Director, Finance

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

 Benefits