Senior Financial Analyst

Rocket; Washington; On-site; USD 77,000 - 162,000; Full time

Benefits offered by this job

Health benefits

401K retirement plan

Paid time off

Job summary

Rocket is seeking a Senior Financial Analyst on the Real Estate Services FP&A team to own core financial workstreams, partner with stakeholders, and influence investment decisions across the business.

You’ll lead forecasting, variance analysis, and reporting, integrate Workday/Adaptive Planning with data sources, and build automated dashboards for insights. This role emphasizes strategic advisory and data-driven decision making.

Qualifications

• 4+ years of FP&A or related field.
• Experience partnering with cross-functional stakeholders to support decisions.
• Strong financial modeling, forecasting, budgeting, and variance analysis.
• Advanced Excel and large data set experience.
• Ability to translate complex financial data into actionable narratives.
• Experience with SQL or data querying languages.

Responsibilities

• Own financial modeling, reporting, and variance analysis for core business relationships.
• Lead recurring reporting cadence explaining variances and trends.
• Build and maintain models supporting forecasting and scenario analysis.
• Partner with RES FP&A on strategic initiatives feeding high-visibility conversations.
• Collaborate with Accounting to support month-end close and reporting alignment.
• Drive integration between financial systems and core data to improve model accuracy and dashboards.

Skills

FP&A

Financial modeling

Stakeholder management

Excel

SQL

Tools

Workday Adaptive Planning

Snowflake

Tableau

Workday Financial

Job description

As a Senior Financial Analyst on the Real Estate Services FP&A team, you'll own a set of core financial workstreams that directly support key business relationships and cross-functional initiatives across the brokerage. Reporting to the Manager of Real Estate Services FP&A, you'll partner closely with stakeholders across the business to shape investment decisions and financial strategy, with visibility into some of the team's highest-impact conversations. You'll combine financial rigor with strategic thinking to drive business outcomes and build trusted advisory relationships.

About The Role

• Own financial modeling, reporting, and variance analysis for a set of core business relationships, serving as the primary tactical finance point of contact
• Lead a recurring reporting cadence that explains variances, identifies trends, and translates findings into stakeholder-ready narratives
• Build and maintain financial models supporting forecasting and scenario analysis across your areas of ownership
• Partner with the Manager, RES FP&A on strategic initiatives, with your analysis feeding directly into high-visibility conversations
• Collaborate with Accounting and other cross-functional teams to support accurate month-end close and reporting alignment
• Drive integration between financial systems (Workday, Adaptive Planning) and core business data to improve model accuracy and build automated reporting dashboards using SQL, Snowflake, and BI tools
• Contribute thought leadership on scenario modeling within your scope, proactively surfacing risks and opportunities and championing adoption of AI tools and modern FP&A platforms

About You

Minimum Qualifications

• 4+ years of experience in FP&A, corporate finance, strategic finance, or a related field
• Demonstrated experience partnering with cross-functional stakeholders to support business decisions and financial planning
• Strong financial modeling, forecasting, budgeting, and variance analysis skills
• Advanced proficiency in Excel and experience working with large datasets and financial systems
• Ability to translate complex financial data into clear, actionable narratives for stakeholders
• Experience with SQL or other data querying languages

Preferred Qualifications

• Experience with Workday Adaptive Planning, Workday Financial, or similar FP&A platforms
• Hands-on experience with Snowflake or other cloud data warehouses
• Proficiency in Tableau or equivalent BI/visualization tools
• Familiarity with AI tools and automation platforms applied to finance or analytics workflows
• Experience translating financial analysis into recommendations for cross-functional partners outside of core finance
• Experience in real estate, technology, or other high-growth, operationally complex industries
• Knowledge of performance measurement frameworks such as OKRs

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.

About Us

Rocket

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.

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]. 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 and federal law. The company provides reasonable accommodations to qualified individuals with disabilities in accordance with applicable state and federal laws. The compensation information below is provided in compliance with all applicable job posting disclosure requirements. The compensation for this position is $76,500.00-$161,500.00. The position may also be eligible for an annual bonus, incentives, and other employment-related benefits including, but not limited to, medical, dental, and vision benefits, 401K retirement plan, and paid-time off. More information regarding these benefits and others can be found here. The information regarding compensation and other benefits included in this paragraph is the company’s current, good faith estimate at the time of posting. [Compensation and benefits are subject to modification from time to time as the Company, in its sole and exclusive discretion, deems appropriate.] The Company may determine during its future reviews of the proposed compensation and benefits provided for this position, that the compensation and benefits for such position should be reduced. In no event will the Company reduce the compensation for the position to a level below the applicable jurisdictional minimum wage rate for the position. Los Angeles County and San Francisco Candidates only: qualified applicants with arrest or conviction records will be considered for employment per the Fair Chance Ordinance and the Fair Chance Initiative for Hiring.