Director of Finance

Peak Retirement Planning, Inc.; Columbus (OH); On-site; USD 90,000 - 120,000; Full time

Job summary

Peak Retirement Planning, Inc. is seeking a Director of Finance to oversee financial operations and provide insights for strategic decision-making. The successful candidate will be responsible for budgeting, forecasting, and ensuring compliance with tax laws, while also collaborating with leadership on growth initiatives.

The ideal applicant will have a Bachelor's degree in finance or accounting, significant experience in a financial role, and proficiency in accounting software like QuickBooks and Excel. Join our fast-growing team and help us shape the future of financial planning.

Qualifications

• Experience as a Director of Finance or similar role.
• High proficiency with accounting software such as QuickBooks and Excel.
• Ability to provide financial insights for strategic decision-making.

Responsibilities

• Own all aspects of financial operations, including budgeting and forecasting.
• Collaborate with leadership on business planning and growth initiatives.
• Lead financial audits and manage relationships with external accounting partners.

Skills

Accounting software proficiency

Financial analysis

Budgeting

Forecasting

Education

Bachelor’s degree in finance, accounting, or related field

Tools

QuickBooks

Excel

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).

Director of Finance Responsibilities

• Bring experience as a Director of Finance or similar role
• Bachelor’s degree in finance, accounting, or a related field
• High proficiency with accounting software (QuickBooks, Excel, etc.)
• Own all aspects of financial operations, including budgeting, forecasting, and monthly reporting
• Provide financial insights and analysis to support strategic decision-making
• Collaborate with leadership on business planning and growth initiatives
• Oversee cash flow management and optimize capital allocation
• Ensure timely and accurate financial statements and compliance with tax laws
• Lead financial audits and manage relationships with external accounting partners
• Implement scalable processes for tracking expenses, revenue, and KPIs
• Support hiring and departmental budgeting decisions with financial clarity
• Build and manage a small internal finance team as the firm grows