Director, Finance

Lantern; Dallas, New York (TX, NY); Hybrid; USD 200,000 - 230,000; Full time

Benefits offered by this job

Medical Insurance

Vision Insurance

Short & Long Term Disability

Life Insurance

401k with company match

Paid Time Off

Job summary

Lantern is seeking a Director, Finance to lead annual budget planning and rebuild its enterprise forecasting model. The role reports to the VP, Finance & Strategy and will manage one Sr. Analyst, Finance.

Location: Dallas, TX or New York, NY - Hybrid (3x in office/week). Requires 8+ years in FP&A, strong Excel, NetSuite and Power BI experience, and ability to translate targets into actionable plans.

Qualifications

• 8+ years in FP&A, corporate finance, or investment banking and budget/forecast ownership
• Advanced Excel modeling skills; build 3-statement models
• Experience translating top-down targets into bottoms-up plans
• Strong written and verbal communication; brief executives concisely
• Direct management experience or readiness for a first direct report
• Experience with financial software (e.g., NetSuite) and reporting tools (Power BI)
• Healthcare/PE-backed experience a plus
• Experience using AI tooling (e.g., Claude) to optimize workflows a plus

Responsibilities

• Lead Lantern’s annual budget process end to end and coordinate with Strategy and finance leads
• Oversee the enterprise forecasting model focusing on revenue forecasts
• Improve forecasting rigor and standardize methodology across Finance & Strategy
• Manage and develop a two-person team and ensure model stays current
• Present budget recommendations and model outputs to CFO and exec team

Skills

8+ years FP&A

Advanced Excel modeling

Revenue forecasting

Executive briefing

Team management

NetSuite

Power BI

Tools

NetSuite

Power BI

Job description

Dallas, TX - Hybrid (3x in office/week); New York, NY - Hybrid (3x in office/week)

About Lantern

Lantern is the specialty care platform connecting people with the best care when they need it most. By curating a Network of Excellence comprised of the nation's top specialists for surgery, cancer care, infusions and more, Lantern delivers excellent care with significant cost savings to employers and their workforces. Lantern also pairs members with a dedicated care team, including Care Advocates and nurses, for the entirety of their care journey, helping them get back to good health, back to their families and back to work. With convenient access to specialists nationwide, Lantern means quality care is within driving distance for most. Lantern is trusted by the nation's largest employers to deliver care to more than 6 million members across the country. Learn more about us at lanterncare.com.

Director, Finance

Lantern Care’s Finance & Strategy team is hiring a Director, Finance to lead the company’s annual budget planning process and rebuild its enterprise forecasting model. This is a build role: the budget process is maturing into a repeatable, top-down cycle, and the enterprise model needs structural rework, particularly on the revenue-forecasting side. The Director will own both, report to the VP, Finance & Strategy, and have a Sr. Analyst, Finance dedicated to supporting the work.

Location: Dallas, TX or New York, NY - Hybrid position - 3x in office per week.

Responsibilities:

• Annual budget planning. Run Lantern’s long-range and annual budget process end to end, from kickoff through board presentation. Coordinate across Corporate Strategy and department finance leads, translate top-down revenue and margin targets into functional budgets and staffing plans, and keep the process on a defined timeline with clear deliverables at each stage.
• Enterprise model rebuild. Lead the rebuild of Lantern's enterprise forecasting model, with a focus on revenue forecasting. Rework how client-level performance drives near- and long-term forecasts, bring key business drivers (e.g., marketing activations) into the model explicitly, and establish a modeling foundation that supports enterprise decision-making and capital allocation.
• Forecasting rigor. Improve forecasting accuracy and process discipline across Finance & Strategy. Standardize methodology, reduce reliance on ad hoc corrections, and build frameworks the rest of the team can use without you in the room.
• Team leadership. Manage and develop team of two. Set priorities, review output, and make sure the model stays current between planning cycles.
• Executive communication. Present budget recommendations, model output, and forecasting methodology to the CFO and executive team. Anticipate the questions a sharp, technical executive audience will ask and come prepared with the underlying analysis.

Requirements:

• 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, not just updating one
• Experience translating ambiguous, top-down targets (revenue growth, margin) into bottoms-up functional plans
• Strong written and verbal communication; able to brief senior executives concisely and handle follow-up questions on the spot
• 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)
• Healthcare, healthcare services, or PE-backed company experience is a plus
• Experience using AI tooling (e.g., Claude) to optimize workflows a plus
• Medical Insurance
• Vision Insurance
• Short & Long Term Disability
• Life Insurance
• 401k with company match
• Paid Time Off

Compensation: Base salary range: $200,000 - $230,000 + annual bonus (depends on location/level/relevant experience)

About You:

• You use LOGIC in your decision making and understand that progress is critical to making change. You focus on the execution of your content while balancing a fast-paced environment and you take the time to celebrate both the small & big wins.
• INCLUSION is a core tenant of your personal beliefs. A diverse and inclusive environment is incredibly important to you. You understand and desire to be a part of a diverse team with different experiences and perspectives & you cherish the differences in each individual that you interact with.
• You have the GRIT, drive and ambition to tackle big problems. Big problems require big ideas and a team that supports new ideas.
• You care deeply for your customers are driven to keep HUMANITY in all decisions. Your customers aren’t just the individuals using your product. They are the driving factor in your motivation to make a change.
• Integrity guides you in life. Focusing on the TRUTH vs. giving people the answers they want to hear.
• You thrive in a Team Environment.Collaboration is key in innovation and creating change.

These pillars of LIGHT are a reminder to our team that we are making a difference by providing guidance and support in navigating the often complex and confusing landscape of healthcare. We hope that through thisLIGHT, individuals can find their way to the best care, resources, and support they need to get back to life.

Lantern does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits.