FP&A Systems and Reporting Analyst

Job Title: Financial Planning & Analysis (FP&A) Systems and Reporting Analyst

Reports To: Director of Finance

FLSA Status: Exempt

Status: Full-Time

Department: Accounting and Finance

Location: Remote or in Akwesasne, NY

Company Overview
Tarbell Management Group (TMG) is a proud Mohawk family-owned enterprise dedicated to its mission of “empowering economic sovereignty for Tribal Nations and trusted partners”. TMG has grown from a small local business into a diversified organization serving Indian Country and beyond, with operations spanning petroleum wholesale and transportation, convenience and restaurant services, tobacco manufacturing, brand management and national distribution and shared services.

Our Core Values

TMG offers a competitive total rewards package that includes medical, dental, and vision coverage, a 401(k) with company match, paid time off, Holidays, telemedicine access, optional Aflac coverage, and other employee benefits that support work-life balance and well-being.

Job Summary

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, and 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. At TMG, how we work matters as much as what we achieve, and team members are expected to model these values through their actions and relationships. This includes following the Good Path, Aiming High, Honoring the Circle, Nurturing a Good Mind, and Holding the Fire.

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.

Minimum 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.