Senior Financial & Data Analyst

Milo's Tea Company Inc; Alabama; Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

Competitive salary

100% employer-paid medical premiums

401K with company match

Tuition reimbursement assistance

Paid volunteer time

Life Insurance

Continuous learning opportunities

Parental leave

Job summary

Milo’s Tea Company Inc. is seeking a finance professional to lead planning, analysis, and reporting. You will ensure accurate integration between ERP, data warehousing, and the OneStream CPM tool, while building dashboards and KPI-driven insights for cross-functional partners.

Join a People First company with strong diversity, sustainable practices, and a culture of learning. The role offers growth in a fast-paced, food-and-beverage manufacturing environment with exposure to annual financial

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field preferred.
• 5–7 years of total experience, with 3+ years in a relevant area; or 4–6 years with advanced degree.
• Subject matter expertise in financial planning and analysis and data analytics, including OneStream.
• Strong knowledge of enterprise accounting software and Office 365 apps (Excel, PowerPoint, Word).
• Power BI or similar data visualization experience preferred.

Responsibilities

• Improve Milo’s reporting, planning, and analytics tools.
• Serve as the expert on OneStream CPM implementation.
• Ensure linkage between Milo’s systems (ERP, IBP, TMS) and Databricks and CPM.
• Maintain/expand data pipelines, models, and reporting SOPs.
• Develop dashboards and automated reports with KPIs for cross-functional partners.
• Support monthly Financial Review and quarterly FAR/BOD meetings.

Skills

Financial analysis

Data analytics

Excel

Power BI

Communication

Education

Bachelor's degree in Finance

Accounting/finance background

Tools

OneStream

Excel

Power BI

Office 365

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.

Benefits

• 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

Culture Champion Responsibilities

• 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

• Continuously work to improve Milo’s reporting, planning, and analytical tools through identifying organizational
• Serve as the expert on the capabilities and Milo’s implementation of the OneStream Corporate Performance Management (CPM) tool
• Understand and ensure accurate linkage between Milo’s’ systems and software (ERP, IBP, TMS, etc.), Milo’s’ central data repository (Databricks), and Milo’s CPM
• Maintain and enhance data pipelines, models, and reporting tools, and document methodologies and maintain SOPs for recurring analyses
• Develop, build, and maintain dashboards and automated reports with Key Performance Indicators (KPIs) to help identify trends, anomalies, and business drivers for cross-functional partners
• 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 approach to reporting and analyzing Analysis of Change (AOC) and integration into core tools and processes
• Uphold and lead participation in Corporate Responsibility initiatives, including recycling, 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 business field
• 5-7 years of total experience, including 3 or more years in a relevant functional area; or 4-6 years of experience with an advanced degree
• Proven subject matter expertise in financial planning and analysis and data analytics, inclusive of administrative-level experience with OneStream
• Strong industry knowledge; advanced experience with enterprise-level accounting software and Office 365 applications, including Excel, PowerPoint, and Word required
• Power BI or related data visualization experience strongly preferred; strong analytical skills, excellent communication skills, and a process-oriented approach with strong attention to detail
• Experience mentoring junior team members or leading projects 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

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. Our culture is built on the Milo’s HAT: Hungry, Agile, Together — with a mindset of growth, adaptability, and collaboration.

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.