Finance Specialist - Growth Startup Focus

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

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.