Finance Associate

Join Cartwheel to help tackle the student mental health crisis! Cartwheel is an early‑stage company building a new kind of mental health program for kids that puts schools at the center. We see our role as supporting school staff who see kids every single day. Instead of going around them, we collaborate with them. This means: Earlier intervention Higher student and family engagement in care Better coordination among the trusted adults in a student’s life Kids shouldn’t just aspire to get out of bed and drag themselves to class. They should be able to experience joy. They deserve to envision and build a life they’re excited to live. If you join Cartwheel, you’ll help make this vision a reality for millions of students across the country. We’re backed by top investors including A Street Ventures, Menlo Ventures, Reach Capital, General Catalyst, BoxGroup, and Able Partners, and we're looking for mission‑driven teammates to join our team. ABOUT THE ROLE We're hiring a Finance Associate to own financial reporting, planning, and KPI/OKR visibility across the organization. This is a net‑new role — and a real opportunity to build something. Right now, our financial and operational metrics live in different systems, most reporting is backward‑looking, and department leaders don't yet have the structured financial partnership they need to make confident decisions. Role type: W2, Full-Time, Salaried position Salary range: $90,000–$140,000 cash compensation plus competitive equity package Location: Remote Reporting to Sam Bilow, VP Finance, you'll consolidate our reporting infrastructure, build forward‑looking forecasts, and become a trusted cross‑functional partner to leaders across Care Ops, Clinical, Product, Engineering, and beyond. If you thrive in high‑rigor, fast‑paced environments — think Investment Banking or Big 4 Consulting — and want to apply that edge to growing a company with a mission that matters, this role is for you. WHAT YOU’LL DO Strategic Finance 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 Financial Modeling & Reporting 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 Budgeting & Planning 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 WHO YOU ARE You have 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 You're fluent in Excel (VLOOKUP, pivot tables, scenario modeling) and comfortable building clean, well‑structured financial models from scratch You 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. You're self‑directed and ownership‑oriented: you spot problems, propose solutions, and don't wait to be asked You're comfortable operating with incomplete data — you forecast with 80% information and refine from there You care about the mission. You understand that finance is in service of student mental health, not the other way around WHY YOU’LL LOVE CARTWHEEL Mission‑oriented and inclusive colleagues who will go to bat for you Competitive compensation $90,000 - $140,000 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 Cartwheel is proud to be an equal opportunity employer. We embrace diverse backgrounds and perspectives and an inclusive work environment. We're committed to equal employment opportunity regardless of race, color, religion, ancestry, national origin, gender, sexual orientation, disability status, or veteran status. We participate in E‑Verify. Please be prepared to provide acceptable documentation to verify your identity and work authorization. Note: Please do not contact our Care, Provider, or Patient Services lines regarding job postings or application status. These teams support our patients and families and are not involved in the hiring process. For all recruitment‑related questions, please email View email address on click.appcast.io. #J-18808-Ljbffr