Sr. Analyst, Operations Finance

Yerba Madre; Oakland (CA); Hybrid; USD 111,000 - 145,000; Full time

Benefits offered by this job

Comprehensive medical, dental, and vis

Paid time off

Career growth opportunities

Job summary

Yerba Madre, headquartered in Oakland and Los Angeles, is seeking a Sr Analyst, Operations Finance to lead financial planning, analysis, and reporting for Operations and Innovation. The role partners with Operations, Innovation, and Brand teams and reports to the Sr. Director, Finance.

The position is hybrid with three on-site days in Oakland, CA. You will develop robust financial models, drive cost management, and support strategic investments to improve profitability across the product

Qualifications

• Bachelor’s degree in accounting or finance is required.
• Minimum 5 years in CPG/manufacturing with cost accounting understanding.
• Strong analytical skills to identify root causes and inform decisions.

Responsibilities

• Lead financial planning: forecasting, budgeting, variance analysis.
• Analyze product costs, supply chain, and distribution costs for cost savings.
• Develop financial models for contracts, capex, and investments.
• Lead P&L for new products and portfolio analyses.
• Perform cost analyses and scenario modeling for data-driven decisions.
• Identify and track efficiency-improvement projects.
• Develop KPI dashboards for cost, logistics, and COGS metrics.
• Collaborate cross-functionally to set financial benchmarks and metrics.
• Provide insights to senior leadership on cost drivers and trends.
• Support month-end closing with inventory cost accounting and GAAP reporting.

Skills

Financial planning

Cost accounting

Financial analysis

Excel Pivot Tables

NetSuite ERP

PowerBI

Data interpretation

Cross-functional collaboration

English fluency

AI capabilities

Education

Bachelor's Degree in Accounting or Finance

Tools

NetSuite

PowerBI

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.

We are seeking a Sr Analyst, Operations Finance who will support all aspects of financial planning, analysis, and reporting specific to Operations and Innovation for the company. This individual will be a key partner to the Operations, Innovation, and Brand teams and the finance lead for all related projects and process improvements. You will report directly to the Sr. Director, Finance and work closely with the operations and innovation teams.

** This is a hybrid position with required 3 days a week working on-site in our Oakland, CA office

What you’ll do:

• Lead financial planning processes for Operations, including forecasting, budgeting, and variance analysis, ensuring alignment with business objectives.
• Support strategic cost management by analyzing product costs, supply chain expenses, and physical distribution costs, identifying cost-saving opportunities and areas for improvement.
• Develop robust financial models to evaluate existing and potential contracts, capital expenditures, and operational investments, assessing risks and returns.
• Lead P&L development for new products and support commercialization and portfolio related analysis
• Conduct detailed cost analysis and scenario modeling to support data-driven decision-making.
• Help identify, implement, and track strategies and projects designed to enhance operational efficiency, streamline workflows, and reduce waste.
• Develop and maintain KPI dashboards that track financial performance, logistics spending, COGS, and cost savings, enabling informed decision making by leadership team
• Collaborate with cross-functional teams to establish financial benchmarks and performance metrics that drive efficiency and profitability.
• Provide actionable insights to senior leadership by delivering detailed analyses of cost drivers, trends, and operational financial impacts.
• Partner with the Accounting and Operations team to help ensure efficient and effective month-end closing processes that impact inventory, to ensure accurate financial reporting, data validation and reconciliations to maintain the integrity of cost accounting & GAAP reporting.
• Comply, enact, and promote compliance with financial policies and internal controls surrounding inventory, providing training and support to Operations staff on financial best practices.
• Partner with IT and Business Intelligence teams to enhance reporting and ERP functionalities, including NetSuite improvements and 3rd party software integrations around inventory and logistics.

What you’ll Bring:

• Bachelor’s Degree in Accounting or Finance
• Minimum of 5 years’ in CPG and/or manufacturing
• Understanding of cost accounting principles and financial analysis.
• Ability to interpret complex data sets to identify trends and inform decision-making.
• Strong analytical skills to identify root causes of issues and develop effective solutions.
• Strong AI capabilities with proof of using AI to streamline process and/or enhance analytical capabilities.
• Proven experience in planning, executing, and managing improvement projects from initiation to completion.
• Experience with Microsoft Office, including fluency with Excel Pivot Tables, and function formulas
• Familiarity with ERP systems; NetSuite preferred
• Familiarity with BI tools such as PowerBI
• Demonstrated analytical and organizational skills
• Proficiency in English. Fluency in Portuguese or Spanish a plus

Travel

• 15%

PHYSICAL REQUIREMENTS

• Employee is regularly required to use hands to finger, handle, or feel; reach with hands and arms; and talk or hear
• Employee is frequently required to walk (industrial facility and rural/forest areas), climb stairs, and sit
• Exposed to moving mechanical parts and outside weather conditions
• Noise level in the work environment is usually moderate to high
• Commercial vehicle operations

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, paid time off, as well as opportunities for career growth and advancement within our team!

Salary Range

$111,000 - $145,000 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.