Senior FP&A Analyst — Enterprise Forecasting

Lantern; Dallas (TX); Hybrid; USD 90,000 - 105,000; 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 Senior Analyst, Finance to support annual budget planning and maintain the enterprise forecasting model. This role reports to the Director, Finance and ensures the model stays accurate between planning cycles.

Based in Dallas or New York with a hybrid schedule (3 days in office), you will own the forecasting model, support budget processes, and develop reporting and financial insights for leadership, using Excel, NetSuite and Power BI.

Qualifications

• 2–5 years in FP&A or a finance analyst role.
• Strong Excel and financial modeling skills; ability to build a three-statement model.
• High attention to detail while considering the company’s core financial challenges.
• Comfortable owning a recurring deliverable independently with minimal oversight.
• Experience with financial software (NetSuite) and reporting tools (Power BI).
• Healthcare experience is a plus; AI tooling (Claude) is a plus.

Responsibilities

• Enterprise model ownership: data updates, formula integrity, version control, and documentation.
• Budget planning support: build schedules, engage with leaders, consolidate inputs, refine 2027+ outlook.
• Reporting: build and automate monthly financial insights presentations and KPIs.
• Special projects: analyze market sizing, cost-benefit, ROI for leadership decisions.

Skills

Excel

Financial modeling

Three-statement model

Attention to detail

AI tooling

Tools

NetSuite

Power BI

Job description

Lantern is seeking a Senior Analyst, Finance to support annual budget planning and maintain the enterprise forecasting model. This role reports to the Director, Finance and ensures the model stays accurate between planning cycles.

Based in Dallas or New York with a hybrid schedule (3 days in office), you will own the forecasting model, support budget processes, and develop reporting and financial insights for leadership, using Excel, NetSuite and Power BI.