Senior Financial Analyst - Dallas, TX at Rocket MortgageUnited States — full-time

As a Senior Financial Analyst, you play a critical role in driving financial strategy and informed decision-making across the organization. You conduct rigorous quantitative analyses of budgets, expenses, investments, and economic trends to provide senior leadership with accurate, timely insights. Your ability to translate complex financial data into clear, actionable recommendations directly influences strategic and operational decisions. You thrive in a fast-paced environment where attention to detail, analytical rigor, and strong communication are essential. Your work helps shape the financial health and competitive position of the organization.

About the role

Analyze cash flow, expenditures, revenue, depreciation, and investments to make recommendations for financial procedures, plans, and controls

Assist in the preparation of monthly, quarterly, and annual financial statements and ensure accuracy of all financial information and economic indicators

Collect, compile, and verify financial data for assigned accounts, products, or business units to track organizational progress against financial goals and identify variances

Analyze the financial implications of proposed investments and transactions to help senior leadership evaluate alternatives against business objectives

Evaluate industry, economic, financial, and market trends to forecast the organization's short, medium, and long-term financial and competitive position

Lead budgeting and forecasting processes, ensuring alignment with strategic objectives and providing critical insights for future financial planning

Report current and expected financial performance, create financial models, and develop new methods of analysis and presentation to guide decision-making

About you

Minimum Qualifications

Bachelor's degree in Finance, Accounting, Business Administration, or related field

3+ years of experience in financial analysis, corporate finance, or financial planning and analysis (FP&A), ideally in mortgage banking or a high-volume financial services environment

Strong proficiency with financial modeling, Power BI tools, Excel, and data visualization tools

Excellent written and verbal communication skills with the ability to present complex financial information to non-financial stakeholders

Demonstrated ability to manage multiple priorities and deliver results i