Sr Director Analyst, Capital Budgeting And Investment Management, Gartner Research & Advisory Services, Flexible North America Location

Gartner Manhattan Beach , CA 90267

Posted 2 months ago

What makes Gartner Research & Advisory a GREAT fit for you? When you join the world's leading Research & Advisory company, you'll be part of a team that values curiosity, expert insights, bold ideas and intellectual courage, while driving partnerships with global organizations to make the right decisions on their key initiatives. Through constant learning, discovery and collaboration, you'll not only help clients accomplish their mission-critical priorities, but also grow your career and the scope of your impact across industries. Our culture demands dedication- and rewards it with opportunity. If you're always looking for what's next in business and technology, Gartner is looking for you.

Interested in learning more, view and register for any of our upcoming recruiting events here!

What makes Gartner Research a GREAT fit for you?

  • You are a team player who values expert insights, bold ideas and intellectual courage.

  • You are always learning and looking to discover what's next in technology.

  • You pursue personal excellence through team collaboration and consensus.

If this describes you, Gartner is looking for you! Gartner is an upbeat culture based on collaboration, teamwork, integrity and objectivity that values creativity and innovation. As a Gartner analyst, you'll not only help clients solve complex challenges and deliver on key initiatives, you'll grow your career and the scope of your impact across industries. We work hard - and we reward success with exceptional opportunity.

We're looking for a Director of Finance well versed in digital Finance automation to help CFOs and senior finance leaders effectively leverage ML and AI to augment financial decision making across the business and create a finance-specific technology roadmap.

About This Role:

Senior Director, Capital Budgeting / Investment Management

We're looking for a Sr. Director of Finance well versed in investment management, cost optimization, and financial modeling to help CFOs and senior finance leaders effectively evaluate and allocate resources across the company.

The Gartner Finance Practice, with the recent acquisition of CEB, is synonymous with frame-breaking research in the finance domain on initiatives including, but not limited to growth investment & cost structure, finance process excellence, finance technology optimization, and budgeting, planning & forecasting, and financial data & analytics. The team works with more than 1000+ 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 advisory model.

If you've spent a good part of your career in Finance focused on capital budgeting and cost optimization and want to share your expertise with senior executives grappling with tough decisions and challenges and advise clients across industries outside the traditional consulting engagement model, then this is the role for you.

Key Responsibilities:

  • Serve as an authority on FP&A

  • Research and represent thought leadership and advise senior Finance leaders on best practices in the FP&A process transformation, covering aspects including:

  • Capital budgeting and general investment management, including experience working with multiple stakeholders to develop a strategic investment plan, and business case development.

  • Financial modeling using discounted cash flow techniques, and ROI calculation.

  • Cost optimization, including cost program management, profitability analysis or products and customer, cost allocation.

  • Managing IT business cases and IT ROI

  • Managing marketing business cases and marketing ROI

  • Provide direction to senior finance leaders.

  • Develop and extend advice and frameworks through written research.

  • Create materials for and deliver both face-to-face and video-based presentations and discussions with clients.

  • Help rapidly expand the expertise domain for a high-growth practice area.

  • Ensure integrity of our research and maintain Gartner independence.

Job Requirements

  • Bachelor's degree in related field

  • 12+ years of experience in FP&A / finance roles

  • The ideal candidate will have served in a variety of FP&A and/or related roles.

  • Stellar writing and presentation skills

  • Demonstrated ability to work in a self-motivated manner but within a collaborative team environment.

  • Strong communicator who is able to explain complex concepts both concisely and simply to senior executives.

  • Strong willingness to challenge conventional norms and views, persistence and intellectual curiosity to evaluate leading approaches.

  • Credibility to represent Gartner research methodology and strategies effectively at a senior level.

Preferred Requirements:

  • Masters or PhD

  • Broad-based industry experience as this role serves multiple industries

About Gartner:

Gartner, Inc. (NYSE: IT) is the world's leading information technology research and advisory company. We deliver the technology-related insight necessary for our clients to make the right decisions, every day. We work with every client to research, analyze and interpret the business of IT within the context of their individual role. Founded in 1979, Gartner is headquartered in Stamford, Connecticut, U.S.A.- Visit gartner.com to learn more.

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Job Requisition ID:49168

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Sr Director Analyst, Capital Budgeting And Investment Management, Gartner Research & Advisory Services, Flexible North America Location

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