Strategy Data Analyst

Peak Retirement Planning, Inc.; Columbus (OH); On-site; USD 60,000 - 80,000; Full time

Job summary

Peak Retirement Planning, Inc. in Columbus, Ohio is seeking a dynamic candidate to join their team. The ideal candidate will be highly skilled in data analysis and capable of developing insights that inform leadership decisions. Responsibilities include collecting and interpreting data, conducting in-depth analysis, and partnering with leadership to ensure strategic goals are met.

The firm is known for its fast growth and requires candidates passionate about their work and willing to contribute to a significant team culture.

Qualifications

• Strong ability to collect, analyze, and interpret data.
• Experience in developing visualizations and reports.
• Comfortable working in a fast-paced, growth-oriented environment.

Responsibilities

• Collect, analyze, and interpret data from various sources.
• Conduct in-depth analysis of performance metrics.
• Develop dashboards and visualizations for leadership insights.
• Partner with advisors for analytical solutions.
• Monitor KPIs and recommend improvements.
• Support strategic planning with forecasting.

Skills

Data analysis

Dashboard development

Strategic planning

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

• 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.

A+ Player

• 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.

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).

Key Responsibilities

• Collect, analyze, and interpret data from multiple sources to identify trends and opportunities
• Conduct in-depth analysis of both internal and external data such as performance metrics and competitor insights to identify strategic opportunities and risks
• Develop dashboards, reports, and visualizations to communicate insights to leadership
• Partner with advisors and leadership to translate business questions into analytical solutions
• Monitor key performance indicators (KPIs) and provide recommendations for improvement
• Support strategic planning with forecasting, modeling, and scenario analysis