Manager of 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 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:

The Manager of FP&A will be responsible for providing financial analysis, modeling, and support for strategic business initiatives.  This role will partner with the Senior Director, FP&A to lead key financial processes throughout the year, including quarterly forecasting and annual planning, and ownership of our FP&A tools and systems.  This role will work closely with the People (HR) team to lead the budgeting and forecasting of Operating Expense, inclusive of Compensation planning across the company.  This role will also support Corporate Executives, including the CEO, CFO and EVP Legal, on budgeting and forecasting their departments.

Responsibilities:

• Partner with Senior Director, FP&A to lead key financial processes throughout the year, including quarterly forecasting, annual planning, and long-term strategic planning.

• Analyze actual financial performance, in partnership with peers on the Finance and Accounting team, to provide insights to the executive team to enable the company to meet or exceed its financial goals.

• Lead budgeting and forecasting in partnership with the People (HR) team of operating expense, inclusive of compensation and benefits planning across the company.

• Support Corporate Executives, including the CEO, CFO and EVP Legal, on budgeting and forecasting their departments.

• Provide financial analysis and modeling support for new initiatives and business opportunities identified by the People and Corporate teams.

• Support preparation of financial presentations for the Executive Team and Board of Directors.

• Ensure compliance with financial regulations and accounting principles.

Supervisory: 

This position is expected to have supervisory responsibilities. 

Qualifications:

• Bachelor's degree in finance, accounting, or applicable business field.

• 2 - 4 + years of relevant finance & people leadership experience.

• Strong financial modeling and analytical skills.

• Ability to collaborate effectively with cross-functional teams and senior management.

• Excellent communication and presentation skills.

• Knowledge of financial regulations and accounting principles.

• Ability to manage multiple projects and priorities in a fast-paced environment.

• Proficiency in Excel, PowerPoint, and other financial software tools.

Critical Competencies: 

☒ Building Relationships

☒ Coachable/Open to Feedback

☒ Process Driven

☒ Holds Others Accountable

☒ Critically Evaluates

☒ Action-Oriented