Principal Financial Planning & Analysis

Rocket Companies, Inc.; Lewisville (TX); On-site; USD 95,000 - 135,000; Full time

Job summary

Rocket Companies, Inc. is seeking a Senior Financial Analyst to join its FP&A team in the Lewisville, TX area. The role focuses on monthly forecasting, management reporting, and variance analysis across P&L, cost centers, and the consolidated entity.

The position requires 6+ years in FP&A or corporate finance and strong Excel/PowerPoint proficiency, with experience in Workday Adaptive Planning or similar planning tools. Collaboration with Xome and finance leadership is essential.

Qualifications

• Bachelor's degree in Finance, Accounting, or related field required; CPA, CFA, or MBA a plus.
• 6+ years in FP&A or corporate finance; background in tech, real estate, mortgage/servicing, accounting, or banking a plus.
• Advanced financial modeling skills to turn large data sets into clear analyses for leadership to act on.
• Expert in Excel and PowerPoint; proficient in a financial planning tool (Workday Adaptive Planning, Oracle, TM1, Hyperion, or similar). Workday and Power BI a plus.

Responsibilities

• Prepare the monthly, quarterly, and annual financial reporting for areas of responsibility.
• Support the month-end close and monthly forecast for areas of responsibility, covering revenue, cost of revenue, and operating expenses.
• Build the forecast including analysis, variance commentary, and supporting materials, to review with the General Manager and Finance team.
• Prepare and review month-end accruals against forecast, load forecast into the financial planning tool, and reconcile actuals to forecast.
• Forecast capitalized costs and the related depreciation and amortization; partner with Accounting on capitalization timeline.
• Support SOX controls and documentation for areas of responsibility.
• Build forecast models and ad hoc analysis.
• Track performance against key metrics and flag risks and opportunities.

Skills

Advanced financial modeling

Executive communication

Time management

Attention to detail

Cross-functional collaboration

Education

Bachelor's degree in Finance/Accounting

MBA a plus

CPA/CFA a plus

Tools

Workday Adaptive Planning

Oracle

TM1

Hyperion

Power BI

Excel

PowerPoint

Job description

As the Senior Financial Analyst, you are a critical member of the FP&A team, responsible for monthly forecasting, management reporting, and variance analysis at all levels of the P&L, cost centers and consolidated. You work closely with Xome business leaders to ensure forecast assumptions are aligned with current work initiatives. A key function of the Senior Analyst is to build and maintain forecast models and ad hoc analyses that support accurate projections and variance explanations to support and guide business decisions.

About therole

• Prepare the monthly, quarterly, and annual financial reporting for areas of responsibility.

• Support the month-end close and monthly forecast for areas of responsibility, covering revenue, cost of revenue, and operating expenses.

• Build the forecast including analysis, variance commentary, and supporting materials, to review with the General Manager and Finance team.

• Prepare and review month-end accruals against forecast, load forecast into the financial planning tool (Workday Adaptive Planning), and reconcile actuals to forecast.

• Forecast capitalized costs and the related depreciation and amortization. Partner with Accounting on the capitalization timeline.

• Support SOX controls and documentation for areas of responsibility.

• Build forecast models and ad hoc analysis

• Track performance against key metrics and flag risks and opportunities

Aboutyou

Competencies

• Customer Service: respond promptly and professionally to internal and external users of financial information.

• Accuracy & Completeness: prepare work papers with attention to detail and consistent, reliable quality.

• Time Management: prioritize effectively and see tasks through to completion under month-end deadlines.

Education / Experience Requirement

• Bachelor’s degree in Finance, Accounting, or a related field required; CPA, CFA, or MBA a plus.

• 6+ years in FP&A or corporate finance; background in technology, real estate, mortgage/servicing, accounting, commercial banking, or investment banking a plus.

• Advanced financial modeling skills, with the ability to turn large, complex data sets into clear analysis leadership can act on.

• Expert in Microsoft Excel and PowerPoint; proficient in a financial planning tool (Workday Adaptive Planning, Oracle, TM1, Hyperion, or similar). Workday and Power BI a plus.

• Strong written and verbal communication, including presenting to executives.

• Written Communication: write clearly and concisely for a range of audiences.

Whatyou’llget

Our team members fuel our strategy, innovation and growth, so we ensure the health and well-being of not justyou, 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.

Aboutus

Xome is a technology-driven real estate company and a subsidiary of Rocket, headquartered in Lewisville, Texas. Asa leading innovator in the industry, we use technology to transform the way peoplebuy and sell homes. When you join Xome, you join a team that values curiosity, ownership, and bold thinking. You will take on meaningful challenges, learn from experts across real estate and technology, and have real opportunities to grow. We are insistently different in how we look at the world and committed to an inclusive workplace where every voice is heard. Apply today to grow your career, enjoy amazing benefits, and work alongside leading industry professionals.

This job description is an outline of the primary responsibilities ofthis position and maybe modified at the discretion of thecompany at any time. Decisions related to employment are not based onrace, 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 and federal law. Thecompany provides reasonableaccommodationsto 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].