I am a licensed CPA in the state of Texas. During my time in college, I received an Internal Audit Certificate, awarded by the Institute of Internal Auditors Internal Audit Education Partnership. This certificate was obtained by completing prerequisite courses aimed at preparing me to be able to satisfactorily complete internal audits, immediately upon graduation. After graduating from the University of Texas at Austin with my BBA in Accounting in 2018, and my Master in Professional Accounting in 2019, I joined Solar Turbines in San Diego, California. In that role, I helped Solar analyze various business decisions and presented results to high-level decision-makers. Recently, I relocated to Houston, TX to work for our parent company, Caterpillar. At CAT, I analyze multiple customer agreements to ensure proper billing and accounting treatment is conducted. I have always worked to improve my technical skills, most recently taking courses refining my SQL, Tableau, and Advanced Excel skills. Throughout my experiences, I have also refined my skills around Cognos, Essbase/Hyperion, SAP, Syteline, and other accounting software systems.
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Senior Fp&A AnalystCaterpillar Inc. Jul 2024 - PresentIrving, Texas, Us
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Staff Accountant Ii - AccountableCaterpillar Inc. Sep 2021 - Jul 2024Irving, Texas, Us
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Investment Analyst - Staff Accountant ICaterpillar Inc. Jul 2020 - Sep 2021Irving, Texas, Us
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Investment Analyst - AccountantCaterpillar Inc. Sep 2019 - Jun 2020Irving, Texas, UsAs an Investment Analyst, one of my responsibilities was analyzing appropriation requests from across the organization. In this process, I ensured that the requested funds were on budget and matched an approved quote from the vendor. For larger requests, detailed investment analyses were performed. I would take inputs from the requestor in the business and run Discounted Cash Flow analyses to see if a favorable NPV and IRR were returned. For projects that spanned a longer period, I would run quarterly updates to confirm that, as real costs came in, the project was still favorable. I would present the analytical results of the financial models to the CFO, controller, and group managers. In this position, I also handled ad-hoc requests such as conducting an Internal Audit of the organization’s assets by tracing and vouching from a listing to and from the shop floor.
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Customer Services/Aftermarket - AccountantCaterpillar Inc. Jun 2019 - Aug 2019Irving, Texas, UsDuring the first three months of my time at Solar, I was assigned to a month-end close desk for our customer services division. In this desk, I tracked 10 different programs and reported out relevant revenues and expenses. This process included verifying the occurrence and accuracy of invoicing for over 100 Long Term Service Agreements, and utilizing various accounting software systems to pull Capital, R&D, and Employee Costs. After compiling all pertinent information, I would present the results to multiple program managers. Occasionally, I would draft memos concerning accounting codification, explaining complex technical issues to my internal customers.
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Audit InternKpmg Us Jan 2018 - Mar 2018New York, Ny, UsOver the course of my internship, I was fortunate enough to have a wide array of different clients. I gained diverse experience while auditing clients in the natural gas, telecommunications, and healthcare services industries. I tied-out 10-Ks and their accompanying footnotes while ensuring mathematical accuracy over the numbers. Additionally, I read and considered my clients' MDA disclosures in order to ensure material consistency with the footnotes and financials. I had the opportunity to gain experience with multiple database management systems, as I would routinely pull information down from my clients' various systems: Endeavor, Infinium, and SAP. Finally, I gained exposure to financial statements as I assisted in the population of Income Statement, Balance Sheet, and Statement of Cash Flow analytics on Excel. -
Food Line Production And Financial Office AssistantLazy 8 Ranch Specialty Food Company 2012 - 2018During the summers of 2012-2018, I worked at the Lazy 8 Ranch Specialty Foods Company assisting in the process of producing, boxing, and shipping over 5000 individual boxes of pancake and muffin mixes to fulfill large orders from local and national supermarkets such as HEB, Fairway, and Costco. In the summer of 2014, the company underwent an audit and I helped gather files and collect data for the accounting department to use in the process. I have also created Excel spreadsheets for inventory.
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Emerging Leaders ProgramEy May 2016 - Jun 2016London, GbI attended a three-day workshop at EY for their "Emerging Leaders Program." I learned about the company and the industry as a whole, all while developing business acumen and leadership skills.
Wyatt J. Education Details
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Texas Mccombs School Of BusinessAccounting -
Texas Mccombs School Of BusinessAccounting
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Trinity-Pawling SchoolHigh School Diploma
Frequently Asked Questions about Wyatt J.
What company does Wyatt J. work for?
Wyatt J. works for Caterpillar Inc.
What is Wyatt J.'s role at the current company?
Wyatt J.'s current role is Sr. FP&A Analyst at Caterpillar Inc..
What schools did Wyatt J. attend?
Wyatt J. attended Texas Mccombs School Of Business, Texas Mccombs School Of Business, Trinity-Pawling School.
Who are Wyatt J.'s colleagues?
Wyatt J.'s colleagues are Antony Grieg, Gaurav Kushwaha, Bryan Nelson, Heyi Liu, Vejayatheraj Se, Tina Owen, Yuichiro Kimura.
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