Strategic Financial Analyst: Renewals & Insights

Rocket Software, Inc.; San Jose (CA); Hybrid; USD 85,000 - 115,000; Full time

Job summary

Rocket Software Inc. is seeking a Finance Analyst to own key renewal-related workstreams and partner with Renewals leadership, Sales, and integration teams on M&A-related renewals activity.

The role demands strong numerical rigor, process discipline, and the ability to manage multiple workstreams with cross-functional stakeholders. You will monitor renewal health, support reporting, and maintain consistent documentation to drive operational improvements.

Qualifications

• Bachelor's degree in Finance or Accounting.
• 3–5 years of Finance/Accounting experience.
• Experience managing operating expenses and budgets.
• High level of Excel knowledge with pivot tables and advanced formulas.
• Ability to present to C-level executives with clarity.

Responsibilities

• Streamline and improve financial renewal reporting and processes.
• Support monthly reporting, rolling forecasts, and annual budgeting.
• Collaborate with finance and operational teams across the company.
• Analyze results against plan/forecast and identify trends.
• Highlight issues and drive actions based on financial insight.
• Present analysis to management, CEO, CFO and Board as needed.

Skills

Pivot Tables

Financial analysis

Forecasting

Executive communication

Education

Bachelor's degree in Finance or Accounting

Tools

Oracle ERP

Essbase

Smart View

OBIEE

APEX

Salesforce

Job description

Rocket Software Inc. is seeking a Finance Analyst to own key renewal-related workstreams and partner with Renewals leadership, Sales, and integration teams on M&A-related renewals activity.

The role demands strong numerical rigor, process discipline, and the ability to manage multiple workstreams with cross-functional stakeholders. You will monitor renewal health, support reporting, and maintain consistent documentation to drive operational improvements.