Strategy and Finance Summer Analyst
The Role
Therapy practice owners are some of the most underserved business operators in the country. They run real businesses (often $1M to $20M+ in revenue) with almost no playbook for how to
do it well. Cortexa is building that playbook, and you'll help write it, with AI doing 10x the heavy lifting it would have a year ago.
You'll work directly with our co-founders on three tracks:
1. Building the strategy and finance playbook Cortexa uses to advise therapy practices: unit economics, compensation models, pricing strategy, capacity planning, entity and tax
structuring, forecasting templates. Reusable IP that gets applied across every practice we serve.
2. Applying it on real engagements with practices in our portfolio. Building actual financial models, diagnosing where revenue is leaking, and shaping the recommendations our
co-founders bring to practice owners.
3. Cortexa's own growth strategy when it's hot: market sizing, pricing experiments, partnership economics.
Throughout all of it, you'll be working in Claude Code and agentic AI workflows the way last year's analyst would have worked in Excel. If that excites you, this is the job. If not,
this is not the job.
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What You'll Do
Build the practice playbook (reusable IP)
- Practice unit economics frameworks: revenue per session, payer mix economics, clinician utilization, contribution margin per provider
- Clinician compensation models: W-2 vs 1099, percentage splits, productivity bonuses, owner draws
- Pricing strategy: private pay vs insurance mix optimization, sliding scale, cash-pay positioning
- Capacity and hiring models: when to add the next clinician, when to open a new location
- Entity and tax structure guides: PLLC, PC, S-Corp election trade-offs
- Operating budget and forecasting templates practices can actually use
Apply it on real client engagements
- Build the financial model for a specific practice in our portfolio
- Diagnose pipeline and revenue leakage using their EHR data and Cortexa IQ scoring
- Draft the strategic recommendation memos our co-founders deliver to practice owners
- Sit in on practice-owner calls to see how the playbook lands and where it needs sharpening
Cortexa growth strategy
- Market sizing, segmentation, and competitive landscape work on the therapy practice space
- Pressure-test pricing experiments and partnership economics (referral partners, billing partners, white-glove)
- Produce the decks and memos that go to the founders, the board, and investors
Across all of it
- Use Claude Code and agentic AI to do research, modeling, drafting, and analysis 5 to 10x faster than the manual baseline
- Build durable AI workflows (prompts, subagents, MCP integrations, scheduled agents) that future analysts inherit
- Treat AI not as a search engine but as a teammate you delegate work to and review
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What You Need
AI fluency (most important, non-negotiable)
- You already use Claude, ChatGPT, Cursor, or similar tools daily and have a strong opinion about which one is best for what
- Hands-on with at least one agentic coding environment (Claude Code, Cursor, Windsurf, Cline). Bonus if you've built MCP integrations or subagent workflows
- You can read a brief, decompose it into AI-leverageable steps, and ship a result a founder would actually use
- You think of AI as a teammate, not a search bar. You can debug a bad output the same way you'd give feedback to a junior analyst
- Comfort with terminal, git, and Markdown is expected. Some Python or SQL is a plus, but the AI will close most gaps you don't already have
Finance and strategy fundamentals
- Rising junior or senior at NYU Stern, concentrating in Finance, Accounting, Strategy, or a related field
- Strong Excel/Sheets fundamentals: three-statement basics, clean modeling hygiene, formulas you can defend in a meeting
- Comfortable turning a vague founder ask into a structured framework or model without hand-holding
- Clear written communicator who can compress a spreadsheet into a one-pager a busy practice owner will actually read
- Self-directed: we are a lean team, no one will be QA-ing your work hour to hour
Bonus points
- Accounting reps (close cycles, audit support, tax exposure) since you'll reason about practice books and tax structures
- SQL or BI exposure (Metabase, Looker, BigQuery)
- Personal or family connection to healthcare, behavioral health, or small business ownership
- A side project, club treasury, case competition, or AI workflow you've shipped that you can show us