Strategic Finance and Corporate Development Associate, Roofstock

• The ideal candidate has a strong foundation in strategy, finance, and cross-functional collaboration, and thrives in a fast-paced, results-oriented environment
• 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

Desirable

• 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
• This role reports directly to the Senior Director of Strategic Finance
• 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
• 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
• 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
• 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