Financial Planning Manager

The gloriously-unglamorous Financial Planning Manager who joins Capital Advisors Inc in Toledo, OH will inherit clean systems and an appetite for better ones. Take stock: $93,000 - $134,000, temporary, 8 years of Conflict Resolution, and a manager title that grows teeth as you prove yourself.

Key Responsibilities

• Own the full-cycle accounts payable and receivable process
• Collaborate cross-functionally to improve forecasting accuracy
• Coach manager analysts on how a clean reconciliation should feel
• Build the close documentation a new manager hire could follow blind
• Model the runway so Capital Advisors Inc always knows its next funding date
• Build budget-vs-actual reviews managers across Toledo look forward to
• Reconcile general ledger accounts and resolve discrepancies in a timely manner
• Validate revenue recognition in line with current accounting standards

What You'll Bring

• Real Conflict Resolution chops, plus the Excel curiosity to keep growing
• Strong multitasking ability without sacrificing quality
• An instinct for prioritization when everything is labeled urgent
• An eye for the deeply-bought-in detail that separates fine from finished
• The discipline to finish the boring 20% that makes the rest matter

Capital Advisors Inc is a mentorship-focused engineering shop in Toledo, OH where KPI Reporting and SAP are treated as the same discipline. Every Financial Planning Manager at Capital Advisors Inc owns an outcome, not just a checklist of tasks.

Pair your Cash Flow Management with our $93,000 - $134,000, our mentors, our benefits, and our flexible Toledo, OH culture, and the math works in your favor.

Fresh interview slots opened up this week for the Financial Planning Manager search.

Qualified candidates are encouraged to apply as soon as possible.

• Cash Flow Management
• Budgeting
• Liquidity Management
• KPI Reporting
• Excel
• Journal Entries
• SAP
• Accruals
• Consolidations
• Change Management
• Conflict Resolution
• Delegation

• Equipment and hardware allowance
• On-site childcare
• Tenure-based rewards
• Compressed work week option
• Nap Pods
• Standing flexible benefits credits
• Pool Table
• 401(k) matching
• Compressed Workweek
• Online course subscriptions
• Vacation Days
• Disability Insurance
• Professional association memberships
• Biometric screenings
• Paid jury and witness duty

This Temporary role in Toledo, OH closes 2026-11-29.