Financial Modeling Expert Needed for Comprehensive Analysis

Build decision-grade finance models for a fast-scaling, multi-state healthcare company

We are a multi-state mental health group scaling aggressively through Zocdoc and paid acquisition. We’re looking for a hands-on financial modeling analyst to build a clean, decision-grade Excel model suite covering cash flow, debt, and—most critically—Zocdoc CAC/LTV by state.

This is a fixed-price build, for $1,000 – $3,000 USD, not an hourly role.

What You’ll Build (Clear Scope)

You will deliver one integrated Excel workbook containing five distinct models:

Cash Flow & Runway

Weekly cash position

Burn rate

Runway (months)

Debt & Leverage

Outstanding balances

Debt service

DSCR

Credit utilization

Zocdoc CAC / LTV / Payback (Most Important)

Spend → Intakes → Retained Clients → Sessions → Profit

CAC per retained client

LTV based on take-home profit (not revenue)

Payback period

ROI

Monthly cohort analysis

Red / Yellow / Green flags by state

Therapist Unit Economics

Profit per therapist

Break-even caseload

Margin by state / license tier

Forecast & Scenarios

Base / downside / aggressive cases

Sensitivity to Zocdoc spend, hiring pace, and fill speed

Models must be clean, documented, and updateable with weekly exports.

Who This Is For

You’re a strong fit if you:

Are excellent in Excel (clear structure, no spaghetti)

Have built CAC/LTV or cohort models before

Understand that profit ≠ revenue

Can work with imperfect, real-world data

Are comfortable making and documenting assumptions

Prefer clear scope and ownership over hourly tracking

Nice to have (not required):

Healthcare, SaaS, or marketplace economics

Paid acquisition channels (Zocdoc, Google Ads, etc.)

PowerQuery or structured data workflows

This Is NOT

Bookkeeping

Data entry

Passive reporting

PowerPoint finance

If you need pristine data or constant supervision, this is not the role.

Engagement Structure (Read Carefully)

Fixed-price build

Expected budget range: $1,000 – $3,000 USD

Milestone-based payments

Clear acceptance criteria

Optional ongoing maintenance (separate agreement):

Fixed monthly fee

Light weekly refresh + flagging only

Cancel anytime

✅ What “Done” Looks Like

At acceptance, the models must allow us to answer, immediately:

“Is Zocdoc profitable in state x right now?”

“What is our current runway?”

“What happens if we cut Zocdoc spend 30% in a given state?”

“Which states are scaling efficiently vs destroying margin?”

If those questions can’t be answered from the workbook, it’s not done.

Expectations:

We will hand you

-Previous, unfinished/finished models

-Raw financial data from various sources

-Previous analysis

-Models from ChatGPT

Your job is to

-Integrate raw data and older models

-Get rid of unhelpful data/models

-Map an easy to use pathway from data to updated models. We want to feed the models new data and have it update without additional work

Task Estimated Effort

Understanding the business, data sources, and modeling rules 5–8 hrs

Designing overall model architecture and structure 8–12 hrs

Zocdoc attribution, cohort analysis, and CAC/LTV logic 20–30 hrs

Therapist unit economics modeling 8–12 hrs

Cash flow, runway, and debt integration 10–15 hrs

Back-testing, validation, and revisions 10–15 hrs

Documentation, assumptions, and handoff 5–8 hrs

Total Estimated Effort 70–90 hrs

Use of AI / ChatGPT

We expect candidates to use AI tools (including ChatGPT) to work efficiently. That’s encouraged.

However, this role is not about generating formulas. It’s about judgment and decision-grade modeling.

AI may be used for drafting formulas, layouts, and documentation.

You are responsible for model structure, assumptions, data integrity, validation, and accuracy.

If outputs are misleading or wrong, the accountability is yours—not the tool.

We value candidates who know how to use AI well and when not to trust it.

How to Apply

Apply or message directly with:

A brief note on relevant modeling experience

Your fixed-price quote within the stated range

Acknowledge that the timeline is adequate and work will be done in time

Acknowledge you will provide enough back and forth with the models until the job is done to our satisfaction

Optional: a sanitized model or dashboard you’ve built

Apply tot his job