Chief Financial Strategist
12 hours ago
Gartner seeks an experienced financial planning analyst to provide research and advisory services to clients. The ideal candidate will have extensive experience in leveraging technology to enhance financial planning processes.
The Financial Planning Analyst will create essential insights for 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 will assist clients in overcoming complex challenges to improve their performance.
Key Responsibilities- 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.
- 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.
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