Hybrid FP&A Analyst: AI-Driven Planning & Insights

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

Job summary

Yerba Madre seeks an FP&A Analyst to turn financial and operational data into clear insights that guide business decisions. You will own budgeting, forecasting, modeling, reporting, and profitability analysis, working with cross-functional partners to identify trends, risks, and opportunities.

This hands-on role blends detailed analysis with concise recommendations for leadership. Reporting to the Director, FP&A, you’ll build scalable models, automate recurring reporting, and strengthen

Qualifications

• Bachelor’s degree and 3–5 years of relevant work experience.
• Advanced Excel and AI/tech skills with a data-driven approach.
• Strong organizational skills, detail-oriented, and ability to meet deadlines.

Responsibilities

• Deliver accurate forecasts and periodic management reports with actionable insights.
• Develop scalable financial models using Excel, AI, and automation.
• Partner cross-functionally to align assumptions and drive measurable outcomes.
• Support budgeting, forecasting, and profitability analysis with clear recommendations.

Skills

Advanced Excel

AI skills

Financial analysis

Education

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

Tools

Excel

AI tools

Job description

Yerba Madre seeks an FP&A Analyst to turn financial and operational data into clear insights that guide business decisions. You will own budgeting, forecasting, modeling, reporting, and profitability analysis, working with cross-functional partners to identify trends, risks, and opportunities.

This hands-on role blends detailed analysis with concise recommendations for leadership. Reporting to the Director, FP&A, you’ll build scalable models, automate recurring reporting, and strengthen