Employerdirecthealthcare

Director, Finance

Dallas, TX - Hybrid (3x in office/week); New York, NY - Hybrid (3x in office/week). Posted a month ago

The role

The Director, Finance will lead the annual budget planning process and rebuild the enterprise forecasting model. This role involves managing a team of two and reporting to the VP, Finance & Strategy.

What you will do

  • Run Lantern's long-range and annual budget process end to end.
  • Coordinate across Corporate Strategy and department finance leads.
  • Translate top-down revenue and margin targets into functional budgets and staffing plans.
  • Lead the rebuild of Lantern's enterprise forecasting model.
  • Rework how client-level performance drives near- and long-term forecasts.
  • Improve forecasting accuracy and process discipline.
  • Manage and develop team of two.
  • Present budget recommendations, model output, and forecasting methodology to the CFO and executive team.

Required qualifications

  • 8+ years in FP&A, corporate finance, or investment banking, including at least 2 years owning a budget or forecasting process end to end
  • Advanced Excel modeling skills; comfortable building and rebuilding a three-statement model structure
  • Experience translating ambiguous, top-down targets into bottoms-up functional plans
  • Strong written and verbal communication
  • Direct management experience, or clear readiness for a first direct report
  • Experience with financial software (e.g., NetSuite) and reporting tools (e.g., Power BI)

Nice to have

  • Healthcare, healthcare services, or PE-backed company 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 a Network of Excellence of specialists for surgery, cancer care, infusions and more. It is trusted by large employers to deliver care to more than 6 million members.

Director, Finance at Employerdirecthealthcare | JobZoey