Senior Financial & Data Analyst

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. 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 Recruiting@drinkmilos.com.

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

About Us

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.