Finance Specialist
Peak Retirement Planning, Inc.
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 Responsibilities:
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
$31.47 per hour
...County-Columbus Compensation : $31.47 Schedule Full-time Work Hours : 7:30am - 4:30pm Union : OCSEA Primary Job Skill Accounting and Finance Technical Skills : Accounting and Finance, Research Professional Skills : Attention to Detail, Customer Focus, Problem Solving,...SuggestedFull timePart timeWork at officeImmediate startTaleo
Columbus, OH1 day ago- ...Automotive Finance Specialist At Performance we firmly believe that our success in the automotive industry is a direct reflection of our talented Finance Specialists. It is because of this, that we are constantly looking for outgoing and self-motivated individuals...SuggestedFlexible hoursNight shiftWeekend work
$100k - $150k
FP&A Analyst - Columbus, OH $100,000-$150,000 base We're partnered with a Columbus-based organization adding an FP&A Analyst to support growth, forecasting, and smarter decision-making across the business. This is a high-impact role for someone who ...SuggestedFlexible hoursCreative Financial Staffing
Columbus, OH1 day ago- ...Description Remote Our client seeks a Workday Security Analyst to administer, audit, and optimise Workday security across HR, Payroll, Finance, Compliance, and IT stakeholders. The role will configure and maintain security policies and groups, govern access, support audits...SuggestedHourly payContract workLocal areaRemote work
Eliassen Group
Columbus, OH3 days ago - One of theleading robotics and automation equipment company. Job Description Process oriented mindset with the ability to assess current operations and create improved workflows to correct the root cause of problems. Highly proficient using MS Excel and experience with...Suggested
- Overview The Financial Analyst is a key role in our growing finance department, granting the right individual the opportunity to play a central role within the FP&A group of The Marzetti Company. This individual will be given an opportunity to build skills and gain experience...Work at office
- Northwest Bank is seeking a Corporate Finance Analyst/Associate/Senior Associate to lead underwriting for complex large corporate and middle-market relationships in Columbus, OH. You will design credit structures, perform in-depth qualitative and quantitative analysis,...
- ...list of essential job functions, please refer to the essential functions document for this job. Education Bachelor's in Accounting or Finance Certifications and Licenses Years of Experience 4-6 years of experience Core Competencies Service-Oriented Strives For Positive...Flexible hours
$85k - $150k
...ongoing decisions regarding site financial and commercial risks Review and approve capital expenditures for new business including financing method (buy vs. lease) Liaison with Purchasing, Real Estate, Contract Administration and Operating teams to ensure that...Contract workWork experience placementInternshipSeasonal workRemote work- ...forecasting, intercompany reconciliations, and data-driven insights for leadership. Ideal candidates hold a Bachelor’s degree in Accounting/Finance and have 5+ years of manufacturing accounting experience with strong Excel and ERP knowledge. #J-18808-Ljbffr Creative Financial...
$26.5 per hour
Wideopenwest Networks, LLC is seeking a dedicated Technical Analyst-Commercial to join our Columbus Data Center. This team member will provide exceptional customer service for our WOW! Business Data Product suite while ensuring clients receive timely support. The ideal ...Full timeWork at office$10k
...analyses, including discussions on various issues Other duties assigned by management. What you will need Bachelor's Degree in finance, accounting or related field required 3+ years of relevant experience required Experience with Data Visualization tools (Tableau,...Weekly payTemporary workWork at officeWork from homeHome office$60 - $70 per hour
...working with operational leaders, engineers, or real estate teams on cost control ~ Ability to explain financial insights to non-finance audiences and drive data-informed decisions ~ Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA preferred...Full timeContract workRemote workVisa sponsorshipMonday to FridayBlue Star Partners LLC
Columbus, OHa month ago- NiSource Inc. in Columbus, OH is seeking a Corporate Finance Analyst-Senior to support internal and external financing needs. You will work in a hybrid Cols office, focusing on modeling across the income statement, balance sheet and cash flow, and on pro-forma analyses...Work at office
$81.1k - $129.8k
...Excel PowerPoint Word Teams) for data analysis and reporting. - (10%) Minimum Qualifications ~ Associates Degree in Accounting Finance Economics or Business-related field ~5-8 years of experience in analysis and reporting in the Financial Services field...Full timeContract workTemporary workWork experience placementWork at officeLocal areaImmediate startRemote workWork visaFlexible hoursBread Financial
Columbus, OH2 days ago$82.2k - $123.2k
**Corporate Finance Analyst-Senior**This team is looking for someone with strong modeling experience across all three financial statements (income statement, balance sheet and cash flow statement).Location: Columbus, OH office (Hybrid - 3 days/week in office)**Job Summary...Work at office3 days per week- ...Job Description: As a Finance ERP Senior Analyst you will play a key role in supporting the effectiveness of our financial close process maintaining and designing critical system configuration. As the product owner of the Finance ERP system you will be responsible...Full timeHome officeMonday to FridayFlexible hours
Abercrombie & Fitch
Columbus, OH2 days ago - ...benefits realization plans. Tracks post-implementation benefits to validate projected ROI. Education Requirement Bachelor’s degree in Finance, Accounting, Business, Information Systems, or related field, required. Skills Strong communication skills with the ability to...Contract workLive inRemote workRelocation
- ...Job Description Job Description Job Overview: The Senior Financial Analyst serves as a strategic finance partner within the organization, providing advanced financial analysis, complex pro forma modeling, and decision support for operational and strategic initiatives...
