FP&A Analyst
About The Position
The FP&A Analyst turns financial and operational data into clear insights that support better business decisions. The role owns core planning and analysis activities, including budgeting, forecasting, financial modeling, performance reporting, and profitability analysis. Working with cross-functional partners, the analyst identifies trends, explains results against plan, and highlights risks and opportunities. The position combines detailed analysis with concise, actionable recommendations for leadership, while building scalable models, reports, and processes that improve visibility and financial discipline as the business grows. The role reports to the Director, FP&A and requires a high degree of ownership, curiosity, attention to detail, business judgment, and strong communication skills. The position follows a hybrid schedule, with three days per week on-site in the Oakland office. The analyst uses advanced Excel, AI, and automation tools to improve modeling, recurring reporting, variance analysis, data validation, and decision-making.
Requirements
- Bachelor’s degree in Accounting, Finance, Economics, or Business Administration.
- 3–5 years of work experience.
- Advanced Excel, AI, and technology skills; serve as a go-to resource for technological solutions.
- Strong organizational skills, attention to detail, and ability to prioritize, communicate expectations, and meet deadlines.
- Ability to multitask in a fast-paced, multi-layered global environment with fluctuating priorities and deadlines.
- Ability to work without direct supervision and manage tasks and time efficiently.
- Strong skills in preparing and delivering formal and informal presentations to internal and external stakeholders.
- Ability to present complex information clearly and concisely.
- Highly collaborative approach and ability to work cross-functionally.
- Enterprise viewpoint, with an understanding of high-level business concepts and how they connect to company strategy and initiatives.
- Flexibility and adaptability to support a rapidly scaling global enterprise.
Nice To Haves
- Experience in Public Accounting Audit, consumer packaged goods (CPG), or the beverage industry.
Responsibilities
- Analyze financial results, focusing on profitability, trends, costs, and adherence to budgets.
- Prepare and deliver regular and ad hoc reports to management, providing actionable insights and recommendations.
- Develop financial models using advanced AI and Excel skills to support strategic decision-making.
- Assist in forecasting operational and profitability performance.
- Analyze operational costs and identify opportunities to improve operational efficiency.
- Support the development of annual Key Performance Indicator (KPI) targets.
- Issue regular status reports and ad hoc reports to management.
- Assist in establishing short- and long-range departmental goals, objectives, policies, and operating procedures.
- Partner with teams across the organization to translate operational inputs into financial insights, aligned plans, and measurable business outcomes.
- Use AI-enabled tools to automate recurring reporting, variance analysis, and financial data validation, and to support faster decision-making and better analytics.
- Complete tasks and projects assigned by the direct supervisor, ensuring timely and accurate delivery.
Benefits
- Competitive benefits package.
- Top-tier benefits.
- Comprehensive medical, dental, and vision plans.
- Employee life and disability benefits.
- Mental health benefits.
- Paid medical leave.
- Paid company holidays.
- Paid time off.
- Opportunities for career growth and advancement.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
