Director, Finance & Enterprise Forecasting

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

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.