Principal Financial Analyst

Rocket; Detroit (MI); On-site; USD 110,000 - 150,000; Full time

Job summary

Rocket in Detroit seeks a Principal Financial Analyst to analyze and forecast financial, economic, and operational data to inform strategic decisions. You will partner with business units to track performance against goals and provide timely insights; a high-level individual contributor role.

Responsibilities include preparing monthly reports, analyzing expenditures, depreciation and investments, forecasting performance, and presenting findings in executive-ready formats.

Qualifications

• 5+ years of financial planning and analysis experience.
• Strong executive presence and ability to communicate effectively with executives.
• Bachelor’s degree in finance, accounting, or economics.
• Experience leveraging AI tools in finance (preferred).

Responsibilities

• Analyze expenditures, depreciation, and investments; advise actions on financial plans and controls.
• Prepare and present monthly financial reports for internal partners and executives.
• Collect and analyze financial information for assigned business units to track progress against goals.
• Forecast financial and economic performance to inform decisions.
• Identify and apply new methods of analysis and presentation.
• Serve as a finance SME and consult with business partners to drive sound financial decisions.

Skills

Financial planning & analysis

Executive communication

AI in finance

Education

Bachelor’s degree in finance, accounting, or economics

Job description

As the Principal Financial Analyst, you'll analyze and forecast financial, economic, and operational data to inform strategic and operational decisions. Quantitative analyses of budgets, expenses, investments, and other financial projects are conducted to deliver accurate, timely insights to leaders. The position partners with business units to track performance against goals and recommend actions. It’s a high-level individual contributor role.

About The Role

• Analyze expenditures, depreciation, and investments, and recommend actions on financial procedures, plans, and controls
• Prepare and present monthly financial reports for internal partners and executives
• Collect and analyze financial information for assigned business units to track progress against goals
• Analyze the financial implications of proposed investments and transactions to evaluate alternatives against business objectives
• Interpret financial information on costs, prices, expenses, and revenues, and recommend actions to senior leadership
• Forecast financial and economic performance to inform decisions
• Prepare in-depth evaluations of plans and proposals
• Identify and apply new methods of analysis and presentation
• Serve as a subject matter expert for the Finance Team and consult with business partners to drive sound financial decisions
• Pull and create reports for the team and senior leadership to track G&A expenses
• Present findings and recommendations in clear, executive-ready formats
• Manage ad hoc analysis requests and special projects as needed

About You

• 5+ years of financial planning and analysis experience
• Strong executive presence and ability to communicate effectively with executives
• Bachelor’s degree in finance, accounting, or economics
• Experience leveraging AI tools in finance (preferred)

What You’ll Get

Our team members fuel our strategy, innovation and growth, so we ensure the health and well-being of not just you, but your family, too! We go above and beyond to give you the support you need on an individual level and offer all sorts of ways to help you live your best life. We are proud to offer eligible team members perks and health benefits that will help you have peace of mind. Simply put: We’ve got your back. Check out our full list of Benefits and Perks.

About Us

Rocket is a Detroit-based company made up of businesses that provide simple, fast and trusted digital solutions for complex transactions. The name comes from our flagship business, now known as Rocket Mortgage, which was founded in 1985. Today, we’re a publicly traded company involved in many different industries, including mortgages, fintech, real estate and more. We’re insistently different in how we look at the world and are committed to an inclusive workplace where every voice is heard.

This job description is an outline of the primary responsibilities of this position and may be modified at the discretion of the company at any time. Decisions related to employment are not based on race, color, religion, national origin, sex, physical or mental disability, sexual orientation, gender identity or expression, age, military or veteran status or any other characteristic protected by state or federal law. The company provides reasonable accommodations to qualified individuals with disabilities in accordance with applicable state and federal laws. Applicants requiring reasonable accommodations in completing the application and/or participating in the application process should contact a member of the Human Resources team, at [e-mail].