Manager Digital Project (Finance Transformation Manager – Tax)

Career Area: Technology, Digital and Data 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.

Your Impact 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.

Job Summary We are seeking a skilled Manager Digital Project (Finance Transformation Manager – Tax) to join Continuous Improvemen t – -Global Finance Services Division The preference for this role is to be based out of Bangalore Whitefield Office, KA -India What you will do As an integral part of the Continuous Improvement (CI) Center of Excellence, the Finance Transformation Manager – Tax will lead and support global tax transformation initiatives focused on optimization, digitalization, and supporting large efficiencies initiatives.

This role partners closely with Operations Tax, Finance, IT, and GBS stakeholders to modernize tax processes, enable regulatory compliance, improve data quality, and leverage digital solutions across direct and indirect tax domains.

The position plays a key role in shaping roadmap-driven transformation aligned with Caterpillar’s global operating model.

Responsibilities may include, but are not limited to: Lead tax process transformation initiatives across direct and indirect tax areas (e.g., VAT/GST, sales & use tax, withholding tax, corporate income tax reporting).

Develop current and future state process maps, identify control gaps, automation opportunities, and define measurable improvement outcomes.

Partner with Tax Ops Leadership and Global Tax stakeholders to understand regulatory requirements, business priorities, and risk areas, translating them into actionable transformation roadmaps.

Drive digital tax enablement, including process automation, data readiness, ERP integration, tax engines, analytics, and reporting tools.

Ensure consistent application of CI methodologies, tools, and governance, enabling scalable and sustainable improvements.

Engage and coordinate cross functional subject matter experts (Tax, Accounting, IT, external advisors) to deliver complex, multi country initiatives.

Promote a culture of innovation, simplification, and continuous improvement within the tax and finance communities through best practice sharing and hands on leadership.

What you will have 6–10 years of overall experience, including 2–3 years in management consulting, tax transformation, or finance transformation roles.

Strong knowledge of tax processes and operating models, including direct and/or indirect tax compliance, reporting, and controls.

Experience with process improvement, operating model redesign, or digital transformation within a global or shared services environment.

Project and program management skills, with the ability to manage complex, multi stakeholder initiatives.

Demonstrated people leadership or matrix leadership experience.

Strong diagnostic and analytical capabilities to identify improvement opportunities and design scalable solutions.

Ability to operate effectively in a global, matrixed environment and influence without direct authority.

Master’s degree (MSc / MBA) in Business, Finance, Accounting, Tax, or a related discipline.

Working knowledge of ERP systems (e.g., SAP, Oracle) This position requires candidate to work a 5-day -a -week schedule in the Hosur Facility Skills desired: 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.

Level Extensive Experience: • Differentiates assumptions, perspectives, and historical frameworks.

•Evaluates past decisions for insights to improve decision-making process.

•Assesses and validates decision options and points and predicts their potential impact.

•Advises others in analyzing and synthesizing relevant data and assessing alternatives.

•Uses effective decision-making approaches such as consultative, command, or consensus.

•Ensures that assumptions and received wisdom are objectively analyzed in decisions.

Organizational Leadership : Knowledge of leadership concepts and ability to use strategies and skills to enlist others in setting, embracing and achieving objectives.

Level Extensive Experience: • Employs various group decision-making methods depending on the situation.

•Promotes efficacy through monitoring, coaching & motivating subordinates, intervention, etc.

•Translates vision into specific functional or departmental initiatives.

•Uses emotional contagion to affect the mood of group members, tone of group and group processes.

•Uses a normative decision model (with leadership styles and situational variables) to select style.

•Initiates structure: role clarification, setting standards, holding subordinates accountable, etc.

Program Management (M0260): Knowledge of the policies and techniques to manage a set of related projects within a program; ability to plan, organize, monitor, and control the set of projects, ensuring efficient utilization of technical and administrative resources to achieve program objectives.

Level Extensive Experience: • Evaluates risks and vulnerabilities, and creates contingency plans.