Finance Specialist

Peak Retirement Planning, Inc.; Columbus (OH); On-site; USD 60,000 - 90,000; Full time

Job summary

Peak Retirement Planning, Inc. in Columbus, OH is seeking a detail-oriented bookkeeper/financial analyst to support daily bookkeeping, data entry, bank reconciliations, and client billing records.

You will work with QuickBooks or Xero, prepare routine financial reports for leadership, and help track budgets and revenues. Ideal candidates have a strong Excel skillset (formulas and pivot tables), experience with financial data, and a collaborative mindset.

Qualifications

• Experience with financial data entry, reconciliations, and reporting.
• Familiarity with QuickBooks, Xero, or similar accounting software.
• Ability to prepare regular financial reports for leadership.

Responsibilities

• Assist daily bookkeeping tasks including data entry, bank reconciliations, and invoice tracking.
• Prepare regular financial reports for internal leadership and advisory teams.
• Support budget tracking, expense management, and revenue analysis.
• Help maintain accuracy of financial documentation and client billing records.
• Coordinate with the Director of Finance or external accountants as needed.
• Identify process improvements and support implementation of scalable financial systems.
• Track and report on key financial KPIs that guide business decisions.
• Assist with quarterly and annual reporting requirements, including tax prep support.

Skills

Excel

Data entry

Reconciliations

Financial reporting

Tools

QuickBooks

Xero

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. At Peak, we integrate traditional values in everything we do.

What We Look For

A+ Player

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


• Hates 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).


• Experience with financial data entry, reconciliations, and reporting


• Familiarity with accounting software such as QuickBooks, Xero, or similar


• Assist with daily bookkeeping tasks including data entry, bank reconciliations, and invoice tracking


• Proficiency in Microsoft Excel (formulas, pivot tables, etc.)


• Prepare regular financial reports for internal leadership and advisory teams


• Support budget tracking, expense management, and revenue analysis


• Help maintain accuracy of financial documentation and client billing records


• Coordinate with the Director of Finance or external accountants as needed


• Identify process improvements and support implementation of scalable financial systems


• Track and report on key financial KPIs that guide business decisions


• Assist with quarterly and annual reporting requirements, including tax prep support