Yogi - East West Tea Company is seeking a talented, passionate, and experienced
Financial Analyst – Growth Finance to join our Finance Team.
As an integral member of the Finance team, the Financial Analyst – Growth Finance collaborates with teams at all levels of the organization to report on, monitor, and manage the company’s key financial and non-financial metrics. This is a key role that has a direct line of sight with senior management including the Chief Growth/Marketing Officer, CFO, and COO. The role will provide international exposure working with our European teams in Germany and Italy and will create opportunities to build networking and communication skills.
The focus of this role is directed towards, but not limited to, formulation of pricing strategies, business assessments of new product initiatives, competitive analysis and benchmarking, and business process redesign. This will be accomplished by working closely with Sales, Marketing, R&D, Project Management, and our Senior Operations Analyst. This position will support analytical and business frameworks as well as a quantitative approach to decision-making to shape the overall strategic course of the organization.
WHO WE ARE:We are the well-being company that exists to inspire and enhance everyday life through trust and good will. Our guiding principles, beliefs, and philosophies shape our identity. They are the essence of our culture and define how we do what we do.
We are intentional in everything we do. We are present and aware of how we show up in the world. We honor people and our communities. We are authentic and transparent with each brand. We are committed to sustaining our planet. We build trust and goodwill with each individual interaction.
OUR INVESTMENT IN YOU:We offer competitive compensation, including a generous annual bonus.
- Exceptional wellbeing-focused benefits including health, dental, vision, and alternative care, life and disability insurance, retirement, paid time off, company picnics, social activities, and a surprise every so often!
- This position is remote, with possible occasional travel.
- As a certified B Corp, we’re a company that lives our values every day.
- Our Eugene colleagues work in a LEED certified facility which prioritizes the planet in our daily operations and optimizes our employee experience while at work.
- We prioritize sustainability as a business by embedding it into our values, our strategic priorities, our decision-making, and our resource allocations.
- We commit to our purpose in every aspect of our culture.
- We have employees that are committed to “Doing Good” in our community and around the world.
- We are a growing company with products that customers love.
- We believe in investing in you and your growth and development.
WHAT YOU’LL OWN:Reporting (40% of time)- Analyze profitability of product reformulations.
- Evaluate and analyze customer and SKU profitability, volumes, pricing strategies, and costing.
- Prepare and evaluate consolidated, channel, and brand P&Ls including gross margin analysis.
- Create and maintain advanced financial modeling that includes data cleaning and data triangulation.
- Monitor and analyze trade spend to provide risk and opportunities details to management.
- Ad hoc reporting and analysis as requested.
Cross-Functional Collaboration (50% of time)- Partner effectively with accounting and cross-departmentally to develop and implement ongoing cost savings strategies, benchmarking, and incorporating new practices and strategies.
- Participate in the annual budget process working with senior management, assisting as needed at various stages of the process.
- Prepare new product proformas including financial models and impact analysis on the business and against existing products working with R&D and Project Management.
- Partner with sales and marketing to provide analysis and recommendations on campaign ROIs and other key metrics.
- Provide a key role in forward-looking financial forecasting as a contributor in our IBP (Integrated Business Process).
- Create and deliver informative and action-driving presentations based on insightful analytical findings.
People and Process Management (10% of time)- Through process confirmation, verify implementation and monitor effectiveness of solutions.
- Assume overall responsibility for the accuracy of financial reporting of sales and marketing.
- Develop deep best-practice knowledge and be a natural ambassador in supporting analytical and strategic decision making and improving/developing new processes.
- Use every business interaction to educate managers on financial and strategic outcomes of everyday decisions.
WHAT YOU KNOW AND HAVE EXPERIENCED:- B.S. or B.A. in Accounting, Finance, or equivalent experience (5 years of related work experience).
- 3-5 years of progressively complex experience in financial analytics and planning, preferably in a consumer products context, and the food and beverage industry.
- GAAP knowledge.
- Advanced knowledge of Microsoft Excel, including advanced formulas and techniques (e.g., Power query, what-if analysis, data modeling).
- Data analysis, reporting, problem-solving skills.
- Familiarity with accounting systems and procedures.
- Full understanding of planning, budgeting, and what-if scenario modeling methods and concepts.
- Analyze data to identify and resolve problem areas.
- Develop and maintain spreadsheets and reports utilizing multiple data sources.
- Improve workflow processes.
- Experience in PowerPoint and delivering impactful presentations.
- Demonstrate professional and effective written and verbal communication skills, including communicating technical information in a non-technical manner.
YOU’LL BE A GREAT FIT:- Strong critical thinking ability to navigate and solve complex problems in a unique and challenging customer environment.
- Solid work ethic, self-starter, and result-oriented.
- Natural ability to develop strong, trusting relationships.
- Enjoys collaborating with cross-functional partners.
- Responsible with a high degree of ownership.
- Thrives in an ever-changing work environment.
- Effectively manages a multitude of work responsibilities.
- Balances attention to detail and swift execution.
WHAT WE DO:We manufacture Yogi and Choice Organics brand products. Yogi has over 40 tea blends made from 140 exotic spices and botanicals sourced from 100% non-GMO growers around the globe. These herbal, green, and black teas are formulated for delicious taste and healthful benefits. Choice Organics offers a collection of organic traditional tea, herbal tea, and unique, flavorful organic tea blends. Choice teas are sourced exclusively from 100% organic and non-GMO growers around the world and are beautifully balanced to perfection for a full-flavored taste experience.
East West Tea Company is an equal opportunity employer. We value and respect each person's individuality and unique talents. We honor diversity and inclusion. The strength of our people and our guiding principles contribute to East West Tea's leadership and continued success in the natural tea category.