Finance Transition Manager

Job Summary:

- We are seeking a skilled Accounting Manager - Finance Transition Manager with Financial or Management reporting experience to join our COE-Accountable Reporting - Global Finances Services Division 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.

- The preference for this role is to be based out of Bangalore, Whitefield office

What you will do?

- 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

Candidates 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

What you will have?

- Proven experience in financial or management reporting, analysis, Intercompany, 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 12+ years of progressive experience

Additional Information:

- Work timings 2 p.m. to 11p.m. IST

- Work from office

Skills desired:

- 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.

- 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.