Portfolio Consultant

Career Area:

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.

Our common values and focus on inclusion and respect drive the decisions made by our company, teams and people. This is why we are committed to hiring and building diverse teams representative of the customers we serve globally. When you join our team, you can apply your unique life and job experiences and work in an environment where your ideas are heard, your contributions are celebrated, and your whole-self matters.

About Cat Financial

Cat Financial is a subsidiary of Caterpillar Inc., the world’s leading manufacturer of construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines and diesel-electric locomotives. For more than 40 years, Cat Financial has provided a wide range of financing solutions to customers and Cat® dealers for machines, engines, Solar® gas turbines, genuine Cat parts and services. Headquartered in Nashville, Tennessee, Cat Financial serves customers globally with offices and subsidiaries located throughout North and South America, Asia, Australia, Europe and Africa. Visit cat.com to learn more about Cat Financial.

Role Definition
Supports risk management reporting, systems, tools, and processes used in portfolio health monitoring activities and reporting accuracy while adhering to internal and external financial reporting and regulatory requirements.

Responsibilities
• Knowledge and development of key reports to manage, measure, and monitor global risk exposures with adherence to reporting requirements, policies and controls.
• Reports trends and researches significant changes with data/portfolio owners to validate and explain global risk concerns. Clearly communicate findings with management to ensure that global risks are managed, measured, monitored, and properly reported.
• Manage the processes and procedures supporting the accuracy and timely communication of the portfolio health results. Make recommendations to process improvements aimed at accuracy and efficiency within department and/or portfolio owners.

Degree Requirement
Degree or equivalent experience desired

Skill Descriptors
Business Performance Management: Knowledge of technologies, techniques and practices for the use of business intelligence; ability to monitor and adjust business processes (internal and cross-organizational) in near real-time.
Level Basic Understanding:
• Cites examples of measurements of business performance.
• Identifies organization's strengths and weaknesses.
• Describes key aspects and benefits of Business Performance Management (BPM.)
• Lists common types of resources tracked in a BPM environment.

Operational Functions: Knowledge of major functional processes and associated operating requirements; ability to apply this knowledge appropriately to diverse situations.
Level Working Knowledge:
• Works to resolve obstacles related to goals of own department.
• Documents regulatory and reporting requirements.
• Assesses situations based on awareness of the goals and operating issues of own department.
• Seeks guidance when assigned goals conflict with departmental goals or overall strategy.
• Carries out responsibilities that contribute to role of own department within the organization.

Process Management: Knowledge of business process improvement tools and techniques; ability to understand, monitor, update, control, or enhance existing business or work processes.
Level Working Knowledge:
• Employs process flows, cycle time, process time and waste concepts as appropriate.
• Walks through steps, decisions, measurements, dependencies and hand-offs for a specific process.
• Creates process flow or work flow diagrams.
• Documents types of process decisions and potential impact of ea