Top 2864 Financial planning manager Jobs in Oakland Ca

Commercial Planning Manager
Yerba Madre —Oakland, CA
- $111,500 - $145,000 a year
- Hybrid work
- 5 years
- Office
- Ability to climb stairs
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Senior Manager, Financial Planning & Analysis
Rondo Energy —Alameda, CA
- $215,000 - $250,000 a year
- Office
- GAAP
- Senior level
- AD&D insurance
- Paid holidays
Quick Apply
Senior Manager, Financial Planning & Analysis
Ross Stores —Dublin, CA
- $147,900 - $245,150 a year
- Hybrid work
- Microsoft Excel
- CPA
- Office
Operations Manager (4800) Job #87452 - BIDS
University of California Berkeley —Berkeley, CA
- $97,572 - $147,872 a year
- Full-time
- Customer service
- Office
- Analysis skills
Sr. Client Service Associate/ Sr. Client Service Manager
Wealth Enhancement Group —Walnut Creek, CA
- $51,450 - $126,000 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Supervisor, Procurement - IT Procurement
Inland Empire Health Plan —California
- $104,041.60 - $137,841.60 a year
- Full-time
- Hybrid work
- Office
- High school diploma or GED
- Supervising experience
- Disability insurance
- Health insurance
Events Manager
Old Post Office —Burlingame, CA
- $110,000 - $130,000 a year
- Weekends as needed
- Management
- Culinary experience
- Customer service
- Health insurance
- Dental insurance
Quick Apply
Project Manager - Transmission & Substation
Progressive Recruitment —Oakland, CA
- $86,250 a year
- Senior level
- Health savings account
- Disability insurance
Employee Events & Wellness Programs Coordinator
BaySport, Inc —Foster City, CA
- $70,000 - $72,000 a year
- Full-time
- Hybrid work
- Background check
- Microsoft Excel
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Project Manager - Transmission & Substation
Progressive Recruitment —Oakland, CA
- $86,250 a year
- Senior level
- Health savings account
- Disability insurance
Community Liaison
Centre For Neuro Skills —Emeryville, CA
- $80,000 - $95,000 a year
- Overtime
- Mid-level
- Clinic
- Bachelor's degree
- Paid holidays
- Health insurance
Sr. Manager, Wealth Advisor- Schwab Wealth Advisory
Charles Schwab —Walnut Creek, CA
- $168,000 - $251,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Paid parental leave
- Employee stock purchase plan
5d
Controller
Confidential —San Francisco, CA
- From $160,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Finance
- 8 years
- Health insurance
- Dental insurance
Quick Apply
4d
Foreman
Evolution Construction —Walnut Creek, CA
- $40 - $50 an hour
- Full-time
- CPR Certification
- Construction site
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
1d
Project Manager - Commercial
Cupertino Electric, Inc. —San Francisco Bay Area, CA
- $127,500 - $200,000 a year
- Full-time
- Construction site
- 5 years
- Office
Lead Specialist, Oracle EPM
KPMG —San Francisco, CA
- $152,475 - $253,230 a year
- Full-time
- Oracle
- Bachelor's degree
- Continuous improvement
- Disability insurance
- Health insurance
Lead Carpenter - Residential Construction
MN Builders —Oakland, CA
- $40 - $50 an hour
- 8 hour shift
- Construction site
- 5 years
- Residential
- Paid holidays
- Health insurance
Quick Apply
2d
Regional Property Manager
ArtHaus Management —Oakland, CA
- $120,000 - $150,000 a year
- Weekends as needed
- Background check
- Office
- Residential
- Health savings account
- Health insurance
Quick Apply
2d
Director of Operations & Business Performance
Confidential —San Francisco, CA
- From $140,000 a year
- Full-time
- Background check
- Surgery
- Finance
- Health insurance
- Dental insurance
Quick Apply
College Access Coordinator
Mission Graduates —San Francisco, CA
- $24 - $26 an hour
- Weekends as needed
- School experience
- Spanish
- CPR Certification
- Commuter assistance
- Paid holidays
Quick Apply

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Commercial Planning Manager

Yerba Madre -
Oakland, CA

Quick Apply

Job Details

$111,500 - $145,000 a year

Qualifications

Presentation creation
Stakeholder management

Full 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.

We're seeking a Commercial Planning Manager to serve as the analytical backbone of our sales organization. In this role, you will own the sales forecasting process, lead monthly performance reviews, and produce the executive-level materials that drive business decisions across the company. You'll partner closely with our field sales teams, finance, operations, marketing and leadership to turn data into clear narratives and growth opportunities.

This is a high-visibility role for someone who thrives at the intersection of analytics, storytelling, and cross-functional collaboration — and who is energized by the chance to help scale a mission-driven brand.

THIS ROLE IS A HYBRID POSITION, 3 DAYS A WEEK IN-OFFICE REQUIREMENT IN OUR OAKLAND, CA OFFICE.

Important Note: This role operates in a fast‑moving, imperfect data environment. Candidates coming from highly automated or routine analytics environments should be comfortable rolling up their sleeves, validating data, and building solutions from the ground up.

