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$77k–$162k/yr
Full-time
bachelor degree, professional certificate
Medical Insurance, Dental Insurance, Vision Insurance, 401K Retirement Plan, Paid-time Off
Posted 7d ago
~40 hrs/week
Responsibilities
The role involves analyzing production results and operational drivers to deliver high-quality monthly financial reporting and presentations. The analyst will lead AOP and forecast cycles while building reporting frameworks to increase transparency for senior leadership.
Requirements
Requires a bachelor's degree in Finance or a related field and at least 3 years of experience in financial analysis, preferably within mortgage banking. Proficiency in financial modeling, Power BI, and Excel is essential.
Full job description
As a Senior Financial Analyst, you are a strategic financial partner who drives insights and transparency across our corporate finance function. You balance competing priorities with strong analytical rigor, translating complex financial data into actionable insights for leadership. Your expertise in financial modeling, reporting, and process improvement directly supports high-impact business initiatives and operational excellence. You thrive in a dynamic, cross-functional environment and bring both technical depth and collaborative leadership to your work. Your contributions help shape how we measure, understand, and optimize our financial performance.
About therole
Analyze weekly/monthly production results and connect financial outcomes to operational drivers (conversion, cycle time, capacity)
Work directly with Data/BI to scale datasets, improve accessibility, and reduce manual processes
Deliver consistent, high-quality monthly financial reporting including
Originations Retail Banking Operating and Business Reviews as well as other adhoc presentations
Lead AOP and forecast cycles for Originations, including scenario modeling (rate environments, volume shifts, capacity constraints)
Maintain and build reports within Adaptive Planning, supporting channel-level allocations, forecast inputs, and monthly close processes including reconciliation to the General Ledger
Support ad hoc financial analysis and strategic requests from senior leadership with accuracy and attention to detail
Build and enhance financial reporting frameworks that increase transparency and provide stakeholders with actionable insights
Partner cross-functionally with business leaders, operations teams, and finance colleagues to gather requirements, validate assumptions, and communicate financial findings
Identify and execute on opportunities to improve data quality, forecasting accuracy, and reporting automation
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
Experience in mortgage, fintech, or financial services industry
Advanced Excel skills including pivot tables, financial modeling, and scenario modeling
Experience with Workday and Adaptive Planning or similar OLAP/Planning platforms, familiarity with Power BI or other BI reporting tools
CPA, CFA, or other relevant financial certification
Whatyou’llget
Our teammembersfuel ourstrategy, 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 ofBenefits and Perks.
Aboutus
Rocketis aDetroit-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, realestateand 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 Careers@Rocket.com.
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 foundhere. 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.