Associate Financial Analyst

Posted An Hour Ago
Hiring Remotely in Bentonville, AR, USA
In-Office or Remote
Mid level
Information Technology • Software
The Role
Own renewal-related financial operations, reporting, forecasting, budgeting, account assignment, and process improvements. Partner with Renewals, Sales, Finance, and integration teams on M&A activities; analyze performance against plans and forecasts; identify trends, risks, and corrective actions; and present insights to management, executives, and the Board. Maintain accurate documentation and support monthly finance cadences and ad hoc analysis.
Summary Generated by Built In

It's fun to work in a company where people truly BELIEVE in what they're doing!

Job Description Summary:

The financial analyst will own key operational workstreams that enable renewal execution, partnering cross-functionally with Renewals leadership, Sales, and integration teams on M&A-related renewals activity, account assignment, and process documentation. The ideal candidate is detail-oriented and process-driven, with strong operational rigor, analytical skills, and the ability to manage multiple workstreams across stakeholders. This person will ensure accurate account assignment, monitor renewal health, support reporting and process improvements, and maintain documentation that drives consistency across the team. It's a highly visible role, directly supporting Finance leadership and senior executives.

Essential Duties and Responsibilities:

  • Streamline and improve financial renewal reporting and identify/implement process improvements that enhance the accuracy and timeliness of our overall financial reporting process
  • Support the finance cadence/rhythm of the business for monthly reporting, rolling forecasts and the annual budgeting / planning cycle in alignment with Corporate FP&A timelines
  • Collaborate and partner with key department leads and cross-company finance and operational teams.
  • Analyze results to understand performance against plan/forecast. Identify trends that indicate problems to address or opportunities to investigate. Highlight business issues and risks and drive changes to improve operations. Anticipate questions and advise on corrective actions based on financial insight.
  • Present analysis to management & executive team for use by the CEO, CFO and Board of Directors
  • Provide ad hoc financial analysis as needed

Required Qualifications:

  • Minimum of 3-5 years of Finance and/or Accounting experience.
  • Experience managing operating expenses and budgets
  • High level of Excel knowledge with the ability to use pivot tables and advanced formulae coupled with great visuals that tell the business story.
  • Ability to manage to tight deadlines and prioritize workloads with a high degree of accuracy and minimal supervision in a fast pace environment.
  • Ability to interpret data and provide relevant conclusions and recommendations.
  • Strong verbal & written communication skills, comfortable presenting to and interacting with C-level executives.
  • Self-starter with a desire to learn and grow in a team environment
  • Strong collaboration across teams and functions.
  • Comfortable working with ambiguity and unstructured, disparate data
  • Excellent organizational skills and attention to detail
  • Intellectual curiosity & strategic mindset

Preferred Qualifications:

  • Enterprise software industry or management consulting experience
  • Master’s degree in Finance or Business
  • Experience with Oracle ERP, Essbase, Smart View, OBIEE, APEX, Salesforce

Education:

  • Bachelor’s degree in Finance or Accounting.

Travel Requirements: <5% Minimal, infrequent travel

#LI-JC1

#LI-Remote

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What Rocket Software can offer you in USA:

  • Unlimited Vacation Time as well as paid holidays and sick time
  • Health and Wellness coverage options for Rocketeers and dependents
  • Life and disability coverage
  • Fidelity 401(k) and Roth Retirement Savings with matching contributions
  • Monthly student debt benefit program
  • Tuition Reimbursement and Certificate Reimbursement Program opportunities
  • Leadership and skills training opportunities


EOE M/F/Vet/Disability.  Rocket Software Inc. is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Rocket Software Inc. is also committed to compliance with all fair employment practices regarding citizenship and immigration status.


At Rocket Software, we believe AI is a critical enabler of innovation and productivity. All Rocketeers are expected to actively leverage AI-powered tools and technologies, where appropriate, to enhance efficiency, improve decision-making, and deliver greater impact in their roles. Embracing continuous learning and the responsible use of AI is an essential part of how we work.


Rocket is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities.  If you need special assistance or an accommodation while seeking employment, please call: 781-577-4321 or send an email to [email protected].  We will make a determination on your request for reasonable accommodation on a case-by-case basis.


As part of our commitment to a safe and trustworthy workplace, we include background and reference checks in our hiring process.


It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.


If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!

Skills Required

  • 3–5 years of finance and/or accounting experience
  • Experience managing operating expenses and budgets
  • Advanced Microsoft Excel skills, including pivot tables, advanced formulas, and data visualization
  • Ability to meet tight deadlines, prioritize workloads, and maintain accuracy with minimal supervision
  • Ability to interpret data and provide conclusions and recommendations
  • Strong verbal and written communication skills, including comfort presenting to and interacting with C-level executives
  • Self-starter with willingness to learn and grow in a team environment
  • Strong cross-functional collaboration skills
  • Comfort working with ambiguity and unstructured, disparate data
  • Excellent organizational skills and attention to detail
  • Intellectual curiosity and strategic mindset
  • Bachelor’s degree in Finance or Accounting
  • Enterprise software industry or management consulting experience
  • Master’s degree in Finance or Business
  • Experience with Oracle ERP, Essbase, Smart View, OBIEE, APEX, or Salesforce

Rocket Software Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Rocket Software and has not been reviewed or approved by Rocket Software.

  • Healthcare Strength Healthcare coverage is positioned as comprehensive, including major plan options and HSA-compatible choices with employer contributions. Health insurance quality is framed as a meaningful component of overall total compensation.
  • Leave & Time Off Breadth Time off is characterized as generous and usable, and remote-friendly flexibility further supports work–life balance. Paid time off is repeatedly treated as a standout element of the overall package.
  • Retirement Support Retirement benefits include access to a 401(k) with an employer match and Roth 401(k) availability. Retirement offerings are described as typical for the industry and contribute positively to total rewards.

Rocket Software Insights

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The Company
HQ: Waltham, MA
2,825 Employees

What We Do

Rocket Software empowers organizations to create legendary impact in the world through innovation in legacy technologies. With deep expertise in IBM Z, IBM Power, and database and connectivity solutions, Rocket solutions power tens of thousands of global businesses, solving real problems and making real-world impact. With more than 70% of the world’s IT workload running on legacy platforms, Rocket helps companies and public-sector organizations innovate using the technology and data they already have, so they can always be ready for what comes next. Rocket customers include 44 of the Fortune 50, representing industries including Banking and Finance, Healthcare, Manufacturing, Transportation and Logistics, Retail and Insurance. A Bain Capital portfolio company, Rocket is headquartered in the Boston area with centers of excellence strategically located throughout North America, Europe, Asia, and Australia.

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