Financial Planning and Analysis Process & Technology Expert (Remote EMEA, Remote Canada)
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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 at Gartner events. In every interaction and insight you produce, you will help clients overcome complex challenges to improve their performance.
What you'll do:
* 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 analysts to develop authoritative research and advice that addresses the priorities of senior finance leaders, focusing on technology's impact on planning, budgeting, forecasting, and vendor selection based on specific use cases.
* Deliver high-quality advice through face-to-face and virtual presentations and discussions with clients.
* Stay updated on developments in financial planning technologies, processes, and related areas such as accounting and treasury management.
Who you are:
* Passionate about your area of expertise; recognized as a top expert in your market, vendors, trends, and best practices.
* Skilled at writing engaging, insightful, and actionable research for business leaders.
* Excellent collaborator with the ability to build rapport and trust quickly.
* Confident presenter with high executive presence; prior speaking experience is a plus.
* Analytical thinker capable of processing information quickly and making actionable recommendations.
* Willing to challenge conventional views and norms.
What you'll need:
* 12+ years of experience leading FP&A teams in large multinational organizations, with proven experience in transforming planning, budgeting, forecasting processes, and implementing financial planning software.
* Strong knowledge of FP&A automation vendors and related technologies, data analysis, and modeling.
* Experience integrating financial planning with operational and strategic plans, emphasizing agility, scenario planning, and integrated business planning.
* Experience improving forecast accuracy, implementing rolling forecasts, and practices like zero-based budgeting.
* Proven track record as a strategic partner and trusted advisor to CFOs, collaborating on strategic initiatives and financial decisions.
* Bachelor’s degree in finance or accounting; CFA/CPA or similar certification preferred; Master’s degree is a plus.
* Ability to travel regionally and globally as needed.
About The Gartner Finance Practice:
The Gartner Finance Practice provides innovative research for CFOs on growth, cost, technology, and organizational strategies. Serving over 1,500 clients across industries worldwide, our research helps CFOs address their unique challenges through primary research, benchmarks, insights, and analysis.
Who are we?
At Gartner, Inc., we guide global leaders through expert analysis and bold ideas, helping them succeed. Since 1979, we’ve grown to over 20,000 employees supporting approximately 15,000 client organizations in about 90 countries. We’re committed to making a difference and fostering a high-impact, inclusive environment.
Why work at Gartner?
We offer growth opportunities, a collaborative culture, and a commitment to diversity. Our success provides a platform for your professional and personal development. We recognize top performers with competitive rewards and benefits, including flexible hybrid work arrangements.
Equal Opportunity Statement:
Gartner is an Equal Opportunity Employer. We provide accommodations for applicants with disabilities upon request. For assistance, contact Human Resources at +1 (203) 964-0096 or ApplicantA.
Job Requisition ID: 99052
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