What are the responsibilities and job description for the Financial Planning and Analysis Manager position at The Sterling Group?
FP&A (Financial Planning and Analysis) Manager
Porfirio Company of the Sterling Group based in Cleveland, OH.
Position Summary
The FP&A Manager will serve as a key financial leader, driving data-driven insights to support strategic decision-making for Greenbridge’s executive leadership team. This role will oversee financial forecasting, budgeting, variance analysis, and business intelligence initiatives, helping to shape the company's growth trajectory while ensuring financial discipline.
The ideal candidate will have a strong background in financial planning and analysis, preferably within a manufacturing, packaging, or sustainability-focused environment. This individual should be adept at managing large datasets, building financial models, and providing clear, actionable insights to support executive decision-making.
Key Responsibilities
Financial Planning & Analysis (FP&A):
- Develop and maintain the company’s financial forecasting, budgeting, and long-term planning processes.
- Conduct in-depth financial analysis to assess performance, identify trends, and provide strategic insights to executive leadership.
- Build and enhance financial models to evaluate business scenarios, capital investment opportunities, and M&A transactions.
- Prepare and present financial reports and dashboards for the CEO, CFO, and board of directors.
Business & Strategic Finance
- Provide financial leadership to support Greenbridge’s sustainability initiatives, capital projects, and strategic expansion efforts.
- Partner with operations, sales, and supply chain teams to drive cost optimization and revenue growth strategies.
- Identify opportunities to improve profitability and efficiency, leveraging data analytics and performance metrics.
- Assist in evaluating M&A opportunities, including due diligence, integration planning, and financial impact analysis.
Performance Management & Reporting
- Develop and track key performance indicators (KPIs) to measure financial and operational effectiveness.
- Ensure accuracy and consistency in financial data reporting across multiple business units and locations.
- Collaborate with cross-functional teams to improve financial systems, automation, and reporting processes.
- Support compliance, audit, and regulatory requirements as needed.
Qualifications & Experience
Required Experience & Skills:
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- 6 years of experience in FP&A, corporate finance, investment banking, or private equity.
- Strong expertise in financial modeling, scenario analysis, and data visualization tools.
- Experience in a manufacturing, packaging, or sustainability-driven business preferred.
- High proficiency in Excel and PowerPoint, with experience in ERP systems (SAP, Oracle, or similar).
- Excellent communication skills with the ability to present financial insights to executive audiences.
- Strong problem-solving ability, with a results-driven, proactive mindset.
Preferred Qualifications
- MBA, CPA, or CFA certification.
- Experience working in a private equity-backed company.
- Familiarity with sustainability finance, carbon accounting, or ESG reporting.
- Knowledge of automation, business intelligence tools, or data analytics software.
