What are the responsibilities and job description for the Financial Analyst / Senior Financial Analyst, Strategic & Financial Planning position at employerdirecthealthcare?
About Lantern
Lantern is the specialty care platform connecting people with the best care when they need it most. By curating a Network of Excellence comprised of the nation's top specialists for surgery, cancer care, infusions and more, Lantern delivers excellent care with significant cost savings to employers and their workforces. Lantern also pairs members with a dedicated care team, including Care Advocates and nurses, for the entirety of their care journey, helping them get back to good health, back to their families and back to work. With convenient access to specialists nationwide, Lantern means quality care is within driving distance for most. Lantern is trusted by the nation's largest employers to deliver care to more than 6 million members across the country. Learn more about us at lanterncare.com.
About You:
- You use LOGIC in your decision making and understand that progress is critical to making change. You focus on the execution of your content while balancing a fast-paced environment and you take the time to celebrate both the small & big wins.
- INCLUSION is a core tenant of your personal beliefs. A diverse and inclusive environment is incredibly important to you. You understand and desire to be a part of a diverse team with different experiences and perspectives & you cherish the differences in each individual that you interact with.
- You have the GRIT, drive and ambition to tackle big problems. Big problems require big ideas and a team that supports new ideas.
- You care deeply for your customers are driven to keep HUMANITY in all decisions. Your customers aren’t just the individuals using your product. They are the driving factor in your motivation to make a change.
- Integrity guides you in life. Focusing on the TRUTH vs. giving people the answers they want to hear.
- You thrive in a Team Environment. Collaboration is key in innovation and creating change.
These pillars of LIGHT are a reminder to our team that we are making a difference by providing guidance and support in navigating the often complex and confusing landscape of healthcare. We hope that through this LIGHT, individuals can find their way to the best care, resources, and support they need to get back to life.
If this sounds like you, we would love to connect to speak further about career opportunities at Lantern.
Please apply to our role & someone from our Talent Acquisition Team will reach out to help you navigate our interview process.
Financial Analyst / Senior Financial Analyst, Strategic & Financial Planning
We are seeking a quantitatively oriented Financial Analyst / Senior Financial Analyst to join our Strategic & Financial Planning team. The Strategic & Financial Planning team sits at the center of Lantern’s financial and strategic decision-making, partnering with executive leadership on capital allocation, long-range planning, and growth initiatives. This individual will support Lantern’s financial decision-making through budgeting, forecasting, modeling, and other special projects that inform business performance and strategic initiatives. The ideal candidate brings strong analytical skills, attention to detail, and a desire to grow within a collaborative finance team.
Location: Hybrid | Dallas, TX, USA | 3 days per week in-office
Responsibilities:
- Support Lantern’s annual budgeting and quarterly forecasting processes
- Build and maintain financial models to analyze revenue, costs, utilization, and unit economics
- Analyze financial performance, identify trends, and highlight risks and opportunities
- Partner with cross-functional teams to understand business drivers and support decision-making
- Prepare financial reports, dashboards, and KPIs for internal stakeholders and leadership
- Help improve FP&A processes, tools, and models to enhance accuracy and efficiency
- Support evaluation of new growth initiatives, pricing strategies, and capital allocation (including M&A)
Requirements:
- Bachelor’s degree in Finance, Accounting, Economics, or a related field
- 1–3 years (Financial Analyst) or 3-5 years (Senior Financial Analyst) of experience in financial analysis, FP&A, investment banking, consulting, or a related role
- Strong quantitative and analytical skills with high attention to detail
- Advanced Excel skills and comfort building financial models
- Ability to work with large datasets and synthesize insights clearly
- Strong communication skills and ability to work cross-functionally
Strong Candidates will:
- Be highly analytical and data-driven in their approach to problem solving
- Be able to manage multiple workstreams simultaneously and prioritize in ambiguous situations Take ownership of analyses and follow through to completion
- Be curious, coachable, and eager to learn
- Communicate clearly using data and financial insights
- Understand / have experience with cohort analyses and/or utilization modeling
- Have experience with SQL, Power BI, NetSuite, Databricks or similar tools
Why Join Us?
Competitive salary and comprehensive benefits package.
Opportunity for career growth and advancement.
Be part of a dynamic and supportive work environment.
Work with a passionate and dedicated team.
Benefits
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Short & Long Term Disability
- Life Insurance
- 401k with company match
- Paid Time Off
- Paid Parental Leave
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Lantern does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits.