Strategic Financial Planner and Analyst

We are seeking an experienced Strategic Financial Planner and Analyst to join our team. The ideal candidate will have extensive experience in leading financial planning and analysis processes, with a strong background in transforming planning, budgeting, and forecasting processes.

• Develop and implement strategic financial plans that align with business objectives
• Collaborate with cross-functional teams to drive financial decision-making and process improvements
• Analyze complex financial data to identify trends and opportunities for growth
• Design and implement financial models to support business planning and forecasting
• Provide expert advice on financial planning and analysis best practices

• 12+ years of experience in financial planning and analysis, with a focus on transformation and process improvement
• Strong knowledge of financial planning and analysis tools and techniques
• Experience working with senior finance leaders to drive strategic decision-making
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. Our team is passionate about delivering exceptional results and making a meaningful impact on the organization.

We are a leading provider of research and advisory services to global clients. Our team is dedicated to helping organizations achieve their goals through strategic financial planning and analysis.

• Competitive salary and benefits package
• Opportunities for professional growth and development
• Collaborative and dynamic work environment
• Flexible work arrangements

Financial Planning and Analysis Process

Gartner is seeking an experienced 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.

• 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.

• 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.