CFO Advisory Leader & Strategy Partner

With the support of their Executive Partner, our Gartner for CFO clients more adeptly assess the changes needed within their organization, achieve their goals more quickly and with a higher assurance of success. As an Executive Partner, you will have the opportunity to learn about and deliver solutions for the most complex talent and workforce challenges facing companies across all industries.

What you’ll do

• The Executive Partner manages approximately 25 senior executive member relationships and participates in account planning with Senior Client Managers and Senior Account Executives.
• The Executive Partner participates in all phases of the member lifecycle: pre‑sale, on‑boarding, relationship management, delivery, review and renewal.
• The Executive Partner conducts monthly consultations with the CFO client, brings the power of Gartner’s service, research and advisory to each client, conducts workshops for the client member, leads CFO activities at the annual Gartner Finance Executive Conference and leads CFO breakout sessions during annual Finance Forums.

Success is defined by:

• Delivering exceptional client service and regularly engaging the member in a substantive manner.
• Bringing the power of Gartner’s service, research and advisory to the CFO member.
• Partnering with Sales, Research and Service to delight the client.
• Accurately identifying the member’s Key Priorities.
• Developing an engagement plan.
• Participating (with Sales and Client Managers) in quarterly account reviews.
• Leading events for members.

Service, Sales and Marketing Support

The Executive Partner is responsible for member retention and for contributing toward growth in the region through direct support of Gartner Finance in prospect cultivation, account plan development and value demonstration activities.

Research Support

The Executive Partner supports research activities, such as facilitating member participation in research studies or case panels. The Executive Partner will be aligned with and leverage Gartner research positions and initiatives as well as provide feedback from the member base to the research organization. The Executive Partner works with research analysts to develop and deliver CFO‑relevant research.

Program Delivery

• Define and deliver innovative solutions by assessing member needs and developing a customized value plan in accordance with overall Gartner Sales strategy and Gartner Finance product deliverables.
• Work with members across a broad range of industries both Government and Commercial to further their levels of Finance maturity through delivery of research, peer networking, and coaching.
• Critique client strategies, guide clients in building their organizations, and assist in developing Finance strategies, establishing priorities, and planning for implementation around key Finance initiatives.
• Establish and maintain working relationships with various internal groups to create a comprehensive, well‑designed sustainable set of key deliverables for clients (including targeted research, personal coaching sessions, scripted analyst sessions, involvement with appropriate events, etc.).
• Direct and facilitate member peer group calls and/or meetings.

Content Development and Management

A mix of on‑site and virtual participation in presentations, panels and workshops. Participate in relevant research communities to keep topic area knowledge current and share member experiences with analysts. Virtual facilitation of member interactions and collaboration through the Sales community portal and assisted member connections.

What you’ll need

Subject Matter Expertise

The Executive must be a Corporate CFO (current or former) at a mid‑size or larger company with demonstrated topic knowledge in developing and delivering overall Financial strategy, execution and performance improvement. The Executive Partner will be an accomplished current or former CFO with a broad base of expertise that has operated at a senior leadership level and driven change at all levels. Must have a solid understanding of accounting and finance. Industry diversity and Fortune 500 experience is highly valued and prior consulting experience is a plus.

The Executive Partner is responsible to retain clients in accordance with established Gartner Retention Metrics. In addition, to work closely with Sales to vet and close new CFO business.

Key areas of coverage

• Board Leadership
• CFO Personal Impact and Effectiveness
• Finance Org Structure and Finance Talent
• ERP and Finance Technology / Digitization
• Financial Data & Analytics
• Cost and Capital Management; Capital Raise, IPO
• Solid understanding of Audit and the impact to the CFO’s company
• Solid understanding of SEC reporting as applied to CFOs

Other Requirements

• A university graduate in Finance or Accounting preferred; MBA is a plus.
• MUST have held the title of Corporate CFO (or held the most senior Finance leadership position) at a mid‑size or larger organization.
• Must have experience across a diverse set of industries.
• Experience in the Fortune 500 is highly valued.
• Prior consulting experience is a plus.
• An in‑depth understanding of the Finance Function and the role of the CFO (including leadership, operations management, strategy and trends, use of metrics, etc.).
• In‑depth understanding of the business value of Finance and Accounting and the alignment of Business and Finance strategies.
• Critical thinking and problem‑solving skills to assess member situations and provide actionable, outcome‑based business advice & guidance.
• Ability to lead and manage ambiguous situations.
• Excellent interpersonal skills with a healthy dose of humility and experience working with C‑level executives.
• Strong reflective listening skills and the ability to adjust to client cues and needs.
• Superior verbal and written communication skills and strong facilitation and presentation skills.
• Sales savvy.
• Collaboration and ability to influence.
• Sales and / or business development experience or ability with CXO level executives.
• Strong time / project management skills; must be detail oriented.

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.

Equal Employment Opportunity Statement

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.

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