Executive Partner, CFO Practice

When you join Gartner for Finance Leaders, you’ll set your career on track for outstanding achievement with a company that knows no limits. We’re the leader in our industry, achieving double-digit growth by helping clients make the right decisions with business and technology insights they can’t find anywhere else. Our Associates enjoy a collaborative work environment, exceptional career development as well as unlimited growth potential. If you like working with a generous, supportive, high-performing team, Gartner is where you want to be.

About the role

We are specifically looking for a current or prior Federal Government CFO to join the team and provide their expertise and guidance to a portfolio of members operating in the same space. The Executive Finance Partner’s (EFP) role is to engage each member-client, and to help them identify key initiatives to achieve specific enterprise goals. Partnering with the member can include activities such as: defining, developing, coaching and/or critiquing strategies; helping develop and/or transform their organizations; assisting/advising with the development and execution of vision & strategy; aggregating and delivering Gartner research insights on key initiatives, priorities, and implementations; and in general, becoming a trusted advisor for the client CFO. With the support of their Executive Partner, our clients are able to achieve their goals quicker and more cost effectively and with a higher assurance of success.

Responsibilities

• Relationship Management
  • Manage a portfolio of senior executive member relationships and participate in account planning with Senior Client Managers and Senior Account Executives.
  • Participate in all phases of the member lifecycle: pre-sale, on-boarding, relationship management, delivery, review and renewal.
  • Conduct monthly consultations with the CFO client, bringing the power of Gartner’s service, research and advisory to each client.
  • Conduct workshops for the client member, lead CFO activities at the annual Gartner Finance Executive Conference, and lead CFO breakout sessions during annual Finance Forums.
• Program Delivery
  • Define and deliver innovative solutions by assessing member needs and developing a customized value plan in accordance with overall Gartner Sales strategy and Gartner Finance product deliverables.
  • Work with members across the Federal Government to further their levels of Finance maturity through delivery of research, peer networking, and coaching.
  • Critique client strategies, guide clients in building their organizations, and assist in developing Finance strategies, establishing priorities, and planning for implementation around key Finance initiatives.
  • Establish and maintain working relationships with various internal groups to create a comprehensive, well-designed sustainable set of key deliverables for clients (including targeted research, personal coaching sessions, scripted analyst sessions, involvement with appropriate events, etc.).
  • Direct and facilitate member peer group calls and/or meetings.
• Service, Sales and Marketing Support
  • Responsible for member retention and for contributing toward growth in the region through direct support of Gartner Finance in prospect cultivation, account plan development and value demonstration activities.
• Virtual and in-person interactions
  • Host and/or participate in periodic virtual or in-person member activities, including workshops, research analyst engagements (where appropriate), round-tables and webinars (in collaboration with Gartner Research).
• Research Support
  • Support research activities, such as facilitating member participation in research studies or case panels.
  • Align with and leverage Gartner research positions and initiatives as well as provide feedback from the member base to the research organization.
  • Work with research analysts to develop and deliver CFO relevant research.
• Content Development and Management
  • Participate in presentations, panels and workshops.
  • Participate in relevant research communities to keep topic area knowledge current and share member experiences with analysts.
  • Facilitate member interaction and collaboration through the Sales community portal and assisted member connections.
  • Lead and participate in local events and roundtables.

Requirements

• Subject Matter Expertise
  • Must be a Federal Government CFO (current or former) with demonstrated topic knowledge in developing and delivering overall Financial strategy, execution and performance improvement.
  • Broad base of expertise with experience operating at an executive leadership level and driving change at all levels.
  • Solid understanding of accounting and finance.
  • Prior consulting experience is a plus.
  • Responsible for retaining clients in accordance with established Gartner Retention Metrics and working closely with Sales to vet and close “new” CFO business.
• Key areas of coverage:
  • CFO Personal Impact and Effectiveness
  • Finance Org Structure and Finance Talent
  • ERP and Finance Technology / Digitization
  • Financial Data & Analytics
  • Cost and Capital Management
  • Solid understanding of Audit and the impact to the CFO’s company
• Other Requirements
  • University graduate in Finance or Accounting; MBA is a plus.
  • Must have held the title of CFO at a Federal agency.
  • In-depth understanding of the Finance Function and the role of the CFO.
  • In-depth understanding of the business value of Finance and Accounting and the alignment of Business and Finance strategies.
  • Critical thinking and problem-solving skills to assess member situations and provide actionable, outcome-based business advice & guidance.
  • Ability to lead and manage ambiguous situations.
  • Excellent interpersonal skills; experience working with C-level executives, strong reflective listening skills, and the ability to adjust to client cues and needs.
  • Superior verbal and written communication skills and strong facilitation and presentation skills.
  • Sales savvy, collaboration, and ability to influence.
  • Sales and/or business development experience or ability with CXO level executives.
  • Strong time/project management skills; must be detail oriented.
  • Initial travel restricted to US and Canada; virtual first with potential for up to 25% travel.

Benefits

• Competitive base salary
• Annual bonus potential
• Excellent benefits package
• 401k match up to $7,200 per year
• Opportunity to purchase company stock at a discount
• Generous PTO

Pay

A reasonable estimate of the base salary range for this role is $188,000 USD - $225,000 USD. Please note that actual salaries may vary within the range, or be above or below the range, based on factors including, but not limited to, education, training, experience, professional achievement, business need, and location. In addition to base salary, employees will participate in either an annual bonus plan based on company and individual performance, or a role-based, uncapped sales incentive plan.

Schedule

This is a remote position that can be located anywhere in the United States. Initial travel restricted to US and Canada; virtual first with potential for up to 25% travel.