Finance Specialist

Peak Retirement Planning•Columbus, OH

19h•Onsite

About The Position

Peak Retirement is hiring a Finance Specialist to support bookkeeping, financial reporting, budget tracking, expense management, revenue analysis, client billing records, and financial systems. The role works with the Director of Finance or external accountants and contributes to quarterly and annual reporting, including tax preparation support. It is an on-site position in Columbus, Ohio. Peak describes itself as a rapidly growing financial planning firm and seeks people who are highly driven, dependable, service-oriented, committed to teamwork, and eager to grow with the company. The company offers a career path with Specialist, Advanced, and Senior levels; advancement is based on results, teamwork, and adherence to its standards and values.

Requirements

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.
The ability to work dependably and take ownership of assigned tasks and projects.
A strong work ethic, initiative, teamwork, and a service-oriented approach, as emphasized in the job description.

Responsibilities

Complete daily bookkeeping tasks, including data entry, bank reconciliations, and invoice tracking.
Prepare regular financial reports for internal leadership and advisory teams.
Support budget tracking, expense management, and revenue analysis.
Maintain accurate 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 key financial KPIs that guide business decisions.
Assist with quarterly and annual reporting requirements, including tax preparation support.
Take ownership of assigned tasks and projects, and work closely with experienced team members as part of the training program.