FP&A Analyst
About The Position
The FP&A Analyst turns financial and operational data into insights that support 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 performance against plan, and highlights risks and opportunities. The position combines detailed analysis with concise recommendations for leadership and builds scalable models, reports, and processes to improve visibility and financial discipline as the business grows. The role reports to the Director, FP&A and requires ownership, curiosity, attention to detail, strong business judgment, advanced AI and Excel skills, and clear communication. This role follows a hybrid schedule, working on-site three days per week in the Los Angeles or Oakland office.
Requirements
- Bachelor’s degree in Accounting, Finance, Economics, or Business Administration.
- 3–5 years of work experience.
- Advanced Excel, AI, and technology skills; serves as a go-to resource for technological solutions.
- Strong organizational skills, attention to detail, and the 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 preparing and delivering high-level formal and informal presentations to internal and external stakeholders.
- Ability to present complex information clearly and concisely.
- Collaborative approach and ability to work cross-functionally.
- Enterprise viewpoint, including understanding high-level business concepts and how they integrate with company strategy and initiatives.
- Flexibility and adaptability to support a rapidly scaling global enterprise.
Nice To Haves
- Experience in public accounting audit, 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, with actionable insights and recommendations.
- Develop robust 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
- 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
