Finance Associate

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🕒 March 20

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Cartwheel

WebsiteLinkedInAll Job Openings

51 - 200 employees

⚕️ Healthcare Insurance

📚 Education

🌍 Social Impact

Healthcare Insurance • Education • Social Impact

Cartwheel is a trusted mental health partner to schools, helping children and families navigate mental health challenges. They provide support through Multi-Tiered Systems of Support aimed at early intervention. Cartwheel prioritizes rapid access to mental health care, offering evidence-based treatment without waitlists. Their comprehensive care includes individual therapy, group therapy, medication management, and parental guidance, typically lasting two to six months. They emphasize equitable, culturally sensitive care with a bilingual staff and are committed to affordability, working with families regardless of insurance status. Cartwheel collaborates closely with schools to integrate mental health support into educational environments and to address student and staff mental health crises. Their goal is to empower students to thrive in school, at home, and in life by providing immediate and accessible mental health resources.

📋 Description

• 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