About Attain
Built for consumers and companies, alike. In a world driven by data, we believe consumers and businesses can coexist. Our founders had a vision to empower consumers to leverage their greatest asset—their data—in exchange for modern financial services. Built with this vision in mind, our platform allows consumers to access savings tools, earned wages and rewards without cost or hidden fees. In exchange, they give permission to use their real-time data for research, insights and targeted advertising.
At Attain, your contribution will help us build a more equitable and efficient data sharing ecosystem—whether helping consumers access modern financial services or businesses leverage data to achieve better outcomes. You'll have the opportunity to work directly with hands-on leaders and mission-driven individuals everyday.
About the Role
We're hiring a Manager/Director of Strategic Finance to lead our most important financial and operational initiatives. You'll partner closely with the VP of Strategic Finance and executive team to drive financial planning, business forecasting, scenario analysis, and strategic initiatives around growth, capital allocation, and value creation.
This is a role for someone who combines financial acumen with strategic thinking and excellent cross-functional influence. You'll own the financial frameworks and analysis that guide company strategy—from unit economics and KPI management to capital planning and M&A evaluation. You'll serve as a trusted advisor to the business, translating complex financial data into clear, actionable insights that shape strategy.
You're equally comfortable building sophisticated financial models, presenting to the board, and working across product, operations, and go-to-market teams. You have strong judgment about what matters, and you can cut through complexity to find the insights that drive decisions.
This position will be based out of our Chicago, IL office and work in-person (4-days per week in office).
Preferred Qualifications
- 5+ years of professional experience in strategic finance, corporate development, investment banking, private equity, or management consulting
- Advanced proficiency in financial modeling, valuation, and analysis of large, complex data sets
- Experience with financial planning and analysis (FP&A) or budget/forecast management
- Expert-level capabilities in Excel and PowerPoint
- Strong experience presenting financial information to executives and board members
- Background evaluating and executing on strategic initiatives (M&A, new market entry, capital allocation, etc.)
- Strong analytical and problem-solving capabilities with ability to synthesize data into clear recommendations
- Exceptional written and verbal communication skills, with ability to distill complex topics for different audiences
- Ability to operate with high degree of tact and diplomacy in a fast-paced, politically nuanced environment
- Comfortable managing ambiguity and taking ownership of projects with limited oversight
What a Typical Week Might Look Like
- Lead strategic finance projects around annual budgeting, long-term forecasting, capital planning, and business case development
- Partner with business leaders across the organization to evaluate ROI, financial impact, and strategic fit of major initiatives
- Build and evolve unit economic frameworks and KPI dashboards to drive continuous improvement and inform business decisions
- Present financial analysis and recommendations to executive team and board members
- Identify analytical gaps and build new financial frameworks or models to address business questions
- Collaborate with Finance, Product, Operations, and commercial teams on projects spanning pricing, product economics, market expansion, and M&A
- Manage relationships with external stakeholders including investors, advisors, and potential capital partners
- Contribute to board materials, fundraising materials, and investor communications
At the End of Your First Year, You'll Have Helped Us
- Established financial frameworks and dashboards that give the business clear visibility into unit economics, product profitability, and performance trends across the company
- Led strategic initiatives that inform major company decisions (budget, capital allocation, market entry, M&A) with crisp financial analysis and recommendations
- Become a trusted strategic advisor to the VP of Strategic Finance, CFO, and executive team on key business decisions
- Elevated the finance function's credibility and influence across the organization through clear communication and actionable insights
- Developed a pipeline of financial analysis capabilities that support the board and investor relationships
We're Excited to Hear From You
At Attain, we are passionate about finding people to continuously help us grow our organization. We encourage you to apply even if your experience doesn't match every detail of this description. If we don't see something that immediately fits, we will keep your resume on file for future opportunities.
Skills Required
- 5+ years of professional experience in strategic finance, corporate development, investment banking, private equity, or management consulting
- Advanced proficiency in financial modeling, valuation, and analysis of large, complex data sets
- Experience with financial planning and analysis or budget and forecast management
- Expert-level capabilities in Excel and PowerPoint
- Strong experience presenting financial information to executives and board members
- Background evaluating and executing strategic initiatives such as M&A, new market entry, and capital allocation
- Strong analytical and problem-solving capabilities with the ability to synthesize data into clear recommendations
- Exceptional written and verbal communication skills
- Ability to operate with tact and diplomacy in a fast-paced, politically nuanced environment
- Comfort managing ambiguity and taking ownership of projects with limited oversight
What the Team is Saying
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Attain Compensation & Benefits Highlights
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Healthcare Strength — Medical, dental, and vision coverage are paired with an Employee Assistance Program, mindfulness resources, and employer HSA contributions. Feedback suggests the breadth of core health offerings is a notable strength of the package.
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Retirement Support — A 401(k) with company matching is included to support long‑term savings. Feedback suggests this element contributes meaningful financial value beyond base pay.
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Leave & Time Off Breadth — Flexible or unlimited PTO and paid parental leave are highlighted as part of the offering. Feedback suggests the scope of time‑off policies is attractive on paper.
Attain Insights
What We Do
Attain is the most trusted and comprehensive source for permissioned, real-time purchase data in the United States. By connecting directly with over 10 million consumers, Attain delivers unmatched accuracy and scale across audience activation, insights, and in-flight optimization, and measurement, helping marketers tie every dollar of media to real-world sales outcomes. Attain’s portfolio of owned and operated apps, spanning financial wellness and shopping rewards, empowers consumers to receive everyday value in exchange for the explicit permission to use their data for research, insights, and targeted advertising.
Why Work With Us
At Attain, your contribution will help us build a more equitable and efficient data sharing ecosystem—whether helping consumers access modern financial services or businesses leverage data to achieve better outcomes. You’ll have the opportunity to work directly with hands-on leaders and mission-driven individuals everyday.
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Attain Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Hybrid, we love to have the team in person because we pride ourselves on our amazing people, but understand that the world has changed. We have flexibility and always focus on our employees health and well-being.
