Executive Partner, CFO Practice

What makes Gartner for Finance Leaders a GREAT fit for you?

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. Gartner Executive Finance Partners serve as trusted advisors to our members (clients) who are CFOs from Global 1000 organizations and government agencies.

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 this 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.

What you’ll do:

Relationship Management

The Executive Partner manages a portfolio of senior executive member relationships and participates in account planning with Senior Client Managers and Senior Account Executives. These three roles collectively and individually have responsibility for each assigned account.

The Executive Partner participates in all phases of the member lifecycle: pre-sale, on-boarding, relationship management, delivery, review and renewal.

The Executive Partner conducts monthly consultations with the CFO client, brings the power of Gartner’s service, research and advisory to each client, conducts workshops for the client member, leads CFO activities at the annual Gartner Finance Executive Conference and leads 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

The Executive Partner is 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

The Executive Partner is responsible for hosting and /or participating 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

The Executive Partner supports research activities, such as facilitating member participation in research studies or case panels. The Executive Partner will be aligned with and leverage Gartner research positions and initiatives as well as provide feedback from the member base to the research organization. The Executive Partner works 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

What you’ll need:

Subject Matter Expertise

The Executive MUST be a Federal Government CFO (current or former) with demonstrated topic knowledge in developing and delivering overall Financial strategy, execution and performance improvement. You will have a broad base of expertise and will have operated at a executive leadership level and driven change at all levels. Must have a solid understanding of accounting and finance. Prior consulting experience is a plus.

The Executive Partner is responsible to retain clients in accordance with established Gartner Retention Metrics. In addition, to work 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

A university graduate in Finance or Accounting; MBA is a plus

MUST have held the title of CFO at a Federal agency

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Prior consulting experience is a plus

An 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

Candidates must have excellent interpersonal skills; with a healthy dose of humility and experience working with C level executives. This individual should have 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

What we offer:

In addition to an outstanding work environment with excellent growth potential, Gartner for Finance Leaders provides exceptional compensation and benefits, including:

Competitive base salary

Annual bonus potential

Excellent benefits package

About Gartner:

Gartner, Inc. (NYSE: IT) is the world’s leading research and advisory company. We help business leaders across all major functions in every industry and enterprise size with the objective insights they need to make the right decisions.

Our comprehensive suite of services delivers strategic advice and proven best practices to help clients succeed in their mission-critical priorities. Gartner is headquartered in Stamford, Connecticut, USA, and has more than 13,000 associates serving clients in 11,000 enterprises in 100 countries.

For more information, visit gartner.com.

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THIS IS A REMOTE POSITION THAT CAN BE LOCATED ANYWHERE IN THE UNITED STATES.

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