Manager - Financial Dashboards and Reporting

Gartner India Research & Advisory Services Private Limited; Gurugram District; Hybrid; INR 1,800,000 - 2,400,000; Full time

Job summary

Gartner India Research & Advisory Services Private Limited invites applications for the Manager, Dashboards & Reporting, Financial and Future Planning. You will lead the design, development and governance of 600+ templates and dashboards, drive cross‑functional reporting across Excel, Power BI, and Smartsheet, and partner with senior leaders on budget and venue planning.

The role emphasizes automation with VBA, Power Automate, and Python, delivering scalable analytics for global teams, and

Qualifications

• Bachelor's degree required.
• Strong Excel, VBA development/debugging.
• Proficient in Power BI with DAX.
• Exposure to SQL and Python preferred.

Responsibilities

• Build, manage, and improve 600+ templates and cross‑linked roll‑ups in Excel and Power BI.
• Project manage budget timelines to align with planning milestones.
• Maintain and improve Conference Production Financial Dashboards and Calendar Dashboard in Power BI.
• Data aggregation, data modelling, and Power BI visualization design; mapping to Smartsheet.
• Construct financial projection models including scenario and growth analyses.
• Investigate best practices for predictive modelling using Python or other languages.
• Design and build complex analytic models to support global teams with Excel and VBA.
• Support global team by building planning tools and training users.

Skills

Excel

VBA

Power BI

SQL

Python

Power Automate

DAX

Education

Bachelor's degree

Tools

Smartsheet

SharePoint

Power Automate

Job description

Manager, Dashboards & Reporting, Financial and Future Planning

Responsible for management, analysis and reporting of conference production financial and future planning data, including expense templates, roll ups, growth projections, financial dashboard, calendar dashboard, and attendee heatmap dashboard. The successful candidate will also provide analysis and actionable reports to aid senior leadership decision making as well as future venue sourcing & capacity planning.

Primary Responsibilities:

• Build, manage, and continuously improve 600+ complex and cross‑linked templates, including multiple critical global roll‑ups across excel and Power BI that are used for managing expenses across the entire conferences business
• Project manage budget timelines to ensure templates are replicated in line with key planning milestones tied to larger financial commitments, ensuring we are driving decisions to maximize conference contribution.
• Maintain and improve Conference Production Financial Dashboards, Global Conferences Calendar Dashboard, and Conferences Attendee Heatmap Dashboard in Power BI.
• Data aggregation and cleaning, power queries, data modelling, Power BI visualization design, programming in DAX, and mapping to Smartsheet.
• Construct Financial Projections models to include Scenario Analysis and Growth Curve Analysis.
• Investigate current best practices for predictive data modelling, using Python or other programming language.
• Design and build from start to finish complex analytic models and tools to support global team, utilizing advanced Excel and VBA modelling skills.
• Support global team, building conference planning tools from scratch, including problem solving the most effective solutions and training team as required, enabling production team to efficiently analyze large amounts of data & make crucial event planning decisions.
• Partner with stakeholders and other team members to identify data analytics requirements.
• Identify and implement most effective and efficient solution.
• Proactively identify opportunities to automate processes.
• Use advanced VBA programming, MS Power Automate to automate manual Excel processes to realize significant time savings and reduction in errors.
• Demonstrate the ability to rapidly evaluate, learn and implement modern automation technologies (Power Automate, Python, AI‑enabled workflows in line with Gartner AI governance policies, Power Automate and SharePoint integration) to improve operational efficiency, scalability, and user experience.
• Ability to execute at the highest level in fast‑paced environment with multiple and competing, high‑impact priorities.
• Independently drive results from start to finish.
• Leverage quantitative background in business, finance, and technology.
• Establish and maintain data governance standards across budgeting, conference planning, and operational reporting systems.
• Implement controls, validation checks, and audit mechanisms to ensure accuracy, consistency, and integrity of business‑critical data.
• Create and maintain comprehensive documentation, process maps, solution architectures, and knowledge‑transfer materials to ensure scalability, continuity, and adoption of analytical tools.
• Maintain and enhance SharePoint sites supporting conference operations, including site structure, permissions, data management, document libraries, workflows, and user support.
• Implement improvements that drive collaboration, information accessibility, process efficiency, and governance across the teams.

What we’re looking for:

• Experience: 4+ years of progressive business experience, preferably in strategy, consulting, or business operations role.
• Qualifications: Being extremely process driven with strong project management skills are essential.
• Exceptional problem‑solving capability: You have a proven track record of solving complex problems, thinking creatively, and using data to tell a story and drive change.
• Technical skills: You are highly proficient in Microsoft Excel, VBA development / debugging, Power BI. You can create and interpret complex Excel reports to track past, present, and future conference data and determine how to represent this in Power BI. Exposure to SQL, Python and Power Automate is strongly preferred.
• Detail oriented: You have a critical eye for details and can effectively analyze and summarize data.
• Fast‑paced: You operate with a sense of “urgency” and can excel in an execution‑focused environment.
• Drive / Self‑sufficiency: You have a demonstrated ability to own a problem and aggressively drive from problem statement to solution in a self‑sufficient capacity, even in a matrixed environment.
• Communication skills: You are an excellent and structured verbal and written communicator with effective presentation and platform skills.
• Strong core values: You demonstrate integrity, collaboration, a no‑limits mindset, objectivity, and consistent results using global best practices.
• Education: Bachelor's degree required
• Flexibility: 2 days/week in‑office; other days aligned to UK business hours.

Who are we?

At Gartner, Inc. (NYSE:IT), we guide the leaders who shape the world. Our mission relies on expert analysis and bold ideas to deliver actionable, objective business and technology insights, helping enterprise leaders and their teams succeed with their mission‑critical priorities. Since our founding in 1979, we’ve grown to 20,000 associates globally who support over 13,000 client enterprises in ~90 countries and territories. We do important, interesting and substantive work that matters. That’s why we hire associates with the intellectual curiosity, energy and drive to want to make a difference. The bar is unapologetically high. So is the impact you can have here.

What makes Gartner a great place to work?

Our vast, virtually untapped market potential offers limitless opportunities – opportunities that may not even exist right now – for you to grow professionally and flourish personally. 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.

Gartner is the world authority on AI

At Gartner, you’ll join a company at the very center of the AI revolution. Gartner has proactive, objective guidance throughout clients’ AI journeys. We set the standard for how organizations leverage artificial intelligence to drive meaningful impact. You’ll have access to unmatched resources, expertise, and technology, and play a key role in helping Gartner and our clients innovate and grow as we leverage AI to transform business and technology landscapes. It’s an exciting time to be at Gartner, with limitless opportunities to make a real impact, grow your skills, and build a lasting, meaningful career in a field that’s reshaping the way we operate.

What do we offer?

Gartner offers world‑class benefits, highly competitive compensation and disproportionate rewards for top performers.

Equal Employment Opportunity

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Experience Level Mid Level