Head of Finance - Planning and Analysis

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.

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.

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.

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.

you will have the power to drive strategic financial decisions, transform business outcomes, and make a real impact on the organization. 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.

Problem solving and analytical abilities, advanced knowledge of Excel and/or Google Sheets.

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.

Preferred Qualifications MBA or related advanced degree

This is a 2 day hybrid role in the Bay Area office, effective October 2026.

Competitive & Unique Benefits Package Generous PTO Policy

12 Paid Holidays

Wellness and home office/cell phone subsidies

Robust health, dental, vision insurance, and more

S. is a precondition of employment and we are unable to sponsor H1‑B Visas at this time.

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.