Sr. Analyst, Operations Finance

Yerba Madre•Oakland, CA

6d•$111,000 - $145,000•Hybrid

About The Position

Yerba Madre is seeking a Sr. Analyst, Operations Finance to support financial planning, analysis, and reporting for Operations and Innovation. The role partners with Operations, Innovation, and Brand teams, and leads finance support 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 position requiring three days per week on-site in the Oakland, California office, with 15% travel. The analyst leads Operations forecasting, budgeting, and variance analysis; analyzes product, supply-chain, and distribution costs; develops financial models for contracts, capital expenditures, and operational investments; and leads P&L development for new products. The role also supports commercialization and portfolio analysis, operational efficiency initiatives, KPI reporting, leadership decision-making, inventory-related month-end close and cost accounting, financial controls, and improvements to reporting and ERP capabilities. Yerba Madre describes its business as a regenerative, circular beverage company focused on yerba mate, community partnerships, and restoration of the Atlantic Forest. The company offers competitive benefits, paid time off and holidays, and opportunities for career growth and advancement. The stated salary range is $111,000–$145,000 USD.

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 decision-making.
Strong analytical skills, including identifying root causes and developing effective solutions.
Strong AI capabilities, with evidence of using AI to streamline processes and/or enhance analytical capabilities.
Experience planning, executing, and managing improvement projects from initiation through completion.
Experience with Microsoft Office, including fluency with Excel PivotTables and function formulas.
Demonstrated analytical and organizational skills.
Proficiency in English.

Nice To Haves

Familiarity with ERP systems; NetSuite preferred.
Familiarity with business intelligence tools such as Power BI.
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 opportunities and areas for improvement.
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-related analysis.
Conduct cost analysis and scenario modeling to support data-driven decisions.
Identify, implement, and track strategies and projects 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 that support efficiency and profitability.
Deliver analysis and actionable insights to senior leadership on cost drivers, trends, and operational financial impacts.
Partner with Accounting and Operations on inventory-related month-end closing, accurate financial reporting, data validation, and reconciliations supporting cost accounting and GAAP reporting.
Promote compliance with financial policies and internal controls surrounding inventory, and provide Operations staff with 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 software integrations for inventory and logistics.