Strategic Finance and Corporate Development Associate

Roofstock

2d•$130,000 - $155,000•Hybrid

About The Position

We are seeking a highly motivated and analytical Strategic Finance and 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.

Requirements

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
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.

Nice To Haves

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.

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.