
Chief Planning Strategist
1 week ago
Gartner seeks an experienced Financial Planning and Analysis (FP&A) professional to provide research and advisory services to clients worldwide. The ideal candidate will have a deep understanding of financial planning processes, technologies, and challenges faced by FP&A leaders.
The successful analyst will create essential insights for clients through published research and client interaction, helping them overcome complex challenges to improve their performance.
Key Responsibilities- Serve as a subject matter expert on FP&A processes and technologies, including planning, budgeting, forecasting, and financial planning software.
- Collaborate with a team of analysts to develop authoritative research and advice addressing senior finance leaders' priorities and challenges.
- 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, 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 processes with operational and business strategic plans, emphasizing planning agility, scenario planning, and Integrated business planning.
- 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.
The Gartner Finance Practice is synonymous with frame-breaking research for CFOs on initiatives including growth investment & cost structure, finance technology optimization, finance function strategy & org design, and planning, budget & forecasting.
We work with 1,500+ client organizations, spanning every major industry vertical, across the world. Our research helps CFOs and their direct leadership teams address unique challenges using original primary research, benchmarks, insights, and analysis delivered through an analyst & advisory model.
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