Director of Finance

Peak Retirement Planning, Inc.

• $110K — $130K *
Columbus, OH 43230In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 5-7 years of experience in a finance leadership role, such as Director of Finance
  • Bachelor's degree in finance, accounting, or a related discipline
  • Expertise in accounting software including QuickBooks and Excel
  • Strong analytical skills for financial insights and strategic support
  • Experience with cash flow management and capital allocation
  • Proven ability to prepare timely and accurate financial statements
  • Familiarity with financial auditing and compliance standards

Responsibilities

  • Oversee all financial operations including budgeting, forecasting, and reporting
  • Provide financial insights to inform strategic decisions
  • Collaborate with leadership on planning and growth strategies
  • Manage cash flow and optimize capital allocation for efficiency
  • Ensure compliance with tax laws and timely financial statement preparation
  • Lead financial audits and liaise with external accounting partners
  • Develop and implement scalable financial tracking processes

Benefits

  • Opportunity to build and lead a growing internal finance team
  • Collaborative environment with senior leadership involvement
  • Focus on strategic financial insights and decision-making
  • Access to modern accounting tools and technologies
  • Possibility of influencing growth initiatives across the organization
Full Job Description
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
* Ladders Estimates

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