Financial Planning Analyst

Financial Planning Analyst

Gartner is looking for a well-rounded Financial Analyst who can provide critical business partner support to our services business units. The candidate will be responsible for supporting Executive Services and Global Services & Delivery Business members with data insights, budgets, and forecasts and other ad-hoc analyses.

 

What You’ll Do

• Financial Reporting & Variance Analysis: Ensure accurate and timely reporting of monthly and quarterly financial performance, key business metrics, and variance analysis to support executive decision-making.
• Process Improvement & Operations: Identify opportunities to automate data extraction, streamline internal financial workflows, and implement robust data operation processes to increase team efficiency.
• Data & Statistical Modeling: Collate and interpret complex financial and operational data, leveraging statistical modeling techniques to solve business challenges and identify underlying trends.
• Problem Solving & Root Cause Diagnostics: Independently detect discrepancies or logic gaps in methods and analytical frameworks, proposing and implementing scalable solutions.
• Reporting Infrastructure & Automation: Design, build, and maintain interactive Power BI dashboards and financial reports to streamline monthly reporting cycles and reduce manual workloads.
• Business Partnership & Communication: Partner cross-functionally with leaders across Finance, Service Delivery, HR, and Recruiting to support workforce planning, expense management, and strategic initiatives. Translate complex data into clear, actionable business insights using effective visual storytelling (charts, tables, presentations).

 

What you will need:

• Education & Experience: Bachelor’s degree in finance, Economics, Statistics, or a related field with 4–5 years of relevant industry experience (or a master’s degree with 3+ years of experience).
• Financial Modeling & Standards: Advanced financial modeling skills in Microsoft Excel, coupled with a solid understanding of financial principles.
• Data Synthesis: Proven ability to extrapolate large volumes of data, distilling complex metrics into executive-level insights.
• Global Collaboration: Strong verbal and written communication skills with experience working effectively across matrixed, cross-functional, and global virtual teams.
• Business Intelligence & Technical Tools: Hands-on experience developing dashboards in self-service analytics tools (Power BI preferred). Working knowledge of SQL is a strong plus.
• undefined

Who you are: ·      

• Motivated, high-potential performer, with demonstrated ability to influence and lead.·      
• Strong communicator with excellent interpersonal skills.·      
• Able to solve complex problems and successfully manage ambiguity and unexpected change.·      
• Teachable and embracing of best practices and feedback as a means of continuous improvement.·      
• Consistently high achiever marked by perseverance, humility, and a positive outlook in the face of ambiguity.  

What makes Gartner a GREAT fit for you?

When you join Gartner, you’ll be part of a fast-growing team that helps the world become smarter and more connected. We’re the leader in our industry, achieving double-digit growth by helping clients make the right decisions with business and technology insights they can’t find anywhere else. Our associates enjoy a collaborative work environment, exceptional training and career development — as well as unlimited growth potential. If you like working with a generous, supportive, high-performing team, Gartner is where you want to be.

What we offer:

In addition to an outstanding work environment with rapid advancement potential, Gartner associates enjoy exceptional compensation and benefits, including:·      

• Great work culture: An upbeat, positive culture. Integrity, objectivity, collaboration, results, and a no-limits mindset are central to our values.·     
• We work with you to help you meet your goals and advance within the company.·    
• Exposure to industry-leading training and development·      
• Performance-based recognition and rewards
• Flexible work environment 

#LI-PC1

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. If you’re passionate about AI and want to be part of a team that’s guiding the leaders who shape the world, Gartner is the place for you.

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.

Job Requisition ID:111984

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Experience Level

Mid Level