Financial Analyst

Rocket Software, Inc.; San Jose (CA); Hybrid; USD 85,000 - 115,000; Full time

Job summary

Rocket Software Inc. is seeking a Finance Analyst to own key renewal-related workstreams and partner with Renewals leadership, Sales, and integration teams on M&A-related renewals activity.

The role demands strong numerical rigor, process discipline, and the ability to manage multiple workstreams with cross-functional stakeholders. You will monitor renewal health, support reporting, and maintain consistent documentation to drive operational improvements.

Qualifications

• Bachelor's degree in Finance or Accounting.
• 3–5 years of Finance/Accounting experience.
• Experience managing operating expenses and budgets.
• High level of Excel knowledge with pivot tables and advanced formulas.
• Ability to present to C-level executives with clarity.

Responsibilities

• Streamline and improve financial renewal reporting and processes.
• Support monthly reporting, rolling forecasts, and annual budgeting.
• Collaborate with finance and operational teams across the company.
• Analyze results against plan/forecast and identify trends.
• Highlight issues and drive actions based on financial insight.
• Present analysis to management, CEO, CFO and Board as needed.

Skills

Pivot Tables

Financial analysis

Forecasting

Executive communication

Education

Bachelor's degree in Finance or Accounting

Tools

Oracle ERP

Essbase

Smart View

OBIEE

APEX

Salesforce

Job description

Job Description Summary

It's fun to work in a company where people truly BELIEVE in what they're doing! Job Description Summary: The financial analyst will own key operational workstreams that enable renewal execution, partnering cross-functionally with Renewals leadership, Sales, and integration teams on M&A-related renewals activity, account assignment, and process documentation. The ideal candidate is detail-oriented and process-driven, with strong operational rigor, analytical skills, and the ability to manage multiple workstreams across stakeholders. This person will ensure accurate account assignment, monitor renewal health, support reporting and process improvements, and maintain documentation that drives consistency across the team. It's a highly visible role, directly supporting Finance leadership and senior executives.

Essential Duties and Responsibilities

• Streamline and improve financial renewal reporting and identify/implement process improvements that enhance the accuracy and timeliness of our overall financial reporting process
• Support the finance cadence/rhythm of the business for monthly reporting, rolling forecasts and the annual budgeting / planning cycle in alignment with Corporate FP&A timelines
• Collaborate and partner with key department leads and cross-company finance and operational teams.
• Analyze results to understand performance against plan/forecast.
• Identify trends that indicate problems to address or opportunities to investigate.
• Highlight business issues and risks and drive changes to improve operations.
• Anticipate questions and advise on corrective actions based on financial insight.
• Present analysis to management & executive team for use by the CEO, CFO and Board of Directors
• Provide ad hoc financial analysis as needed

Required Qualifications

• Minimum of 3-5 years of Finance and/or Accounting experience.
• Experience managing operating expenses and budgets
• High level of Excel knowledge with the ability to use pivot tables and advanced formulae coupled with great visuals that tell the business story.
• Ability to manage to tight deadlines and prioritize workloads with a high degree of accuracy and minimal supervision in a fast pace environment.
• Ability to interpret data and provide relevant conclusions and recommendations.
• Strong verbal & written communication skills, comfortable presenting to and interacting with C-level executives.
• Self-starter with a desire to learn and grow in a team environment
• Strong collaboration across teams and functions.
• Comfortable working with ambiguity and unstructured, disparate data
• Excellent organizational skills and attention to detail
• Intellectual curiosity & strategic mindset

Preferred Qualifications

• Enterprise software industry or management consulting experience
• Master’s degree in Finance or Business
• Experience with Oracle ERP, Essbase, Smart View, OBIEE, APEX, Salesforce

Education

Bachelor’s degree in Finance or Accounting.

Travel Requirements

<5% Minimal, infrequent travel

Job Type

#LI-JC1 #LI-Remote

Equal Opportunity and Diversity

Rocket Software Inc. is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Rocket Software Inc. is also committed to compliance with all fair employment practices regarding citizenship and immigration status.

AI and Continuous Learning

At Rocket Software, we believe AI is a critical enabler of innovation and productivity. All Rocketeers are expected to actively leverage AI-powered tools and technologies, where appropriate, to enhance efficiency, improve decision-making, and deliver greater impact in their roles. Embracing continuous learning and the responsible use of AI is an essential part of how we work.

Background Checks and Reasonable Accommodation

As part of our commitment to a safe and trustworthy workplace, we include background and reference checks in our hiring process.

Rocket is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please call: 781-577-4321 or send an email to [e-mail]. We will make a determination on your request for reasonable accommodation on a case‑by‑case basis.

Company Overview

If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us! Companies around the world trust Rocket to solve their most complex business challenges by powering their critical infrastructure, business processes, and data. We help extend the value of these assets, enabling our customers to embrace the potential of cloud and mobile computing, advanced analytics, and the innovations of tomorrow. From the clothes we wear to the cars we drive, Rocket solutions power the back-end systems that thousands of brands rely on every day. At Rocket, software is about more than just code—it’s about people. We are passionate problem-solvers, working to make a difference for others. Our foundation is built on empathy, humanity, trust, and love, and we strive to embody these core values in everything we do. Whether we’re serving our customers, partners, or fellow Rocketeers, we are committed to treating everyone with the respect and care they deserve.

Founded in 1990, Rocket Software is headquartered in Waltham, Massachusetts, and has 20 offices worldwide, bringing people and technology together to build a better future.