FP&A Analyst

Job Description

Job Description

At Yerba Madre, we're more than a beverage company—we're a movement inspired to help people Come 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 and planet.  

As a company, our core values and fundamental beliefs are guided by these four principles that shape how our company operates: 

• 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.  

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 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:

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

Salary Range

$70,000—$92,000 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 .  

 

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.