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 finance leadership roles such as Director of Finance
  • Bachelor's degree in finance, accounting, or related field
  • Strong proficiency in accounting software like QuickBooks and Excel
  • Exceptional analytical skills for providing financial insights
  • Experience collaborating with senior leadership on strategic planning
  • Knowledge of tax compliance and regulatory financial practices
  • Demonstrated ability to lead audits and manage external accountants

Responsibilities

  • Oversee all aspects of financial operations including budgeting and reporting
  • Provide actionable financial insights to support strategic decisions
  • Collaborate with leadership on business growth strategies
  • Manage cash flow to optimize capital allocation
  • Ensure timely and accurate preparation of financial statements
  • Lead and manage financial audits and external partnerships
  • Develop efficient processes for tracking financial performance indicators

Benefits

  • Opportunity to develop and grow a finance team within the company
  • Collaborative environment with senior leadership
  • Involvement in strategic decision-making processes
  • Work with advanced financial tools and software
  • Potential for career advancement in a growing 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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