Strategic Finance & Corporate Development Associate New Bay Area, CA; Oakland, California, Unit[...]

Roofstock, Inc.; Town of Texas (WI); Hybrid; USD 120,000 - 140,000; Full time

Job summary

Roofstock, Inc., a leading platform for real estate investment, seeks a Strategic Finance & Corporate Development Associate. This role requires a highly analytical candidate who will contribute to strategic direction, analyze market conditions, and support corporate development initiatives. Ideal candidates possess strong financial modeling skills and thrive in a fast-paced environment, ultimately driving the growth of investment opportunities.

Benefits

Generous PTO Policy

13 Paid Holidays

401k Program

Wellness and home office/cell phone subsidies

Robust health, dental, vision insurance

Qualifications

• 3 to 5+ years of experience in investment banking, management consulting, or corporate strategy.
• Exceptional verbal and written communication abilities.
• Ability to manage multiple projects in a fast-paced environment.

Responsibilities

• Support annual and long-term strategic planning efforts.
• Assist in identifying, evaluating, and executing potential mergers and acquisitions.
• Prepare high-quality presentations for executive leadership.

Skills

Financial modeling

Analytical skills

Problem-solving

Communication

Education

Bachelor’s degree in Business, Finance, Economics, or related field

CFA or advanced degree a plus

Tools

Advanced proficiency in Excel

PowerPoint

SQL

Google Sheets

Job description

Strategic Finance & Corporate Development Associate

Bay Area, CA; Oakland, California, United States

What we do and why we do it

As the leading end-to-end investment platform for single-family rental homes (SFR), our mission is to make real estate investing radically accessible, cost effective, and simple. We successfully merge our passion for helping investors build wealth through real estate with cutting edge technology that transforms the way they do it.

How it’s going (and growing)

With a talented team of 600+ Roofsters, our collaborative, can-do culture is what fuels our growth. In 2022, we closed on our Series E, raising $240 million, and have offices in California, Texas, and New York as well as many remote opportunities. Our growth includes recent acquisitions of Stessa (financial and asset management software), RentPrep (tenant screening and placement service for landlords), and Mynd (property management platform for both Retail and Institutional investors). In 2025, Roofstock took an ownership stake in Casago (short-term rental management services), expanding our platform to support both long-term and short-term rental investment services.

About the Role

We are seeking a highly motivated and analytical Strategic Finance & Corporate Development Associate to join our growing team. This individual will play a key role in shaping the company’s strategic direction, evaluating growth opportunities, and supporting key corporate initiatives, including mergers and acquisitions. The ideal candidate has a strong foundation in strategy, finance, and cross-functional collaboration, and thrives in a fast-paced, results-oriented environment. This role reports directly to the Senior Director of Strategic Finance .

Responsibilities

• Strategic Planning & Market Analysis
  
  • Support annual and long-term strategic planning efforts in partnership with executive leadership.
  • Conduct market research and competitive analysis to identify industry trends, emerging threats, and growth opportunities.
  • Create business cases and strategic frameworks to assess new markets, products, or business models.
    
    
• Corporate Development & M&A
  • Assist in identifying, evaluating, and executing potential mergers, acquisitions, partnerships, and investments.
  • Build financial models and valuation analyses (DCF, precedent transactions, comparable companies).
  • Participate in due diligence, deal structuring, and integration planning across functional teams.
  • Collaborate with Legal, Finance, and external advisors to manage transaction executions.
    
    
• Financial Analysis & Performance Tracking
  • Prepare high-quality presentations and reports for executive leadership and board meetings.
  • Analyze KPIs, financial performance, and ROI for strategic initiatives and investments.
  • Develop dashboards and reporting tools to track corporate development metrics and pipeline.
    
    
• Cross-Functional Leadership
  • Act as a thought partner to business units on high-impact initiatives (e.g., pricing, expansion, strategic partnerships).
  • Coordinate with internal stakeholders to align corporate development initiatives with business objectives.

Qualifications

• Bachelor’s degree in Business, Finance, Economics, or related field; CFA or advanced degree a plus.
• 3 to 5+ years of experience in investment banking, management consulting, private equity, venture capital, or corporate strategy/development.
• Strong financial modeling, analytical, and problem-solving skills.
• Exceptional written and verbal communication abilities; skilled in executive-level presentation development.
• Highly organized and capable of managing multiple projects simultaneously in a fast-paced environment.
• Strong business acumen and executive presence
• Advanced proficiency in Excel and PowerPoint, with strong working knowledge of Google Sheets,
• Experience with Sigma and strong skills in SQL for data analysis and reporting.
• Ability to deal and adapt in an ambiguous fast-paced, start-up environment

Preferred Qualifications

• CFA or advanced degree a plus.
• Experience with M&A transactions or corporate investment processes.
• Familiarity with business valuation methods and strategic frameworks.
• Prior experience in a fast-growing start-up or technology-driven company is a plus.

Location

Bay Area/Oakland, CA

This position is classified as HYBRID within the Greater Oakland Area with an expectation to be in-office on Tuesdays and Thursdays weekly.

Travel Required

n/a

Compensation

$120,000 - $140,000 annual base salary. The compensation range may be adjusted based on experience and location.

Pay Transparency

Our compensation reflects several US geographic markets. The base pay for this position represents the expected salary for this position. Ultimately, in determining your pay it will be based on several factors including location, job-related knowledge, skills, experience and other job related factors. Roofstock is a total compensation company; the base salary is only a part of our total compensation package.

• Generous PTO Policy
• 13 Paid Holidays
• 401k Program
• Wellness and home office/cell phone subsidies
• Robust health, dental, vision insurance, and more

Must be authorized to work in the U.S. is a precondition of employment and we are unable to sponsor H1-B Visas at this time.

Any offer of employment is conditioned upon the successful completion of a background investigation.

Commitment to Equal Employment Opportunity

The company provides equal opportunity in all of our employment practices to all qualified employees and applicants without regard to race, color, religion, sex, gender, gender expression, gender identity, national origin, ancestry, citizenship, age, physical or mental disability, marital status, sexual orientation, military or veteran status, genetic information or any other category protected by federal, state and local laws. This policy applies to all aspects of the employment relationship, including recruitment, hiring, compensation, promotion, transfer, disciplinary action, layoff, return from layoff, training and social, and recreational programs. All such employment decisions will be made without unlawfully discriminating on any prohibited basis.

#LI-VS-HYBRID

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