Director of Finance

About Rocket Lawyer Founded in 2008, we believe everyone deserves to be legally protected. In one seamless experience that combines trusted legal AI and the right attorney for each legal matter, Rocket Lawyer members have always-on access to affordable legal guidance and services they need. To date we’ve helped over 30 million consumers and small businesses get the legal help they need and are now expanding the team in order to bring affordable legal protection to even more.

About the Role

Rocket Lawyer is seeking a Director of Finance to lead corporate planning and forecasting, drive unit economic analysis across our AI-native solutions and attorney marketplace, and deliver strategic financial guidance to executive stakeholders to ensure enterprise-level decision support.

Reporting directly to the VP of Finance & Accounting, you will lead a high-performing finance organization, elevating cross-functional business partnership and driving continuous value creation across the enterprise.

What You’ll Do

Strategic Finance Business Partner

• Act as strategic finance partner to executive leaders across Product, Engineering, Sales, Marketing, and Operations, gaining comprehensive understanding of operational models and KPIs
• Construct dynamic forecast models and align cross-functional priorities through iterative scenario analysis, evaluating trade-offs to optimize organizational resource allocation
• Identify key operational trends, growth opportunities, and financial risks through advanced quantitative analysis, serving as a proactive advisor to the business
• Synthesize complex financial metrics into concise actionable narratives to key stakeholders

Unit Economics on Acquisition, Marketplace, and AI

• Provide active financial leadership and guidance on customer acquisition initiatives spanning paid marketing channels and an evolving partnership strategy
• Generate insights on the unit economics of the attorney marketplace, including attach rate, attorney-side economics, customer acquisition cost, cohort retention, and lifetime value to drive optimization.
• Model and monitor AI cost of sales, incorporating inference and compute consumption as key variable drivers; collaborate with leadership to optimize cost-to-serve metrics and refine unit pricing strategies

Planning and Forecasting

• Direct and oversee continuous corporate forecasting models, integrating operational metrics to evaluate top-line growth, expense trends, and projected cash flow
• Develop dynamic proforma sensitivity analyses to evaluate inherent trade-offs and guide critical business decisions
• Lead routine operating reviews alongside functional leaders, presenting budget-to-actual variances, core performance indicators, and forward-looking opportunities and risk
• Architect and manage multi-year financial projections capturing our business transformation, balancing legacy subscription income with AI-native products and marketplace revenue streams

Team Leadership & Development

• Manage, coach, and cultivate a four-person team of corporate financial analysts
• Assess and implement cutting-edge AI tools and quantitative frameworks to elevate department output and forecasting sophistication
• Foster a high-performing culture centered on collaborative business partnership, rigorous inquiry, and proactive execution

What We’re Looking For

• At least 9 to 12+ years demonstrating continuous growth in corporate finance leadership
• Mastery in quantitative modeling, capable of building complex forecasting from the ground-up and conducting proforma sensitivity evaluations
• Track record of autonomously evaluating commercial agreements, corporate integrations, and potential synergy opportunities
• Executive presence paired with exceptional financial narrative skills, adapting messaging seamlessly across cross-functional partners and senior leadership
• Adept at cross-functional consensus building, steering diverse stakeholders and aligning key priorities through persistent analytic credibility
• Background 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 Have

• Advanced degree or professional credential such as an MBA, CPA, or CFA
• Proven success within midmarket organizations, particularly across rapidly scaling, venture-backed, or private equity-sponsored settings
• Deep domain expertise across SaaS, enterprise technology, and recurring revenue commercial frameworks
• Demonstrated exposure to two-sided marketplace dynamics or professional services business structures

Benefits & Perks

• 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
• FSA Options Optional
• HSA with Company Match
• 401k program with Company Match
• Wellhub & ClassPass fitness platforms
• Comprehensive Pet Insurance options
• Financial Wellbeing & Student Loan Program access
• Access to additional Mental Health & Wellbeing resources
• Pre-tax Commuter/Transit Benefits
• Free Rocket Lawyer account with online access to an extensive legal documents library and brilliant licensed attorneys at discounted rates

Interview Process

• Recruiter Phone Screen
• Hiring Manager Interview
• Panel Interviews
• Case Study Presentation
• Final Interview

Rocket Lawyer is proudly committed to recruiting and retaining a diverse and inclusive workforce. As an Equal Opportunity Employer, we never discriminate based on race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, military or veteran status, status as an individual with a disability, or other applicable legally protected characteristics. We particularly welcome applications from veterans and military spouses. All your information will be kept confidential according to EEO guidelines. You may request reasonable accommodations by sending an email to hr@rocketlawyer.com. Compensation
Base salary range dependent on location: $193,000 - $233,000

• San Francisco Bay Area, CA
• California (outside of San Francisco Bay Area)
• Colorado
• Utah, Arizona, and North Carolina

Actual compensation packages are determined by various factors unique to each candidate, including but not limited to skill set, depth of experience, certifications, specific work location, and performance during the interview process. In addition to base salary, this role may include variable compensation and be eligible for an equity grant, depending on the position and level.

Actual compensation packages are determined by various factors unique to each candidate, including but not limited to skill set, depth of experience, certifications, specific work location, and performance during the interview process. In addition to base salary, this role may include variable compensation and be eligible for an equity grant, depending on the position and level.

Base salary range:$193,000-$233,000 USD

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