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, with a deep understanding of FP&A challenges in transforming planning, budgeting and forecasting, and how FP&A technology can address these challenges for CFOs and FP&A leaders.
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 seasoned analysts to develop authoritative research and advice addressing the priorities and challenges of senior finance leaders, focusing on the impact of technology on planning, budgeting and forecasting and vendor selection based on 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
Passionate about your area of expertise; Gartner analysts are recognized as experts in markets, vendors, trends, and process best practices.
Skilled at writing engaging, insightful, and actionable research for business leaders, with content that supports strategic goals.
Excellent collaborator with the ability to quickly build rapport and gain client trust.
Confident presenter with executive presence; prior experience with speaking engagements is a plus.
Analytical thinker capable of processing information quickly and making 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 transformation of planning, budgeting and forecasting processes and implementation of financial planning software.
Strong knowledge of FP&A automation vendors and technologies related to financial planning, data analysis and modelling.
Experience integrating financial planning processes with operational and business strategic plans emphasizing planning agility, scenario planning and integrated business planning.
Experience improving forecast accuracy and implementing rolling forecasts to optimize budgeting, including practices like zero-based budgeting to enhance resource allocation.
Established track record as a strategic partner to the CFO, collaborating 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 travel regionally and globally.
About Gartner Finance Practice
The Gartner Finance Practice delivers frame-breaking research for CFOs on initiatives including growth investment and cost structure, finance technology optimization, finance function strategy and design, and planning, budgeting and forecasting.
The team serves 1,500+ client organizations across major industries worldwide, delivering original primary research, benchmarks, insights and analysis via an analyst and advisory model.
Equal Opportunity
Gartner is an Equal Opportunity Employer and provides 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, disability, veteran status, or any other legally protected status.
Reasonable accommodations are available for qualified individuals with disabilities.
For accommodations, contact Human Resources.
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