Financial Planning & Analysis Consultant (OneStream Strategy)

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. Join Caterpillar's Global Finance Strategy Team and play a key role in the enterprise-wide deployment of OneStream through Program Oasis. This role will help develop the future financial planning and analysis processes, called xP&A at Caterpillar. This is not a traditional FP&A role. The successful candidate will help shape financial analysis and planning strategy, forecasting methodologies, governance processes, and enterprise standards while partnering across Business Segments, Corporate Financial Analysis & Reporting Group (FARG), Corporate Forecasting, and Caterpillar IT. The ideal candidate is an independent thinker who is comfortable operating in a rapidly evolving environment, navigating ambiguity, and using their creativity and strategic vision to build future-state finance capabilities that will transform FP&A to xP&A for the enterprise. What You Will Do Lead the design and implementation of xP&A models within OneStream to support the strategic objectives of Global Finance Transformation – transforming how we work by being tech forward and maximizing efficiency. Develop the future of Caterpillar financial analysis and forecasting processes in OneStream. Drive the standardization of forecasting, planning, and reporting processes across the enterprise by partnering with Business Segments, FARG, Corporate Forecasting, and Caterpillar IT. Define key financial drivers, dimensions, operational metrics, and assumptions used to support analysis, forecasting and business decision-making. Develop scenario-based forecasting models to evaluate business risks, opportunities, and changing market conditions. Evaluate complex financial and operational data to identify trends, business impacts, and actionable insights. Design meaningful financial forecasts and reporting views that support executive decision-making. Present recommendations and insights to senior leadership and key stakeholders. Develop and execute continuous improvement plans that enhance forecast accuracy, process efficiency, and reporting effectiveness. Influence decisions and drive alignment within a highly collaborative environment where future-state processes are actively being developed. What You Have Financial Planning & Business Partnership Experience supporting Business Unit FP&A, Corporate Finance, Legal Entity Finance, or similar finance organizations. Strong financial acumen and understanding of forecasting, budgeting, financial modeling, and performance management principles. Ability to connect financial outcomes to broader business strategy and operational performance. Strategic Thinking & Problem Solving Demonstrated ability to operate independently and effectively in ambiguous environments. Strong analytical and critical-thinking skills with the ability to assess complex information and identify meaningful business implications. Experience driving process improvements, standardization efforts, or transformation initiatives. Data Analytics & Financial Systems Experience analyzing financial and operational data to support planning and decision-making. Familiarity with financial planning systems and enterprise performance management tools. Experience with OneStream, Hyperion, or similar financial planning platforms preferred. Communication & Collaboration Strong written and verbal communication skills. Ability to influence stakeholders and build partnerships across multiple organizations and functions. Experience presenting financial insights and recommendations to leadership teams. What Will Set You Apart Experience in Corporate or Business Unit FP&A. Experience with OneStream software or other EPM software (BPC, Essbase). Experience supporting enterprise finance transformation programs. Knowledge of forecasting processes, analysis methodologies and financial systems. Experience partnering with technology teams on financial systems deployment and process design. Additional Information Location: Peoria, IL or Irving, TX Relocation: Available for those who qualify Sponsorship: Not available Summary Pay Range: $112,710.00 - $169,060.00 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. Relocation is available for this position. Visa Sponsorship is not available for this position. Posting Dates: August 3, 2026 - August 10, 2026 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 .