Principal Financial Analyst

Job Listing ID:

4468118

Job Title:

Principal Financial Analyst Application Deadline:

Open Until Filled

Job Location:

Salem

Date Posted:

04/07/2026

Hours Worked Per Week:

Not Provided Shift:

Not Provided Duration of Job:

Either Full or Part Time, more than 6 months You may contact this employer directly. (Obtain the contact information to print or add to your jobs.)

Job Summary:

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

Job Description Summary:

The Principal Financial Analyst role is a Revenue Operations position. In this role, you will be the owner of the revenue planning model and support several key business partners across Rocket. This includes working closely with other members of Revenue Operations, partnering with the SVP of Enterprise Sales and VP of Customer Success. You will be responsible for ensuring data flows seamlessly from the various systems connected to planning and reporting and managing access and rights. You will have a key role in decision making processes and helping to ensure we are prepared for the future. Other critical areas of focus for the group include M& A (assisting with both diligence and integration) and data reporting & analytics (leading the effort to get reporting out of excel and into new visualization tools). This is a key position in the Revenue Operations team, with lots of opportunity for growth and development.

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 KPI's 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 k...

Job Classification:

Accountants and Auditors Access our statewide or regional occupation report for more information about wages, employment outlooks, skills, training programs, related occupations, and more. Compensation

Salary:

Not Provided Job Requirements

Experience Required:

 See Job Summary

Education Required:

None

Minimum Age:

N/A Gender:

N/A