What you'll Do:

Commercial & Business Planning

Lead the monthly business sales forecasting and review, quarterly and annual commercial planning processes, including volume, revenue, margin, and investment planning, in close partnership with Sales, Distribution, and Finance.
Translate company and commercial strategies into executable plans by channel, customer, region, and distribution partner.
Own commercial assumptions, scenario modeling, and sensitivity analyses to support strategic decisions and trade‑offs.

Track key commercial KPIs (volume, revenue, distribution, velocity, share) and translate movement into actionable insight
Prepare monthly performance reviews, board decks and executive readouts for senior leadership
Own ad‑hoc commercial analysis in support of high‑impact business decisions (pricing, trade, distribution, SKU expansion)

Support long‑range planning and growth initiatives with data‑driven recommendations.

Forecasting & Performance Management

Develop and maintain accurate sales and volume forecasts, partnering with Sales and FP&A to align targets and assumptions.
Monitor performance against plan, identifying risks and opportunities, and proactively recommending corrective actions.
Lead monthly and quarterly business reviews (MBRs/QBRs), including preparation of executive‑level materials and insights.
Establish and track key commercial KPIs, ensuring consistent measurement across the organization.
Balance structured monthly reporting with unplanned, urgent analytical requests

Analytics & Insights

Analyze sales performance, distribution metrics, pricing, promotions, and trade spend effectiveness to drive continuous improvement.
Investigate and resolve data inconsistencies across sales, distributor, and syndicated data sources
Deliver clear, actionable insights that inform commercial execution and strategic prioritization.
Build and maintain reports and dashboards to provide ongoing visibility for commercial leadership and cross‑functional partners.
Leverage internal systems and data sources to improve forecasting accuracy and decision support.

Cross‑Functional Collaboration

Partner closely with Sales, Distribution, Marketing, Finance, and Supply Chain to ensure plans are aligned, achievable, and well‑executed.
Partner closely with Sales to challenge forecasts, surface risks, and pressure‑test assumptions
Translate incomplete or conflicting inputs into clear recommendations for Sales and Leadership
Act as a key point of integration between strategic planning and field execution.
Support launch planning for new products, channels, and initiatives from a commercial readiness perspective.
Influence without authority, aligning stakeholders around facts, trade‑offs, and outcomes.

Process & Capability Building

Improve and standardize commercial planning processes, tools, and templates.
Drive best practices in planning cadence, governance, and documentation.
Identify opportunities to enhance systems, reporting, and automation to scale the commercial organization.
Support development of planning and analytical capabilities within the broader commercial team.

What you'll Bring

Bachelor's Degree in Business, Economics, Finance, or a related field
5+ years of experience in commercial planning, sales strategy, FP&A, revenue operations, or category management — CPG or beverage experience strongly preferred
Advanced Excel and financial modeling skills; comfort with large datasets and forecasting methodologies
Ability to interpret complex data sets to identify trends and inform decision-making.
Strong PowerPoint and storytelling skills, with proven ability to communicate to executive audiences
Experience working with syndicated data (Nielsen, IRI, Circana, SPINS) and sales reporting tools is a plus
Familiarity with planning systems (Anaplan, NetSuite, Power BI, Tableau, or similar) a plus
Strong analytical skills to identify root causes of issues and develop effective solutions.
Experience with Microsoft Office, including fluency with Excel Pivot Tables, and function formulas
Demonstrated analytical and organizational skills
Proficiency in English. Fluency in Portuguese or Spanish a plus

Who Will Thrive Here:

This role is best suited for someone who:

Enjoys ambiguous, fast‑changing work where priorities shift week to week
Is comfortable working with imperfect, evolving data and digging into issues rather than waiting for clean inputs
Prefers being a hands‑on problem solver rather than a purely strategic or project‑management role
Feels confident challenging assumptions and influencing sales leaders using data
Is energized by building structure where none exists yet

Travel

PHYSICAL REQUIREMENTS

Employee is regularly required to use hands to finger, handle, or feel; reach with hands and arms; and talk or hear
Employee is frequently required to walk (industrial facility and rural/forest areas), climb stairs, and sit
Exposed to moving mechanical parts and outside weather conditions
Noise level in the work environment is usually moderate to high
Commercial vehicle operations

What we offer:

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 www.YerbaMadre.com.

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.

Quick Apply

Refine Your Search

financial planning manager jobs in oakland ca

Commercial Planning Manager

Senior Manager, Financial Planning & Analysis

Senior Manager, Financial Planning & Analysis

Operations Manager (4800) Job #87452 - BIDS

Sr. Client Service Associate/ Sr. Client Service Manager

Supervisor, Procurement - IT Procurement

Events Manager

Project Manager - Transmission & Substation

Employee Events & Wellness Programs Coordinator

Project Manager - Transmission & Substation

Community Liaison

Sr. Manager, Wealth Advisor- Schwab Wealth Advisory

Controller

Foreman

Project Manager - Commercial

Lead Specialist, Oracle EPM

Lead Carpenter - Residential Construction

Regional Property Manager

Director of Operations & Business Performance

College Access Coordinator

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What you'll Do:

Forecasting & Performance Management

Analytics & Insights

Cross‑Functional Collaboration

Process & Capability Building

What you'll Bring

Who Will Thrive Here:

What we offer:

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