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
Cartwheel offers mental health support to students in order to help schools regain balance in the midst of the student mental health crisis. It was founded in 2022, and is headquartered in Cambridge, Massachusetts, USA, with a workforce of 201-500 employees. Its website is https://www.cartwheelcare.org.