Financial Analyst
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
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, 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 Prophix experience is not necessary but preferred.
Responsibilities
Support Business Partners with financial analysis, forecasting, budgeting, and decision support