FP&A Analyst

The role

The FP&A Analyst turns financial and operational data into clear insights that guide business decisions. The role covers budgeting, forecasting, financial modeling, performance reporting and profitability analysis, working closely with cross-functional teams.

What you will do

• Analyze financial results, focusing on profitability, trends, costs and budget adherence.
• Prepare and deliver regular and ad hoc reports to management with actionable insights and recommendations.
• Develop robust financial models using advanced AI and Excel skills to support 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 KPI targets to drive business objectives.
• Assist in establishing 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.
• 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.
• Enterprise viewpoint: understands high-level business concepts and how they fit company strategy.
• Flexibility and adaptability as the company scales a global enterprise.

Nice to have

• Public Accounting Audit experience.
• CPG experience.
• Beverage experience.

Benefits

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

Before you apply

• Yerba Madre is an equal-opportunity employer and considers applicants with a criminal history in line with the CA Fair Chance Initiative for Hiring Ordinance.

About the company

Yerba Madre, formerly Guayakí Yerba Mate, is a regenerative yerba mate beverage company headquartered in Oakland and Los Angeles, California. It sources organic yerba mate from family farmers and Indigenous communities in Argentina, Brazil and Paraguay.