Strategic Finance Director for Growth & Operations

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

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.