Sr Financial Analyst, Capital Planning & Analysis, Technology at Gartner
Fort Myers, Florida, United States — full-time
Role Purpose:
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.
Major Responsibilities/Accountabilities:
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
Impact of Role & Expected Results:
Directly impacts Free Cash Flow by optimizing capital expenditures
Ensures we are making strategic investments in the right places with appropriate returns on our tech modernization investments and a best-in-class office space experience for our associates
Relationships: Internal/External:
Accounting (VPs, Directors, Managers); FP&A (VPs, Directors, Managers); IT; Real Estate (VPs, Directors)
Key Contacts (External):
IT consultants, General Contractors, 3rd party Project and Cost Managers
Education/Certifications:
BS in Finance, Accounting, Business or Economics
Professional Experience:
3+ years working experience in Real Estate/Finance/Accounting/Business
Strong working knowledge of financial planning, negotiating with vendors, and Accounting
Technical/Professional Skills & Competencies:
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 d