Lantern Care's Finance & Strategy team is hiring a Sr. Analyst, Finance to support annual budget planning and the rebuild of the company's enterprise forecasting model, and to own the model's ongoing maintenance once rebuilt. This role reports to the Director, Finance and is the person who keeps the enterprise model accurate and current between planning cycles.
Location: Dallas, TX or New York, NY - Hybrid position - 3x in office per week.
Responsibilities:
Enterprise model ownership. Own the enterprise forecasting model day to day: data updates, formula integrity, version control, and documentation. Support the Director, Finance on the model's evolution over time, like applying new drivers (e.g., marketing activations), testing new model logic against actuals, and validating that updates hold up before they go live.
Budget planning support. Support the annual budget process: build supporting schedules, engage with business leaders across the org, consolidate functional department inputs, and refine point of view on 2027+ operating profile of the business.
Reporting. Build and automate reporting (monthly financial insights presentations, KPIs) to push knowledge into the rest of the business.
Special projects. Build the underlying analysis (market sizing, cost-benefit, ROI) that informs leadership's go/no-go decisions on major product partnerships, operational enhancements, technology investments, and other key capital allocation trade-offs.
Requirements:
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 also considering the "so what" of the company's core financial challenges
Comfortable owning a recurring deliverable independently, with minimal oversight, once ramped
Experience with financial software (e.g., NetSuite) and reporting tools (e.g., Power BI)
Healthcare or healthcare services experience is a plus
Experience using AI tooling (e.g., Claude) to optimize workflows a plus
Benefits
Medical Insurance
Dental Insurance
Vision Insurance
Short & Long Term Disability
Life Insurance
401k with company match
Paid Time Off
Paid Parental Leave
Compensation: Base salary range: $90,000 - $105,000 + bonus (depends on location/level/relevant experience)