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 Now
Apply Now