Financial Planning & Analysis Specialist

Summary

Climate First Bank is a sustainability-focused, FDIC-insured commercial bank offering personal and business financial services. The Financial Planning & Analysis Analyst will support the bank’s financial strategy through budgeting, forecasting, financial modeling, reporting, and performance analysis while providing actionable insights to senior management and collaborating with cross-functional teams.

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

Skills

• Bachelor's degree in Finance, Accounting, or a related field
• 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
• Strong ability to explain complex financial concepts to non-financial stakeholders
• Excellent analytical, problem-solving, and quantitative skills
• 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
• 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
• 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
• You learn new tools quickly, are excited by innovation and leverage technology to optimize your work product and streamline your creative process
• 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
• Remote role within the United States; Eastern Standard Hours
• Standard banking hours, with occasional overtime during peak reporting periods
• Occasional U.S travel for company events and leadership sessions
• Sustained standing and sitting
• Frequent communication (speaking and listening) in person, via email, text, phone, or video chat and use of PC
• Occasional lifting up to 20 lbs
• Strong plus if within banking or financial services sector
• Experience with financial software and ERP systems is a strong plus

Qualifications

Must Haves

• Bachelor's degree in Finance, Accounting, or a related field
• 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
• Strong ability to explain complex financial concepts to non-financial stakeholders
• Excellent analytical, problem-solving, and quantitative skills
• 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
• 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
• 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
• You learn new tools quickly, are excited by innovation and leverage technology to optimize your work product and streamline your creative process
• 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
• Remote role within the United States; Eastern Standard Hours
• Standard banking hours, with occasional overtime during peak reporting periods
• Occasional U.S travel for company events and leadership sessions
• Sustained standing and sitting
• Frequent communication (speaking and listening) in person, via email, text, phone, or video chat and use of PC
• Occasional lifting up to 20 lbs

Nice to Haves

• Strong plus if within banking or financial services sector
• Experience with financial software and ERP systems is a strong plus

Benefits

• Annual bonus, incentives and equity may be available in addition to the base salary.
• 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 and 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.
• Remote role within the United States; Eastern Standard Hours.