Financial Analyst

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 reinvent the rental housing ecosystem for the benefit of all. 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 750+ 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 the Bay Area and New York City. 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 Team

The team is based in several time zones within the United States and collaborate daily with scheduled standup meetings. Humility and leading by example are attributes that are baked into the team's DNA. This team is highly visible through their constant collaboration with business partners across the Roofstock business lines.

About the Role

Roofstock is looking for a Financial Analyst who is passionate about driving strategic and operational improvements. This role is ideal for highly-motivated individuals who function with confidence and expertise in a fast-paced and rapidly changing business environment. In addition, the preferred candidate will have experience with the development of detailed annual plans, building complex financial models, and synthesizing data into actionable recommendations. This role will report directly to the VP of Finance.

Responsibilities

• Build and maintain detailed financial models and forecasts. Highlight and understand major assumptions and their effects on the budget/forecast.
• Partner with leadership on monthly, annual, and long-range budget and forecast planning.
• Manage the corporate reporting process related to monthly operating reviews, KPIs, board meetings and investor meetings.
• Prepare monthly/quarterly budget vs. actual variance analysis and continuously drive forecast accuracy improvements.
• Continuously develop systems and processes. Evaluate current processes, identify best practices, develop plans to reach goals and implement improvements.
• Provide ad hoc analytical support to influence decision making with financial perspective.

Qualifications

• Bachelor’s degree in finance or accounting preferred
• 2+ years of progressive experience in FP&A 
• Advanced spreadsheet & business modeling skills required
• Strong capabilities for developing and presenting analyses and insights to senior management
• Exceptional business judgment; capable of driving results with a focused, pragmatic approach
• Ability to formulate strategies and identify trends through research and analysis of various data
• Strong presentation skills and the ability to guide and influence senior leadership
• Exhibits Roofstock’s Mission, Values, and Principles 

Nice to Have

• Experience with financial planning and reporting systems (e.g. Planful, Adaptive Planning, etc.), preferred
• Experience working in a face pace, start-up environments, ideally in proptech or fintech industries

Travel Requirements

n/a

Location

Bay Area (Oakland), CA. This is a 3 day hybrid role in office.

Compensation

$93,500 - $110,000 annual base salary. Compensation may be adjusted based on experience, skills, and interview performance.

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
• 12 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 

Roofstock is an equal opportunity employer. In keeping with the values of Roofstock, we make all employment decisions including hiring, evaluation, termination, promotional and training opportunities, without regard to race, religion, color, sex, age, national origin, ancestry, sexual orientation, physical handicap, mental disability, medical condition, disability, gender or identity or expression, pregnancy or pregnancy-related condition, marital status, height and/or weight.

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