Finance Associate - Remote

Overview

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.

In Short

• Own financial reporting, planning, and KPI/OKR visibility across the organization.
• 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.
• Lead the annual budgeting cycle and partner with department heads on budget planning.
• 2–4 years of experience from investment banking or management consulting.
• Fluent in Excel and comfortable building financial models.
• Self-directed and ownership-oriented.
• Care about the mission of supporting student mental health.

Requirements

• 2–4 years of experience in finance roles.
• Proficient in Excel (VLOOKUP, pivot tables).
• Ability to simplify financial concepts for non-financial audiences.
• Self-directed and proactive problem-solver.
• Comfortable operating with incomplete data.
• Passionate about the mission of the organization.

Benefits

• Competitive compensation $90,000 - $140,000.
• Generous medical, vision, and dental coverage.
• Life Insurance.
• Generous paid time off.
• Paid parental leave.
• 401K with employer match.
• Meaningful equity ownership stake in Cartwheel.
• Flexible and remote role.
• Annual learning stipend.
• Laptop provided.