Vice President of Finance and Strategy

About the role

This role is the financial and strategic counterpart to the CEO across all of Rocket’s operations including Sales, Partners, Customer Success, Marketing, Design, Data Entry, and Operations.

Responsibilities

• Build and maintain a driver-based model (leads → opportunities → signed contracts → ARR → cash).
• Define a small, clear KPI set for the whole company (ARR, GRR/NDR, CAC, payback, gross margin, installs/live screens, runway, etc).
• Run the operating cadence in conjunction with VP of Ops.
• Weekly: KPI review and key actions.
• Monthly: business review with each department.
• Quarterly: planning and resource allocation.
• Design quota and territory models based on Rocket’s sales cycle (schools, districts, athletics, development offices).
• Build capacity plans: how many BDRs/AEs are needed to hit ARR targets.
• Set pricing and discount guardrails and deal-approval rules grounded in payback and margin.
• Define which partners matter most (hardware, design firms, fundraisers, scoreboards, consulting firms, etc) and why.
• Build partner economics (rev share, attach rate, services) and simple scorecards.
• Shift a meaningful % of new ARR to partners where unit economics are equal or better than direct.
• Model CS capacity versus onboarding volume and active screens/customers.
• Tie retention and expansion plays (new modules, additional locations, new use cases) to NDR targets.
• Help prioritize CS focus: which accounts, cohorts, or products move GRR/NDR most.
• Own the marketing budget from a return-on-spend perspective.
• Compare outbound, inbound, and paid channels on CAC, payback, and pipeline quality; shift spend accordingly.
• Make sure Sales has enough high-quality pipeline by segment (K–12, higher ed, athletics, donors) to hit targets.
• Align design workloads to revenue and retention priorities; define simple SLAs.
• Track ROI and identify where automation is worth investing.
• Shorten time from “deal closed” to “screen live”; track cost-to-serve and fix margin leaks in deployment and support.
• Prioritize projects (hires, campaigns, partner programs, product bets) based on payback and ROI, not intuition alone.
• Support fundraising, debt, and board/investor relations with clean SaaS metrics, cohesive narratives, and simple scenario trees.
• Ensure GAAP, ASC 606, and a clean close via a Controller (fractional or in-house): close ≤15 business days, integrated systems (QBO, billing, payroll, AP) feeding your models and dashboards.

Requirements

8–12+ years in B2B SaaS across FP&A / strategy / biz-ops; have owned a company-level plan, not just a departmental budget.

Clear track record of outlining and achieving growth roadmaps.

Clear track record of moving numbers: improved CAC/payback, NDR, gross margin, or successful pricing/packaging changes.

Strong modeling skills (Excel/Sheets; SQL/BI a plus) and comfortable simplifying complex data for non-finance leaders.

Comfortable running GAAP and ASC 606 both alone and with a team.

Qualifications

Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.

Experience in education, public sector, or donor-driven organizations.

Experience building partner ecosystems.

Experience with fundraising or debt.

Skills

• Financial modeling
• Business strategy
• Project management
• Partner management
• Customer success
• Marketing
• Data analysis
• Financial reporting

Benefits

Flexible working arrangements (remote or in-person)

