Senior Financial Analyst, Private Investments

Senior Financial Analyst

We're looking for a Senior Financial Analyst to join our Private Investments team — a role for someone who enjoys digging into the details, uncovering insights, and helping leaders understand the story behind the numbers.

This position is ideal for a finance professional with a strong accounting foundation who likes working hands-on with financial data and turning complex information into clear, actionable insights. You'll play a key role in supporting financial performance analysis across a diverse investment portfolio, partnering closely with accounting and finance stakeholders to ensure accuracy, clarity, and sound decision-making.

About the Role

• Analyze accounting outputs and financial data to evaluate performance and trends
• Translate complex financial information into clear insights and recommendations
• Support monthly and quarterly financial reporting and close activities
• Perform variance analysis and assist with forecasting and budgeting efforts
• Work at the ledger level to monitor accuracy and consistency across financial inputs
• Help leadership understand "the why" behind the numbers by telling a clear financial story

About You

• 3–5 years of experience in finance, accounting, FP&A, or a related field
• At least 2 years of hands-on FP&A experience
• Strong understanding of general ledger activity and financial reporting
• Proven ability to analyze data, synthesize insights, and communicate findings clearly
• Exceptional attention to detail and a strong sense of ownership
• Comfortable working as an individual contributor within established processes
• CPA designation (preferred, not required)
• Experience supporting investment, asset management, or private investments teams

Our team members fuel our strategy, innovation, and growth, so we ensure the health and well-being of not just you, but your family, too! We go above and beyond to give you the support you need on an individual level and offer all sorts of ways to help you live your best life. We are proud to offer eligible team members perks and health benefits that will help you have peace of mind. Simply put: We've got your back.

Detroit-based Rock Ventures serves and connects Rocket Mortgage Founder and Cleveland Cavaliers Majority Owner Dan Gilbert's portfolio of more than 100 companies. The Family of Companies' mission is to increase growth, innovation, and prosperity in the cities in which its thousands of team members live, work, and play. Key initiatives include real estate development, community investments, and economic development.