Financial Analyst

PatientPoint · Cincinnati, Ohio, United States

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Other (Adjacent or hard to classify.)

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croracle

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<div class="content-intro">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. <img style="display: block; margin-left: auto; margin-right: auto; max-width: 100%;" src="https://cdn.builtin.com/cdn-cgi/image/f=auto,fit=cover,w=2580,h=480,q=80/sites/www.builtin.com/files/2026-01/Greenhouse%20Cover%20Image.png" alt="" width="699"></div>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   <ul> <li data-leveltext="" data-font="Symbol" data-listid="22" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1">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. </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="22" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="2" data-aria-level="1">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. </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="22" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="3" data-aria-level="1">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. </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="22" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="4" data-aria-level="1">Consolidation and Reporting: Support month-end and year-end financial reporting preparation. Ensure timely and accurate reporting of financial information. </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="22" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="5" data-aria-level="1">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. </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="22" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="6" data-aria-level="1">Process Improvement: Identify opportunities to streamline financial reporting processes and enhance efficiency. Implement improvements to increase accuracy and effectiveness of financial reporting and analysis. </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="22" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="7" data-aria-level="1">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. </li> </ul> What We Need  <ul> <li data-leveltext="" data-font="Symbol" data-listid="27" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1">Bachelor’s degree in Finance, Accounting, Economics, or a related field. </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="27" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="2" data-aria-level="1">Strong proficiency in Microsoft Excel. </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="27" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="3" data-aria-level="1">Basic understanding of Accounting principles and financial statements. </li> </ul>   Desired Qualifications   <ul> <li data-leveltext="" data-font="Symbol" data-listid="28" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1">Experience: proven success in a Finance, Accounting or relevant role. </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="28" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="1">Experience working with NetSuite Accounting Software, SmartView, NetSuite Planning and Budgeting / Oracle Planning Budgeting Cloud Service, and Salesforce is a plus. </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="28" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="3" data-aria-level="1">Familiarity in developing and maintaining financial models. </li> </ul>     What You’ll Need to Succeed   <ul> <li data-leveltext="" data-font="Symbol" data-listid="23" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1">Maintain a positive attitude and an eagerness to learn and contribute. </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="23" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="2" data-aria-level="1">Detail-oriented with strong organizational skills. </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="23" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="3" data-aria-level="1">Strong verbal and written communication skills. </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="23" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="4" data-aria-level="1">Ability to work independently and as part of a team in a fast-paced environment. </li> </ul>  <div class="content-conclusion"><hr> <iframe style="display: table; margin-left: auto; margin-right: auto;" src="https://www.youtube.com/embed/SFyOj6RJ58Q?si=hKwMuKj0NzuXrIIG" width="560" height="314"></iframe> 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 <a href="https://www.patientpoint.com">patientpoint.com</a>.  Latest News & Innovations:  <ol> <li style="font-family: arial, helvetica, sans-serif;">Why is PatientPoint a Best Place to Work! <a href="https://careers.patientpoint.com/our-patientpoint-of-view?p=why-is-patientpoint-a-best-place-to-work">Read More</a></li> <li style="font-family: arial, helvetica, sans-serif;">Teammate Honored as "Top Woman in Tech". <a class="XeBSGLNqCcbVjjHBwlpTAKSMNQlFZLePC " href="https://careers.patientpoint.com/our-patientpoint-of-view?p=meet-annie-named-a-2026-top-woman-in-tech" data-test-app-aware-link="">Read More</a></li> <li style="font-family: arial, helvetica, sans-serif;">Recognized on Vault’s Top Internship List. <a class="XeBSGLNqCcbVjjHBwlpTAKSMNQlFZLePC " href="https://bit.ly/4oWDual" data-test-app-aware-link="">Read More</a></li> </ol> 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. <div> PatientPoint recognizes that privacy is important to you. Please read the PatientPoint <a href="https://www.patientpoint.com/privacy-policy">privacy policy</a>, we want you to be familiar with how we may collect, use, and disclose your information. Employer is EOE/M/F/D/V </div></div>