[Remote] Finance Associate

Note: The job is a remote job and is open to candidates in USA. Cartwheel is an early-stage company focused on tackling the student mental health crisis by creating a new kind of mental health program for kids. They are seeking a Finance Associate to manage financial reporting, planning, and KPI/OKR visibility, while acting as a trusted partner to various departments within the organization.

Responsibilities

• Build forward-looking forecasts to support runway planning and board communication
• Identify opportunities to automate and scale financial reporting processes
• Conduct ad-hoc analyses that help leadership make faster, better-informed decisions
• Maintain and improve Cartwheel's core financial model — P&L, cash burn, scenario modeling
• Own monthly board slide deck, investor reporting, and SLT financial updates
• Maintain and continuously improve KPI dashboards
• Lead the annual budgeting cycle: templates, department kick-offs, reviews, and final consolidation
• Partner with department heads on budget planning and resource allocation
• Maintain budget vs. actual tracking and variance analysis

Skills

• 2–4 years of experience from investment banking, management consulting (MBB, Big 4, or similar), or a high-rigor FP&A role — startup or high-growth experience is a strong plus
• Fluent in Excel (VLOOKUP, pivot tables, scenario modeling) and comfortable building clean, well-structured financial models from scratch
• Translate financial concepts clearly for non-financial audiences — you know when to simplify and when precision matters. You can build a clean board slide or exec summary from scratch
• Self-directed and ownership-oriented: you spot problems, propose solutions, and don't wait to be asked
• Comfortable operating with incomplete data — you forecast with 80% information and refine from there
• Care about the mission. You understand that finance is in service of student mental health, not the other way around

Benefits

• Generous PPO medical, vision, and dental/ortho coverage
• Life Insurance
• Generous paid time off, including company closure from Christmas-New Years (12/25-1/1)
• Paid holidays and sick leave
• Paid parental leave
• 401K with employer match
• Meaningful equity ownership stake in Cartwheel
• Flexible and remote role with regular in-person retreats
• Annual learning stipend
• Laptop

Company Overview