FP&A Analyst - Hybrid (LA/Oakland) AI-Driven Forecasts

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

Benefits offered by this job

Top-tier benefits

Comprehensive medical, dental, and视觉vv

Employee life and disability

Mental health benefits

Paid medical leave

Paid company holidays

Paid time off

Opportunities for career growth andAdv

Job summary

Yerba Madre, formerly Guayaki Yerba Mate, is seeking a detail-oriented FP&A Analyst to turn financial and operational data into actionable insights. This hybrid role centers on budgeting, forecasting, modeling, and profitability analysis, partnering with cross-functional teams to drive strategic decisions and improve financial discipline as the business grows.

Reporting to the Director, FP&A, the analyst will build scalable models and reports using advanced Excel, AI tools, and automation.

Qualifications

• Bachelor's degree in Accounting, Finance, Economics, or Business Administration with 3-5 years of work experience.
• Advanced Excel and AI skills; team looks to you for technical solutions
• Strong organizational skills, attention to detail, ability to prioritize and meet deadlines
• Ability to multi-task in a fast-paced global environment with fluctuating priorities
• Ability to work without direct supervision, and efficiently manage tasks and time
• Strong skills in preparing and delivering high level presentations to internal and external stakeholders
• Presents complex information clearly and concisely
• Highly collaborative and works cross-functionally
• Has an enterprise viewpoint: understands high-level business concepts and how they integrate into company strategy
• Flexibility and adaptability as we scale a global enterprise
• Preferred experience includes Public Accounting Audit, CPG, or beverage experience

Responsibilities

• Analyze financial results focusing on profitability, trends, costs, and budgets.
• Prepare and deliver regular and ad hoc reports to management with actionable insights.
• Utilize AI and Excel to develop robust financial models for strategic decision-making.
• Assist in forecasting operational and profitability performance.
• Analyze operational costs and identify efficiency improvements.
• Support development of annual KPI targets to drive business objectives.
• Issue regular status and ad hoc reports to management.
• Help establish short- and long-range departmental goals, policies, and procedures.
• Partner with teams to translate inputs into financial insights and aligned plans.
• Leverage AI-enabled tools to automate recurring reporting and data validation.
• Complete tasks assigned by the supervisor with timely and accurate delivery.

Skills

Advanced Excel

AI skills

Data analysis

Presentation skills

Cross-functional collaboration

Education

Bachelor's degree in Accounting, Finance, Economics, or Business Administration

Tools

AI-enabled tools

Excel (Advanced)

Job description

Yerba Madre, formerly Guayaki Yerba Mate, is seeking a detail-oriented FP&A Analyst to turn financial and operational data into actionable insights. This hybrid role centers on budgeting, forecasting, modeling, and profitability analysis, partnering with cross-functional teams to drive strategic decisions and improve financial discipline as the business grows.

Reporting to the Director, FP&A, the analyst will build scalable models and reports using advanced Excel, AI tools, and automation.