Ohio Gastroenterology Group Inc
Columbus, OHa month ago - ...Core Values: One Agency Personal Connection Innovative Leadership Relentless Excellence. 30 mos. exp. or 30 mos. accounting &/or finance to include an intermediate level of experience in spreadsheet software. -Or completion of undergraduate core program in business...Hourly payFull timeContract workPart timeWork from homeMonday to FridayFlexible hours
State of Ohio
Columbus, OH2 days ago $55k - $90k
...Participate in ongoing decisions regarding site financial and commercial risks Analyze capital expenditures for new business, including financing method (buy vs. lease) Liaison with Purchasing, Real Estate, Contract Administration and Operating teams to ensure that...Contract workWork experience placementRemote workDHL Group
Westerville, OH7 days ago$26 - $28 per hour
...environment. Job Qualifications Associate Degree or advanced degree preferred with concentration in Business, Accounting, or Finance. Commensurate experience may be considered in lieu of education, based upon candidate's overall employment history Minimum two years...Remote jobWork at officeWorldwideMonday to FridayWeekend workAfternoon shift$10k
...Senior Financial Analyst The Senior Financial Analyst (SFA) is a key member of the finance team responsible for providing financial insights, supporting strategic decision-making, and improving financial performance across the organization. This role partners closely...Weekly payWork at officeWork from homeHome office- ...Sensience Senior Finance Analyst Opportunity Sensience is a leading global manufacturer of highly engineered sensing, control, and sealing components. We deliver mission-critical protection and valuable data for a wide range of systems, including appliances, heating...Worldwide
$17 - $20 per hour
...At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly...Work experience placementLocal areaMonday to FridayOneMain Financial
Columbus, OH5 days ago- TwinThread is looking for a Financial Advisor Services Analyst in Columbus, Ohio. The role involves partnering with Client Advisors to drive revenue growth and manage client relationships effectively. We seek candidates with a 4-year degree and at least 2 years of experience...
- ...Acquisitions Specialist Germain Cadillac of Easton, Columbus, OH At Germain, our mission is to attract, develop and retain exceptional people to deliver an outstanding experience that creates loyalty beyond reason, one customer at a time. As an Acquisitions Specialist...Local areaImmediate start
$50k - $80k
...Rider State Farm offers the opportunity to build a rewarding career with purpose. You May Be a Great Fit as an Acquisitions Specialist at Steve Rider - State Farm Agent if: You're the person people call first when life goes sideways - calm, steady, and...For contractorsWork at officeImmediate startFlexible hoursState Farm
Columbus, OH4 days ago- We're Hiring! We are a very busy office and are looking for our next great team member. This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We attribute our success to having a fun, energetic...For contractorsWork at officeImmediate start
Steve Rider - State Farm Agent
Columbus, OH4 days ago - Nationwide Mutual Insurance Company in Columbus, Ohio seeks a Sr Analyst, Placement - Life to serve as the liaison for financial professionals, underwriting teams, and internal partners to accelerate life insurance placements. This role emphasizes building long-term relationships...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Finance Specialist. Be the first to apply!
- financial crimes specialist Columbus, OH
- finance specialist Columbus, OH
- financial management specialist Columbus, OH
- dealership finance Columbus, OH
- government finance Columbus, OH
- entry level accounting finance Columbus, OH
- part time finance Columbus, OH
- gaap finance Columbus, OH
- financial services work from home Columbus, OH
- finance nonprofit Columbus, OH