Finance Specialist

Peak Retirement Planning, Inc.; Columbus (OH); On-site; USD 50,000 - 70,000; Full time

Job summary

Peak Retirement Planning, Inc. in Columbus, Ohio is looking for an experienced financial team member passionate about growth and dedication to excellence. This role involves financial data management, bookkeeping tasks, and supporting budget analysis within a fast-paced startup environment.

The ideal candidate will be familiar with accounting software and excel in data reporting. Join a company committed to exceptional service and teamwork.

Qualifications

• Experience with financial data entry, reconciliations, and reporting.
• Familiarity with accounting software such as QuickBooks or Xero.
• Proficient in Microsoft Excel including formulas and pivot tables.

Responsibilities

• Assist with daily bookkeeping tasks including data entry and bank reconciliations.
• Prepare regular financial reports for internal leadership.
• Support budget tracking, expense management, and revenue analysis.

Skills

Financial data entry

Experience with accounting software

Proficiency in Microsoft Excel

Budget tracking and expense management

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.

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).

Responsibilities

• 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