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:
Bring experience as a Director of Finance or similar role
Bachelor’s degree in finance, accounting, or a related field
High proficiency with accounting software (QuickBooks, Excel, etc.)
Own all aspects of financial operations, including budgeting, forecasting, and monthly reporting
Provide financial insights and analysis 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
Support hiring and departmental budgeting decisions with financial clarity
Build and manage a small internal finance team as the firm grows
Skills Required
- Experience as a Director of Finance or similar role
- Bachelor's degree in finance, accounting, or related field
- High proficiency with accounting software (QuickBooks)
- High proficiency with Excel
- Ownership of budgeting, forecasting, and monthly reporting
- Provide financial insights and analysis to support strategic decisions
- Collaborate with leadership on business planning and growth initiatives
- Oversee cash flow management and optimize capital allocation
- Ensure timely and accurate financial statements and tax compliance
- Lead financial audits and manage relationships with external accounting partners
- Implement scalable processes for tracking expenses, revenue, and KPIs
- Support hiring and departmental budgeting decisions with financial clarity
- Build and manage a small internal finance team as the firm grows
