Director, Finance

Employer Direct Healthcare

. Run Lantern’s long-range and annual budget process end to end, from kickoff through board presentation .

Posted 9/21/2026full-timeUnited StatesLead💰 $200,000 - $230,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Expertise in financial planning and analysis, with a strong focus on budget management, forecasting accuracy, and team leadership. Proficient in advanced Excel modeling and financial software to support enterprise decision-making and capital allocation.

Highest-signal resume keywords

FP&A ExperienceAdvanced Excel ModelingBudget ManagementTeam LeadershipFinancial Software Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Budget ManagementForecastingFinancial ModelingRevenue Growth PlanningMargin AnalysisThree-Statement Model StructureData AnalysisPerformance MetricsProcess ImprovementMethodology Standardization

Soft Skills

Strong CommunicationTeam DevelopmentPrioritizationConcise BriefingProblem-Solving

Tools & Technologies

NetSuitePower BIAI ToolingClaude

Industry Keywords

Corporate FinanceHealthcare ServicesPE-Backed CompaniesInvestment Banking

About the role

Key responsibilities & impact

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
Keep the budgeting process on a defined timeline with clear deliverables at each stage
Lead the rebuild of Lantern's enterprise forecasting model, focusing on revenue forecasting
Rework how client-level performance drives near- and long-term forecasts
Bring key business drivers, such as marketing activations, explicitly into the model
Establish a modeling foundation supporting enterprise decision-making and capital allocation
Improve forecasting accuracy and process discipline across Finance & Strategy
Standardize methodology and reduce reliance on ad hoc corrections
Build frameworks the team can use independently
Manage and develop a team of two
Set priorities, review output, and keep the model current between planning cycles
Present budget recommendations, model output, and forecasting methodology to the CFO and executive team

Requirements

What you’ll need

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

Comp & perks

Medical Insurance
Dental Insurance
Vision Insurance
Short & Long Term Disability
Life Insurance
401k with company match
Paid Time Off
Paid Parental Leave
Annual bonus (depends on location/level/relevant experience)