Sr Financial Analyst

Rocket Companies; Dallas (TX); 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 to drive financial strategy and informed decision-making across the organization. You will conduct quantitative analyses of budgets, expenses, investments, and economic trends to support senior leadership with timely insights.

You will lead budgeting and forecasting, analyze financial statements, and develop models to guide strategic decisions. Strong communication and detail orientation are essential in this fast-paced role.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field.
• 3+ years of experience in financial analysis, corporate finance, or 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.

Responsibilities

• 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

Skills

Financial analysis

Budgeting and forecasting

Communication

Multitasking

Education

Bachelor’s degree in Finance/Accounting/Business Administration

Tools

Power BI

Excel

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 therole

• 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

Aboutyou

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

Whatyou’llget

Our team members fuel our strategy,innovationand 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 ofBenefits and Perks.

Aboutus

Rocket is a Detroit-based company made up of businesses that provide simple,fastand 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’rea publicly traded company involved in many different industries, including mortgages, fintech, realestateand more.We’reinsistently 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 bemodifiedat the discretion of thecompany 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. Thecompany provides reasonableaccommodationsto qualified individuals with disabilitiesin accordance withapplicable state and federal laws. Applicantsrequiringreasonable accommodations in completing the application and/orparticipatingin the application process should contact a member of the Human Resources team, at [e-mail].

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 informationregardingthese benefits and others can be found. The informationregardingcompensation and other benefits included in this paragraph is the company’s current, good faithestimateat the time of posting. [Compensation and benefits are subject to modification from time to time as the Company, in its sole and exclusive discretion,deemsappropriate.] The Company maydetermineduring its future reviews of the proposed compensation and benefits provided for this position, that the compensation and benefits for suchpositionshould 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.