Employer Direct Healthcare

Financial Analyst / Senior Financial Analyst, Strategic & Financial Planning

Employer Direct Healthcare

full-time

Posted on:

Location Type: Hybrid

Location: Dallas • Texas • United States

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Job Level

Senior

About the role

  • 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
Benefits
  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Short & Long Term Disability
  • Life Insurance
  • 401k with company match
  • Paid Time Off
  • Paid Parental Leave
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial modelingfinancial analysisbudgetingforecastingKPI preparationdata analysisExcel
Soft Skills
quantitative skillsanalytical skillsattention to detailcommunication skillscross-functional collaboration