FP&A Analyst

Yerba Madre; Los Angeles (CA); Hybrid; USD 65,000 - 85,000; Full time

Benefits offered by this job

Medical, dental, vision

Paid time off

Career growth opportunities

Job summary

Yerba Madre in California seeks an FP&A Analyst to transform financial and operational data into clear insights and drive strategic decisions. You will own budgeting, forecasting, modeling, and profitability analysis while partnering with cross-functional teams.

This hybrid role requires 3 days on-site in Los Angeles or Oakland, with strong Excel and AI capabilities, data-driven mindset, and ability to communicate complex information to leadership.

Qualifications

• Bachelor’s degree in Accounting, Finance, Economics, or Business Administration with 3–5 years of work experience.
• Advanced Excel and AI capabilities for modeling and automation.
• Strong organizational and time-management skills with attention to detail.
• Ability to present complex information clearly to stakeholders.
• Experience in cross-functional collaboration and enterprise-scale thinking.
• Preferred experience includes Public Accounting Audit, CPG, or beverage experience.

Responsibilities

• Analyze financial results focusing on profitability, trends, costs, and adherence to budgets.
• Prepare regular and ad hoc management reports with actionable insights and recommendations.
• Develop robust financial models using Excel, AI, and automation tools.
• Forecast operational and profitability performance.
• Partner with cross-functional teams to translate inputs into financial insights.
• Deliver timely forecasts and reporting with clear explanations of risks and opportunities.
• Support the development of KPIs to drive business objectives.
• Collaborate across the organization to align assumptions and improve accountability.

Skills

AI skills

Advanced Excel

Education

Bachelor’s degree in Accounting/Finance/Economics/Business Administration

Job description

At Yerba Madre,we’remore than a beverage company—we’rea movement inspired to help peopleCome to Life. Rooted in the sacred energy of yerba mate, a magical drink like no other, our products are designed to make you feel not just awake, but truly alive. Through a regenerative, circular business model—from sip to seed to shelf,we turn fans into agents of change who give back more than they take. By honoring yerba mate culture, strengthening communities, and restoring the Atlantic Forest, we create a positive impact on both people andplanet.

As a company, our core values and fundamental beliefsare guided by these four principles that shape how our companyoperates:

• Alive with Energy: We bring vitality to everything we do
• Brave the Unknown: We lead with conviction and unafraid to disrupt
• Sacred Service: We lead with care and serve from the heart
• Resilient Roots : We grow stronger together a help others do the same

If this resonates with you, we invite you to Come to Life with us.

Are you a detail-oriented, data-savvy professional passionate about driving strategic financial decisions? If so, you’d be a great fit for the FP&A Analyst role at Yerba Madre. The FP&A Analyst helps turn financial and operational data into clear insights that drive better business decisions. This role owns core planning and analysis activities, including budgeting, forecasting, financial modeling, performance reporting, and profitability analysis. Working closely with cross-functional partners, the analyst identifies key trends, explains performance against plan, and highlights risks and opportunities. This is a hands-on role for someone who can move fluidly between detailed analysis and concise, actionable recommendations for leadership. The analyst builds scalable models, reports, and processes that improve visibility and strengthen financial discipline as the business grows. Reporting to the Director, FP&A, this person operates with a high degree of ownership, curiosity, and attention to detail. Success requires strong business judgment, advanced AI and Excel skills, and the ability to communicate complex financial information in a clear and compelling way.

This role is required to work a hybrid schedule; 3 days a week on-site in our Los Angeles or Oakland office.

How you’ll help:

• Analyze financial results, focusing on profitability, trends, costs, and adherence to budgets.
• Prepare and deliver regular and ad hoc reports to management, providing actionable insights and recommendations.
• Utilize advanced AI and Excel skills to develop robust financial models in support of strategic decision-making.
• 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) to drive business objectives.
• Issue regular status and ad hoc reports to management.
• 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, aligned plans, and measurable business outcomes.
• Leverage AI-enabled tools to 1) automate recurring reporting, variance analysis, and financial data validation and 2) support faster decision making and better analytics.
• Complete any tasks and projects as assigned by the direct supervisor, ensuring timely and accurate delivery.

