Financial Planning and Analysis Process

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.

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 Integrated 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.

We are remote-friendly and have opportunities across locations.

Who are we?

At Gartner, Inc. (NYSE:IT), we guide the leaders who shape the world.

Our mission relies on expert analysis and bold ideas to deliver actionable, objective insight, helping enterprise leaders and their teams succeed with their mission-critical priorities.

Since our founding in 1979, we’ve grown to more than 21,000 associates globally who support ~14,000 client enterprises in ~90 countries and territories. We do important, interesting and substantive work that matters. That’s why we hire associates with the intellectual curiosity, energy and drive to want to make a difference. The bar is unapologetically high. So is the impact you can have here.

What makes Gartner a great place to work?

Our sustained success creates limitless opportunities for you to grow professionally and flourish personally. We have a vast, virtually untapped market potential ahead of us, providing you with an exciting trajectory long into the future. How far you go is driven by your passion and performance.

We hire remarkable people who collaborate and win as a team. Together, our singular, unifying goal is to deliver results for our clients.

Our teams are inclusive and composed of individuals from different geographies, cultures, religions, ethnicities, races, genders, sexual orientations, abilities and generations.

We invest in great leaders who bring out the best in you and the company, enabling us to multiply our impact and results. This is why, year after year, we are recognized worldwide as a great place to work.

What do we offer?

Gartner offers world-class benefits, highly competitive compensation and disproportionate rewards for top performers.

In our hybrid work environment, we provide the flexibility and support for you to thrive — working virtually when it\'s productive to do so and getting together with colleagues in a vibrant community that is purposeful, engaging and inspiring.

Ready to grow your career with Gartner? Join us.

The policy of Gartner is to provide 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, ancestry, disability, veteran status, or any other legally protected status and to seek to advance the principles of equal employment opportunity.

Gartner is committed to being an Equal Opportunity Employer and offers opportunities to all job seekers, including job seekers with disabilities. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access the Company’s career webpage as a result of your disability. You may request reasonable accommodations by calling Human Resources at or by sending an email to

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