Senior Financial & Data Analyst

Milo's Tea Company, Inc.; United States; On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive salary

100% employer-paid medical premiums

Free Mental Health, Financial Wellness

401K with company match

Company-paid Life Insurance

Tuition reimbursement assistance

Continuous learning opportunities

Robust parental leave program

Care Relief Fund

Associate Assistance Program

Paid volunteer time

Job summary

Milo’s Tea Company, Inc. invites a seasoned FP&A professional to join its fast-growing US team.

You will lead financial planning and analysis, maintain reporting tools, and ensure accurate linkage between ERP, IBP, TMS, and Databricks. As a core member of the FACT FP&A Team, you will develop dashboards and KPI reports, support the Annual Financial Plan and quarterly forecasts, and contribute to corporate responsibility initiatives.

Qualifications

• Bachelor’s degree in Finance or Accounting; 5–7 years total experience, or 4–6 years with an advanced degree.
• Proven expertise in financial planning and analysis and data analytics, including OneStream.
• Strong Excel and Office 365 skills (Excel, PowerPoint, Word).
• Power BI or related data visualization experience preferred; strong analytical and communication skills.

Responsibilities

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

Skills

FP&A

Data analytics

OneStream

Power BI

Excel

Communication

Mentoring

ERP

Education

Bachelor’s degree in Finance/Accounting

Advanced degree (MBA)

Tools

OneStream

Databricks

ERP

IBP

TMS

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.

Benefits

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

• 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