Financial Analyst – Financial Planning & Analysis

Overview

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