Senior Manager – Strategic Finance & Planning
| Company | Lantern Care |
|---|---|
| Location | Dallas, TX, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s, MBA |
| Experience Level | Senior |
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or a related field; an MBA is a plus.
- 6+ years of experience in financial planning and analysis, corporate finance, or a related discipline. Backgrounds in investment banking are especially encouraged to apply.
- Strong financial modeling, data analysis, and forecasting skills (including the ability to build three-statement models).
- Experience in or with high-growth venture capital or private equity-backed companies.
- Familiarity with financial systems and tools such as NetSuite.
- Track record of leading strategic initiatives and financial process improvements.
Responsibilities
- Lead Lantern’s annual budgeting and quarterly forecasting processes, ensuring accuracy and alignment with business objectives.
- Optimize Lantern’s financial model to support strategic planning, scenario analysis, and long-term growth initiatives.
- Provide financial insights and recommendations to senior leadership by analyzing financial performance, identifying trends, and highlighting risks and opportunities.
- Partner with cross-functional teams to drive operational efficiency and improve financial performance.
- Prepare and present financial reports, dashboards, and key performance indicators (KPIs) to executive leadership.
- Support M&A analysis, capital allocation decisions, and other strategic finance initiatives as needed.
- Drive continuous improvement in FP&A processes, tools, and systems to enhance accuracy and efficiency.
- Lead a small team of two financial analysts.
Preferred Qualifications
- Have strong problem-solving skills with a proactive and strategic mindset.
- Know how to tell a story using financial data (e.g., for board presentations and other executive meetings).
- Have proven communication, presentation, and stakeholder management skills.
- Be comfortable working with large datasets and advanced analytical tools, including Power BI or SQL.