Financial Planning & Analysis Specialist

Climate First Bank

1d•Remote

About The Position

At Climate First Bank, we’re redefining what banking can be. As a Florida Benefit Corporation and FDIC-insured commercial bank, we offer a full suite of personal and business services—including solar, residential, commercial, ESOP Banking, Structured Finance and SBA loans—all designed to power a better future. We’re proud to be a Certified B Corporation, a member of 1% for the Planet, and part of the Global Alliance for Banking on Values (GABV), reflecting our deep commitment to sustainability, transparency, and ethical banking. With branches in St. Petersburg, Winter Park, Mount Dora, and a growing digital presence, we’re proving that banking can be a force for good. We don’t just support environmental and social causes—we’re built on them. Under our Holding Company, Climate First Bancorp, we are also powered by OneEthos. OneEthos operates at the intersection of fintech and traditional banking to expand access to inclusive, values-driven financial services. Regulated by the Federal Reserve Bank, it equips Community Banks, Credit Unions, CDFIs, and Green Banks with ethical lending tools—especially in climate finance and solar lending. We’re seeking driven, mission-aligned individuals ready to make an impact. If you’re passionate about sustainability, thrive in a fast-paced, results driven environment, and want to be part of something bigger, you will feel right at home. Our team is one of goal-setters, go-getters, problem solvers, thought leaders, and changemakers. We celebrate wins, tackle challenges head-on, and push boundaries. Fueled by purpose, we thrive where perseverance and passion turn ambitious goals into reality. At Climate First Bank, we’re investing in your future. We offer a comprehensive, people-first benefits package that supports your health, finances, and work-life balance.

Requirements

Bachelor’s degree in Finance, Accounting, or a related field.
2+ years of experience in FP&A, financial analysis, or related roles. Strong plus if within banking or financial services sector.
Strong proficiency in Microsoft Excel, financial modeling, and data analysis. Experience with financial software and ERP systems is a strong plus.
High level of integrity and commitment to confidentiality.
Strong ability to explain complex financial concepts to non-financial stakeholders.
Excellent analytical, problem-solving, and quantitative skills.
Entrepreneurial Self-Starter Mentality - You take charge of your work product and take pride in delivering consistently great and measurable results. You solve problems efficiently, seek operational efficiencies and are an analytical thinker with a strong focus on data-driven decision making. A high-pace and high-expectation environment excites you and you can’t wait to push yourself to new professional heights in a company that rewards high performance.
Master Communicator - Whether it’s in-person, on camera, phone, or chat — you communicate with confidence, precision, and professionalism. You listen deeply and respond thoughtfully and are able to engage efficiently and tactfully with stakeholders at all levels of the organization. Additionally, you masterfully build relationships and develop business with strong influencing and decision-making skills.
Banking & Fintech Acumen- You are highly educated in financial products and services, applicable regulations and laws. You also possess strong overall business acumen and the ability to interpret financial reports and legal documents. Strong knowledge of unique industries and markets in conjunction with a broad knowledge of business banking products and services is required.
Tech-Forward and Analytical Thinking - You learn new tools quickly, are excited by innovation and leverage technology to optimize your work product and streamline your creative process.
Commitment to Being a Team Player - You lift others up, share ideas, and bring positive energy to everything you do. You know what it takes to operate as a part of a larger team and cherish opportunities to contribute to the big picture. You’re dependable, communicate clearly and always happy to lend a hand where needed.

Nice To Haves

Experience within banking or financial services sector.
Experience with financial software and ERP systems.

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 (KPIs).
Support budgeting and forecasting processes 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.
100% employer-paid health coverage for employees.
Employer contribution for dependents.
Medical, Dental & Vision Insurance
Health Savings Account (HSA)
Free Telemedicine access via Teladoc
401(k) with 6% Employer Match — No Vesting Period.
Employee Stock Options
Exclusive 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 (EVs)
Referral Incentives
2–4 Weeks of Vacation based on officer level plus additional tenure-based time.
64 Hours of Paid Sick Time for all full-time employees.
Company-Paid Life Insurance
Short- & Long-Term Disability Insurance
Voluntary Life, Accident & Critical Illness Coverage
Employee Assistance Program (EAP) with free counseling, legal, and financial services.