Financial Planning & Analysis Specialist

Climate First Bank

1d • Remote

About The Position

Climate First Bank is seeking a mission-aligned Financial Planning & Analysis (FP&A) Analyst to support the bank’s financial strategy and decision-making. The role is responsible for budgeting, forecasting, financial modeling, and performance analysis, and provides actionable insights and recommendations to senior management. The analyst works with cross-functional teams to support informed business decisions and the bank’s financial health.

The position develops and maintains financial models for budgeting, forecasting, and long-range planning; prepares recurring financial reports; supports budget and forecast processes; conducts ad hoc analyses; monitors performance against targets; and assists with regulatory reporting and internal-control compliance. It also collaborates with department heads on business drivers, risks, and opportunities and participates in financial systems and process improvements.

This is a remote role within the United States, working Eastern Standard Hours during standard banking hours. Occasional overtime may be needed during peak reporting periods, and occasional U.S. travel is expected for company events and leadership sessions.

Requirements

• Bachelor’s degree in Finance, Accounting, or a related field.
• At least 2 years of experience in FP&A, financial analysis, or related roles.
• Strong proficiency in Microsoft Excel, financial modeling, and data analysis.
• High level of integrity and commitment to confidentiality.
• Ability to explain complex financial concepts to non-financial stakeholders.
• Excellent analytical, problem-solving, and quantitative skills.
• Strong overall business acumen and ability to interpret financial reports and legal documents.
• Strong knowledge of unique industries and markets, as well as business banking products and services.
• Strong communication, relationship-building, influencing, and decision-making skills.
• Ability to work effectively in a fast-paced, high-expectation environment, take ownership of work, and deliver measurable results.
• Ability to learn new tools quickly and use technology to optimize work and processes.
• Dependability, clear communication, and ability to contribute as a team player.

Nice To Haves

• Experience in banking or the financial services sector is a strong plus.
• Experience with financial software and ERP systems is a strong plus.

Responsibilities

• Develop, maintain, and enhance financial models for budgeting, forecasting, and long-range planning.
• Prepare monthly, quarterly, and annual financial reports analyzing variances, trends, and key performance indicators.
• Support budgeting and forecasting by gathering data, coordinating with business units, and ensuring accuracy and timeliness.
• Conduct ad hoc financial analyses to support strategic initiatives, capital allocation, and cost management projects.
• Monitor and report on the bank’s financial performance against targets, proactively identifying areas for improvement.
• Assist with regulatory reporting and ensure compliance with internal controls and policies.
• Collaborate with department heads to understand business drivers, risks, and opportunities, providing financial guidance as needed.
• Participate in the development and implementation of financial systems and process improvements.

Benefits

• Annual bonus, incentives, and equity may be available in addition to base salary.
• Employer-paid employee health coverage, with an employer contribution toward dependent coverage.
• Medical, dental, and vision insurance.
• Health Savings Account (HSA).
• Free Teladoc telemedicine access.
• 401(k) with a 6% employer match and no vesting period.
• Employee stock options.
• Employee banking perks.
• 0% financing for employee solar loans.
• Employee-only mortgage product with exclusive interest rates and terms.
• 0% financing for eligible electric vehicles.
• Referral incentives.
• Two to four weeks of vacation based on officer level, plus additional tenure-based time.
• 64 hours of paid sick time for full-time employees.
• Company-paid life insurance.
• Short- and long-term disability insurance.
• Voluntary life, accident, and critical illness coverage.
• Employee Assistance Program with free counseling, legal, and financial services.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level