Director, Finance & Enterprise Forecasting

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

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Short & Long Term Disability

Life Insurance

401k with company match

Paid Time Off

Paid Parental Leave

Job summary

Lantern is seeking a Director of Finance in a hybrid role based in Dallas, TX or New York, NY. You will own the annual budget process end to end, rebuild the enterprise forecasting model focusing on revenue forecasting, and enhance forecasting discipline across Finance & Strategy.

You will lead a small team and present findings to the CFO and executives. You will translate top-down targets into bottoms-up plans, work with NetSuite and Power BI, and bring healthcare/PE-backed experience a plus.

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, not just updating one
• Experience translating ambiguous, top-down targets 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

Responsibilities

• Annual budget planning. Run Lantern’s long-range and annual budget process end to end, from kickoff through board presentation.
• Enterprise model rebuild. Lead the rebuild of Lantern's enterprise forecasting model, with a focus on revenue forecasting.
• Forecasting rigor. Improve forecasting accuracy and process discipline across Finance & Strategy.
• Team leadership. Manage and develop team of two.
• Executive communication. Present budget recommendations, model output, and forecasting methodology to the CFO and executive team.

Skills

Advanced Excel modeling

Forecasting

Executive communication

Team leadership

Financial software

Power BI

Tools

NetSuite

Power BI

Job description

Lantern is seeking a Director of Finance in a hybrid role based in Dallas, TX or New York, NY. You will own the annual budget process end to end, rebuild the enterprise forecasting model focusing on revenue forecasting, and enhance forecasting discipline across Finance & Strategy.

You will lead a small team and present findings to the CFO and executives. You will translate top-down targets into bottoms-up plans, work with NetSuite and Power BI, and bring healthcare/PE-backed experience a plus.