Director of Finance

Rocket Lawyer

11d • $193,000 - $233,000

About The Position

Rocket Lawyer is seeking a Director of Finance to lead corporate planning and forecasting, drive unit economic analysis across its AI-native solutions and attorney marketplace, and provide strategic financial guidance to executive stakeholders. Reporting to the VP of Finance & Accounting, this role leads a four-person corporate financial analyst team and strengthens cross-functional business partnership and enterprise decision-making.

The Director of Finance partners with leaders across Product, Engineering, Sales, Marketing, and Operations; builds and maintains forecasting and scenario-analysis models; assesses operational trends, growth opportunities, and financial risks; and translates complex financial metrics into actionable narratives. The role also oversees financial analysis of customer acquisition, attorney marketplace economics, and AI cost of sales, as well as corporate forecasts, operating reviews, and multi-year projections spanning subscription income, AI-native products, and marketplace revenue.

This position also develops the finance team and evaluates AI tools and quantitative frameworks to improve departmental output and forecasting. The role is based in one of the listed eligible locations, with compensation depending in part on work location and candidate qualifications.

Requirements

• At least 9 to 12+ years demonstrating continuous growth in corporate finance leadership.
• Mastery of quantitative modeling, including building complex forecasts from the ground up and conducting pro forma sensitivity evaluations.
• Track record of independently evaluating commercial agreements, corporate integrations, and potential synergy opportunities.
• Executive presence and strong financial narrative skills, with the ability to adapt communications for cross-functional partners and senior leaders.
• Ability to build cross-functional consensus and align stakeholders and priorities through analytical credibility.
• Experience preparing board-level presentations, institutional investor decks, and lender reporting packages.
• Deep expertise in Microsoft Excel, Google Workspace applications, modern AI productivity platforms, corporate analytics systems, and digital marketing performance tools.
• High level of artificial intelligence literacy and practical technology integration skills.

Nice To Haves

• Advanced degree or professional credential such as an MBA, CPA, or CFA.
• Success in midmarket organizations, particularly rapidly scaling, venture-backed, or private equity-sponsored settings.
• Deep expertise in SaaS, enterprise technology, and recurring revenue commercial frameworks.
• Exposure to two-sided marketplace dynamics or professional services business structures.

Responsibilities

• Act as strategic finance partner to executive leaders across Product, Engineering, Sales, Marketing, and Operations, developing an understanding of operational models and KPIs.
• Build dynamic forecast models and use iterative scenario analysis to align cross-functional priorities and optimize resource allocation.
• Identify operational trends, growth opportunities, and financial risks through quantitative analysis, and advise the business.
• Translate complex financial metrics into concise, actionable narratives for stakeholders.
• Provide financial leadership for customer acquisition initiatives across paid marketing channels and partnership strategies.
• Analyze attorney marketplace unit economics, including attach rate, attorney-side economics, customer acquisition cost, cohort retention, and lifetime value.
• Model and monitor AI cost of sales, including inference and compute consumption, and collaborate with leadership to optimize cost-to-serve and pricing.
• Direct continuous corporate forecasting models incorporating operational metrics, growth, expenses, and projected cash flow.
• Develop pro forma sensitivity analyses to evaluate trade-offs and guide business decisions.
• Lead operating reviews with functional leaders, presenting budget-to-actual variances, performance indicators, opportunities, and risks.
• Manage multi-year financial projections that account for subscription income, AI-native products, and marketplace revenue.
• Manage, coach, and develop a four-person team of corporate financial analysts.
• Assess and implement AI tools and quantitative frameworks to improve department output and forecasting.
• Foster a culture of collaborative business partnership, rigorous inquiry, and proactive execution.

Benefits

• Comprehensive health plans, including medical, dental, and vision insurance for full-time employees.
• Unlimited PTO.
• Competitive salary packages.
• Life insurance.
• Disability benefits.
• Supplemental optional life insurance benefits.
• Optional FSA options.
• HSA with company match.
• 401(k) program with company match.
• Wellhub and ClassPass fitness platforms.
• Pet insurance options.
• Financial wellbeing and student loan program access.
• Mental health and wellbeing resources.
• Pre-tax commuter/transit benefits.
• Free Rocket Lawyer account with online access to legal documents and licensed attorneys at discounted rates.
• The role may include variable compensation and may be eligible for an equity grant, depending on position and level.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: No Education Listed