Financial Planning & Analysis Analyst

Are you a detail-oriented, data-savvy professional passionate about driving strategic financial decisions? If so, you'd be a great fit for the FP&A Analyst role at Yerba Madre. The FP&A Analyst helps turn financial and operational data into clear insights that drive better business decisions. This role owns core planning and analysis activities, including budgeting, forecasting, financial modeling, performance reporting, and profitability analysis. Working closely with cross-functional partners, the analyst identifies key trends, explains performance against plan, and highlights risks and opportunities. This is a hands-on role for someone who can move fluidly between detailed analysis and concise, actionable recommendations for leadership. The analyst builds scalable models, reports, and processes that improve visibility and strengthen financial discipline as the business grows. Reporting to the Director, FP&A, this person operates with a high degree of ownership, curiosity, and attention to detail. Success requires strong business judgment, advanced AI and Excel skills, and the ability to communicate complex financial information in a clear and compelling way.

This role is required to work a hybrid schedule; 3 days a week on-site in our Los Angeles or Oakland office.

How you’ll help:

• 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.
• Utilize advanced AI and Excel skills to develop robust financial models in support of strategic decision-making.
• Assist in forecasting operational and profitability performance.
• Assist in analyzing operational costs and identify areas for operational efficiency improvement.
• Support the development of annual targets for Key Performance Indicators (KPIs) 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.
• Leverage AI-enabled tools to 1) automate recurring reporting, variance analysis, and financial data validation and 2) support faster decision making and better analytics.
• Complete any tasks and projects as assigned by the direct supervisor, ensuring timely and accurate delivery.

Here’s what you’ll provide:

• Bachelor’s degree in Accounting, Finance, Economics, or Business Administration with 3-5 years of work experience
• Advanced Excel, AI and technology skills – your team views you as a go-to for technological solutions
• Strong organizational skills, attention to detail, ability to prioritize and communicate expectations, and meet deadlines
• Ability to multi-task 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 both internal and external stakeholders
• Presents complex information in a clear and concise manner
• Highly collaborative and works cross-functionally
• Has an enterprise viewpoint: understands high-level business concepts and how they integrate into larger company strategy and initiatives
• Flexibility and adaptability are key strengths needed as we rapidly scale a global enterprise
• Preferred experience includes Public Accounting Audit, CPG, or beverage experience

How you'll be successful:

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

What we offer:

Salary Range 65000 - 85000 USD