Full-Time
Financial Data Consultant
Posted on 11/23/2025
Caterpillar Inc.
10,001+ employees
Corporate venture capital arm investing startups
Compensation Overview
$126k - $189k/yr
No H1B Sponsorship
Irving, TX, USA
In Person
Relocation assistance available; on-site five days per week.
 Finance & Banking (1) |
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- Bachelor’s degree
- Data and analytics experience, specifically experience utilizing fleet data and analytics to drive strategic insights and business decisions
- Experience developing or frequent usage of Power BI and Dashboard Insights for strategic execution
- Experience in the heavy equipment or the equipment rental industry
- Ability to travel domestically up to 25% of the time
- Strong decision making and critical thinking skills
- Effective communication skills, both written and verbal, across all levels of the organization
- Relationship management abilities with clients, vendors, and peers
- Value selling capability and ability to influence without authority
- Customer focus and ability to align customer needs with business decisions
- Industry knowledge of construction equipment or rental market
- Report monthly dealer rental fleet and financial metrics
- Prepare and present Quarterly Financial Reports to Rental Leadership Team
- Work with Cat dealers to standardize monthly and quarterly fleet and financial data to leverage insights
- Leverage Agile project management in development of tools and reporting needs for the Rental and Used organization
- Interpret data and develop modeling for rental and used fleets; provide insights in support of Rental & Used initiatives such as Rental Fleet Planning & Analysis, Rental Profitability Analysis, Operational Excellence, Rapid Improvement Workshops
- Complete ad-hoc analysis as needed to support the Rental & Used organization and business partners
- Lead data and analytics training to support the Rental & Used organization and our business partners
- Experience in the Supplier Relationship Management (SRM) toolkit or other enterprise data platforms
- Prior work in a data governance role
- Experience with data visualization in Tableau or Power BI beyond standard dashboards
- Experience with data modeling and SQL querying
- Experience with cloud-based data warehousing and ETL processes
- Experience with advanced analytics or machine learning concepts in a business context
- Prior experience in a leadership/mentoring role
- Experience with rental fleet profitability analytics in heavy equipment or equipment rental industry
Caterpillar Ventures is the corporate venture capital arm of Caterpillar Inc., making strategic, minority investments in early-stage startups that align with Caterpillar’s future priorities. It supports portfolio companies with capital (typically $500,000 to $5 million per round) and access to Caterpillar’s industry expertise, global dealer and supplier network, and technical resources to enable collaborations and growth. Its approach combines financial funding with strategic value, differentiating itself by leveraging a parent company’s assets and by pursuing sustainability and decarbonization areas such as electric vehicles, energy storage, hydrogen, grid optimization, and advanced materials. The goal is to help Caterpillar and its customers navigate the energy transition, improve operational efficiency, and extend Caterpillar’s long‑term strategy, including expanding investments beyond the US into Europe.
Company Size
10,001+
Company Stage
IPO
Headquarters
Irving, Texas
Founded
1925
Simplify's Take
What believers are saying
- £5M Equipmake investment in March 2025 accelerates electrification tech adoption.
- ElevenEs Series B funds 1GWh Serbia LFP factory starting February 2026.
- Lithos Energy deal boosts Caterpillar's electrified product portfolio development.
What critics are saying
- Equipmake shares collapse below 3.125p, diluting Caterpillar stake 70% now.
- EU-China tariffs hit 40% in 2026, delaying ElevenEs Serbia factory 12-18 months.
- Lithos battery specs mismatch strands integration within 6-12 months.
What makes Caterpillar Inc. unique
- Caterpillar Ventures leverages Caterpillar's global dealer network for portfolio scaling.
- Focuses on strategic minority investments in energy decarbonization and mining tech.
- Combines direct Series A/B deals with LP stakes in pre-seed funds.
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Benefits
Annual incentive bonus plan
Medical, dental, and vision coverage
Paid time off plan (Vacation, Holiday, Volunteer, Etc.)
401k savings plan
Health savings account (HSA)
Flexible spending accounts (FSAs)
Disability benefits
Life Insurance
Parental leave
Healthy Lifestyle Programs
Employee Assistance Programs
Voluntary Benefits and Employee Discounts
Tuition Reimbursement
Career Development
Company News
Applied Materials reported first-quarter revenue of $7.01 billion, down 2% due to falling China sales, but earnings per share surged 75% to $2.54 on improved margins. The semiconductor equipment maker expects industry sales to grow more than 20% this year, driven by AI computing demand. The company holds leading market positions in deposition and etching tools used for chip manufacturing. Its shares have risen over 175% in the past year and more than 35% year-to-date. Meanwhile, Caterpillar is benefiting from data centre growth through its dominance in backup generators. The industrial firm is experiencing strong sales growth and a large backlog for diesel and natural gas engines that provide emergency power for hyperscale data centres.
Caterpillar has appointed Kyle Epley as chief financial officer, effective 1 May 2026, replacing Andrew Bonfield, who will retire on 1 October after eight years with the company. Bonfield will serve in an advisory role during the transition period. Epley brings nearly three decades of Caterpillar experience to the role and currently serves as senior vice president of Global Finance Services. He has held several senior finance leadership positions, including division CFO and corporate controller. During Bonfield's tenure, Caterpillar achieved record financial performance, including the highest full-year sales and revenues in company history and a single-quarter record of $19.1 billion in the fourth quarter of 2025. The company reported 2025 sales and revenues of $67.6 billion.
Caterpillar has maintained its quarterly dividend at $1.51 per share of common stock, payable on 19 May 2026 to shareholders of record as of 20 April 2026. The construction and mining equipment manufacturer has paid a cash dividend every year since its formation and quarterly dividends since 1933. Caterpillar has increased annual dividends for 32 consecutive years and is a member of the S&P 500 Dividend Aristocrats Index. The company reported sales and revenues of $67.6 billion in 2025. Its primary business segments include Power & Energy, Construction Industries and Resource Industries.
Caterpillar, the industrial equipment manufacturer known for construction machinery, has emerged as an unexpected AI beneficiary through its power and energy segment. The company is capitalising on surging demand for data centre power infrastructure, selling industrial-scale generators, battery systems and switchgear whilst electrical grids expand to meet capacity needs. The power and energy division grew revenue 23% year-over-year in Q4 2025, becoming Caterpillar's largest business. The company ended 2025 with a $51 billion order backlog, up 71% from the previous year. Management estimates data centre electricity requirements will rise 200% by 2035. Caterpillar shares have more than doubled over the past year and trade at 31 times forward earnings. Wall Street analysts forecast 18% annual earnings growth over the next three to five years.
Caterpillar has surged roughly 100% over the past year, making it one of the best performers in the Dow Jones Industrial Average. The dividend stock's gains have been driven largely by surging demand for power generation equipment needed to support AI data centres. In the fourth quarter of 2025, Caterpillar's power generation sales jumped 44%, fueled by demand for generators and turbines supporting AI infrastructure. The company secured one of its largest single power contracts to supply generators for a data centre project in West Virginia. Power and energy sales have become Caterpillar's largest revenue contributor. Caterpillar is investing $725 million to expand production capacity and plans to more than double turbine engine capacity by 2030. In June 2025, the company raised its quarterly dividend by 7% to $1.51 per share.