Customer Accounts Specialist

Join Caterpillar Inc.

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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.

IT IS YOUR TIME!

Caterpillar Inc. is 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 100 years, we've been helping customers build a better, more sustainable world and are committed and contributing to a reduced-carbon future. Our innovative products and services, backed by our global dealer network, provide exceptional value that helps customers succeed.

If you are looking for personal and professional growth, in a company with an inclusive culture, which seeks equity, respects differences and believes in people's potential, this is the right place. We consider people with disability candidates and those with diversity in gender, culture, ethnicity, religion, age, generation, race, nationality and sexual orientation.

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.

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Job Summary:

Contacts customers to determine reason for payment delinquency and obtain payment commitment.

What you will do:

• Support the activities of monitoring the financial health of the portfolio while adhering to internal policies and the regulatory environment;
• Preparation of management reports, dashboards and executive presentations with data analysis to manage, measure and monitor the health of the portfolio.
• Act in the monthly closing, ensuring the delivery of reports within the established deadline;
• Support annual and quarterly business plan activities, performing projections and data analysis, identifying trends and significant changes in portfolio monitoring and ensuring that risks are managed.
• Analyze the variation of actual results with the budget, identifying deviations, causes and proposing corrective actions.

What you will have:

Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.

Decision Making and Critical Thinking: Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment.

Analytical Thinking: Knowledge of techniques and tools that promote effective analysis; Ability to determine the root cause of organizational problems and create workarounds that address those problems.

Process Management: Knowledge of tools and techniques for improving business processes; Ability to understand, monitor, update, control, or enhance existing business or work processes.

Data Collection and Reporting: Knowledge of tools, techniques and processes for data collection and reporting; ability to practice them in a particular department or division of a company.

Basic requirements:

• Completed Bachelor's degree.
• Power BI;
• Proficiency in Microsoft Office 365 Suite specially advanced Excel (good data manipulation and analysis skills)
• Financial Planning and Analysis (FP&A).
• Intermediate English.

Top candidates will also have:

• Pre-Advanced English
• Knowledge and ability to calculate amortization schedules and contract payments.
• Knowledge and ability to apply financial math calculations skills in excel.
• Knowledge of financing/leasing products.
• Previous experience in financial institutions.

Note: This position requires the candidate to work on-site five days a week.

Some of the offered benefits*:

• Medical plan
• Dental plan
• Medicines reimbursement
• Wellhub
• Psychological, Legal, Social and Finance Support Program
• Private pension plan
• Profit share
• Christmas basket
• Transportation
• Life and personal insurance
• Extended maternity and paternity leave
• Employee resources group (Young Professional, Women in Networking, LAMBDA (LGBTQIA+), Latin Group and Active in Sport)

*Caterpillar reserves the right to change or modify benefits at any time, subject prior notice and in compliance with legal requirements. Benefit eligibility may vary by position and location.

The Recruitment & Selection area emphasizes that it does not use personal emails and/or emails from other domains (@gmail, @hotmail, etc.) to contact candidates. Available vacancies are only advertised through the company's official channels (www.caterpillar.com/careers.html; https://www.linkedin.com/company/caterpillar-inc), and official Caterpillar emails are mandatory followed by the domain @cat.com. Also, the company does not request any type of payment (bank transfer, pix, etc.) for the purposes of the selection process. For more information click on the link: https://www.caterpillar.com/pt/careers/apply-now/help.html

Posting Dates: maio 25, 2026 - junho 1, 2026

Caterpillar is an Equal Opportunity Employer. Qualified applicants of any age are encouraged to apply.

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