Finance Associate
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Job Description
Finance Associate at Cartwheel responsible for financial reporting, planning, and KPI visibility across the organization. Join to support student mental health initiatives through strategic finance.
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
Requirements:
- 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.
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
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