Hybrid FP&A Analyst | AI-Driven Forecasting & Modeling

Yerba Madre; Oakland (CA); Hybrid; USD 70,000 - 92,000; Full time

Job summary

Yerba Madre, headquartered in Oakland and Los Angeles, CA, is seeking an FP&A Analyst to translate financial and operational data into actionable insights that drive strategic decisions. You’ll own budgeting, forecasting, modeling, and profitability analysis, collaborating with cross-functional teams to strengthen financial discipline as the business grows.

The role requires advanced Excel and AI skills, strong business judgment, and the ability to clearly present complex information to

Qualifications

• Bachelor’s degree in Accounting, Finance, Economics, or Business Administration with 3–5 years of work experience.
• Advanced Excel, AI and technology skills – team views you as the go‑to for tech 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 manage time efficiently.
• Strong skills in presenting to internal and external stakeholders.
• Presents complex information clearly and concisely.
• Highly collaborative and cross-functional.
• Enterprise viewpoint: understands high-level business concepts and how they integrate into strategy.
• Flexibility and adaptability to scale a global enterprise.
• Preferred: Public Accounting Audit, CPG, or beverage experience.

Responsibilities

• Delivers accurate, timely forecasts and reporting that explain performance, risks, and opportunities.
• Transforms complex financial 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 across functions to align assumptions, improve accountability, and support measurable outcomes.
• Demonstrates ownership, curiosity, and attention to detail in a fast-paced environment.

Skills

Advanced Excel

AI skills

Financial forecasting

Budgeting

Cross-functional collaboration

Presentation skills

Education

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

Tools

Excel

AI tools

Job description

Yerba Madre, headquartered in Oakland and Los Angeles, CA, is seeking an FP&A Analyst to translate financial and operational data into actionable insights that drive strategic decisions. You’ll own budgeting, forecasting, modeling, and profitability analysis, collaborating with cross-functional teams to strengthen financial discipline as the business grows.

The role requires advanced Excel and AI skills, strong business judgment, and the ability to clearly present complex information to