Sr Financial Analyst, Capital Planning & Analysis, Technology

Gartner•Fort Myers, FL

1d•$86,000 - $118,000•Hybrid

About The Position

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. The role directly impacts Free Cash Flow by optimizing capital expenditures and ensures strategic investments are made in the right places with appropriate returns on tech modernization investments and a best-in-class office space experience for associates. Key relationships include Internal: Accounting (VPs, Directors, Managers); FP&A (VPs, Directors, Managers); IT; Real Estate (VPs, Directors). Key External Contacts include IT consultants, General Contractors, and 3rd party Project and Cost Managers.

Requirements

BS in Finance, Accounting, Business or Economics
3+ years working experience in Real Estate/Finance/Accounting/Business
Strong working knowledge of financial planning, negotiating with vendors, and Accounting
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 very collaborative internal team culture, with key stakeholders and wide range of external consultants and vendors.
Able to provide direction to and coordinate with global project team members, anticipate and manage risks, and set appropriate expectations.

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