Director of Finance

Peak Retirement Planning; Columbus (OH); On-site; USD 120,000 - 180,000; Full time

Job summary

Peak Retirement Planning, Inc. in Columbus, OH is seeking a results-driven finance leader to own all financial operations. You will steer budgeting, forecasting, and monthly reporting, and guide a growing finance team in a fast-paced environment.

The role requires hands-on analysis, strong accounting software skills (QuickBooks, Excel), and collaboration with executives on growth initiatives, cash flow management, and ensuring tax compliance.

Qualifications

• Experience leading finance operations and teams.
• Ability to deliver timely financial statements and audits.
• Strong budgeting, forecasting, and KPI tracking skills.

Responsibilities

• Own all aspects of financial operations, including budgeting, forecasting, and monthly reporting.
• Lead finance team members.
• Maintain high proficiency with accounting software (QuickBooks, Excel).
• Provide financial insights 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.

Skills

Financial leadership

Budgeting & forecasting

Financial analysis

Team leadership

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. We are very selective to ensure we hire the best and those aligned with our values and intensity.

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

• Own all aspects of financial operations, including budgeting, forecasting, and monthly reporting
• Lead finance team members
• High proficiency with accounting software (QuickBooks, Excel, etc.)
• 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