Employerdirecthealthcare
Senior Analyst, Finance
Dallas, TX - Hybrid (3x in office/week); New York, NY - Hybrid (3x in office/week). Posted a month ago
The role
This person will support annual budget planning and own the maintenance of the enterprise forecasting model. They will also build automated reporting and perform analysis for special projects.
What you will do
- Own the enterprise forecasting model including data updates, formula integrity, version control, and documentation
- Support the Director, Finance on the model's evolution
- Support the annual budget process by building schedules and engaging with business leaders
- Consolidate functional department inputs
- Build and automate reporting such as monthly financial insights presentations and KPIs
- Build underlying analysis for market sizing, cost-benefit, and ROI to inform leadership decisions
Required qualifications
- 2-5 years in FP&A or a finance analyst role
- Strong Excel and financial modeling skills
- Ability to build a three-statement model
- High attention to detail
- Comfortable owning a recurring deliverable independently
- Experience with financial software (e.g., NetSuite)
- Experience with reporting tools (e.g., Power BI)
Nice to have
- Healthcare or healthcare services experience
- Experience using AI tooling (e.g., Claude) to optimize workflows
Benefits
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Short & Long Term Disability
- Life Insurance
- 401k with company match
- Paid Time Off
- Paid Parental Leave
About the company
Lantern is a specialty care platform that connects people with specialists for surgery, cancer care, infusions and more. It delivers care with cost savings to employers and their workforces.