At a Glance
- Tasks: Become a financial planning expert, advising clients on budgeting and forecasting processes.
- Company: Join Gartner, a leading research and advisory company with a global impact.
- Benefits: Enjoy remote work flexibility, competitive pay, and top-notch corporate perks.
- Why this job: Make a difference by helping CFOs tackle complex challenges and improve performance.
- Qualifications: 12+ years in FP&A roles, strong tech knowledge, and a finance degree required.
- Other info: Be part of an inclusive team that values diverse perspectives and collaboration.
The predicted salary is between 48000 - 72000 £ per year.
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 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.
What you'll do:
- You will 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.
Who you are:
- To thrive in this role, it helps if you are passionate about your area of expertise. Gartner analysts are recognized as THE experts. This means you need to know your markets, vendors, trends, and process best practices, etc.
- Skilled at writing engaging, insightful, and actionable research for business leaders, providing content that supports their strategic goals.
- Excellent collaborator with the ability to quickly build rapport and gain client trust.
- Confident presenter with a high level of executive presence (prior experience with speaking engagements is a plus).
- Analytical thinker with the ability to process information quickly and make 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 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 processes 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.
About the Gartner Finance Practice
The Gartner Finance Practice is synonymous with frame-breaking research for CFO on initiatives including, but not limited to growth investment & cost structure, finance technology optimization, finance function strategy & org design, and planning, budget & forecasting. The team works with 1,500+ client organizations, spanning every major industry vertical, across the world. Our research helps CFOs and their direct leadership teams address their unique challenges by relying on original primary research, benchmarks, insights and analysis delivered through an analyst & advisory model.
What makes Gartner a great place to work?
Our sustained success creates limitless opportunities for you to grow professionally and flourish personally. We have a vast, virtually untapped market potential ahead of us, providing you with an exciting trajectory long into the future. How far you go is driven by your passion and performance.
We hire remarkable people who collaborate and win as a team. Together, our singular, unifying goal is to deliver results for our clients.
Our teams are inclusive and composed of individuals from different geographies, cultures, religions, ethnicities, races, genders, sexual orientations, abilities and generations.
We invest in great leaders who bring out the best in you and the company, enabling us to multiply our impact and results. This is why, year after year, we are recognized worldwide as a great place to work.
What do we offer?
Gartner offers world-class benefits, highly competitive compensation and disproportionate rewards for top performers. In our hybrid work environment, we provide the flexibility and support for you to thrive - working virtually when it's productive to do so and getting together with colleagues in a vibrant community that is purposeful, engaging and inspiring.
Ready to grow your career with Gartner? Join us.
The policy of Gartner is to provide 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, ancestry, disability, veteran status, or any other legally protected status and to seek to advance the principles of equal employment opportunity. Gartner is committed to being an Equal Opportunity Employer and offers opportunities to all job seekers, including job seekers with disabilities. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access the Company's career webpage as a result of your disability. You may request reasonable accommodations by calling Human Resources at +1 (203) 964-0096 or by sending an email to ApplicantAccommodations@gartner.com.
Financial Planning and Analysis Process & Technology Expert (Remote EMEA, Remote Canada) employer: Gartner, Inc.
Contact Detail:
Gartner, Inc. Recruiting Team
ApplicantAccommodations@gartner.com
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning and Analysis Process & Technology Expert (Remote EMEA, Remote Canada)
✨Tip Number 1
Familiarise yourself with the latest trends in financial planning and analysis technologies. Being well-versed in current tools and software will not only boost your confidence but also demonstrate your commitment to staying ahead in the field.
✨Tip Number 2
Network with professionals in the FP&A space, especially those who have experience with Gartner or similar organisations. Engaging in conversations can provide you with insights into the company culture and expectations, which can be invaluable during interviews.
✨Tip Number 3
Prepare to discuss specific case studies or examples from your past experiences where you successfully transformed financial planning processes. This will showcase your expertise and ability to apply your knowledge in real-world scenarios.
✨Tip Number 4
Practice your presentation skills, as this role involves delivering high-quality advice through various formats. Being able to communicate complex information clearly and confidently will set you apart from other candidates.
We think you need these skills to ace Financial Planning and Analysis Process & Technology Expert (Remote EMEA, Remote Canada)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your extensive experience in FP&A processes and technology. Emphasise your achievements in transforming planning, budgeting, and forecasting processes, as well as any relevant software you have implemented.
Craft a Compelling Cover Letter: In your cover letter, express your passion for financial planning and analysis. Discuss how your background aligns with the challenges FP&A leaders face and how you can provide valuable insights to clients.
Showcase Your Communication Skills: Since the role involves client interaction, highlight your experience in presenting complex information clearly and engagingly. Provide examples of past presentations or advisory roles where you successfully built rapport with clients.
Demonstrate Analytical Thinking: Include specific examples in your application that showcase your analytical skills. Describe situations where you processed information quickly and made actionable recommendations that led to improved outcomes in financial planning.
How to prepare for a job interview at Gartner, Inc.
✨Showcase Your Expertise
Make sure to highlight your extensive experience in FP&A processes and technologies. Be prepared to discuss specific examples of how you've leveraged technology to enhance financial planning, budgeting, and forecasting in previous roles.
✨Understand the Challenges
Familiarise yourself with the common challenges that FP&A leaders face. This will allow you to demonstrate your understanding of their needs and how your skills can help them overcome these obstacles during the interview.
✨Prepare for Client Interaction Scenarios
Since the role involves engaging with clients, practice how you would present complex financial concepts clearly and confidently. Consider preparing a mock presentation to showcase your ability to communicate effectively with senior finance leaders.
✨Stay Updated on Industry Trends
Research the latest trends in financial planning technologies and processes. Being knowledgeable about current developments will not only impress your interviewers but also show your commitment to staying ahead in the field.