setting expectations for behaviors and skills needed from within finance/accounting to deliver solutions
Identify skills/resources and processes needed to build out finance technology support function for EPM platform
Work closely with 3rd party system integrators/implementers on delivery of solution
Conduct interview and identify talent needed (internal or external)
Work with internal IS teams supporting/maintaining ERP applications and supporting systems needed for EPM
Develop procedures for application release management and upgrade cycles released by vendor
Develop procedures for regression and end user testing needed
Manage software vendor relationships on-going for process improvement and engagement
Use of problem-solving and troubleshooting skills, exercising mature judgement and logical thought to make decisions
Ability to simplify the complex, removing unnecessary tasks or steps that often add complexity to legacy processes
Encouraging/Influencing business to simplify and standardize processes, eliminating the need for heavy customizations or configurations, or bolt-on solutions
Required Qualifications:
4-year degree, preferably in accounting or related technology discipline plus proven record of success
10 years of accounting, finance, and/or relevant technology experience in finance/accounting areas
10 years of management experience, internal and external resources
6 months+ relevant experience implementing EPM technologies that include, but not limited to - account reconciliations, financial close/consolidations, allocations, planning, budgeting & forecasting
Experience managing/leading teams both internal and external through transformation programs that involve people, process and technology initiatives
Top Candidates Will Also Have:
Demonstrated high levels of initiative, leadership, good judgment, the ability to communicate effectively, a broad understanding of accounting business processes, process improvement
Proven, demonstrated experience in transformational finance type programs and initiatives that involve people, process and technology changes, managing internal and external resources
Recent experience with leading EPM technology vendors and/or consulting and implementation partners
Experience working in agile delivery model
Additional Information:
Relocation Assistance Offered
Relocation is available for this position.
EEO/AA Employer. All qualified individuals - Including minorities, females, veterans and individuals with disabilities - are encouraged to apply.
