Major Job Functions:
Strategic & Commercial Leadership
Drive financial strategy aligned to Finning and Caterpillar objectives
Provide executive decision support and investment governance
Identify competitive trends and growth opportunities
Operate with integrity through maintaining social, ethical and organizational integrity in conducting business activities; maintains confidentiality, adheres to corporate policies and procedures
Accountable for the Commercial Governance for Finning Canada. $6Bn+ of revenue, $500M of EBIT
Accountable for delivering the strategic plan, governance processes and alignment internally with Finning and Caterpillar
Accountable to be a change agent in how we manage and re-shape the business
Drive Financial Performance across the business
Leader in driving, understanding and analysing financial performance on a monthly, quarterly and annual basis
Owner of identifying gaps in performance and implementing action plans to address
Take an objective view, balancing operational and corporate requirements
Identify, communicate, and mitigate potential issues or liabilities; recommend effective solutions
Focus on EBIT, Invested Capital, ROIC and FCF
Financial Planning, Analysis & Reporting
Own budgeting, forecasting, and long‑range plans
Responsible for the efficient management of financial and accounting operations including financial reporting, budgeting, asset management and control
Provide financially sound information and manage the effective flow of that information through financial systems, reports, and dashboards
Ensure high‑quality C‑suite reporting and KPI insight
Improve forecast accuracy and performance analytics
Governance & Capital Discipline
Lead large deal/tender governance and post‑investment review
Approve major commercial decisions and business cases
Leadership & Stakeholder Influence
Act as trusted advisor to the FINCA EC, FLT, and Board
Represent FINCA with Caterpillar and external stakeholders
Lead the CFPM Team, driving engagement, development talent and providing a succession pipeline
100% accountability for results and impact on people by setting a strong example in high performance leadership
Education and Qualifications:
10+ years of relevant industry experience is required
10+ years experience in a leadership capacity
10+ years of progressive accounting experience in related industry or public practice.
Master's or Bachelor’s degree in finance or related degree preferred
Accounting designation or graduate degree preferred
Highly effective senior leadership skills gained through previous leadership experience
Experience leading implementation projects for financial systems at a senior leader level, on a global scale (system examples: BPC, SAP, Hyperion, M3, Peoplesoft, or Other)
Practical experience and theoretical knowledge in Dealership Business Models, end-to-end supply chain management and Financial & Commercial practices
Operational experience across a number of disciplines / functions
Global business strategy and corporate finance knowledge
Advanced general accounting knowledge coupled with a sound understanding of business processes, the interrelationship of business functions, corporate governance issues and operational needs
Knowledge of financial systems with historical proven, positive track record of solution implementation, optimization, and sustainment
Knowledge of the operations of related industry segments
Proficient in the use of MS Office Suite and in-house systems including BPC, M3, Power BI, Concur
Understands and adheres to Finning policies and procedures, including safety, inclusion, and diversity
Ability to determine key performance indicators (KPIs), variance issues and improve internal controls
Experience working with CAT systems, tools, data, or reports including DFRS, CAT dealer portal is preferred
Change management training, experience, and/or PROSCI or Lean Change Agent certification preferred
Soft Skills:
Strong team leadership skills, capable of representing the business at a senior management level with robust stakeholder management.
Effective verbal communication skills, presenting messages clearly, concisely, and directly.
Influencing skills, ability to drive results without direct line responsibility and ensure the wider team are engaged and effective.
Strong Analytical / Problem solving attributes. Ability to Design, interrogate and review Financial and Operational information and create clear and effective understanding with stakeholders.
Advanced Commercial acumen with the ability to drive improvements in financial returns and profitability.
Ability to clearly articulate the value of financial analysis, linked to business results
Must possess highest standard of accuracy and precision and be highly organized
Self motivated and results oriented, with a desire to achieve
Ability to deal with ambiguity and assist in creating sustainable competitive advantage
Effective change management capabilities
Professional, timely and accurate presentation of information
Ability to continuously learn and develop role related skills
Ability to manage, motivate and develop a large and diverse team
At Finning, we prioritize creating a diverse and inclusive environment. We are proud to be an equal opportunity employer, and we actively encourage all individuals to express themselves and achieve their full potential. As a company, we continuously strive to enhance our outreach to individuals of all backgrounds and identities. We do not discriminate against applicants based on gender identity, race, national and ethnic origin, religion, age, sexual orientation, marital and family status, and/or mental or physical disabilities. Furthermore, Finning is committed to collaborating with and providing reasonable accommodations /adjustments to individuals with disabilities. If you require an adjustment/accommodation at any point during the recruitment process, please inform your recruiter.