Senior Financial Analyst - Dallas, TX

Rocket; Coppell (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

Rocket is seeking a Senior Financial Analyst to drive financial strategy and provide senior leadership with accurate insights. You will perform rigorous analyses of budgets, expenses, investments, and economic trends, translating complex data into clear recommendations that influence strategic and operational decisions.

In this role, you will lead budgeting and forecasting, prepare financial statements, and develop advanced models and visualizations with Power BI and Excel.

Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, or related field.
• 3+ years of experience in financial analysis, FP&A, or corporate finance in a high-volume environment.
• Strong proficiency with financial modeling, Power BI, Excel, and data visualization.
• Excellent written and verbal communication with ability to present to non-financial stakeholders.
• Ability to manage multiple priorities in a fast-paced setting.

Responsibilities

• Analyze cash flow, expenditures, revenue, depreciation, and investments to advise on financial procedures and controls.
• Assist in monthly, quarterly, and annual financial statements and ensure accuracy of financial information.
• Collect, verify financial data for accounts, products, or business units to track organizational progress against financial goals and identify variances.
• Analyze financial implications of proposed investments and transactions for leadership decisions.
• Evaluate industry, economic, financial, and market trends to forecast the organization's financial position.
• Lead budgeting and forecasting processes aligned with strategic objectives.
• Report performance, build financial models, and present analyses to guide decisions.

Skills

Financial modeling

Power BI

Excel

Data visualization

Communication

Education

Bachelor's degree in Finance / Accounting / Business Administration

Job description

As a Senior Financial Analyst, you play a critical role in driving financial strategy and informed decision-making across the organization. You conduct rigorous quantitative analyses of budgets, expenses, investments, and economic trends to provide senior leadership with accurate, timely insights. Your ability to translate complex financial data into clear, actionable recommendations directly influences strategic and operational decisions. You thrive in a fast-paced environment where attention to detail, analytical rigor, and strong communication are essential. Your work helps shape the financial health and competitive position of the organization.

About The Role

• Analyze cash flow, expenditures, revenue, depreciation, and investments to make recommendations for financial procedures, plans, and controls
• Assist in the preparation of monthly, quarterly, and annual financial statements and ensure accuracy of all financial information and economic indicators
• Collect, compile, and verify financial data for assigned accounts, products, or business units to track organizational progress against financial goals and identify variances
• Analyze the financial implications of proposed investments and transactions to help senior leadership evaluate alternatives against business objectives
• Evaluate industry, economic, financial, and market trends to forecast the organization's short, medium, and long-term financial and competitive position
• Lead budgeting and forecasting processes, ensuring alignment with strategic objectives and providing critical insights for future financial planning
• Report current and expected financial performance, create financial models, and develop new methods of analysis and presentation to guide decision-making

About You

Minimum Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, or related field
• 3+ years of experience in financial analysis, corporate finance, or financial planning and analysis (FP&A), ideally in mortgage banking or a high-volume financial services environment
• Strong proficiency with financial modeling, Power BI tools, Excel, and data visualization tools
• Excellent written and verbal communication skills with the ability to present complex financial information to non-financial stakeholders
• Demonstrated ability to manage multiple priorities and deliver results in a fast-paced environment

Preferred Qualifications

• Advanced proficiency in financial planning software (TM1 or Adaptive)
• CFA or CPA certification
• Experience with forecasting and budgeting in a mortgage banking or financial services environment
• Self-driven with a demonstrated desire to actively grow and develop professionally

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. Apply today to join a team that offers career growth, amazing benefits and the chance to work with leading industry professionals. 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].