Milo's Tea Company, Inc.

Business Analyst

• 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.

Financial Analyst – Business Development

Learning and Development

• Responds to emergent learning needs by identifying appropriate learning modalities and developing targeted solutions.
• Partners with stakeholders across the organization to assess learning objectives and support the design and delivery of learning content.
• Serves as an organizational resource for best practices in learning program development and delivery.
• Aids in the design, implementation, and execution of large-scale learning projects and initiatives.
• Facilitates learning programs through workshops, presentations, and group discussions in-person and virtually.
• Tracks and analyzes learning program data to evaluate effectiveness and identify areas for improvement.
• Assists with administrative tasks related to learning programs, including scheduling, logistics coordination, learner communications, and materials preparation.
• Supports program assessment and evaluation using established methods to measure learner engagement and behavior change.
• Stays current with trends in learning and development and adult learning theory.
• Upholds and lead participation in Corporate Responsibility initiatives, including recycling, social advocacy, and MMAD volunteering opportunities.
• This position has food safety responsibilities.

Learning Specialist

Account Manager

• Build and maintain strong, strategic relationships with existing and prospective customers, serving as a trusted partner and advocate for the Milo’s brand.
• Analyze sales performance, including volume, product mix, and pricing, while staying current on supply and demand dynamics, market trends, economic indicators, and competitive activity.
• Leverage syndicated and internal data to identify opportunities to increase sales, expand distribution and shelf space, and improve brand positioning and customer penetration.
• Develop and execute comprehensive account plans, clearly communicating strategies and initiatives to Retail Sales for effective field execution.
• Partner with cross‑functional teams, including Senior Directors of HQ Sales and Sales Leadership, to develop and manage channel and partner strategies.
• Conduct market and competitive analysis to identify risks, challenges, and growth opportunities.
• Forecast, budget, and track account volume and performance against key metrics.
• Prepare and deliver regular reports, forecasts, and customer presentations for internal and external stakeholders.
• Maintain a thorough understanding of customer needs, requirements, and business priorities.
• Communicate competitor activities, retailer trends, promotions, and opportunities to internal teams to ensure alignment and execution excellence.
• Manage relationships with assigned brokers and third-party sales agents, providing direction on account priorities, promotional execution, and performance expectations.
• Travel as needed throughout the assigned territory to support customer relationships and business objectives.
• Prepare and submit monthly expense reports in a timely and accurate manner.
• Attend food shows, trade events, and customer meetings to build, maintain, and strengthen customer relationships.
• Demonstrate initiative, accountability, and high personal performance standards to drive results.
• Uphold and actively participate in all Corporate Responsibility programming, including environmental, social, and MMAD initiatives.
• Serve as a role model for Milo’s Responsibility commitment, including environmental, social, and governance (ESG) practices.
• Perform other duties as assigned.

Financial Analyst – Business Development

Learning Specialist

National Account Manager