Portfolio Consultant

Caterpillar Inc. Financial Risk Management Analyst

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.

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.

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.

Operational Functions : Knowledge of major functional processes and associated operating requirements; ability to apply this knowledge appropriately to diverse situations.

Process Management : Knowledge of business process improvement tools and techniques; ability to understand, monitor, update, control, or enhance existing business or work processes.

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.

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.

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.

Relationship Management : Knowledge of relationship management techniques; ability to establish and maintain healthy working relationships with clients, vendors, and peers.

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.

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.

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