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).
Main Requirements:
Maintaining financial books and records for the firm
Provide reports for the CEO and monthly, quarterly, and year-end reports
Oversee and manage all accounting systems and procedures, capturing all billings, receipts, and recording of revenue transactions
Assist in monitoring and managing cash flow
Manage day-to-day AR processing, deposits, and bookkeeping
Run monthly payroll
Provide information to the firms CPA to meet all tax-related requirements
Skills Required
- Maintain financial books and records for the firm
- Provide monthly, quarterly, year-end reports and ad-hoc reports for the CEO
- Oversee and manage accounting systems, procedures, billings, receipts, and revenue recording
- Assist in monitoring and managing cash flow
- Manage day-to-day AR processing, deposits, and bookkeeping
- Run monthly payroll
- Provide required information to the firm's CPA to meet tax requirements
- A+ player: highly driven, hardworking, able to work independently
- Foxhole team member: servant's heart, team-first, willing to go above and beyond
- Rocketship mentality: growth mindset and long-term commitment
