Financial Analyst – Financial Planning & Analysis

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% employer paid medical premium 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:

Responsible for 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 that positively impact the organization.

Responsibilities:

• Continuously work to improve Milo’s reporting, planning and analytical tool(s) through identifying organizational needs and recommending additions, deletions, or changes to the toolset to FP&A leadership

• Support the Senior Financial and Data Analyst as an expert on the capabilities and abilities of Milo’s Corporate Performance Management (CPM) system (OneStream)

• Understand and ensure accurate linkage between Milo’s ERP system (SAGE) and Milo’s Financial Reporting Platform (OneStream)

• Review and analyze monthly financial performance, evaluating performance across multiple datasets including variance to recent trends, plan and/or forecast, last year, etc. Identify key variances and potential actions to address.

• As a key member of the FACT FP&A Team, participate in and contribute to the preparation of information sharing to include the monthly Financial Review, and quarterly FAR/BOD meetings.

• Support the accurate and timely preparation of the Annual Financial Plan and quarterly forecasts.

• Develop and own Milo’s CPM reporting, including but not limited to Analysis of Change (AOC), scenario planning, what-if scenario analysis, etc.

• Support Sr. Manager FP&A as the business partner for the People, Legal, FACT, CEO, Communications, and other corporate teams in the preparation and management of their annual people and Operating Expense plans.

• Support the People, Legal, FACT, CEO, and Communication, and other corporate teams with ad hoc analysis.

• Support the development and maintenance of a 3-year financial planning model, linking activities emerging from the Sales & Operations Planning Process to the 3-year financial commitments to the Board and Owners. Work with the various teams to identify gaps and continuously work towards closure.

• Perform other duties as assigned. 

• Corporate Add-Ons / Standard verbiage on culture, sustainability, etc.

• Upholds and demonstrates leadership in all Corporate Responsibility programming including recycling, social advocacy, and MMAD volunteering opportunities.

• This position has food Safety Responsibilities.

• Other responsibilities, as necessary.

Supervisory: This position does not have supervisory responsibilities.

Qualifications:

• Must have a four-year college degree in Finance, Accounting, or a business-related field

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

• 2-4 years experience in financial planning and analysis, data analytics, or related field required

• Strong analytical skills and excellent communication skills

• Process-oriented with great attention to details

• Candidate must be comfortable navigating systems and utilizing data to enhance understanding

• OneStream, Power BI or related data visualization experience strongly preferred.

Critical Competencies:

☒ Coachable/Open to Feedback

☒ Process Driven

☒ Teamwork

☒ Purposeful/Strategic

☒ Critically Evaluates

☒ Action-Oriented