Senior Financial & Data Analyst

MILOS TEA COMPANY INC; Bessemer (AL); On-site; USD 90,000 - 130,000; Full time

Job summary

Milo’s Tea Company is seeking a senior FP&A professional to drive financial planning, analysis, and reporting. You will own OneStream CPM implementations, link core systems, and build dashboards to illuminate business drivers for cross-functional teams.

You will lead planning, forecasting, and reporting processes, partnering with ERP, IBP, TMS, and Databricks, while ensuring accuracy, consistency, and actionable insights across the organization.

Qualifications

• Bachelor’s degree preferred in Finance, Accounting, or a related field.
• 5-7 years total experience, with 3+ in a relevant function; or 4-6 years with an advanced degree.
• Proven subject matter expert in financial planning and analysis and data analytics, including OneStream.
• Strong industry knowledge and experience with enterprise accounting software and Office 365 apps (Excel, PowerPoint, Word).
• Power BI or similar data visualization experience preferred; strong analytical and communication skills with attention to detail.

Responsibilities

• Improve Milo’s reporting, planning, and analytical tools by identifying organizational needs.
• Serve as the expert on OneStream CPM implementation and usage.
• Ensure accurate linkage between Milo’s systems (ERP, IBP, TMS) and Databricks and CPM.
• Maintain and enhance data pipelines, models, and reporting tools; document methodologies and SOPs.
• Develop, build, and maintain dashboards and automated reports with KPIs for cross-functional partners.
• Contribute to the Annual Financial Plan and quarterly forecasts; support FAR/BOD meetings.

Skills

Financial planning

Data analytics

Communication

Analytical skills

Attention to detail

Education

Bachelor’s degree in Finance/Accounting or related field

Tools

OneStream CPM

Power BI

Excel

Office 365

Job description

Company OverviewMilo’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'sYou 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 salary100% employer-paid medical premiums for associates and familiesFree Mental Health, Financial Wellness, and Legal Counseling benefits401K with company matchCompany-paid Life InsuranceTuition reimbursement assistanceContinuous learning opportunitiesRobust parental leave programCare Relief Fund to help associates in needAssociate Assistance ProgramPaid volunteer timeBeing a Culture Champion at Milo’sWear the HAT (Hungry-Agile-Together)Work effectively with othersHelp our TEAm achieve safety, quality, and production goalsInteract positively, be self-aware, avoid negative commentaryCommit to outstanding attendanceConduct yourself respectfully with all Milo's TEAm membersEqual Employment Opportunity StatementAs 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]:Continuously work to improve Milo’s reporting, planning, and analytical tools through identifying organizationalServe 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 analysesDevelop, build, and maintain dashboards and automated reports with Key Performance Indicators (KPIs) to help identify trends, anomalies, and business drivers for cross-functional partnersAs 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