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.