Financial Model for Investors

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We are a tech-enabled healthcare company providing direct-to-consumer Medicare plans through a platform trusted by major carriers and white-labeled by provider groups and financial institutions. With accelerating traction, we’re preparing for a Seed+ round and seeking a finance professional to help us present our story to investors in a compelling, metrics-driven way. What You’ll Do: We're looking for someone to develop a full financial package aligned with our fundraising strategy. This includes forward-looking projections, core metrics, and an investor-ready model built on reliable data sources — including QuickBooks Enterprise, which we currently use for accounting. Scope Includes: Develop 3–5 year financial projections with key growth scenarios Build out unit economics, revenue forecasting, and expense modeling Align assumptions with SaaS and HealthTech metrics (e.g., CAC, LTV, burn rate) Generate a clean, auditable financial model using data from QuickBooks Enterprise Create an investor-ready one-pager and supporting financial schedules Support pitch deck alignment and optional data room prep Who You Are: Experienced in early-stage fundraising financials (Seed, Seed+, Series A) Comfortable working with financial systems like QuickBooks Enterprise Strong in Excel or Google Sheets modeling, especially with SaaS or hybrid business models Able to communicate assumptions and outputs clearly to both internal and external stakeholders Bonus Points For: Familiarity with the Medicare space, value-based care, or insurtech Experience integrating QuickBooks data into financial models or dashboards

Keyword: Business Development

Price: $1.0

Business Plan Financial Modeling Financial Projection Forecasting