Data Analyst

Peak Retirement Planning, Inc.; Columbus (OH); On-site; USD 65,000 - 95,000; Full time

Job summary

Peak Retirement Planning, Inc. is seeking a data-driven professional to manage and optimize data across marketing funnels, dashboards, and leadership reporting. The role focuses on turning data into insights to drive strategic decisions and operational improvements.

The candidate will collaborate with cross-functional teams, develop visualizations, monitor KPIs, and contribute to our fast-growing financial planning environment.

Qualifications

• Experience building dashboards and reports to support decision making.
• Ability to translate data into actionable insights for leadership.
• Strong project management and cross-functional collaboration.

Responsibilities

• Manage our firm's data to help us make decisions.
• Help optimize 13 Marketing Funnels with our national brand.
• Great at project management and getting things done.
• Develop dashboards, reports, and visualizations to communicate insights to leadership.
• Monitor KPIs and provide recommendations for improvement.
• Assist with other tasks and projects for operations.

Skills

Data analysis

Dashboarding

Visualization

Project management

Education

Tools

SQL

Excel

Power BI

Job description

We are the #1 fastest-growing private company in Columbus, Ohio, by Inc. 5000, and one of the top and youngest financial planning firms in the country. Peak has grown from one team member to over 60 team members in just 4 years.In 2025, we had over 5,400 applicants, we only hired 19. As a scaling start-up, we are very particular to ensure we hire the best and those aligned with our values and intensity. We are not a firm for everyone.

What We Look For

• A+ Player

  • Elite at what they do. Extremely hard worker. Gritty. Gets things done. Internal need to succeed.

  • Dislikes working with B and C players.

  • Does not need to be told twice what to do.

• Foxhole Team Member

  • Has a servant's heart and a purpose bigger than themselves.

  • Will help a team member fix a flat on the side of the road at 6am.

  • Goes above and beyond to provide a "White Glove Service" to our clients.

• Rocketship Mentality

  • Excited to join a fast-growing startup with extreme upside.

  • Growth Mindset in all areas of life - professionally, personally, physically, and spiritually.

  • "Lifer" - those who want to work with us for 30+ years (not just a 9-5 job).

Main Responsibilities:

• Manage our firm's data to help us make decisions.

• Help us optimize our 13 Marketing Funnels (including community workshops, TV and radio, podcasts, YouTube, and published books) with our national brand.

• Great at project management and getting things done

• Develop dashboards, reports, and visualizations to communicate insights to leadership

• Monitor KPIs and provide recommendations for improvement

• Helping with other tasks and projects needed for our operations team