Competitive salary range: $200k+

Health insurance

Retirement plans

Professional development opportunities

Employee recognition programs

Work-life balance initiatives

Flexible vacation policy

Regular team-building activities

Opportunities for career advancement

Access to cutting-edge technology and tools

Annual performance reviews

Continuous learning and training programs

Team lunches and social events

Company-sponsored wellness programs

Recognition for outstanding contributions

Flexible schedule options

Professional development workshops and seminars

Annual company retreats

Employee referral bonuses

Health and wellness benefits

Flexible work hours

Regular check-ins with managers

Professional networking opportunities

Company-wide recognition events

Regular team-building activities

Employee resource groups

Flexible work-from-home policies

Regular performance evaluations

Professional development resources

Company-sponsored wellness programs

Recognition for excellence

Flexible vacation and sick leave

Regular team-building events

Employee resource groups

Flexible work schedules

Regular performance feedback

Professional development opportunities

Company-sponsored wellness programs

Recognition for outstanding contributions

Flexible vacation and sick leave

Regular team-building activities

Employee resource groups

Flexible work schedules

Regular performance evaluations

Professional development resources

Company-sponsored wellness programs

Recognition for excellence

Flexible vacation and sick leave

Regular team-building events

Employee resource groups

Flexible work schedules

Regular performance feedback

Professional development opportunities

Company-sponsored wellness programs

Recognition for outstanding contributions

Flexible vacation and sick leave

Regular team-building activities

Employee resource groups

Flexible work schedules

Regular performance evaluations

Professional development resources

Company-sponsored wellness programs

Recognition for excellence

Flexible vacation and sick leave

Regular team-building events

Employee resource groups

Flexible work schedules

Regular performance feedback

Professional development opportunities

Company-sponsored wellness programs

Recognition for outstanding contributions

Flexible vacation and sick leave

Regular team-building activities

Employee resource groups

Flexible work schedules

Regular performance evaluations

Professional development resources

Company-sponsored wellness programs

Recognition for excellence

Flexible vacation and sick leave

Regular team-building events

Employee resource groups

Flexible work schedules

Regular performance feedback

Professional development opportunities

Company-sponsored wellness programs

Recognition for outstanding contributions

Flexible vacation and sick leave

Regular team-building activities

Employee resource groups

Flexible work schedules

Regular performance evaluations

Professional development resources

Company-sponsored wellness programs

Recognition for excellence

Flexible vacation and sick leave

Regular team-building events

Employee resource groups

Flexible work schedules

Regular performance feedback

Professional development opportunities

Company-sponsored wellness programs

Recognition for outstanding contributions

Flexible vacation and sick leave

Regular team-building activities

Employee resource groups

Flexible work schedules

Regular performance evaluations

Professional development resources

Company-sponsored wellness programs

Recognition for excellence

Flexible vacation and sick leave

Regular team-building events

Employee resource groups

Flexible work schedules

Regular performance feedback

Professional development opportunities

Company-sponsored wellness programs

Recognition for outstanding contributions

Flexible vacation and sick leave

Regular team-building activities

Employee resource groups

Flexible work schedules

Regular performance evaluations

Professional development resources

Company-sponsored wellness programs

Recognition for excellence

Flexible vacation and sick leave

Regular team-building events

Employee resource groups

Flexible work schedules

Regular performance feedback

Professional development opportunities

Company-sponsored wellness programs

Recognition for outstanding contributions

Flexible vacation and sick leave

Regular team-building activities

Employee resource groups

Flexible work schedules

Regular performance evaluations

Professional development resources

Company-sponsored wellness programs

Recognition for excellence

Flexible vacation and sick leave

Regular team-building events

Employee resource groups

Flexible work schedules

Regular performance feedback

Professional development opportunities

Company-sponsored wellness programs

Recognition for outstanding contributions

Flexible vacation and sick leave

Regular team-building activities

Employee resource groups

Flexible work schedules

Regular performance evaluations

Professional development resources

Company-sponsored wellness programs

Recognition for excellence

Flexible vacation and sick leave

Regular team-building events

Employee resource groups

Flexible work schedules

Regular performance feedback

Professional development opportunities

Company-sponsored wellness programs

Recognition for outstanding contributions

Flexible vacation and sick leave

Regular team-building activities

Employee resource groups

Flexible work schedules

Regular performance evaluations

Professional development resources

Company-sponsored wellness programs

Recognition for excellence

Flexible vacation and sick leave

Regular team-building events

Employee resource groups

Flexible work schedules

Regular performance feedback

Professional development opportunities

Company-sponsored wellness programs

Recognition for outstanding contributions

Flexible vacation and sick leave

Regular team-building activities

Employee resource groups

Flexible work schedules

Regular performance evaluations

Professional development resources

Company-sponsored wellness programs

Recognition for excellence

Flexible vacation and sick leave

Regular team-building