Michael Waldo Email & Phone Number

Texas, United States

Texas, United States

Irving, Texas, Us

-Coordinate the financial analysis, reporting, and forecasting for Caterpillar's Services, Distribution & Digital segment.-Develop strategic plans to increase operational efficiency and drive sustainable long-term profitable growth-Lead the Global Finance transformation to OneStream for Services, Distribution and Digital as well as oversee the design and implementation of the management reporting and xP&A workstreams for the Corporate FP&A team

Irving, Texas, Us

-Responsible for the quarterly external press release process for Caterpillar, Inc.-Lead a high-performing team completing monthly and quarterly financial analysis to support Executive Office reporting-Oversee the Company's segment and division accounting structure and methodology-Interact and support senior leadership regarding financial planning and analysis insights

Irving, Texas, Us

-Oversees a global FP&A team responsible for financial reporting and forecasting for the Retail Electric Power Solutions (REPS).-Responsible for consolidating and managing the annual business plan and quarterly forecast updates for two packaged genset brands (Caterpillar & FG Wilson), three aftermarket parts brands (Caterpillar, FG Wilson & Olympian) and Energy-as-a-Service (EaaS).-Facilitate a culture of innovation and intellectual curiosity by encouraging team members to standardize and automate manual processes through the exploration of the latest tools and embracing the concept of a dynamic status quo.-Provide financial insights to the Vice President through the development of PowerBI data visualizations & reporting packages.-Drive key strategic decision-making by partnering with the Strategy Manager on ad hoc project analysis.-Develop forward-looking sales and price realization forecasts utilizing inputs from supply chain, commercial sales personnel and facility operations teams.

• Managed the day-to-day business operations for a commercial and residential roofing contractor and oversaw the office staff.• Assumed responsibility over all accounting functions upon the retirement of the CFO, including financial analysis and reporting, audits, investment analysis and oversaw the office staff that handled accounts payables and receivables.• Designed and maintained financial and sales reporting dashboards using Tableau.• Deployed a cloud-based CRM for the service department, leading to a 50% increase in revenues in the first year.

Irving, Texas, Us

• Consolidated and analyzed the financial results for each of the company’s operating segments and developed reports for upper management to ensure accurate external reporting to the company’s investors and the SEC.• Presented monthly financial results to the Corporate Controller and Chief Accounting Officer.• Led the accountable reporting methodology and restatement team through monthly closings and quarterly reporting.• Supported the Executive Office by completing any adhoc financial reporting requests.

Irving, Texas, Us

• Consolidated monthly accountable financial results for all Caterpillar business units in BCS (Business Consolidation System), an SAP-based software solution. • Analyzed large datasets and was responsible for serving as the liaison between Corporate Accounting and Caterpillar’s Information Technology division to ensure data integrity as the financial information traveled between source ledgers at the individual facilities to the SAP Enterprise Data Warehouse to the SAP BusinessObjects and Essbase reporting tools. • Prepared the quarterly Segment Information Note Disclosure and ensured the completeness and accuracy of numbers in preparation for the SEC filing. • Provided guidance and became a trusted advisor to individual business units to ensure proper accounting in accordance with the Generally Accepted Accounting Principles.

Irving, Texas, Us

• Consolidated the accountable financial results for five Caterpillar manufacturing facilities.• Analyzed and reported on all variable costs for the Large Engines and Components Business unit including variable labor & burden and material.• Forecasted the Lafayette Engine Center balance sheet, cash flow statement, and variable costs during two business plans. • Managed Corporate Treasury cash flow forecasts for the Lafayette facility and submitted monthly updates.

Irving, Texas, Us

• Supported product cost reduction initiatives and represented accounting on the cost reduction team.• Analyzed capital investment requests to ensure a positive long-term enterprise investment by completing discounted cash flow analyses.• Collaborated with individuals within Engineering and Purchasing to drive informed and smart business decisions.• Supported the Lafayette Facilities Manager by providing weekly and monthly capital expenditure reports.• Represented Business Resources on numerous New Product Introduction projects by providing financial analysis to drive teams towards the most profitable return on investment.