Roofstock
Strategic Finance & Corporate Development Associate
Roofstock, San Francisco, California, United States, 94199
Strategic Finance & Corporate Development Associate
Strategic Finance & Corporate Development Associate
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 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.
Skills & Competencies
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.
Competitive & Unique Benefits Package
Generous PTO Policy
13 Paid Holidays
Volunteer Time Off
Paid Parental Leave
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.
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Business Development and Sales Referrals increase your chances of interviewing at Roofstock by 2x Sign in to set job alerts for “Corporate Development Associate” roles.
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Strategic Finance & Corporate Development Associate
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 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.
Skills & Competencies
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.
Competitive & Unique Benefits Package
Generous PTO Policy
13 Paid Holidays
Volunteer Time Off
Paid Parental Leave
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.
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Business Development and Sales Referrals increase your chances of interviewing at Roofstock by 2x Sign in to set job alerts for “Corporate Development Associate” roles.
San Francisco, CA $68,640.00-$68,640.00 2 months ago Lead Teacher at John Muir Elementary School
Associate - Mergers & Acquisitions - San Francisco
San Francisco, CA $200,000.00-$250,000.00 7 months ago Corporate Associate – Capital Markets and Public Companies Group
San Francisco, CA $260,000.00-$390,000.00 1 day ago Associate Director, Clinical Data Strategy and Insights
Alameda, CA $160,000.00-$227,000.00 3 days ago Teacher at John F. Kennedy Elementary School
Teacher at San Ramon Valley USD - Bella Vista
Teacher at Ruby Bridges Elementary School
Teacher at Morello Park Elementary School
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr