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

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.

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

Finance Associate

Key skills