Sr. FP&A Analyst at Zevia in Hybrid Encino, California, United States

Job description

• We are seeking a high-performing Senior FP&A Analyst to join our Finance team. This role is ideal for a highly analytical finance professional who combines strong financial acumen with advanced data analysis, systems and business intelligence experience, practical AI and automation skills, intellectual curiosity, and strong communication skills.
• The Senior FP&A Analyst will serve as a strategic business partner across Finance, Sales, Commercial, and Marketing. The role blends traditional FP&A responsibilities with commercial analytics, financial modeling, forecasting, and reporting while leveraging modern business intelligence and data visualization tools to improve insights and accelerate decision-making. The primary focus will be on revenue, customer and channel performance, margin, marketing investment, and related systems and reporting.

Responsibilities

• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Support the development of Zevia’s Annual Operating Plan (AOP), monthly forecasts, latest estimates, and long-range financial plans.
• Build and maintain financial models for revenue, gross margin, direct selling costs, contribution margin, customer profitability, marketing investment, and other key commercial drivers.
• Prepare monthly and quarterly reporting and variance analysis against budget, forecast, and prior year, identifying key business drivers and implications.
• Analyze revenue and profitability performance across customers, channels, products, and packages, including volume, price, mix, distribution, promotional activity, and other key business drivers.
• Partner with Accounting during month-end close to ensure timely and accurate financial reporting.
• Develop financial analyses and presentations for senior leadership and support broader executive, Board, and earnings materials as needed.
• Support Sales and Revenue Management with analysis of customer performance, distribution opportunities, pricing, promotional activity, volume, mix, and customer profitability.
• Develop financial models to assess new product launches, innovation, pricing actions, and promotional investments.
• Support Marketing planning and decision-making through analysis of investment levels, timing, effectiveness, and return on investment.
• Create concise, executive-ready commercial reports, dashboards, and scorecards using Excel, Power BI, Tableau, or similar analytical tools.
• Support accurate and consistent commercial and marketing reporting by maintaining data models, validating key metrics and data sources, and documenting recurring reporting processes.
• Identify and implement opportunities to streamline and automate recurring commercial finance analyses and reporting using financial planning, ERP, business intelligence, and company-approved AI tools.
• Support recurring commercial and marketing business reviews and executive-ready analyses under the direction and review of the Senior Director of FP&A.
• Perform financial research, special projects, and ad hoc commercial analysis, and communicate clear recommendations that support profitable growth and stronger execution.

Requirements

• Bachelor’s degree in finance, accounting, economics, business, or a related field, or equivalent relevant experience.
• 3–5 years of experience in FP&A, commercial finance, financial analysis, business analytics, or a related discipline.
• Strong financial modeling, analytical, and problem-solving skills.
• Advanced Excel skills with the ability to analyze and model large, complex datasets.
• Experience analyzing revenue, customer performance, volume, price/mix, margin, marketing investment, or similar commercial drivers.
• Strong technology and systems aptitude, including experience with Power BI, Tableau, or similar BI tools, and experience or demonstrated aptitude using AI and automation to improve financial analysis and reporting.
• Ability to translate complex financial and operational information into clear, actionable insights.
• Strong communication, presentation, and cross-functional relationship-building skills.
• Highly organized, intellectually curious, adaptable, and comfortable operating in a fast-paced environment.
• Experience in CPG, food & beverage, retail, or another customer/channel-driven business preferred.
• Knowledge of every Zevia-specific system is not required. Strong finance fundamentals, systems aptitude, sound judgment, and the ability to learn quickly are more important than prior experience with each platform in the company’s current environment.

Skills

Required

• Advanced Excel
• Power BI
• Tableau
• AI and automation tools
• Financial planning systems
• ERP systems
• Business intelligence tools

Benefits

• A collaborative environment, where everyone contributes and delivers
• A place where you can grow, develop and learn
• Competitive compensation that includes a base salary, discretionary bonus and stock options. See below for range.
• An array of medical plans
• Dental
• Vision
• Group Life Insurance
• Short-term disability + Long-term disability
• Flexible Spending Accounts: Medical, Dependent and Limited Use
• Health Savings Account
• Accident Insurance
• Critical Illness Insurance
• Hospital Indemnity Insurance
• Legal Insurance
• Travel Assistance
• Employee Assistance Program
• Pet Insurance
• 401k Plan (Traditional and Roth)
• Vacation, Personal/Sick Days, and Holidays
• Professional development contributions
• And of course, all the Zevia you can drink!
• Our compensation package includes a base pay range + bonus + equity
• $110,000 - $140,000 USD