Cartwheel

Finance Associate

Cartwheel

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $90,000 - $140,000 per year

About the role

  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial modelingscenario modelingvariance analysisbudgetingfinancial reportingad-hoc analysisExcelVLOOKUPpivot tablesKPI dashboards
Soft Skills
communicationself-directedownership-orientedproblem-solvingsimplificationattention to detailcollaborationadaptabilitydecision-makingmission-driven