• Create innovative, thought provoking, and highly leveraged “must-have insights” content • 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 • 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

• Work on transformational projects for clients in the financial sector, especially banks, insurance companies, and investment firms. • Take a key role in the analysis, design, coordination, and delivery of digital and technology-enabled transformation projects. • Work closely with senior client stakeholders and IT teams, translating complex business needs into clear, structured requirements and solution designs. • Actively contribute to delivery planning, project governance, and stakeholder alignment in agile or hybrid environments. • Take ownership of workstreams, support decision-making, and contribute to successful project outcomes while gradually growing into broader leadership responsibilities.

• Own the end-to-end requirements lifecycle across Finance and Procurement initiatives — from stakeholder discovery and process analysis through to solution validation and adoption • Lead current-state and future-state process analysis across P2P, O2C, Vendor Management and Procurement-to-Contract, independently identifying root causes of inefficiencies and recommending targeted improvements • Drive requirements-gathering workshops and stakeholder sessions with Finance, Procurement, BPO and IT leads — challenging assumptions, resolving conflicting requirements and bringing clarity where there is ambiguity • Produce and own high-quality BA artefacts — BRDs, functional specifications, process maps, use cases, user stories and gap analyses — that are precise enough for IT to build from and clear enough for business teams to sign off on • Lead change initiatives end-to-end, including impact assessments, solution design input, UAT planning and execution, and ensuring full business readiness before go-live • Provide process analysis, insights and reporting to support governance reviews, decision-making and continuous improvement discussions • Develop and maintain SOPs, process maps, and RACIs while supporting ServiceNow workflow enhancements and change requests through the application of Finance and Procurement process expertise • Engage stakeholders across Finance, Procurement, BPO and IT through workshops and governance forums, preparing materials and communication packs that ensure process changes are clearly understood across all groups

• Partner with cross-functional teams to optimize business processes and improve operational efficiency across the organization. • Support the day-to-day administration and continuous improvement of our business systems, including CRM, ERP, marketing automation, and internal tools. • Troubleshoot system issues, manage enhancement requests, and recommend process improvements that improve the employee experience. • Help evaluate and implement new technologies and workflows as the company grows. • Leverage AI-powered tools to improve documentation, reporting, workflow automation, or operational efficiency. • Build, maintain, and improve dashboards and reporting for Sales, Marketing, Customer Success, and leadership teams. • Ensure business data remains accurate, organized, and actionable through ongoing data quality initiatives. • Generate recurring and ad hoc reports that support business planning and decision-making. • Support our CRM (Salesforce), ERP (NetSuite), marketing automation platform (HubSpot), and other business applications. • Assist in maintaining integrations between core business systems to ensure reliable data flow and operational efficiency. • Collaborate with internal stakeholders and external vendors to troubleshoot issues and identify opportunities for automation. • Support onboarding and offboarding by ensuring employees have access to the appropriate business systems and documentation. • Maintain internal documentation, process guides, and knowledge base resources. • Deliver training and ongoing support to help employees effectively use business applications.