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Strategic Finance Manager

Role overview

Qualifications

  • A minimum of a bachelor’s degree in finance or accounting
  • 5+ years of relevant work experience in business finance or consulting
  • Proven experience as finance leader with a track record of leading a team
  • High proficiency in financial modeling and advanced knowledge of Excel and/or Google Sheets

Responsibilities

  • Manage financial forecasting and budgeting processes
  • Provide strategic recommendations to finance leadership and executive management
  • Assess company performance against annual budget and long-term strategy
  • Conduct detailed variance analysis to drive understanding of business financial performance

Key facts

Other skills

  • Budgeting
  • Microsoft Excel
  • Google Sheets
  • Communication
  • Decision Making
  • Problem Solving
  • Team Leadership

About the company

Roofstock logo

Roofstock

Investment Management

Roofstock is building the world’s leading real estate investment marketplace. Our mission is to make ownership of investment real estate radically accessible, cost-effective, and simple. Our platform lets everyone from first-time investors to global asset managers evaluate, purchase, and own residential investment properties with confidence, from anywhere in the world. Since launch, we’ve surpassed $5 billion in transactions and continue to disrupt the industry, deploying technology and innovation with the goal of making investing in real estate stock market simple. At Roofstock, we’re leveling the playing field by combining people highly experienced in the business with the power of artificial intelligence and the efficiencies of institutional scale, knocking down the traditional barriers to real estate investing—a process that was clunky, opaque, and inefficient—and making it simpler, transparent, and cost-efficient. We’re building a vibrant and proactive marketplace for real estate investing where the accessibility to information is matched only by the ease of transaction. It's a new model where everyone can participate, from anywhere, at any time. Because we believe that building wealth through real estate should be nothing short of radically simple. Roofstock Realty, LLC. CA License ID: 01995170 https://www.roofstock.com/broker-licenses TREC Consumer Protection Notice: https://roofstock-cdn4.azureedge.net/assets/pdfs/texas/TREC-consumer-protection-notice.pdf TREC Information About Broker Service: https://roofstock-cdn4.azureedge.net/assets/pdfs/texas/TREC-information-about-brokerage.pdf

Company details

Company typeScaleup
IndustryInvestment Management
Company size501 - 1000

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Job description

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 

As the Strategic Finance Manager you will be a key driver in the company's financial growth and efficiency. Your role is crucial in developing, interpreting, and implementing financial concepts for financial planning and control. You will be instrumental in driving strategic business decisions through rigorous financial analysis, forecasting, and budgeting.  Your expertise in financial planning and analysis (FP&A) will be vital in helping to create a win-win situation for all parties involved, ensuring financial sustainability and growth.

Your responsibilities in this role will be extensive and impactful. You will lead financial forecasting and budgeting processes, advise on long-term business and financial planning, and provide strategic recommendations to the finance leadership team. Your work will have a profound impact across the organization and beyond as you help Roofstock continue to grow and thrive in this dynamic marketplace.

Get ready to make a significant difference; you will have the power to drive strategic financial decisions, transform business outcomes, and make a real impact on the organization. Let's get started!

Responsibilities

  • Manage financial forecasting and budgeting processes, including the preparation of internal management and board reporting.
  • Provide strategic recommendations to finance leadership and the executive management team based on rigorous financial analysis.
  • Assess company performance against both the annual budget and the company’s long-term strategy, making necessary adjustments and recommendations.
  • Conduct detailed variance analysis to drive a deeper understanding of the business and its financial performance.
  • Coordinate with other finance and business partner team members to review financial information and forecasts.
  • Manage, coach, and develop finance team members, promoting their professional growth and enhancing team performance.
  • Lead ad-hoc projects that drive organizational goals, bringing together cross-functional teams for discussion.
  • Provide leadership to finance department team members, fostering a culture of independence and cross-organizational collaboration.
  • Prepare succinct presentations for decision-makers, translating complex data into actionable insights.

Basic Qualifications

  • A minimum of a bachelor’s degree in finance or accounting.
  • 5+ years of relevant work experience in business finance, consulting, or other relevant experience.
  • Proven experience as finance leader with a track record of leading a team through successful outcomes.
  • High proficiency in financial modeling and advanced knowledge of Excel and/or Google Sheets.
  • Strong analytical and decision-making skills. Problem solving and analytical abilities, advanced knowledge of Excel and/or Google Sheets.
  • Effective communication and presentation skills. Ability to take complex topics, analyze and distill them down to actions and decision points.
  • Proficient in the use of financial management software (e.g., NetSuite and spreadsheet-based planning and reporting  tools).
  • Effective partnership and influencing skills, able to work with every level of the organization.
  • Ability to take initiative and work independently in an unstructured, fast-moving, growth-oriented organization.
  • Ability to deal with ambiguity and thrive in an environment with rapidly changing conditions.

Preferred Qualifications

  • MBA or related advanced degree

Location

Dallas, TX

Compensation

$110,000 - $130,000 annual base pay. 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 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 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.

 

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Chief Revenue Officer

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