Corporate Finance and AI Strategy Expert; Remote

Overview

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.

They are a trusted source of advice for clients, reinforcing Gartner’s value every day by engaging them via in-person meetings, virtual meetings, sales support visits and Gartner conferences to discuss complex client challenges and offer appropriate recommendations.

• 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

• Bachelor's degree or equivalent experience;
  Graduate degree preferred
• 12+ 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…