Finance AI Expert, Agentic AI, Gen AI for Corporate Finance

Role Overview

• 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
• Health insurance
• Flexible work arrangements