Senior Director Analyst, AI & Finance Technology Expert

Role Description

Gartner Analysts are industry thought leaders who create must-have insights, market predictions, and best practices for a broad range of world-leading organizations. They serve as leaders 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, they play a significant role in producing pragmatic and provocative insights which Gartner clients consume and apply to propel their business toward key objectives.

A Gartner Analyst 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 insights.

We’re looking for a forward-thinking Finance AI Expert to join the Gartner Finance Practice. As a Finance AI Expert, you will:

• Regularly produce published insights and meet with Finance leaders including CFOs, FP&A leaders, Controllers, Finance Transformation leaders, and their teams to advise on their Artificial Intelligence-related questions and challenges.
• Have career experience with the development and deployment of AI projects within the finance function.
• Possess experience with a wide range of AI techniques beyond GenAI.
• Have deep familiarity with specific finance processes including forecasting, planning, budgeting, record to report, and transactional finance.
• Collaborate with leaders in other corporate functions such as IT, Data, Legal, HR, etc.

The successful candidate will be comfortable discussing and researching topics including:

• Finance’s AI vision, strategy, maturity, and roadmap.
• Finance AI use case selection and implementation from pilot to production and scale.
• Finance AI technology landscape and developments, including vendors and emerging capabilities.
• Finance AI oversight and governance strategies.
• AI agent design and architecture.

What you will do:

• 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:
  • How AI technologies and approaches will impact the finance function;
  • Setting up AI pilots and scaling initiatives;
  • Ensuring proper governance of finance AI tools;
  • Navigating the Finance AI vendor landscape;
  • Finance AI use cases that draw on a range of traditional, generative, and agentic AI techniques;
  • Connecting AI to finance process automation and wholesale finance transformation.
• 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.
• Develop in-depth analysis to identify the root cause of a client’s challenges or overall needs.
• Demonstrate thought leadership in establishing insights positions across a team of analysts.
• 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 by providing sales support serving as voice of the market.
• 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.
• 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.

Qualifications

• Bachelor's degree or equivalent experience.
• 10-12+ years of relevant field or industry experience working on relevant finance function and technology topics, with 2+ years of AI for finance.
• 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).
• 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.
• Proficient in analyzing and synthesizing data; can effectively apply patterns and frameworks.
• 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.
• Ability to work independently, while also being intrinsically motivated to collaborate across teams.
• 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 10% (where applicable).

Benefits

• World-class benefits.
• Highly competitive compensation.
• Disproportionate rewards for top performers.
• Flexibility in a hybrid work environment.
• Generous PTO.
• 401k match up to $7,200 per year.
• Opportunity to purchase company stock at a discount.