Financial Analyst – Business Development

Milo’s Tea Company is one of the fastest-growing beverage companies in the United States, committed to reducing environmental impact while promoting a People First culture. The Financial Analyst for Business Development will support financial planning and analysis, serving as a strategic partner to guide long-term financial initiatives.

Responsibilities:

• Act as Financial Business partner to assigned Department
• Review and analyze all new customer proformas and assist with recommendations
• Work as a financial business partner with the Business Development TEAm (Sales, Marketing, Insights and Analytics, and New Product Distribution)
• Provide analysis and after-action reporting on new products and new customer profitability reports
• Analyze and report on all profitability and margin trends as needed
• Assist Sales and Marketing with creating business cases for all new customers, new items, and territory expansion
• Analyze and assist in all price increase impact discussions
• Assist the new product development team on break even analysis, new product profitability, and create financial models to track all innovation items
• Perform market sizing type activities, aiding in revenue opportunities
• Provide creative alternatives and recommendations for cost reduction and improved financial performance for all products and customers
• Perform budgeting variance and forecasting analysis for various levels of management
• Assist staff by providing information needed for budget preparation, implementation, and control
• Assist on all Board of Director presentations and ad hoc analysis as required
• Develop models and slides for the Monthly financial review which will be presented to the Executive Team monthly
• Assemble and summarize complex reports on financial status, risks, and trends
• Work closely with Finance Leadership and CFO on various projects
• Upholds and demonstrates leadership in all Corporate Responsibility programming including recycling, social advocacy, and MMAD volunteering opportunities
• This position has food Safety Responsibilities
• Other responsibilities, as necessary

Requirements:

• Must have a four-year college degree in Accounting, Finance or a business-related field
• All applicants must have advanced experience with enterprise-level accounting software and Office 365 applications including but not limited to Excel, Access, PowerPoint and Word
• Power BI and OneStream experience is not necessary but preferred