Financial Analyst

COMPANY OVERVIEW

Milo’s Tea Company is one of the fastest growing beverage companies in the US. Our culture and operations are built on the belief that we can make a difference in the world. That’s why we put People First and strive to continually reduce our environmental impact on the planet. We leverage our world class operations and decades-long distribution partnerships to grow the footprint of our core products and create new, innovative beverage products. 

• We are the #1 and fastest growing brand in the Refrigerated Tea Category in the nation.

• Our core mission is that we put people and the planet first and by doing this, it will be good for our business.

• We are committed to unlocking the personal genius of every associate and have a strong focus on growth and learning.

• Our Company is women-led (our Executive Team is 57% female) and strongly committed to Diversity, Inclusion and Belonging.

• We are committed to annual charitable giving by delivering upon our 1% profit pledge.

• We are Platinum Certified in Zero Waste Manufacturing; recycling, reducing, and reusing 95% of waste at all facilities.

Being a part of the Milo’s TEAm, you’ll get to collaborate with a group of passionate and high-performing people, where everyone feels empowered to do their best work and feels good about the work they’re doing.

And as a "People First" company, Milo’s is committed to the success and well-being of our associates, customers, and fans, no matter their gender, race or creed.  Some of the great things offered that reflect our commitment include:

• Competitive salary with bonus opportunities for various roles

• 100% paid medical insurance for our associates and their families

• Free Mental Health, Financial Wellness, and Legal Counseling benefits

• 401K with a company match

• Company paid Life Insurance

• Tuition reimbursement assistance

• Continuous learning opportunities through various platforms and resources

• A robust parental leave program

• Care Relief Fund to help Associates in need

• Associate Assistance Program

• Paid volunteer time

POSITION SUMMARY

The Financial Analyst is responsible for supporting their business partner and team, financial planning, analysis, and projection of company finances and assets. Serve as a strategic partner with management to guide and influence long-term financial initiatives.

RESPONSIBILITIES

• Act as Financial Business partner to assigned Department.

• Review and analyze all new customer proformas with the Director of Finance and assist with recommendations.

• Work as a financial business partner with the Sales, New Product and Marketing team.

• Provide analysis and after-action reporting on new products and new customer profitability reports.

• Analyze and report on all profitability and margin trends as needed.

• Assist Sales and Marketing with creating business cases for all new customers, new items, and territory expansion.

• Analyze and assist in all price increase impact discussions.

• Assist the new product development team on break even analysis, new product profitability, and create financial models to track all innovation items.

• Perform market sizing type activities, aiding in revenue opportunities.

• Provide creative alternatives and recommendations for cost reduction and improved financial performance for all products and customers.

• Perform budgeting variance and forecasting analysis for various levels of management.

• Assist staff by providing information needed for budget preparation, implementation, and control.

• Assist on all Board of Director presentations and ad hoc analysis as required.

• Develop models and slides for the Monthly financial review which will be presented to the Executive Team monthly.

• Assemble and summarize complex reports on financial status, risks, and trends.

• Work closely with Director of Finance and CFO on various projects.

• This position has responsibilities essential to Food Safety.

• Perform other duties as assigned.

QUALIFICATIONS

• Must have a four-year college degree in Accounting or Finance.

• All applicants must have advanced experience with enterprise-level accounting software and Office 365 applications including but not limited to Excel, Access, PowerPoint and Word.

• Power BI and Prophix experience is not necessary but preferred.

Support Business Partners with financial analysis, forecasting, budgeting, and decision support