[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.ResponsibilitiesBuild forward-looking forecasts to support runway planning and board communicationIdentify opportunities to automate and scale financial reporting processesConduct ad-hoc analyses that help leadership make faster, better-informed decisionsMaintain and improve Cartwheel's core financial model — P&L, cash burn, scenario modelingOwn monthly board slide deck, investor reporting, and SLT financial updatesMaintain and continuously improve KPI dashboardsLead the annual budgeting cycle: templates, department kick-offs, reviews, and final consolidationPartner with department heads on budget planning and resource allocationMaintain budget vs. actual tracking and variance analysisSkills2–4 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 plusFluent in Excel (VLOOKUP, pivot tables, scenario modeling) and comfortable building clean, well-structured financial models from scratchTranslate 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 scratchSelf-directed and ownership-oriented: you spot problems, propose solutions, and don't wait to be askedComfortable operating with incomplete data — you forecast with 80% information and refine from thereCare about the mission. You understand that finance is in service of student mental health, not the other way aroundBenefitsGenerous PPO medical, vision, and dental/ortho coverageLife InsuranceGenerous paid time off, including company closure from Christmas-New Years (12/25-1/1)Paid holidays and sick leavePaid parental leave401K with employer matchMeaningful equity ownership stake in CartwheelFlexible and remote role with regular in-person retreatsAnnual learning stipendLaptopCompany OverviewCartwheel 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.