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Rocket

Financial Analyst

LocationAMC San Jose, CRI
Typefull-time
SeniorityMid
Experience3–5 yrs
DepartmentFinance
Company size501–1,000 people
First seenOct 6, 2026 · 5d ago
Verified live1d ago
At a glanceSummarised by Seekless from the posting.
Must have12
Minimum of 3-5 years of Finance and/or Accounting experience
Experience managing operating expenses and budgets
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 C-level 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
Bachelor's degree in Finance or Accounting
Nice to have3
Enterprise software industry or management consulting experience
Master's degree in Finance or Business
Experience with Oracle ERP, Essbase, Smart View, OBIEE, APEX, Salesforce
Skills
Excel
Oracle ERP
Essbase
Smart View
OBIEE
APEX
Salesforce
It’s fun to work in a company where people truly BELIEVE in what they’re doing!
Job Description Summary:
The financial analyst will own key operational workstreams that enable renewal execution, partnering cross-functionally with Renewals leadership, Sales, and integration teams on M&A-related renewals activity, account assignment, and process documentation. The ideal candidate is detail-oriented and process-driven, with strong operational rigor, analytical skills, and the ability to manage multiple workstreams across stakeholders. This person will ensure accurate account assignment, monitor renewal health, support reporting and process improvements, and maintain documentation that drives consistency across the team. It’s a highly visible role, directly supporting Finance leadership and senior executives.
Essential Duties and Responsibilities:
•
Streamline and improve financial renewal 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 Corporate FP&A timelines
•
Collaborate and partner with key department leads and cross-company finance and operational teams.
•
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 CEO, CFO and Board of Directors
•
Provide ad hoc financial analysis as needed
Required Qualifications:
•
Minimum of 3-5 years of Finance and/or Accounting experience.
•
Experience managing operating expenses and budgets
•
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 C-level 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
•
Master’s degree in Finance or Business
•
Experience with Oracle ERP, Essbase, Smart View, OBIEE, APEX, Salesforce
Education:
•
Bachelor’s degree in Finance or Accounting.
Travel Requirements: <5% Minimal, infrequent travel
.
Legal
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.
At Rocket Software, we believe AI is a critical enabler of innovation and productivity. All Rocketeers are expected to actively leverage AI-powered tools and technologies, where appropriate, to enhance efficiency, improve decision-making, and deliver greater impact in their roles. Embracing continuous learning and the responsible use of AI is an essential part of how we work.
Hiring process
As part of our commitment to a safe and trustworthy workplace, we include background and reference checks in our hiring process.
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 [email protected]. 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!
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