FP&A Associate

Cartwheel•Cambridge, MA

2d•$90,000 - $140,000•Remote

About The Position

We're hiring an FP&A 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. You'll change that. 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 want to do the work that makes a growing company smarter — this is the role. Role type: W2, Full-Time, Salaried position Salary range: $90,000–$140,000 cash compensation plus competitive equity package Location: Remote

Requirements

You have 3–5 years of experience in FP&A, finance, banking, or consulting — ideally with exposure to healthcare, EdTech, or high-growth startups
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'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

Responsibilities

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
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

Benefits

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