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].
The compensation information below is provided in compliance with all applicable job posting disclosure requirements. The compensation for this position is $71,000.00-$161,500.00. The position may also be eligible for an annual bonus, incentives, and other employment-related benefits including, but not limited to, medical, dental, and vision benefits, 401K retirement plan, and paid-time off. More information regarding these benefits and others can be found here. The information regarding compensation and other benefits included in this paragraph is the company’s current, good faith estimate at the time of posting. [Compensation and benefits are subject to modification from time to time as the Company, in its sole and exclusive discretion, deems appropriate.] The Company may determine during its future reviews of the proposed compensation and benefits provided for this position, that the compensation and benefits for such position should be reduced. In no event will the Company reduce the compensation for the position to a level below the applicable jurisdictional minimum wage rate for the position. Los Angeles County and San Francisco Candidates only: qualified applicants with arrest or conviction records will be considered for employment per the Fair Chance Ordinance and the Fair Chance Initiative for Hiring.
Skills Required
- 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
- Experience supporting investment, asset management, or private investments teams
Rocket Companies Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Rocket Companies and has not been reviewed or approved by Rocket Companies.
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Healthcare Strength — Coverage includes medical (Blue Cross Blue Shield or Kaiser in CA), dental (Delta Dental), vision (Heritage Vision), life and disability insurance, and employee assistance with no‑cost mental health support. Wellbeing resources extend to pet insurance and on‑site fitness classes.
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Parental & Family Support — Paid leave supports birth, adoption, and fostering, alongside fertility benefits and adoption assistance up to $10,000. Family resources include childcare supports, daycare discounts, and Care.com membership.
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Leave & Time Off Breadth — Paid time off allows up to four weeks in the first year. Time away also includes seven company holidays and additional personal significance days.
Rocket Companies Insights
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.
