Strategic FP&A Lead – Real Estate Services

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

Job summary

Rocket is seeking a Senior Financial Analyst for Real Estate Services FP&A to own core financial workstreams, influence investment decisions, and partner with stakeholders across the brokerage. You will translate complex data into actionable insights and drive strategic financial planning.

You’ll manage financial modeling, reporting, and variance analysis, lead recurring reporting, and help automate dashboards with SQL, Snowflake, and BI tools while partnering with accounting to ensure accurate

Qualifications

• 4+ years of FP&A, corporate finance, or related field.
• 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 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.

Responsibilities

• 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

Skills

Financial modeling

Forecasting

Variance analysis

Cross-functional partnering

SQL

Excel

Data storytelling

Tools

Workday Adaptive Planning

Workday Financial

Snowflake

Tableau

Job description

Rocket is seeking a Senior Financial Analyst for Real Estate Services FP&A to own core financial workstreams, influence investment decisions, and partner with stakeholders across the brokerage. You will translate complex data into actionable insights and drive strategic financial planning.

You’ll manage financial modeling, reporting, and variance analysis, lead recurring reporting, and help automate dashboards with SQL, Snowflake, and BI tools while partnering with accounting to ensure accurate