Sr. Analyst, Operations Finance

Yerba Madre • Oakland, CA

5d • Hybrid

About The Position

Yerba Madre is seeking a Senior Analyst, Operations Finance to support financial planning, analysis, and reporting for Operations and Innovation. The role partners with Operations, Innovation, and Brand teams and serves as the finance lead for related projects and process improvements. It reports directly to the Sr. Director, Finance and works closely with Operations and Innovation teams. This is a hybrid role requiring three days per week onsite at the Oakland, California office, with 15% travel.

The analyst leads financial planning and cost management, develops financial models and product P&Ls, and provides analyses that inform operational and strategic decisions. The role also supports inventory-related close processes, cost accounting, GAAP reporting, internal controls, and improvements to reporting and ERP functionality.

Yerba Madre describes itself as a regenerative beverage company focused on yerba mate, community partnerships, and restoration of the Atlantic Forest. It states commitments to ethical business practices, climate positivity, living wages, circularity, and inclusion. The company is an equal-opportunity employer.

Requirements

• Bachelor’s degree in Accounting or Finance.
• At least 5 years of experience in CPG and/or manufacturing.
• Understanding of cost accounting principles and financial analysis.
• Ability to interpret complex data sets, identify trends, and inform decisions.
• Strong analytical skills for identifying root causes and developing solutions.
• Strong AI capabilities, with proof of using AI to streamline processes and/or enhance analytical capabilities.
• Experience planning, executing, and managing improvement projects from initiation to completion.
• Experience with Microsoft Office, including fluency with Excel Pivot Tables and function formulas.
• Demonstrated analytical and organizational skills.
• Proficiency in English.

Nice To Haves

• Familiarity with ERP systems; NetSuite preferred.
• Familiarity with BI tools such as PowerBI.
• Fluency in Portuguese or Spanish.

Responsibilities

• Lead Operations financial planning, including forecasting, budgeting, and variance analysis aligned with business objectives.
• Analyze product costs, supply chain expenses, and physical distribution costs to identify savings and improvement opportunities.
• Develop financial models to evaluate existing and potential contracts, capital expenditures, and operational investments, including risks and returns.
• Lead P&L development for new products and support commercialization and portfolio analysis.
• Conduct cost analysis and scenario modeling to support data-driven decisions.
• Identify, implement, and track projects and strategies to improve operational efficiency, streamline workflows, and reduce waste.
• Develop and maintain KPI dashboards covering financial performance, logistics spending, COGS, and cost savings.
• Collaborate with cross-functional teams to establish financial benchmarks and performance metrics.
• Deliver analyses of cost drivers, trends, and operational financial impacts to senior leadership.
• Partner with Accounting and Operations on month-end close processes affecting inventory, financial reporting, data validation, and reconciliations, supporting cost accounting integrity and GAAP reporting.
• Promote compliance with financial policies and internal controls relating to inventory, and provide Operations staff training and support on financial best practices.
• Partner with IT and Business Intelligence teams to improve reporting and ERP functionality, including NetSuite and third-party integrations for inventory and logistics.

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.
• Variable pay plans or sales commissions may be offered depending on the position.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior