Senior Finance Data Analyst - Forecasting & Insights

Rocket; Detroit (MI); On-site; USD 110,000 - 170,000; Full time

Job summary

Rocket is seeking a Senior Data Analyst within the Finance organization to translate complex financial and operational data into decision‑grade analysis for executive leadership. You will influence revenue trajectory, quarterly performance, and stakeholder expectations by building robust financial models and production dashboards.

You will own forecasting, intra‑quarter pacing, automate reporting, develop P&L models with Snowflake, and contribute to finance data infrastructure.

Qualifications

• Bachelor’s degree or equivalent in a scientific discipline, mathematics, applied statistics, information technology, or a related field.
• 4+ years of experience in data analysis, financial analysis, or a closely related discipline with demonstrated impact on business decisions.
• Advanced SQL proficiency; experience building and maintaining complex queries against enterprise data warehouses.
• Strong working knowledge of Power BI or comparable BI platforms, with experience developing production‑grade dashboards and reports.
• Advanced Excel skills, including financial modeling, scenario analysis, and large dataset handling.
• Experience with Python, R, or comparable scripting tools for data manipulation and analysis.
• Demonstrated ability to communicate analytical findings clearly to senior, non‑technical stakeholders — including written narrative, verbal presentation, and data visualization.
• Experience producing forecasts or performance analysis consumed by C‑suite or senior executive audiences.
• Experience in financial reporting, revenue analysis, forecasting, P&L construction, or a comparably rigorous quantitative discipline.
• Strong judgment in balancing speed and accuracy when operating under reporting deadlines.

Responsibilities

• Forecast mortgage production & revenue across channels; long‑range forecasts, quarterly outlooks, and updates reflecting business trends.
• Own intra‑quarter pacing analysis, monitor revenue and EPS; provide actionable insight to finance leadership.
• Identify and automate financial reporting processes to reduce manual effort.
• Build and maintain enterprise‑level P&L models, including loan‑level P&L integrated with Snowflake.
• Develop production goal‑setting models for sales; translate financial targets into operational goals.
• Support quarterly earnings preparation with data, trends, and analytical context for IR.
• Contribute to finance data infrastructure on Snowflake, including AI‑assisted workflows.
• Partner with engineering to integrate finance source systems into Snowflake and establish a scalable data foundation.
• Create and maintain reporting tools, dashboards, and automated data pipelines in Power BI, SQL, and Excel.
• Proactively surface trends and opportunities and present findings to finance and executive leadership.
• Define, validate, and document data requirements and quality standards for finance sources.
• Serve as a technical resource and mentor within the Finance analytics team.

Skills

SQL

Power BI

Excel

Python/R

Financial modeling

Forecasting

Stakeholder communication

Data visualization

Data warehousing

Snowflake

Education

Bachelor’s degree in science/related field

Tools

Snowflake

Job description

Rocket is seeking a Senior Data Analyst within the Finance organization to translate complex financial and operational data into decision‑grade analysis for executive leadership. You will influence revenue trajectory, quarterly performance, and stakeholder expectations by building robust financial models and production dashboards.

You will own forecasting, intra‑quarter pacing, automate reporting, develop P&L models with Snowflake, and contribute to finance data infrastructure.