Strategic Finance Associate



Accounting & Finance
Chicago, IL, USA
Posted on Friday, March 15, 2024

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

The Strategic Finance Associate will support the most important financial and operational projects at the company. This position will work with our business leaders across the organization, driving financial planning, business forecasting, and analysis around key initiatives and growth opportunities. This position will also be integral to managing relationships with the executive team, board members, and existing and potential new investors.

A successful candidate has a strong foundation in cross-functional project management, analytics, communication, and reporting. They can immerse themselves in the data, processes, and procedures of individual functions in order to create cohesive solutions that bring clarity across all teams. The candidate is a self-starter and always looking for new ways to iterate and improve on processes and can drive projects forward with limited oversight.

Preferred Qualifications

  • Excellent proficiency in financial modeling and working with large data sets
  • 2+ years of professional experience in strategic finance, investment banking, private equity, or management consulting
  • Expert capabilities in Microsoft Excel and PowerPoint
  • Highly organized and comfortable managing high-priority projects
  • Impeccable and concise communication and presentation skills, verbal and written
  • Ability to work collaboratively and thrive in a fast-paced, high-pressure environment
  • Teamwork, cooperation, and ability to take direction
  • Reliable, focused, and detail-oriented with the ability to consistently meet deadlines
  • Operate with high degree of tact and diplomacy


  • Help build unit economic frameworks to better understand our business model and drive continuous improvement of KPIs
  • Collaborate with business partners to evaluate the ROI of products, features, and initiatives
  • Break down complex problems into components and generate actionable insights
  • Create analytical framework for the business through different lenses: financial, operational, etc. to identify underlying performance trends
  • Work on the company’s annual budget and long-term forecast model
  • Collaborate on strategic initiatives related to capital markets, new markets to enter, budgeting, potential M&A activity, etc.
  • Support capital markets efforts and manage relationships with existing stakeholders
  • Contribute to board materials, fundraising materials, and other external reporting to advise investors and other key team members on overall company financial health

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 the job description. If we don’t see something that immediately fits, we will keep your resume on file for future opportunities.