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Executive Partner for Chief Financial Officers Relevant Educational Qualifications Job

5 months ago Other categories New York City   77 views
Job Details

About this role:

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 EFP, 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 EFP manages around 20 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 EFP participates in all phases of the member lifecycle: pre-sale, on-boarding, relationship management, delivery, review and renewal.

The EFP performs onsite workshops for the client member, leads CFO activities at the annual Gartner Finance Executive Conference, and leads CFO breakout sessions during annual Finance Forums.

Success is defined by:

  • Executing a smooth hand-off from the sales team
  • Regularly engaging the member in a substantive manner
  • Creating a complete member profile
  • Partnering with Sales, Research and Service to delight the client
  • Accurately identifying the member's Mission Critical Priorities
  • Developing an engagement (value) plan
  • Participating (with Sales and Client Managers) in quarterly account reviews
  • Preparing value-added on-site engagements and member meetings

Sales and Marketing Support

The EFP 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

Onsite Interactions

The EFP is responsible for hosting and /or participating in periodic onsite member activities, including workshops, research analyst visits (where appropriate), round-tables and webinars (in collaboration with Gartner Research)

Research Support

The EFP supports research activities, such as facilitating member participation in research studies or case panels. The EFP 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 EFP works with research analysts to develop and deliver CFO relevant research.

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 in Business Services, Pharmaceuticals, Industrial Manufacturing, Insurance, Telecomm, and Financial Services 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

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 EFP must be a CFO (current or former) at a large or mid-size company with demonstrated topic knowledge in developing and delivering overall Financial strategy, execution and performance improvement. The EFP will be an accomplished current or former CFO with a broad base of expertise that has operated at a senior leadership level and driven change at all levels. INDUSTRY DIVERSITY is highly valued and prior consulting experience is a plus.

The EFP 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:

  • Cost and Capital Management
  • CFO Personal Effectiveness
  • Finance Org Structure
  • Finance Talent
  • Financial Data & Analytics
  • Finance Technology / Digitization

Other requirements

  • A university graduate (Masters preferred)
  • Must have held the title of CFO (or held the most senior Finance leadership position) at a large or mid-size organization
  • Must have experience across a diverse set of industries
  • Prior consulting experience is a plus
  • An in-depth understanding of the Finance Function and the role of the CFO (including leadership, operations management, strategy and trends, use of metrics, etc.)
  • In depth understanding of the business value of Finance 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
  • Energetic
  • Sales savvy
  • Collaboration and ability to influence
  • Sales and / or business development experience or ability with CXO level executives
  • Strong time/project management skills
  • Initial Travel restricted to US and Canada; 35%-45% 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.

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Job Requisition ID:47175

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