We are seeking a skilled Finance Transition Manager with Financial or Management reporting experience to join our team and support onshore partners. This is an operations role, so requires in depth & hands on knowledge/involvement in all financial or management reporting activities in all transitions, not just oversight.
Role and Responsibilities
- Manage and support a team of empowered financial analysts ensuring successful migration of specified roles into the Centre of Excellence (COE)
- Actively partner with the financial analysts and stakeholders for tasks related to the transition of the projects in line with scope of work, timelines and business requirements
- Ensure standard transition methodology is followed for all the transitions.
- Ongoing and proactive scheduling of the transition calls working with the stakeholders, participating in knowledge transfer sessions and setting the tone by asking detailed questions/getting clarifications on all activities.
- Ensure COE standard documentation (process maps, DTP) is created and maintained.
- Manage relationship with the global stakeholders through timely connects and stepping up to resolve issues and escalations for all activities.
- Work with the financial analysts on business continuity plan for all activities.
- Monitor and report on transition progress and operations updates to the COE Manager
- Identify and leverage on tools and technologies to transform processes.
- Drive continuous improvement via simplification, standardization, and automation.
- Embed change management best practices.
- Prepare presentations and defined metrics/KPIs for distribution with different leadership groups.
What you will have
- Subject matter expertise on data, processes, reports, and systems of financial or management reporting
- Experience with advanced excel, power BI and powerpoint presentations.
- Ability to quickly learn Caterpillar management reporting methodology and knowledge about products, suppliers, and consumers.
- Proven experience in financial or management reporting, analysis, FP&A and month end processes
- Strong analytical and problem-solving skills to interpret complex financial data, trends and patterns.
- Excellent customer service skills working in a global environment with multiple stakeholders to drive outcomes.
- Self-starter works well independently and, in a team, with excellent communication skills.
- Showcased leadership skills, good judgement, and accountability in prior roles.
- Experience in process transitions and transformations in a virtual environment.
- Work within a constantly evolving COE structure displaying outstanding organisational and multitasking skills.
- CA, CMA, MBA with 15+ years of progressive experience .
- A good working environment with a shift that starts from 02:00PM -11:00PM IST.
Skills desired:
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.
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.
Financial Analysis : Knowledge of tools and approaches of financial analysis; ability to read, interpret and draw accurate conclusions from financial and numerical material.
Level Working Knowledge:
- Applies principles used to evaluate the economics of investment decisions.
- Interprets major types of financial statements issued by the organization.
- Utilizes basic qualitative and quantitative tools and techniques with proficiency.
- Works with a specific financial analysis tool set.
- Implements valid financial analysis aligned with key criteria.
Financial Reporting: Knowledge of processes, methods, and tools of financial reporting; ability to create and maintain accurate and thorough financial reports.
Level Extensive Experience:
- Designs and interprets varied and complex financial reports.
- Advises others on the methods and purposes to create accurate financial reports.
- Monitors and ensures accuracy of the use of a variety of financial report-writing tools.
- Updates or establishes organizational standards for financial reports.
- Consults others on identifying, tracing, and correcting errors in financial reports.
- Creates and customizes organizational methods and procedures for financial reports
What you will get:
- Work Life Harmony
- Earned and medical leave.
- Flexible work arrangements
- 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
