Principal Financial Analyst

Its fun to work in a company where people truly BELIEVE in what theyre doing!

Job Description Summary:

Essential Duties and Responsibilities:

• Own and maintain the forecasting and planning systems on behalf of Revenue Operations.

• Take ownership of significant parts of the annual operating plan quarterly forecasts and strategic planning processes including the planning execution and reporting related to each..

• Develop a deep understanding of the business goals/objectives to understand the root causes of variances and provide insightful fact-based data analysis and scenario modeling to tell the story of the business.

• Proactively partner and engage with key leaders to drive improved insight into the business by refining or developing new KPIs or scorecards that drive organizational accountability and performance.

• Support your business partner with the finance cadence/rhythm of monthly reporting rolling forecasts and the annual budgeting / planning cycle in alignment with Revenue Operations timelines by communicating required deliverables clearly and facilitating reviews with senior leaders in a timely manner.

• Help drive innovation by actively seeking opportunities to simplify reporting and delivery methods to improve efficiency and effectiveness of finance activities through automation within the confines of available tools. When the right tools are not available ensure the technology roadmap is updated to reflect desired future state.

• Provide financial modeling financial analysis and valuation support for acquisitions long-term contracts and other ad-hoc financial projects.

• Expected to act as the lead on internal cross functional projects from time-to-time.

• Act as a leader/mentor to junior staff which may include formal and informal training direction or supervision.

Required Qualifications:

• Minimum of 7-10 years of Finance and/or Accounting experience.

• Minimum of 5 years of Financial Analysis experience including forecasting planning and variance analysis.

• Expert level of Excel knowledge with the ability to use pivot tables complex formulae and perform modeling.

• Experience with ERP forecasting and planning data visualization tools.

• Demonstrated ability to manage to tight deadlines and prioritize workloads with a high degree of accuracy and minimal supervision in a fast-paced environment.

• Demonstrated ability to work both strategically and at a detailed operational level.

• Ability to quickly grasp new ideas and organize complex information.

• Ability to explain concepts and processes to new team members.

• Experience with moving from data gathering through focused analysis to clear accurate and compelling story telling of key business drivers and business insights.

• Ability to provide executive-grade accurate financial data/information focused on driving business decisions.

• Curious self-starter who consistently takes the initiative to address questions and build new processes/structures.

• Expert-level analytical and financial modeling skills

• Excellent presentation skills both written and oral

Information Security:

Information security is everyones responsibility. A fundamental principle of information security at Rocket Software is that all individuals in the organization have a responsibility for the security and protection of company information and IT Resources over which they have control according to their role.

Diversity Inclusion & Equity:

At Rocket we are committed to an inclusive workplace environment where every Rocketeer can thrive by bringing their full selves to work. Being a Rocketeer means you are part of our movement to continually drive inclusivity diversity and equity in our workforce.

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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.

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: or send an email to 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 youll enjoy your career with us!