Financial Planning and Analysis Process & Technology Expert (Remote North America)

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.  

Analysts create essential insights for our clients through published research and client interaction. You will engage with clients daily: via videoconference or from the stage at a Gartner event. In every client interaction and every insight, you produce, you will assist clients in overcoming complex challenges to improve their performance. 

What you'll do: 

• You will 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 that directly addresses 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: 

• To thrive in this role, it helps if you are passionate about your area of expertise. Gartner analysts are recognized as THE experts. This means you need to know your markets, vendors, trends, and process best practices, etc. 

• Skilled at writing engaging, insightful, and actionable research for business leaders, providing content that supports their strategic goals. 

• Excellent collaborator with the ability to quickly build rapport and gain client trust. 

• Confident presenter with a high level of executive presence (prior experience with speaking engagements is 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 in transforming planning, budgeting and forecasting processes and implementing financial planning software.  

• Strong knowledge of various FP&A automation vendors and technologies associated with financial planning processes, data analysis/modelling.  

• Experience in integrating financial planning process with operational and business strategic plans emphasizing planning agility, scenario planning and Intergrated business planning. 

• Experience in improving forecast accuracy and implementing rolling forecasts to optimize the budgeting process, utilizing practices such as zero-based budgeting to enhance resource allocation efficiency.  

• Established track record serving as a strategic partner/trusted advisor to the CFO, collaborating closely 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 the Gartner Finance Practice 

The Gartner Finance Practice is synonymous with frame-breaking research for CFO on initiatives including, but not limited to growth investment & cost structure, finance technology optimization, finance function strategy & org design, and planning, budget & forecasting. The team works with 1,500+ client organizations, spanning every major industry vertical, across the world. Our research helps CFOs and their direct leadership teams address their unique challenges by relying on original primary research, benchmarks, insights and analysis delivered through an analyst & advisory model. 

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