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,…