Finance Specialist

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+ PlayerElite 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 MemberHas 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 MentalityExcited 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).

• Main 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