Career Area:
Technology, Digital and Data
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.
Your Impact 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.
We are seeking a skilled Lead Business Process Specialist (Financial Systems Governance Lead )to join our Financial Systems Governance -CAT IT Division Bangalore Team.
The incumbent would Lead partners with stakeholders across Caterpillar to optimize financial processes, develop and maintain best in class systems and tools, and enhance governance and controls to support various accounting and finance cycles. The position is responsible for maintaining and enhancing governance over Caterpillar’s financial systems with focus on the Caterpillar’s CBS SAP system. This role will also be responsible for the elements of the design of various financial processes.
The preference for this role is to be based out of Bangalore PSN Office, KA-India
What you will do
If you’re an experienced accountant or IT professional, have passion for process improvement, enjoy working with financial systems, in a project-based environment, this position is for you. The Financial Systems Governance Lead partners with stakeholders across Caterpillar to optimize financial processes, develop and maintain best in class systems and tools, and enhance governance and controls to support various accounting and finance cycles. This position – part of the Corporate Services within Caterpillar IT, is an integral part of governing, developing, and implementing accounting and finance solutions worldwide with focus on APAC region. This individual will work independently, as well as within a large team environment (matrix-oriented structure), to deliver world-class process and technology solutions in support of the business needs. The position is responsible for maintaining and enhancing governance over Caterpillar’s financial systems with focus on the Caterpillar’s CBS SAP system. This role will also be responsible for the elements of the design of various financial processes.
Role and responsibilities:
- Actively participate in blueprinting, review, and approval of the design elements for existing and future financial systems.
- Assist extended team with projects and change requests intake.
- Serve as a subject matter expert that will provide direction during process and system design activities and assist in resolving business process issues arising from financial systems implementations.
- Work with business partners to standardize, simplify, and optimize total cost of ownership.
- Liaison between technology and process teams and the Accounting and Finance Process Owners, representing the Process Owners during financial systems design/re-design activities.
- Definition of internal control requirements, including Sarbanes-Oxley (SOX) control documentation or other statutory / local requirements.
- Guide and/or validate process documentation as part of the ERP’s template(s) solutions.
- Work on a matrix-oriented organization and lead small cross functional teams.
- Assist / lead the integration of focus facilities, new acquisitions and ventures, and/or new clients into corporate practices.
- Developing methodology and providing education to accounting and non-accounting staffs and cross-functional teams.
What you will have
- 5+ years of relevant job experience in Accounting / Finance, IT or related field
- 4-year degree in Accounting or Business degree or technical degree with Accounting experience or equivalent
- Demonstrates problem-solving, interpersonal, and communication skills
- Flexibility to work in a global environment
- Must demonstrate high levels of initiative, leadership, good judgment, the ability to communicate effectively, a broad
- understanding of accounting business processes, process improvement
- Understanding and practical knowledge of SAP and other financial systems.
- Work Timings: 01:00 Noon -10:00PM IST
- This position requires the employee to work a 5-day-a-week schedule in the office
Desired Qualifications:
- SAP delivery experience
- SAP Certification
- Have a comprehensive knowledge of Caterpillar business, products, suppliers and customers
- Project management skills
- Knowledge of Caterpillar’s CBS SAP system and other financial applications
- Professional Certification (CPA, CMA or equivalent)
Skill Descriptors
Business Analysis: Knowledge of business analysis and the set of tasks, techniques and tools required to identify business needs; ability to recommend solutions that deliver value to stakeholders.
Level Expert:
• Champions the use and development of new techniques of business analysis for meeting the ever-changing business requirements.
• Creates a metric system for evaluating the performance of specific business analysis tools and techniques in the organization.
• Establishes internal best practices, guidelines, and procedures for performing business analysis of projects.
• Monitors industry and marketplace trends and directions of business analysis techniques and tools.
• Promotes leveraging business analysis techniques organization-wide for better business results and performance.
• Trains others on ways to achieve optimum business analysis results.
Core Application Systems: Knowledge of major production application systems used for delivery of services to internal and external clients; ability to leverage major production application systems in diverse situations.
Level Working Knowledge:
• Helps create contingency plans to mitigate impact of disruption on core applications.
• Identifies key players, criticalities, roles, and responsibilities.
• Investigates application-related issues with both business and IT professionals.
• Recommends enhancements for a major application system or related subsystems.
• Works with core application systems for a major business unit or function.
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.
Products and Services: Knowledge of major products and services and product and service groups; ability to apply knowledge of product and service appropriately to diverse situations.
Level Working Knowledge:
• Obtains information about product and service linkages with other products and services elsewhere in organization.
• Researches the target market and how the product and services are sold and delivered.
• Explains current status, delivery alternatives and announced updates to products and services.
• Summarizes key features of major products or services in own unit.
• Assesses own unit's product alternatives, costs, and pricing.
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.
Application Delivery Process: Knowledge of major tasks, deliverables, and formal application delivery methodologies; ability to utilize these in order to deliver new or enhanced applications.
Level Working Knowledge:
• Clarifies to others a specific development methodology or process.
• Researches phase and task dependencies and considerations.
• Explains relevant documentation, standards, policies and practices.
• Documents associated phases, activities, deliverables and processes.
• Works with development or delivery of an application.
IT Standards, Procedures & Policies: Knowledge of Information Technology (IT) standards and policies; ability to utilize a variety of administrative skill sets and technical knowledge to manage organizational IT policies, standards, and procedures.
Level Extensive Experience:
• Evaluates the effectiveness of IT policies through professional group discussions.
• Designs organizational IT policies, standards and procedures.
• Develops templates for designing IT standards and procedures for technical business plans.
• Monitors the implementation of IT standards and procedures in IT projects or services.
• Manages the process for IT standards and procedures delivery and implementation ensuring the organization is under effective management.
• Revises IT policies, standards and procedures based on each department's feedback.
System and Technology Integration: Knowledge of the features and facilities of systems; ability to integrate and communicate among applications, databases and technology platforms.
Level Extensive Experience:
• Designs and develops applications or technology interfaces and bridges.
• Documents existing best practices for system or technology integration processes.
• Identifies and quantifies risks of proposed alternatives to a system or technology integration initiative.
• Delivers training on major issues, interfaces, considerations and potential pitfalls and risks.
• Discusses with line areas on data, technology and application integration issues.
• Advises others in how to integrate projects across multiple technologies.
What you will get:
- Work Life Harmony
- Earned and medical leave.
- Relocation assistance
Holistic Development
- Personal and professional development through Caterpillar ‘s employee resource groups across the globe
- Career developments opportunities with global prospects
Health and Wellness
- Medical coverage -Medical, life and personal accident coverage
- Employee mental wellness assistance program
Financial Wellness
- Employee investment plan
- Pay for performance -Annual incentive Bonus plan.
Additional Information:
Caterpillar is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status; however, as a global company, Caterpillar offers many job opportunities outside of the U.S. which can be found through our employment website at www.caterpillar.com/careers
Caterpillar is an Equal Opportunity Employer (EEO)
EEO/AA Employer. All qualified individuals, including minorities, females, veterans and individuals with disabilities - are encouraged to apply.
To update
Posting Dates:
February 19, 2026 - March 4, 2026
Caterpillar is an Equal Opportunity Employer. Qualified applicants of any age are encouraged to apply
Not ready to apply? Join our Talent Community.
