Join PatientPoint to be part of a dynamic team creating change in and around the doctor’s office. As a leading digital health company, we innovate to positively impact patient behaviors. Our purpose-driven approach offers an inspirational career opportunity where you can contribute to improving health outcomes for millions of patients nationwide.
Financial Analyst
Location: Cincinnati, OH
Hybrid Schedule: 3 days in office (M, Tu, Th) / 2 days remote (W,F) weekly
Job Summary
The PatientPoint Finance team is in an exciting season of building and growing its Finance team. We are actively looking for an enthusiastic individual to join our already engaged and committed team. If you are interested in an opportunity to learn and grow, and passionate about meaningful work, a world-class culture and exceptional leadership, PatientPoint could be the perfect fit for you!
What You’ll Do
- Business Partnering: Collaborate with cross-functional teams to build relationships and gather financial data and insights. Communicate findings and recommendations clearly and effectively to stakeholders.
- Financial Analysis: Provide financial information, analysis, and tools to help senior management make informed decisions. Translate financial data and trends into actionable recommendations for non-financial stakeholders.
- Forecasting and Budgeting: Assist in developing and managing budgets, preparing financial forecasts, and tracking performance against targets. Analyze variances between actual and budgeted results to provide insights into business performance. Maintain up to date financial trackers.
- Consolidation and Reporting: Support month-end and year-end financial reporting preparation. Ensure timely and accurate reporting of financial information.
- Financial Modeling: Assist in developing and maintaining financial models to support forecasting, budgeting, and valuation activities. Ensure models are accurate, efficient, and aligned with company objectives.
- Process Improvement: Identify opportunities to streamline financial reporting processes and enhance efficiency. Implement improvements to increase accuracy and effectiveness of financial reporting and analysis.
- Ad Hoc Analysis and Projects: Contribute to special projects and ad hoc analysis as required by senior management. Provide analytical support for strategic initiatives and decision-making processes.
What We Need
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- Strong proficiency in Microsoft Excel.
- Basic understanding of Accounting principles and financial statements.
Desired Qualifications
- Experience: proven success in a Finance, Accounting or relevant role.
- Experience working with NetSuite Accounting Software, SmartView, NetSuite Planning and Budgeting / Oracle Planning Budgeting Cloud Service, and Salesforce is a plus.
- Familiarity in developing and maintaining financial models.
What You’ll Need to Succeed
- Maintain a positive attitude and an eagerness to learn and contribute.
- Detail-oriented with strong organizational skills.
- Strong verbal and written communication skills.
- Ability to work independently and as part of a team in a fast-paced environment.
About PatientPoint:
PatientPoint® is the Point of Change company, transforming the healthcare experience through the strategic delivery of behavior-changing content at critical moments of care. As the nation’s largest and most impactful digital network in 30,000 physician offices, we connect patients, providers and health brands with relevant information that is proven to drive healthier decisions and better outcomes. Learn more at patientpoint.com.
Latest News & Innovations:
- Why is PatientPoint a Best Place to Work! Read More
- Teammate Honored as "Top Woman in Tech". Read More
- Recognized on Vault’s Top Internship List. Read More
What We Offer:
We know you bring your whole self to work every day, and we are committed to supporting our full-time teammates with a comprehensive range of modernized benefits and cultural perks. We offer competitive compensation, flexible time off to recharge, hybrid work options, mental and emotional wellness resources, a 401K plan, and more. While these benefits are available to full-time team members, we strive to create a positive and supportive environment for all teammates.
PatientPoint recognizes that privacy is important to you. Please read the PatientPoint privacy policy, we want you to be familiar with how we may collect, use, and disclose your information. Employer is EOE/M/F/D/V
Skills Required
- Bachelor's degree in Finance, Accounting, Economics, or a related field
- Strong proficiency in Microsoft Excel
- Basic understanding of Accounting principles and financial statements
What the Team is Saying
PatientPoint Compensation & Benefits Highlights
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Leave & Time Off Breadth — Time off includes 25 paid days of flexible time off each year (frontloaded), 7 paid sick days, and 11 paid holidays, plus summer hours and a Friday afternoon meeting blackout. This breadth provides substantial planned and ad‑hoc downtime across the calendar year.
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Parental & Family Support — Family support includes paid parental leave ranging from 4–12 weeks, fertility reimbursement up to a $10,000 lifetime maximum, and survivor benefits equal to 2x salary (to $500,000). Additional offerings such as adoption assistance, a return‑to‑work program, and optional pet insurance extend support for varied family needs.
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Healthcare Strength — Core coverage spans two Cigna medical plan options (PPO or HDHP) with prescription coverage, multiple Delta Dental PPO choices, and EyeMed vision. Mental‑health access is provided via a dedicated platform (Confide), complemented by wellness programs.
PatientPoint Insights
What We Do
At PatientPoint, we're transforming every doctor-patient interaction with cutting-edge, technology-driven solutions designed to improve health outcomes and quality of life. By delivering impactful, digital, in-office patient education at no cost to physicians across the country, we empower healthcare professionals to connect more meaningfully with their patients. Through partnerships with trusted healthcare brands like Pfizer, P&G, Sanofi, Merck, NatureMade, and Bristol Myers Squibb, we’re making a real difference. Our mission to empower better health guides everything we do, reaching over 750 million patient visits each year and driving healthier, longer lives for patients everywhere. From the top down, we operate within a culture of collaboration and open-minded thinking. We are in it to win it as a team working together, not competing with each other. Your thoughts and ideas are equally valued by leadership and your colleagues. Our employees embody our company values: they’re trustworthy, driven, innovative and welcoming of diversity. You’ll enjoy being part of our group. We’re always learning, and we encourage entrepreneurial thinking. We challenge the status quo and are open to new ideas from every corner of the organization. You can help make a difference in the healthcare industry by discovering groundbreaking solutions that provide value to patients, providers, and sponsors. As a company that is still growing and always evolving, we provide plenty of career and learning potential. Here, you’ll work to advance the industry, develop your career goals and be rewarded for your efforts. It’s all within reach, because playing a key part in our success will enhance yours. PatientPoint is the trusted and fully established leader in patient engagement platforms. Our employees are proud to include our name on their resumes. Joining us has definite advantages: stability, rewards and benefits, professional growth potential, plus the knowledge you are in the right place to do your best work.
Why Work With Us
We are a dynamic team committed to empower better health. As a leading digital health company, we innovate to positively impact patient behaviors. Our purpose-driven approach offers an inspirational career opportunity where you can contribute to improving health outcomes for millions of patients nationwide.
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PatientPoint Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
PatientPoint is a remote-first company with teammates in 30+ states. Our headquarters is in Cincinnati, along with our Innovation Center in NYC offers space for in-person collaboration while we stay connected through a strong virtual culture.
