Sr Financial Analyst, Capital Planning & Analysis, Technology

Role Purpose:

This role is responsible for managing global coordination  and optimization of capital planning, budget development, cash flow forecasting, and controls for Capital Projects at Gartner.

Major Responsibilities/Accountabilities:

• Track project-level spend across the global capital portfolio, ensuring alignment between financial systems and project reporting tools

• Perform variance analysis on actual vs. forecasted capital spend and proactively identify trends, cost overruns, and savings opportunities

• Produce monthly capital reporting packages, including variance analysis vs. plan/forecast, with clear commentary on drivers and risks

• Consolidate inputs from multiple stakeholders to support the development of the annual capital budget and long-range plan

• Analyze historical project data to improve forecasting accuracy and inform future capital investment assumptions

• Create dashboards and reports (e.g., in Power BI) to provide visibility into capital spend, project status, and key performance indicators

• Assist in developing and maintaining multi-year capital plans in partnership with IT, Real Estate, FP&A, and regional stakeholders

Impact of Role & Expected Results:

• Directly impacts Free Cash Flow by optimizing capital expenditures

• Ensures we are making strategic investments in the right places with appropriate returns on our tech modernization investments and a best-in-class office space experience for our associates

Relationships: Internal/External: Accounting (VPs, Directors, Managers); FP&A (VPs, Directors, Managers); IT; Real Estate (VPs, Directors)

Key Contacts (External): IT consultants, General Contractors, 3rd party Project and Cost Managers

Education/Certifications:

• BS in Finance, Accounting, Business or Economics

Professional Experience: 

• 3+ years working experience in Real Estate/Finance/Accounting/Business

• Strong working knowledge of financial planning, negotiating with vendors, and Accounting

Technical/Professional Skills & Competencies:

• Experience working with large datasets and multiple data sources; ability to synthesize insights

• Proficiency in Excel (advanced), and familiarity with financial systems (e.g., Oracle, FCCS) and visualization tools (e.g., Power BI)

• Strong attention to detail with solid organizational and analytical skills

• Able to manage multiple priorities and meet deadlines in a fast-paced environment

• Effective communication and influencing skills working with both external and internal customers

• Able to establish trusted partnering relationships and manage expectations within a very collaborative internal team culture, with key stakeholders and wide range of external consultants and vendors.

• Able to provide direction to and coordinate with global project team members, anticipate and manage risks, and set appropriate expectations.

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 wo