[Hiring] FP&A Systems and Reporting Analyst @Tarbell Management Group

Role Description

The FP&A Analyst supports the Company’s budgeting, forecasting, cash planning, and management reporting processes. This role serves as a key contributor to the Finance team by:

• Maintaining planning models
• Assisting with budget development
• Producing reports and analyses
• Supporting the administration and ongoing development of the Vena planning platform

This position is ideal for a detail-oriented finance professional with strong analytical skills who enjoys working with data, forecasting business performance, and partnering with operational teams to improve financial visibility and decision-making.

This position upholds TMG’s Mission and Core Values by demonstrating integrity, accountability, respect, continuous learning, and follow-through in daily work.

Key Responsibilities (including but not limited to):

• Budgeting & Forecasting
  • Support the annual budget process across business units and departments.
  • Assist in the preparation of monthly and quarterly forecasts.
  • Maintain planning models and budget templates within Vena.
  • Analyze budget-to-actual variances and identify trends, risks, and opportunities.
  • Support long-range planning and scenario analysis.
• Cash Forecasting & Working Capital
  • Prepare and maintain weekly and monthly cash flow forecasts.
  • Monitor cash receipts, disbursements, and working capital trends.
  • Partner with Accounting, AP, AR, and Operations to improve forecast accuracy.
  • Assist leadership with liquidity planning and cash reporting.
• Vena Administration & Reporting
  • Serve as a primary power user of the Vena planning platform.
  • Maintain planning workflows, templates, reports, and data integrity within Vena.
  • Support enhancements, testing, training, and adoption of Vena processes.
  • Assist with integration and validation of data from ERP and HR systems.
• Financial Analysis
  • Prepare monthly management reporting packages and KPI reporting.
  • Build and maintain financial models to support operational and strategic decisions.
  • Perform profitability, expense, revenue, and trend analysis.
  • Support ad-hoc financial projects and business cases.
• Business Partnership
  • Collaborate with department leaders to understand drivers of financial performance.
  • Assist in translating financial information into actionable recommendations.
  • Promote accountability around budget ownership and forecast accuracy.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Two to five years of experience in FP&A, finance, accounting, or business analytics.
• Experience supporting budgeting, forecasting, cash flow forecasting, financial reporting, and financial modeling.
• Experience working directly with Vena Planning.
• Experience using ERP systems and general ERP financial reporting tools.
• Advanced Excel skills, including the ability to organize, analyze, and present financial data.
• Strong analytical, problem-solving, organizational, and attention-to-detail skills.

Preferred Qualifications

• Experience with Power Query and Power BI.
• Experience supporting system enhancements, testing, user training, or adoption of financial planning processes.
• Experience integrating or validating data from ERP, HR, or other business systems.

Physical & Work Environment Requirements

• Involves sedentary, office-based work performed in an on-site or hybrid environment.
• Required to sit for extended periods while working at a computer workstation, with occasional standing and walking.
• Frequent use of hands and fingers is required to operate computers, keyboards, mice, phones, and other standard office and technology equipment.
• The role requires the ability to communicate effectively, including speaking and hearing during meetings, training sessions, phone calls, and virtual conferences.
• Visual acuity is required for reading, analyzing, and validating data; reviewing documentation; and working with computer screens and system reports.
• The employee may occasionally be required to lift, carry, or move office materials such as files, paper records, or equipment weighing up to 10–15 pounds.
• The role may involve periodic movement between departments or meetings within the workplace.