Financial Analyst – Business Development

Company Overview

Milo’s Tea Company is one of the fastest-growing beverage companies in the United States. Our culture and operations are built on the belief that we can make a difference in the world. That is 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: People and Planet First — doing good is good for 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 pledge 1% of profits annually to charitable giving.
• We are Platinum Certified in Zero Waste Manufacturing: recycling, reducing, and reusing 95% of waste at all facilities.

Why You Will Love Life at Milo's

You will 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 are doing.

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 remarkable benefits offered include:

• Competitive salary
• 100% employer-paid medical premiums for associates and families
• Free Mental Health, Financial Wellness, and Legal Counseling benefits
• 401K with company match
• Company-paid Life Insurance
• Tuition reimbursement assistance
• Continuous learning opportunities
• Robust parental leave program
• Care Relief Fund to help associates in need
• Associate Assistance Program
• Paid volunteer time

Being a Culture Champion at Milo’s

• Wear the HAT (Hungry-Agile-Together)
• Work effectively with others
• Help our TEAm achieve safety, quality, and production goals
• Interact positively, be self-aware, avoid negative commentary
• Commit to outstanding attendance
• Conduct yourself respectfully with all Milo's TEAm members

Equal Employment Opportunity Statement

As a People First company, Milo’s is committed to uplifting our associates, customers, and fans no matter their gender, race, or creed. We invest in Diversity, Inclusion, and Belonging in all areas of our business ecosystem. We champion these efforts through partnerships, education, and events to support and celebrate our diverse workforce and networks.

If you require assistance or accommodation to participate in the job application process, please contact Recruiting@drinkmilos.com.

Position Summary:

The Financial Analyst for Business Development 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 and assist with recommendations.

• Work as a financial business partner with the Business Development TEAm (Sales, Marketing, Insights and Analytics, and New Product Distribution).

• 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 Finance Leadership and CFO on various projects.

• 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.

Supervisor:

• This position does not have supervisory responsibilities.

Qualifications

• Must have a four-year college degree in Accounting, Finance 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, Access, PowerPoint and Word.

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

Physical Demands:

• This job is sedentary. Reasonable accommodations may be made to enable individuals with different abilities.

FLSA Status: Exempt   

Critical Competencies:

☒ Building Relationships

☒ Coachable/Open to Feedback

☒ Process Driven

☒ Teamwork

☒ Critically Evaluates

☒ Action-Oriented