Note: The job is a remote job and is open to candidates in USA. Cartwheel is an early-stage company focused on building a mental health program for students, collaborating closely with school staff. They are seeking a Strategic Finance Associate to enhance financial reporting, planning, and KPI visibility across the organization, ultimately supporting better decision-making for leadership.
Responsibilities
- 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
Skills
- 2–4 years of experience in strategy consulting (MBB, boutique strategy, or similar) or investment banking, startup or high-growth experience is a strong plus
- You build models from first principles. You can explain why you chose the drivers you did, what assumptions you pressure-tested, and what changed because of what you found
- You connect finance to operations naturally. You think about how a business actually works, not just how it reports
- You communicate clearly to non-financial audiences — you know when to simplify and when precision matters
- You're self-directed and ownership-oriented: you spot problems, propose solutions, and don't wait to be asked
- You've operated in ambiguous environments — you forecast with 80% information, create frameworks where none exist, and don't wait for a clean dataset
- You care about the mission. You understand that finance is in service of student mental health, not the other way around
- Demonstrated ability to reason through unfamiliar business models quickly
- Experience building a sustainable clinical model around historically underserved populations
Benefits
- Meaningful equity options
- Mission-oriented and inclusive colleagues who will go to bat for you
- Competitive compensation
- 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
Company Overview