FP&A Analyst

The role

The FP&A Analyst turns financial and operational data into clear insights for better business decisions. The role covers budgeting, forecasting, financial modeling, performance reporting and profitability analysis, working closely with cross-functional partners and reporting to the Director, FP&A.

What you will do

• 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.
• Use advanced AI and Excel skills to develop robust financial models for strategic decisions.
• Assist in forecasting operational and profitability performance.
• Assist in analyzing operational costs and identify areas for operational efficiency improvement.
• Support the development of annual targets for Key Performance Indicators (KPIs).
• Help establish short- and long-range departmental goals, objectives, policies and operating procedures.
• Partner with teams across the organization to translate operational inputs into financial insights and measurable outcomes.
• Use AI-enabled tools to automate recurring reporting, variance analysis and financial data validation.
• Complete tasks and projects assigned by the direct supervisor on time and accurately.

Required qualifications

• Bachelor's degree in Accounting, Finance, Economics or Business Administration with 3-5 years of work experience
• Advanced Excel, AI and technology skills
• Strong organizational skills, attention to detail, and ability to prioritize, communicate expectations and meet deadlines
• Ability to multi-task in a fast-paced, multi-layered global environment with fluctuating priorities
• Ability to work without direct supervision and manage tasks and time efficiently
• Strong skills in preparing and delivering high-level formal and informal presentations to internal and external stakeholders
• Presents complex information clearly and concisely
• Highly collaborative and works cross-functionally
• Understands high-level business concepts and how they fit into company strategy
• Flexibility and adaptability as the company scales globally

Nice to have

• Public Accounting Audit experience
• CPG experience
• Beverage experience

Benefits

• Competitive benefits package including top-tier benefits
• Comprehensive medical, dental and vision plans
• Employee life and disability insurance
• Mental health benefits
• Paid medical leave
• Paid company holidays
• Paid time off
• Sales commissions and/or variable pay plans, depending on the position
• Opportunities for career growth and advancement

Before you apply

• The pay range is an estimate; actual pay may vary based on experience, education, training, critical skills and business considerations.

About the company

Yerba Madre, formerly Guayakí Yerba Mate, is a regenerative yerba mate company and category leader in ready-to-drink mate beverages across North America. It is a certified B Corp headquartered in Oakland and Los Angeles, California.