We’re looking for a Senior Financial Analyst to join our Private Investments team — a role for someone who enjoys digging into the details, uncovering insights, and helping leaders understand the story behind the numbers.
This position is ideal for a finance professional with a strong accounting foundation who likes working hands‑on with financial data and turning complex information into clear, actionable insights. You’ll play a key role in supporting financial performance analysis across a diverse investment portfolio, partnering closely with accounting and finance stakeholders to ensure accuracy, clarity, and sound decision‑making.
About the role
Analyze accounting outputs and financial data to evaluate performance and trends
Translate complex financial information into clear insights and recommendations
Support monthly and quarterly financial reporting and close activities
Perform variance analysis and assist with forecasting and budgeting efforts
Work at the ledger level to monitor accuracy and consistency across financial inputs
Help leadership understand “the why” behind the numbers by telling a clear financial story
About you
3–5 years of experience in finance, accounting, FP&A, or a related field
At least 2 years of hands‑on FP&A experience
Strong understanding of general ledger activity and financial reporting
Proven ability to analyze data, synthesize insights, and communicate findings clearly
Exceptional attention to detail and a strong sense of ownership
Comfortable working as an individual contributor within established processes
CPA designation (preferred, not required)
Experience supporting investment, asset management, or private investments teams
What you’ll get
Our team members fuel our strategy, 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 of Benefits and Perks.
About us
Detroit-based Rock Ventures serves and connects Rocket Mortgage Founder and Cleveland Cavaliers Majority Owner Dan Gilbert’s portfolio of more than 100 companies. The Family of Companies’ mission is to increase growth, innovation and prosperity in the cities in which its thousands of team members live, work, and play. Key initiatives include real estate development, community investments and economic development.
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 [email protected].
Rocket Companies Compensation & Benefits Highlights
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Healthcare Strength — Health coverage is described as comprehensive, spanning medical, dental, vision, robust mental health care, and telehealth access. On-site and virtual care through the Rock Health Collective, discounted pharmaceuticals with free ship-to-home prescriptions, and wellness resources reinforce the depth of this offering.
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Parental & Family Support — Family support is highlighted with paid parental leave, fertility coverage, and adoption and foster-care assistance. Childcare subsidies, Care.com membership, and family support groups further extend the package.
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Leave & Time Off Breadth — Time off is portrayed as generous, with up to four weeks of PTO, two personal significance days, and seven company holidays. Additional paid volunteer hours add breadth beyond standard vacation.
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What We Do
Rocket Companies® is a Detroit-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, real estate, automotive and more. We’re insistently different in how we look at the world and committed to an inclusive workplace where every voice is heard.
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