Y

Yerba Madre

Direct-to-consumer yerba mate beverages

Financial Planning and Analysis Analyst

Corporate Finance & FP&AConfirmed live in the last 24 hours
Full-timeOakland, CA, USA$70k - $92k

About the Job

Requirements

  • A bachelor's degree in Accounting, Finance, Economics, or Business Administration and 3–5 years of work experience.
  • Advanced Excel, AI, and technology skills, including serving as a go-to resource for technological solutions.
  • Strong organizational skills, attention to detail, ability to prioritize, communicate expectations, and meet deadlines.
  • Ability to multitask 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 internal and external stakeholders.
  • Ability to present complex information clearly and concisely.
  • Ability to collaborate and work cross-functionally.
  • An enterprise viewpoint, including understanding high-level business concepts and how they integrate into broader company strategy and initiatives.
  • Flexibility and adaptability in a rapidly scaling global enterprise.

Responsibilities

  • 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.
  • Use advanced AI and Excel skills to develop robust financial models supporting strategic decision-making.
  • Assist in forecasting operational and profitability performance.
  • Assist in analyzing operational costs and identifying opportunities to improve operational efficiency.
  • Support development of annual Key Performance Indicator targets 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.
  • Use AI-enabled tools to automate recurring reporting, variance analysis, and financial data validation, and to support faster decision-making and better analytics.
  • Complete tasks and projects assigned by the direct supervisor, ensuring timely and accurate delivery.
  • Deliver accurate, timely forecasts and reporting that explain performance, risks, and opportunities.
  • Transform complex financial and operational data into concise insights and actionable recommendations for leadership.
  • Build scalable financial models, reports, and planning processes using advanced Excel, AI, and automation tools.
  • Partner across functions to align assumptions, improve accountability, and support measurable business outcomes.

Desired Qualifications

  • Experience in public accounting audit, consumer packaged goods, or the beverage industry.

About the Company

Yerba Madre

Direct-to-consumer yerba mate beverages

Yerba Madre sells yerba mate beverages with organic fruit juices in the United States and Canada, offering both still and sparkling options. Their products include high-energy canned drinks, sparkling cans, and dried yerba mate, sold directly through their online store. The caffeine comes from yerba mate leaves, which are blended with fruit juices to create refreshing, naturally energizing beverages. The company also builds community through Ambacebador programs that encourage customers to connect and share experiences. Yerba Madre differentiates itself by emphasizing organic ingredients, a direct-to-consumer model, and a commitment to sustainability with the aim of a regenerative, net-positive impact on people and the planet. Its goal is to provide natural energy alternatives that support health-conscious consumers while fostering community and environmental responsibility.

Company size
Not listed
Company stage
Not listed
Total funding
Not listed
Headquarters
Sebastopol, CA
Founded
1996

Recently Posted Jobs

Explore more opportunities at Yerba Madre

See more jobs