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:
Experience with financial data entry, reconciliations, and reporting
Familiarity with accounting software such as QuickBooks, Xero, or similar
Assist with daily bookkeeping tasks including data entry, bank reconciliations, and invoice tracking
Proficiency in Microsoft Excel (formulas, pivot tables, etc.)
Prepare regular financial reports for internal leadership and advisory teams
Support budget tracking, expense management, and revenue analysis
Help maintain accuracy of financial documentation and client billing records
Coordinate with the Director of Finance or external accountants as needed
Identify process improvements and support implementation of scalable financial systems
Track and report on key financial KPIs that guide business decisions
Assist with quarterly and annual reporting requirements, including tax prep support
Skills Required
- Experience with financial data entry, reconciliations, and reporting
- Familiarity with accounting software such as QuickBooks, Xero, or similar
- Proficiency in Microsoft Excel, including formulas and pivot tables
- Experience assisting with bookkeeping, bank reconciliations, and invoice tracking
- Ability to prepare regular financial reports
- Ability to support budget tracking, expense management, and revenue analysis
- Ability to maintain accurate financial documentation and client billing records
- Ability to coordinate with finance leadership or external accountants
- Ability to identify and implement process improvements
- Ability to track and report financial KPIs
- Ability to assist with quarterly and annual reporting, including tax preparation support
