Financial Planning & Analysis (FP&A) Analyst
About The Position
Yandell Companies delivers fully integrated supply chain solutions for the wine, specialty food, and beverage industries combining transportation, warehousing, fulfillment, and value-added services into one seamless platform. We are hiring an FP&A Analyst to help transform how financial and operational data is used across the company. This role goes beyond traditional reporting — you will work directly with Sales, Operations, and Accounting to understand what’s driving performance, surface insights, and help leadership make better decisions. Reporting to the CFO, this is a high-impact, high-visibility role where you will help build reporting infrastructure, improve forecasting accuracy, and play a key role in how the business scales. This role is on-site.
Requirements
- Bachelor’s degree in a quantitative or business-related field (Finance, Accounting, Economics, Business, Engineering, Math, or similar)
- 1–3 years of experience in finance, analytics, or a related role
- Advanced Excel skills (comfortable working with large datasets and analyzing trends)
- Strong analytical curiosity — you seek to understand what’s driving the numbers
- Working knowledge of financial concepts (revenue, cost structure, margins, forecasting)
- Ability to communicate insights clearly to non-financial stakeholders
- High attention to detail with a proactive, problem-solving mindset
Nice To Haves
- Experience with Power BI or other data visualization tools
- Background in operations-heavy environments (logistics, transportation, warehousing, or similar)
Responsibilities
- Build and own KPI reporting and dashboards that provide clear, actionable visibility into business performance
- Perform detailed variance analysis and explain the underlying drivers of revenue, cost, and operational changes
- Support revenue forecasting and budgeting, improving accuracy and transparency for leadership
- Partner closely with Sales, Operations, and Accounting to connect financial outcomes with real business activity
- Identify trends, risks, and opportunities — and proactively surface insights that drive action
- Help transition reporting from Excel-based processes to scalable, automated Power BI dashboards
- Contribute to building a more structured, data-driven FP&A function as the company grows
Benefits
- Salary up to $110,000 (based on experience)
- 401(k) with match
- Health insurance, Medical, Vision, Dental
- Paid time off (PTO)
- Basic Company sponsored Life Insurance
- Employee Assistant Program
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
1-10 employees