Here’s what you’ll provide:

• Bachelor’s degree in Accounting, Finance, Economics, or Business Administration with 3-5 years of work experience
• Advanced Excel, AI and technology skills – your team views you as a go-to for technological solutions
• Strong organizational skills, attention to detail, ability to prioritize and communicate expectations, and meet deadlines
• Ability to multi-task in a fast-paced, multi-layered global environment with fluctuating priorities and deadlines
• Ability to work without direct supervision, and efficiently manage tasks and time
• Strong skills in preparing and delivering high level formal and informal presentations to both internal and external stakeholders
• Presents complex information in a clear and concise manner
• Highly collaborative and works cross-functionally
• Has an enterprise viewpoint: understands high-level business concepts and how they integrate into larger company strategy and initiatives
• Flexibility and adaptability are key strengths needed as we rapidly scale a global enterprise
• Preferred experience includes Public Accounting Audit, CPG, or beverage experience

How you'll be successful:

• Delivers accurate, timely forecasts and reporting that clearly explain performance, risks, and opportunities.
• Transforms complex financial and operational data into concise insights and actionable recommendations for leadership.
• Builds scalable financial models, reports, and planning processes using advanced Excel, AI, and automation tools.
• Partners effectively across functions to align assumptions, improve accountability, and support measurable business outcomes.
• Demonstrates ownership, curiosity, sound business judgment, and strong attention to detail in a fast-paced environment.

What we offer:

The pay range for this role is an estimate based on a wide range of compensation factors; actual pay offered may vary based on (but not limited to) work experience, education and/or training, critical skills, and/or business considerations. Sales commissions and/or variable pay plans are also offered depending on the position (ex: monthly, quarterly, annual bonuses). Additionally, we offer a competitive benefits package including top-tier benefits, comprehensive medical, dental, and vision plans, employee life and disability, mental health benefits, paid medical leave, paid company holidays, and paid time off, as well as opportunities for career growth and advancement within our team!

Salary Range

$65,000 - $85,000 USD

Yerba Madre—formerly Guayakí Yerba Mate is the nearly 30-year pioneer of regenerative yerba mate [yer-bah ma-tay] and the category leader in ready-to-drink mate beverages across North America. The name Yerba Madre, meaning “Mother Herb,” is a tribute to Mother Earth and the ancestral wisdom of the Indigenous communities who have cultivated yerba mate for generations —a reflection of the values the brand has championed since day one.

Headquartered in Oakland and Los Angeles, California, Yerba Madre sources organic, shade-grown yerba mate in direct partnership with 255 family farmers and Indigenous communities across Argentina, Brazil, and Paraguay. Using its Market Driven Regeneration™ model, every purchase helps reforest the Atlantic Forest, support fair trade premiums, and build long-term economic resilience for grower communities.

In 2025, the brand became the world’s first yerba mate to achieve Regenerative Organic Certified™ Gold® status——setting a new global standard for ecological integrity, cultural respect, and environmental restoration.

As an original founding member of the B Corp community and a founding member of the Purpose Pledge, Yerba Madre is committed to ethical business practices across ten key pillars, including climate positivity, living wages, circularity, and inclusion. Yerba Madre is available in over 45,000 retail locations across the U.S. and Canada. To learn more, visit www.YerbaMadre.com .

Yerba Madre is an equal-opportunity employer committed to creating a diverse and inclusive workplace. All qualified applicants will be treated with respect and receive consideration for employment without regard to race, color, creed, religion, sex, gender identity, genetic information, sexual orientation, national origin, disability, uniform service, Veteran status, age, or any other protected characteristic per federal, state, or local law, including those with a criminal history, in a manner consistent with the requirements of applicable state and local laws, including the CA Fair Chance Initiative for Hiring Ordinance.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in Yerba Madre’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.