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Senior Director, Finance RPA & AI-Led Transformation Expert


We’re looking for a Sr. Director of Finance well versed in Finance Process Excellence & the associated enabling technologies to help CFOs and senior finance leaders effectively design, improve, digitize, and transform back office, finance and accounting processes.  

The Gartner Finance Practice, with the recent acquisition of CEB, is synonymous with frame-breaking research in the finance domain on initiatives including, but not limited to growth investment & cost structure, finance process excellence, finance technology optimization, and budgeting, planning & forecasting, and financial data & analytics.  The team works with more than 1000+ client organizations, spanning every major industry vertical, across the world. Our research helps CFOs and their direct leadership teams address their unique challenges by relying on original primary research, benchmarks, insights and analysis delivered through an advisory model. 

If you’ve spent a good part of your career leading and studying finance transformations and business process improvement and want to share your expertise with senior executives grappling with tough decisions and challenges and advise clients across industries outside the traditional consulting engagement model, then this is the role for you. 

Key Responsibilities:  

  • Serve as an authority on finance process re-engineering 
  • Research and represent thought leadership and advise senior Finance leaders on best practices in the finance process re-engineering space, covering aspects including: 
  • Using Lean / Six Sigma to drive continuous process improvement 
  • Maintaining of updated process maps for every process and sub-process 
  • Defining a critical path for every finance process 
  • Enforcing global process standards in an end-to-end model 
  • Designing SLAs or OLAs to enforce quality of process handoffs.  
  • Decomposing 3-5 year improvement targets into quarterly goals.  
  • Build a prioritization framework and share best practices around project governance 
  • Using in-process analytics to identify productivity improvements 
  • Define right organization structure and culture to drive continuous improvement and business process re-engineering 
  • Technology trends in the O2C, P2P and R2R processes to enable finance leaders achieve process efficiency and standardization 
  • Provide direction to senior finance leaders. 
  • Develop and extend advice and frameworks through written research. 
  • Create materials for and deliver both face-to-face and video-based presentations and discussions with clients. 
  • Help rapidly expand the expertise domain for a high-growth practice area. 
  • Ensure integrity of our research and maintain Gartner independence. 

Job Requirements

  • Bachelor's degree in related field 
  • 12+ years of experience in finance roles 
  • 12+ years of experience overseeing and working on process improvement initiatives 
  • Broad-based finance and process improvement experience. The ideal candidate will have served in a variety of finance operations, finance transformation, process re-engineering, and/or related roles. 
  • Knowledge and experience working with innovative technologies is preferred. 
  • Stellar writing and presentation skills 
  • Demonstrated ability to work in a self-motivated manner but within a collaborative team environment. 
  • Strong communicator who is able to explain complex concepts both concisely and simply to senior executives. 
  • Strong willingness to challenge conventional norms and views, persistence and intellectual curiosity to evaluate leading approaches. 
  • Credibility to represent Gartner research methodology and strategies effectively at a senior level. 

Preferred Requirements:  

  • Masters or PhD 
  • Experience running a sub-function in finance 
  • Broad-based industry experience as this role serves multiple industries 



Who are we?

Gartner delivers actionable, objective insight to executives and their teams. Our expert guidance and tools enable faster, smarter decisions and stronger performance on an organization’s most critical priorities. We’ve grown exponentially since our founding in 1979 and we're proud to have nearly 16,000 associates globally that support our 14,000+ clients in more than 100 countries.

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What we offer:

Our people are our most valuable asset, so we invest in them from Day 1. When you join our team, you’ll have access to a vast array of benefits to help you live your life well. These resources are designed to support your physical, financial and emotional well-being. We encourage continued personal and professional growth through ongoing learning and development opportunities. Our employee resource groups, charity match and volunteer programs keep you connected to your internal Gartner community and causes that matter to you.

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Job Requisition ID:70889

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