Financial Planning & Analysis (FP&A) Analyst
Benicia, CA
Full Time
Experienced
About Yandell Companies
Yandell Companies delivers fully integrated supply chain solutions for the wine, specialty food, and beverage industries combining transportation, warehousing, fulfillment, and value-added services into one seamless platform.
Position Overview
We are hiring an FP&A Analyst to help transform how financial and operational data is used across the company.
This role goes beyond traditional reporting — you will work directly with Sales, Operations, and Accounting to understand what’s driving performance, surface insights, and help leadership make better decisions.
Reporting to the CFO, this is a high-impact, high-visibility role where you will help build reporting infrastructure, improve forecasting accuracy, and play a key role in how the business scales. This role is on-site.
• Perform detailed variance analysis and explain the underlying drivers of revenue, cost, and operational changes
• Support revenue forecasting and budgeting, improving accuracy and transparency for leadership
• Partner closely with Sales, Operations, and Accounting to connect financial outcomes with real business activity
• Identify trends, risks, and opportunities — and proactively surface insights that drive action
• Help transition reporting from Excel-based processes to scalable, automated Power BI dashboards
• Contribute to building a more structured, data-driven FP&A function as the company grows
• 1–3 years of experience in finance, analytics, or a related role
• Advanced Excel skills (comfortable working with large datasets and analyzing trends)
• Strong analytical curiosity — you seek to understand what’s driving the numbers
• Working knowledge of financial concepts (revenue, cost structure, margins, forecasting)
• Ability to communicate insights clearly to non-financial stakeholders
• High attention to detail with a proactive, problem-solving mindset
• Background in operations-heavy environments (logistics, transportation, warehousing, or similar)
• 401(k) with match
• Health insurance, Medical, Vision, Dental
• Paid time off (PTO)
• Basic Company sponsored Life Insurance
• Employee Assistant Program
• Own meaningful work early — influence decisions, not just reporting
• Build from the ground up — shape dashboards, reporting, and planning processes
• Learn the business deeply — partner with Sales and Operations
Yandell Companies provide equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state, and local laws.
Yandell Companies delivers fully integrated supply chain solutions for the wine, specialty food, and beverage industries combining transportation, warehousing, fulfillment, and value-added services into one seamless platform.
Position Overview
We are hiring an FP&A Analyst to help transform how financial and operational data is used across the company.
This role goes beyond traditional reporting — you will work directly with Sales, Operations, and Accounting to understand what’s driving performance, surface insights, and help leadership make better decisions.
Reporting to the CFO, this is a high-impact, high-visibility role where you will help build reporting infrastructure, improve forecasting accuracy, and play a key role in how the business scales. This role is on-site.
What You’ll Do
• Build and own KPI reporting and dashboards that provide clear, actionable visibility into business performance• Perform detailed variance analysis and explain the underlying drivers of revenue, cost, and operational changes
• Support revenue forecasting and budgeting, improving accuracy and transparency for leadership
• Partner closely with Sales, Operations, and Accounting to connect financial outcomes with real business activity
• Identify trends, risks, and opportunities — and proactively surface insights that drive action
• Help transition reporting from Excel-based processes to scalable, automated Power BI dashboards
• Contribute to building a more structured, data-driven FP&A function as the company grows
What We’re Looking For
• Bachelor’s degree in a quantitative or business-related field (Finance, Accounting, Economics, Business, Engineering, Math, or similar)• 1–3 years of experience in finance, analytics, or a related role
• Advanced Excel skills (comfortable working with large datasets and analyzing trends)
• Strong analytical curiosity — you seek to understand what’s driving the numbers
• Working knowledge of financial concepts (revenue, cost structure, margins, forecasting)
• Ability to communicate insights clearly to non-financial stakeholders
• High attention to detail with a proactive, problem-solving mindset
Nice to Have
• Experience with Power BI or other data visualization tools• Background in operations-heavy environments (logistics, transportation, warehousing, or similar)
Compensation & Benefits
• Salary up to $110,000 (based on experience)• 401(k) with match
• Health insurance, Medical, Vision, Dental
• Paid time off (PTO)
• Basic Company sponsored Life Insurance
• Employee Assistant Program
Why This Role Stands Out
• Work directly with leadership — high exposure to the CFO and decision-makers• Own meaningful work early — influence decisions, not just reporting
• Build from the ground up — shape dashboards, reporting, and planning processes
• Learn the business deeply — partner with Sales and Operations
Yandell Companies provide equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state, and local laws.
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