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Financial Analyst III

Rocket Software

Rocket Software

IT, Accounting & Finance
Massachusetts, USA · Remote
Posted on Tuesday, May 21, 2024

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

Job Description Summary:

The successful candidate will be responsible for providing reporting and analysis on Rocket's ARR and renewals against forecasts and budgets. This is a highly visible role which will directly support the Finance team and senior executives. The role will work to develop renewal rate targets and forecasts, and improve processes, reporting, and reviews with senior finance and business leaders.

Essential Duties and Responsibilities:

  • Develop and distribute consistent monthly financial reports and review with senior business/finance leaders that provide context on historical and forecasted business performance.
  • Streamline and improve renewals 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 Revenue Operations timelines
  • Engages cross-functionally to help ensure successful acquisition integration and integrity of the acquired data.
  • 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 CRO, CFO and Board of Directors
  • Provide ad hoc financial analysis as needed

Required Qualifications:

  • Minimum of 2-4 years of Finance and/or Sales Operations experience.
  • Experience managing Revenue and Sales targets.
  • 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 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
  • Bachelor’s degree in Finance/Economics or Business Administration
  • Experience with Salesforce, Oracle, Google Looker, Microsoft Excel


  • Bachelor’s degree in Finance/Economics or Business Administration

Travel Requirements: <5% Minimal, infrequent travel

The base salary range for this role is $75,808.00 - $94,760.00 /year. Exact compensation may vary based on skills, experience, and location..

What Rocket Software can offer you in USA:

  • Extensive paid time off programs (paid holidays, sick, and unlimited vacation time)

  • Healthcare coverage options to fit you (and your family’s) needs

  • Retirement savings, with matching contributions by Rocket Software

  • Life and disability coverage

  • Leadership and skills training opportunities

  • Two paid work days for off-site training

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: 781-577-4321 or send an email to people@rocketsoftware.com. We will make a determination on your request for reasonable accommodation on a case-by-case basis.


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