Principal Financial Analyst

Rocket Companies•Detroit, MI

About The Position

As the Principal Financial Analyst, you'll analyze and forecast financial, economic, and operational data to inform strategic and operational decisions. Quantitative analyses of budgets, expenses, investments, and other financial projects are conducted to deliver accurate, timely insights to leaders. The position partners with business units to track performance against goals and recommend actions. It’s a high-level individual contributor role.

Requirements

5+ years of financial planning and analysis experience
Strong executive presence and ability to communicate effectively with executives
Bachelor’s degree in finance, accounting, or economics

Nice To Haves

Experience leveraging AI tools in finance

Responsibilities

Analyze expenditures, depreciation, and investments, and recommend actions on financial procedures, plans, and controls
Prepare and present monthly financial reports for internal partners and executives
Collect and analyze financial information for assigned business units to track progress against goals
Analyze the financial implications of proposed investments and transactions to evaluate alternatives against business objectives
Interpret financial information on costs, prices, expenses, and revenues, and recommend actions to senior leadership
Forecast financial and economic performance to inform decisions
Prepare in-depth evaluations of plans and proposals
Identify and apply new methods of analysis and presentation
Serve as a subject matter expert for the Finance Team and consult with business partners to drive sound financial decisions
Pull and create reports for the team and senior leadership to track G&A expenses
Present findings and recommendations in clear, executive-ready formats
Manage ad hoc analysis requests and special projects as needed