Finance ERP and AI Technology Expert (Remote EMEA or Canada)

About the Gartner Finance Practice:The Gartner Finance Practice is synonymous with frame-breaking research for CFO on initiatives including, but not limited to growth investment & cost structure, finance technology optimization, finance function strategy & org design, and planning, budget & forecasting. The team works with 1,500+ 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 analyst & advisory model. About the role:Gartner Analysts are industry thought leaders who create must-have insights, market predictions and best practices for a broad range of world-leading organizations. A Senior Director serves as a leader within Gartner’s Business and Technology Insights (BTI) group, establishing oneself as a credible voice within their designated market at local, regional and global levels. Utilizing exceptional research and analytical skills, a Senior Director plays a significant role in producing pragmatic and provocative insights which Gartner clients consume and apply to propel their business toward key objectives. They are a trusted source of advice for clients, reinforcing Gartner’s value every day by engaging them via in-person meetings, virtual meetings, sales support visits and Gartner conferences to discuss complex client challenges and offer appropriate recommendations. Gartner is looking for an Analyst to provide business and technology insights to CFO clients in the US, EMEA and beyond. The successful candidate will have demonstrated experience helping CFOs build and execute a finance technology strategy and roadmap geared toward accelerating ERP to the cloud. They will have a deep understanding of the challenges CFOs face across the strategy, readiness, deployment and post go-live phases of cloud ERP transformation, the embedded AI capabilities of vendors and rich set of innovative ideas for the benefits that ERP applications can bring to finance functions. A Senior Director possesses a keen eye for identifying gaps, problems and solutions within the market they serve. They use their knowledge to help clients make better decisions, solve complex issues and execute new practices that propel clients’ businesses toward key objectives and publish these pragmatic and/or provocative insights. Additionally, they reinforce Gartner’s value every day by engaging clients via in-person and virtual meetings, sales support visits, Gartner conferences and industry events. Analysts create must-have insights for our clients through published content and lead client interactions. You will meet with clients every day via video conference, or from the stage at a Gartner event. In every client interaction and every insight you produce, you will help clients solve difficult challenges that lead to better performance. What you will do:

• Serve as a subject matter expert in the finance technology domain, advising CFO clients and publishing research on topics such as ERP transformation, AI in ERP, building a finance technology strategy, executing a finance technology roadmap and capitalizing on innovations in finance technology.
• Work with a collaborative team of highly experienced analysts to build authoritative content and advice that directly addresses the priorities and challenges of CFOs. The focus is helping CFO clients understand the impact of technology on the finance function and selecting the best fit cloud ERP vendors for their organization based on their specific use cases and needs.
• Remain ahead of the curve across cloud ERP business case building, vendor evaluation and selection, embedded AI vendor capabilities, program governance, implementation, go-live readiness and post go-live management.
• Create innovative, thought provoking, and highly leveraged “must-have” insights.
• Develop new insights and ideas through thought leadership and offer compelling, actionable approaches to client's needs and requests that accelerate the client's ability to act
• Develop in-depth analysis to identify the root cause of a client’s barriers or overall needs and reframe thinking to drive strategy forward
• Demonstrate thought leadership in establishing insights positions across a team of analysts
• Bring provocative, independent insights to Gartner leaders that can evolve the course of a research agenda
• Research, analyze and predict market trends and shifts to provide clients and vendors with actionable insights
• Provide clients and prospects with actionable advice aligned to their designated content area via virtual or face-to-face interactions
• Create and deliver high value presentation materials on and off stage for Gartner events, industry and professional association conferences, and client briefings
• Support BTI and Sales: Provide sales support serving as voice of the market to help Insights teams create content and to drive engagement with clients to make progress against their critical priorities to grow their business
• Provide high quality and timely content peer review
• Build credibility as an industry expert to represent Gartner insights, methodology and strategy
• Actively participate in innovation, ideation, and research discussions and collaborate effectively with peers in the Insights community
• Identify research process improvements or develop new processes that help the team and BTI provide excellent service delivery
• Be a mentor and a coach by supporting more junior team members
• Be client-centric while actively seeking to help clients engage regularly and often with Gartner insights and interactions

What you will need:

• Bachelor's degree in Finance or Accounting, CPA or equivalent certification preferred. Master’s degree preferred.
• 12+ years of relevant field or industry experience working in finance department roles (ideal candidate profile) or consulting roles supporting and leading large cloud ERP projects designed to transform finance and accounting processes.
• Subject Expertise:
  • Strong working knowledge of the latest trends, innovations and vendor capabilities in the finance technology and cloud ERP software market, including the AI capabilities of vendors.
  • Experience working closely with CFOs and senior finance leaders to build buy-in for finance technology projects, including cloud ERP upgrades, mapping finance needs to business outcomes and delivering roadmaps on time and on budget.
  • Strong knowledge of transactional finance and accounting processes including, but not limited to, general ledger, accounts payable, accounts receivable and fixed assets. Security Information and Event Management (SIEM): Evaluating and selecting tools, Use case design, RFP Assistance and Review
• Demonstrate executive presence; can immediately establish credibility with executives and additional stakeholders
• Strong organizational skills; ability to work under tight deadlines and produce high quality deliverables
• Demonstrate excellence in research and writing ability
• Strong written and verbal proficiency, analytical and presentation skills; ability to engage clients and respond effectively to questions
• Proficient in analyzing and synthesizing data; can effectively apply patterns and frameworks while drawing and defending conclusions to client challenges
• Strong communicator who is able to explain complex concepts concisely and simply
• Subject matter expert comfortable presenting at large and small-scale speaking engagements; prior experience with speaking engagements is a plus
• Strong business and financial acumen
• Deep knowledge of the global and competitive landscape within subject area as well as the interplay in that market
• Ability to work independently, while also being intrinsically motivated to collaborate across teams and support the workflow of others, in a multicultural global team
• Learning agile and adept with navigating highly matrixed environments
• Ability to represent Gartner's research methodology and strategies effectively at all levels
• Willingness and ability to travel up to 25% (where applicable)

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Job Requisition ID:96984

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