Finance Associate

Overview

An early-stage company focused on improving student mental health is seeking a Finance Associate to lead financial reporting, planning, and KPI/OKR visibility across the organization. This newly created role offers the opportunity to build and consolidate financial infrastructure, develop forward-looking forecasts, and partner cross-functionally with leaders in Care Operations, Clinical, Product, and Engineering teams.

Responsibilities

Strategic Finance

• Develop forward-looking financial forecasts to support runway planning and board communications
• Identify opportunities to automate and scale financial reporting processes
• Conduct ad-hoc financial analyses to enable faster, better-informed leadership decisions

Financial Modeling & Reporting

• Maintain and enhance the core financial model including P&L, cash burn, and scenario modeling
• Own monthly board slide decks, investor reporting, and senior leadership team financial updates
• Maintain and continuously improve KPI dashboards

Budgeting & Planning

• Lead the annual budgeting cycle including templates, department kick-offs, reviews, and final consolidation
• Collaborate with department heads on budget planning and resource allocation
• Track budget versus actuals and perform variance analysis

Requirements

• 2–4 years of experience in 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
• Advanced proficiency in Excel (including VLOOKUP, pivot tables, scenario modeling) and ability to build clean, well-structured financial models from scratch
• Ability to clearly translate financial concepts for non-financial audiences and create polished board slides or executive summaries
• Self-directed with strong ownership mentality; proactive in identifying problems and proposing solutions
• Comfortable operating with incomplete data and refining forecasts iteratively
• Commitment to the mission of supporting student mental health through finance

Preferred Qualifications

• Experience working in fast-paced, high-rigor environments such as investment banking or top-tier consulting
• Strong communication skills to partner effectively across multiple departments

Compensation & Benefits

• Salary range: $90,000–$140,000 cash compensation plus a competitive equity package
• Generous PPO medical, vision, and dental/orthodontic coverage
• Life insurance
• Paid time off including company closure from December 25 to January 1
• Paid holidays, sick leave, and parental leave
• 401(k) plan with employer match
• Meaningful equity ownership stake
• Flexible remote work with regular in-person retreats
• Annual learning stipend
• Company-provided laptop

Location

• Remote position

The organization is an equal opportunity employer committed to diversity and inclusion in the workplace. Applicants should be prepared to provide documentation verifying identity and work authorization as part of the hiring process.