Financial Analyst

Milo's Tea Company Inc; Alabama; Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Competitive salary

100% employer-paid medical premiums

401K with company match

Tuition reimbursement assistance

Continuous learning opportunities

Robust parental leave

Job summary

Milo’s Tea Company, a fast-growing beverage leader, seeks a Finance Business Partner to drive budgeting, forecasting, and financial analysis for a designated area. You will partner with cross-functional teams, develop robust financial models, and support senior leadership with critical insights.

You will leverage ERP and BI tools (Power BI, Excel) to analyze profitability, create business cases, and contribute to strategic planning while upholding our sustainability and people-first culture.

Qualifications

• Bachelor’s degree preferred in Finance, Accounting, or a related field.
• 3–5 years total experience, or 2–4 years with an advanced degree.
• Proven expertise in financial planning and analysis.
• Strong analytical skills and attention to detail.
• Experience with ERP and financial planning systems; Power BI or related tools preferred.
• Proficiency in Excel, PowerPoint, and Word required.

Responsibilities

• Act as a financial business partner to an assigned area.
• Reviews and analyzes monthly financial performance against plan, forecast, and prior-year results.
• Supports preparation of the annual financial plan and quarterly forecasts for the assigned area.
• Performs budgeting and forecasting variance analysis for various levels of management.
• Tracks and analyzes cost center spending and headcount against budget for the assigned area.
• Develops and maintains financial models, including scenario and what-if analysis.
• Assists in developing business cases for new products, customers, or initiatives.
• Analyzes and reports on profitability and margin trends for the assigned area.
• Prepares ad hoc financial analysis for the assigned business area.
• Develops models and materials for monthly financial reviews and executive presentations.
• Assists with Board of Directors presentations and related ad hoc analysis.
• Recommends improvements to financial reporting, planning, and analytical tools.
• Partners with cross-functional stakeholders on financial plans and initiatives.
• Uphold and lead participation in Corporate Responsibility initiatives, including Zero Waste and sustainability, MMAD volunteering opportunities.
• This position has food safety responsibilities.
• Perform other duties as assigned.

Skills

Financial analysis

Analytical thinking

Attention to detail

Education

Bachelor’s degree in Finance or Accounting

Advanced degree

Tools

Excel

PowerPoint

Word

ERP systems

Power BI

Job description

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 [e-mail].

Responsibilities

Acts as a financial business partner to an assigned business area, department, or function. Reviews and analyzes monthly financial performance against plan, forecast, and prior-year results. Supports preparation of the annual financial plan and quarterly forecasts for the assigned area. Performs budgeting and forecasting variance analysis for various levels of management. Tracks and analyzes cost center spending and headcount against budget for the assigned area. Develops and maintains financial models, including scenario and what-if analysis. Assists in developing business cases for new products, customers, or initiatives. Analyzes and reports on profitability and margin trends for the assigned area. Prepares ad hoc financial analysis for the assigned business area. Develops models and materials for monthly financial reviews and executive presentations. Assists with Board of Directors presentations and related ad hoc analysis. Recommends improvements to financial reporting, planning, and analytical tools. Partners with cross-functional stakeholders on financial plans and initiatives. Uphold and lead participation in Corporate Responsibility initiatives, including Zero Waste and sustainability, social advocacy, and MMAD volunteering opportunities. This position has food safety responsibilities. Perform other duties as assigned.

Qualifications

Bachelor’s degree preferred in Finance, Accounting, or a related field. 3-5 years of total experience, including 2 or more years in a relevant functional area; or 2-4 years of experience with an advanced degree. Proven subject matter expertise in financial planning and analysis. Strong analytical skills and attention to detail. Advanced experience with enterprise-level accounting software and Office 365 applications, including Excel, PowerPoint, and Word required. Experience with ERP and financial planning systems, Power BI, or related data visualization tools strongly preferred.

Supervisory

This job has no supervisory responsibilities.

Physical Demands

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

FLSA Status

Exempt

About the Company

Milo’s Tea Company is a family-owned, Certified Women-Owned business founded in 1946 with a commitment to quality, integrity, responsibility, and safety. We craft delicious teas and lemonades with real ingredients you have in your kitchen, using no preservatives or artificial ingredients. We stay true to our founder's promise: use high-quality, real ingredients, listen to our customers, and never sacrifice taste. As a Platinum-Certified Zero Waste Manufacturer, we lead with purpose - protecting the planet, uplifting people, and giving back through our 1% Profit Pledge. Our mission is simple: spark joy every day. We live by our values: Quality - Delivering exceptional products with integrity Integrity - Doing what's right for our TEAm, customers, and communities Responsibility - Committing to sustainability and social impact Safety - Prioritizing well-being in everything we do.

Join Our TEAm

If you're passionate about purpose-driven work and want to be part of a company that values people, innovation, and impact, we invite you to explore opportunities with us.