Create unique, defensible and highly consumable business and technology insights that directly address the AI priorities and opportunities of finance leaders
Serve as a leading authority on finance AI topics, such as:
Finance AI use cases that draw on a range of traditional, generative and agentic AI techniques;
setting up AI pilots and scaling initiatives;
ensuring proper governance of finance AI tools;
navigating the Finance AI vendor landscape;
connecting AI to finance process automation and wholesale finance transformation;
how AI technologies and approaches are impacting the finance function
Stay abreast of external trends in artificial intelligence relevant to finance audiences
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
Requirements
Bachelor's degree or equivalent experience; Graduate degree preferred
10+ years of relevant field or industry experience working on relevant finance function and technology topics, with 3+ years of AI for finance, with increasing scope and responsibility
Career exposure to major finance processes and workflows, data sources, and technologies
Experience with both the deployment of AI functionality in embedded tools and the development of homegrown or company-specific AI solutions
Exposure to data science, quantitative analytics, statistics, probabilistic decision-making and coding languages (preferably Python) via on-the-job experience or formalized education (backgrounds in math, statistics and physics a plus)
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
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)
Tech Stack
Python
Benefits
Generous PTO
401k match up to $7,200 per year
Opportunity to purchase company stock at a discount