Senior Data Analyst, Financial Analytics

Rocket Companies•Detroit, MI

About The Position

As a Senior Data Analyst embedded within the Finance organization, you will serve as a primary analytical resource for executive leadership. You will translate complex financial and operational data into clear, decision-grade analysis that drives how the organization understands its revenue trajectory, manages intra-quarter performance, and sets expectations with its most senior stakeholders. This role sits at the intersection of finance & analytics, requiring both the strategic judgment to influence high-stakes decisions and the technical depth to build the infrastructure that makes rigorous analysis possible.

Requirements

Bachelor’s degree or equivalent experience in a scientific discipline, mathematics, applied statistics, information technology, or a related field
4+ years of experience in data analysis, financial analysis, or a closely related discipline, with demonstrated impact on business decisions
Advanced SQL proficiency; experience building and maintaining complex queries against enterprise data warehouses
Strong working knowledge of Power BI or comparable BI platforms, with experience developing production-grade dashboards and reports
Advanced Excel skills, including financial modeling, scenario analysis, and large dataset handling
Experience with Python, R, or comparable scripting tools for data manipulation and analysis
Demonstrated ability to communicate analytical findings clearly to senior, non-technical stakeholders — including written narrative, verbal presentation, and data visualization
Experience producing forecasts or performance analysis consumed by C-suite or senior executive audiences
Experience in financial reporting, revenue analysis, forecasting, P&L construction, or a comparably rigorous quantitative discipline
Strong judgment in balancing speed and accuracy when operating under reporting deadlines

Nice To Haves

Experience working with or transitioning data to cloud platforms such as Snowflake, Azure, or similar
Familiarity with mortgage banking, consumer lending, or financial services data and business models
Experience designing or contributing to data warehouse schemas for finance or accounting use cases
Exposure to capital markets, fixed income, or loan-level financial analysis
Experience with AI-assisted tooling or workflow automation in an analytical or finance context
Experience supporting earnings preparation or working alongside an Investor Relations function
Experience mentoring analysts or contributing to team standards and documentation

Responsibilities

Support forecasting of Rocket’s mortgage production & revenue across all channels, contributing analytical work across long-range forecasts, quarterly outlooks, and regular updates that reflect the latest business trends and macroeconomic conditions; this work reaches the most senior levels of the organization and is central to how the business sets and communicates expectations
Own intra-quarter pacing analysis, monitoring revenue, and EPS performance relative to targets throughout the quarter, identifying risks and opportunities early, and providing actionable insight to finance leadership on how to close gaps or capitalize on upside
Identify and execute opportunities to automate existing financial reporting processes, reducing manual effort and improving consistency and reliability of recurring deliverables
Build and maintain enterprise-level P&L models, including active development of a loan-level P&L integrated with Snowflake
Develop and maintain production goal-setting models for sales, translating financial targets into associated operational goals
Support quarterly earnings preparation by providing data, trend analysis, and analytical context to the Investor Relations (IR) team; partner with IR and finance leadership to help shape the narrative for prepared remarks based on observed business performance
Contribute to the buildout of finance data infrastructure on Snowflake, including integration of AI-assisted workflows to streamline financial analysis and reporting
Partner with engineering to integrate finance source systems into Snowflake and establish a scalable, finance-owned data foundation
Create and maintain reporting tools, dashboards, and automated data pipelines in Power BI, SQL, and Excel that serve both recurring reporting needs and ad hoc analytical requests
Proactively surface trends, anomalies, and business opportunities through data analysis, and bring findings to finance and executive leadership with clear recommendations
Define, validate, and document data requirements and quality standards for finance data sources
Serve as a technical resource and mentor within the Finance analytics team