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

• 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

Directly impacts Free Cash Flow by optimizing capital expenditures. Ensures strategic investments in the right places with appropriate returns on tech modernization investments and a best-in-class office space experience for associates.

Key Relationships

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

External: IT consultants, General Contractors, 3rd party Project and Cost Managers

Qualifications

• BS in Finance, Accounting, Business, or Economics
• 3+ years of working experience in Real Estate/Finance/Accounting/Business
• Strong working knowledge of financial planning, vendor negotiation, and Accounting

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 collaborative internal team culture
• Provides direction to and coordinates with global project team members, anticipates and manages risks, and sets appropriate expectations

Pay & Benefits

• Base salary range: $86,000 – $118,000 USD (actual may vary based on education, training, experience, achievement, business need, and location)
• Annual bonus plan based on company and individual performance, or role-based uncapped sales incentive plan
• Generous PTO
• 401k match up to $7,200 per year
• Opportunity to purchase company stock at a discount