Principal Financial Planning & Analysis

Rocket Companies•Lewisville, TX

4d•Onsite

About The Position

As the Senior Financial Analyst, you are a critical member of the FP&A team, responsible for monthly forecasting, management reporting, and variance analysis at all levels of the P&L, cost centers and consolidated. You work closely with Xome business leaders to ensure forecast assumptions are aligned with current work initiatives. A key function of the Senior Analyst is to build and maintain forecast models and ad hoc analyses that support accurate projections and variance explanations to support and guide business decisions.

Requirements

Bachelor’s degree in Finance, Accounting, or a related field required
6+ years in FP&A or corporate finance
Advanced financial modeling skills, with the ability to turn large, complex data sets into clear analysis leadership can act on.
Expert in Microsoft Excel and PowerPoint
Proficient in a financial planning tool (Workday Adaptive Planning, Oracle, TM1, Hyperion, or similar).
Strong written and verbal communication, including presenting to executives.
Customer Service: respond promptly and professionally to internal and external users of financial information.
Accuracy & Completeness: prepare work papers with attention to detail and consistent, reliable quality.
Time Management: prioritize effectively and see tasks through to completion under month-end deadlines.
Written Communication: write clearly and concisely for a range of audiences.

Nice To Haves

CPA, CFA, or MBA a plus.
Background in technology, real estate, mortgage/servicing, accounting, commercial banking, or investment banking a plus.
Workday and Power BI a plus.

Responsibilities

Prepare the monthly, quarterly, and annual financial reporting for areas of responsibility.
Support the month-end close and monthly forecast for areas of responsibility, covering revenue, cost of revenue, and operating expenses.
Build the forecast including analysis, variance commentary, and supporting materials, to review with the General Manager and Finance team.
Prepare and review month-end accruals against forecast, load forecast into the financial planning tool (Workday Adaptive Planning), and reconcile actuals to forecast.
Forecast capitalized costs and the related depreciation and amortization. Partner with Accounting on the capitalization timeline.
Support SOX controls and documentation for areas of responsibility.
Build forecast models and ad hoc analysis.
Track performance against key metrics and flag risks and opportunities.