Parts Sales Variance (Merchandising Funds) Compliance Consultant

at  Caterpillar

Required Qualifications:

• College degree in Business Administration, Finance, Economics, Statistics, Accounting or Related Field
• 3-4 years previous experience in Pricing, Audit, Marketing, Finance or Accountin

Desired Qualifications:

• High level of interpersonal, communication and analytical skills
• Ability to drive change and transformation
• Strong Project Management skills / 6 sigma would be a +
• Ability to diagnose and find innovative solutions to unique and complex problems continuously
• Metrics driven / oriented
• Experience with Parts sales variance policies, compliance, and practices
• Knowledge of Caterpillar products, Product Applications or Merchandising program

Audits Coordination and Execution :

• Audits – IAAS / Deloitte
• Sox Audits
• Ad-hoc Audits requests
• Go to person for the Team on compliance (able to provide a compliance and Business view)
• Main Liaison with Enterprise Strategy Division Compliance Director
• Main Liaison with Tax & legal team

Administration & General Housekeeping

• Review / Organize / Improve / update all compliance related documentation.
• Coordinate regular changes needed in the Sales Variance policies
• Training & communication
• Review / improve / update all compliance related training to be integrated in the program Creator’s guide
• Own & Update the Global Parts Pricing website content for Sales variance documents
• Lead Monthly sessions with Program approvers to discuss / document exceptions.

Strategic Operational Projects & Tasks:

• Lead the review for the Yearly Claims approvals Threshold / Risk analysis
• Lead strategic project to move to intentional Post claims Audits by dealer / region / program.
• Create a Methodology / simplified execution plan to Execute the quarterly Post claims Audits
• Lead a project to improve the stacking Audits / Methodology / simplified execution plan
• Execute the quarterly Post claims Audits
• Lead the project to improve the duplicate / errors debit process
• Implement methodology for tracking and measuring of Debits / audits patterns.
• Coordinate Audits for strategic programs: Cat vantage / Cat Fi / Services Commitment / EISP

Required Qualifications:

• College degree in Business Administration, Finance, Economics, Statistics, Accounting or Related Field
• 3-4 years previous experience in Pricing, Audit, Marketing, Finance or Accounting

Desired Qualifications:

• High level of interpersonal, communication and analytical skills
• Ability to drive change and transformation
• Strong Project Management skills / 6 sigma would be a +
• Ability to diagnose and find innovative solutions to unique and complex problems continuously
• Metrics driven / oriented
• Experience with Parts sales variance policies, compliance, and practices
• Knowledge of Caterpillar products, Product Applications or Merchandising programs