Finance Associate

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.

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.

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.

Role type: W2, Full-Time, Salaried position
Salary range: $90,000–$140,000 cash compensation plus competitive equity package

Location: Remote

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

• 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

We set a high bar for this role. If you have a strong consulting or IB foundation and are excited to apply those skills to a high-impact mission, we'd love to hear from you.

Our hope is that Cartwheel will be your best career decision! In addition to tackling one of the biggest challenges of our time, at a company well-positioned to do so, you'll have:

• 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