Financial Planning and Analysis Process & Technology Expert (Remote North America)

Gartner; Pennsylvania; Remote; USD 152,000 - 190,000; Full time

Job summary

A global research and advisory firm is seeking an experienced Analyst to provide insights and advisory services to clients in finance. The ideal candidate will have over 12 years of experience in FP&A, specializing in planning, budgeting, and forecasting processes. You will engage with clients daily and create significant research that drives strategic decision-making. A Bachelor's degree in finance or accounting is required, with a preference for advanced degrees and certifications.

Qualifications

• 12+ years of experience leading FP&A teams in large organizations.
• Strong knowledge of FP&A automation vendors and technologies.
• Experience improving forecast accuracy and implementing rolling forecasts.

Responsibilities

• Serve as a subject matter expert for FP&A processes and technologies.
• Collaborate with analysts to develop authoritative research.
• Deliver advice through presentations and discussions with clients.

Skills

Financial Planning & Analysis (FP&A)

Research writing

Client engagement

Analytical thinking

Education

Bachelor’s degree in finance or accounting

CFA/CPA or equivalent certification

Master’s degree

Tools

Financial planning software

Data analysis/modelling tools

Job description

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.

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 process 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.

Gartner believes in fair and equitable pay. A reasonable estimate of the base salary range for this role is 152,000 USD - 190,000 USD.

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.