Financial Analyst

San Francisco, CA

We are a hard-working, impactful team currently seeking a Financial Analyst to join the FP&A group. The Analyst will report to the Director of FP&A. In this role the analyst will perform recurring and ad hoc financial analysis of Rocket Lawyer’s cloud-based subscription platform.  

Analyses will support companywide and team-level decisions regarding search advertising optimization, customer metrics (acquisition, retention, engagement and profitability), A/B testing, cost efficiency and monitoring, and other ad hoc analyses as needed. This individual must possess an eager attitude for work, critical thinking skills, and a keen attention to detail.


  • Assist where needed in the Financial Planning & Analysis organization
  • Create dynamic financial models for our enterprise and DTC channels
  • Provide actionable insights by collaborating with different areas of the business in revenue and cost 
  • Partner with the broader finance team, accounting, data engineering and business intelligence to create and continuously enhance key reports


  • Degree in finance, economics, math or quantitative scientific field
  • High-energy, positive attitude a must
  • Works at a fast pace
  • Takes initiative 
  • 1+ years of heavy Excel modeling 
  • Must use PC

Benefits & Perks

  • Comprehensive health plans (including Medical, Dental and Vision insurance for full-time employees)
  • Unlimited PTO
  • Competitive salary packages
  • 401k program
  • Life insurance
  • Disability benefits
  • Flexible Spending Accounts
  • Commuter/Transit Program

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