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 closely with cross-functional partners, the analyst identifies trends, explains performance against plan, and highlights risks and opportunities. The position combines detailed analysis with concise, actionable recommendations for leadership and builds scalable models, reports, and processes to improve visibility and financial discipline as the business grows. It reports to the Director, FP&A and requires ownership, curiosity, attention to detail, sound business judgment, advanced AI and Excel skills, and clear communication of complex financial information. The role follows a hybrid schedule, with three days per week on-site in the Oakland office. Yerba Madre is a regenerative yerba mate company whose business model aims to support communities and restore the Atlantic Forest. The company describes its values as Alive with Energy, Brave the Unknown, Sacred Service, and Resilient Roots, and states a commitment to ethical business practices, climate positivity, living wages, circularity, and inclusion.
Requirements
- Bachelor’s degree in Accounting, Finance, Economics, or Business Administration.
- 3–5 years of work experience.
- Advanced Excel, AI, and technology skills; ability to serve as a go-to resource for technological solutions.
- Strong organizational skills, attention to detail, prioritization, communication of expectations, and ability to meet deadlines.
- Ability to multitask in a fast-paced, multi-layered global environment with changing priorities and deadlines.
- Ability to work without direct supervision and manage tasks and time efficiently.
- Strong presentation skills, including preparing and delivering 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, with understanding of high-level business concepts and how they integrate into company strategy and initiatives.
- Flexibility and adaptability in a rapidly scaling global enterprise.
- Ownership, curiosity, sound business judgment, and attention to detail.
- Ability to deliver accurate, timely forecasts and reporting that explain performance, risks, and opportunities.
- Ability to transform complex financial and operational data into concise insights and actionable recommendations for leadership.
- Ability to build scalable financial models, reports, and planning processes using advanced Excel, AI, and automation tools.
- Ability to partner across functions to align assumptions, improve accountability, and support measurable business outcomes.
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.
- Use advanced AI and Excel skills to develop financial models that support strategic decision-making.
- Assist in forecasting operational and profitability performance.
- Analyze operational costs and identify opportunities to improve operational efficiency.
- Support development of annual Key Performance Indicator (KPI) targets to drive business objectives.
- Issue regular status and ad hoc reports to management.
- Assist in establishing short- and long-range departmental goals, objectives, policies, and operating procedures.
- Partner 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 improved analytics.
- Complete tasks and projects assigned by the direct supervisor, delivering them accurately and on time.
Benefits
- Competitive benefits package.
- 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
