Overview
Gartner is seeking an Analyst to provide research and advisory services to global clients in the US, EMEA, and beyond. The ideal candidate will have extensive experience in leveraging technology to enhance financial planning processes and the processes themselves. They will possess a deep understanding of the challenges FP&A leaders face in transforming planning, budgeting and forecasting processes along with a strong grasp of how financial planning technology can address these challenges and benefit CFOs and FP&A leaders.
What you’ll do
* Serve as a subject matter expert for FP&A processes and technologies, including planning, budgeting, forecasting and financial planning software.
* Collaborate with a team of seasoned analysts to develop authoritative research and advice addressing the priorities and challenges of senior finance leaders, focusing on the impact of technology on planning, budgeting and forecasting and selecting the best-fit vendors for their organization based on specific use cases and needs.
* Deliver high-quality advice through face-to-face and video-based presentations and discussions with clients.
* Stay ahead of developments and issues across financial planning technologies and processes, as well as related areas such as accounting and treasury management.
Who you are
* Passionate about your area of expertise; Gartner analysts are recognized as THE experts with knowledge of markets, vendors, trends, and process best practices.
* Skilled at writing engaging, insightful, and actionable research for business leaders, supporting their strategic goals.
* Excellent collaborator with the ability to quickly build rapport and gain client trust.
* Confident presenter with executive presence; prior speaking engagements are a plus.
* Analytical thinker with the ability to process information quickly and make actionable recommendations.
* Willing to challenge conventional norms and views.
What you’ll need
* 12+ years of experience leading FP&A teams in large multinational organizations with demonstrated experience transforming planning, budgeting and forecasting processes and implementing financial planning software.
* Strong knowledge of FP&A automation vendors and technologies related to financial planning, data analysis, and modeling.
* Experience integrating financial planning processes with operational and business strategic plans, emphasizing planning agility, scenario planning and integrated business planning.
* Experience improving forecast accuracy and implementing rolling forecasts to optimize budgeting, utilizing practices such as zero-based budgeting to enhance resource allocation efficiency.
* Established track record as a strategic partner / trusted advisor to the CFO, collaborating on strategic initiatives and financial decision making.
* Bachelor’s degree in finance or accounting; CFA / CPA or equivalent certification preferred. Master’s degree preferred.
* Ability to conduct occasional travel regionally and globally.
About Gartner Finance Practice
The Gartner Finance Practice delivers frame-breaking research for CFOs on initiatives including growth investment and cost structure, finance technology optimization, finance function strategy and organizational design, and planning, budget and forecasting. The team works with 1,500+ client organizations across major industries worldwide. Our research helps CFOs address challenges through original primary research, benchmarks, insights and analysis delivered via an analyst and advisory model.
What makes Gartner a great place to work
We hire remarkable people who collaborate and win as a team, with a focus on delivering results for our clients. Our teams are inclusive and diverse, and we invest in leaders who help us multiply our impact. Gartner is recognized worldwide as a great place to work.
What we offer
Gartner offers world-class benefits, competitive compensation, and rewards for top performers. In our hybrid work environment, we provide flexibility to work virtually when productive and collaborate with colleagues in a vibrant, purposeful community.
Gartner is an Equal Opportunity Employer and provides equal employment opportunities to all applicants and employees without regard to race, color, creed, religion, sex, sexual orientation, gender identity, marital status, citizenship status, age, national origin, disability, veteran status, or any other protected status. Reasonable accommodations are available for qualified individuals with disabilities. For accommodations, contact Human Resources at or
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