Financial Analyst, FP&A Partner — Growth & Impact

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

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.