Financial Planning & Analysis Specialist

Climate First Bank; United States; Remote; USD 70,000 - 110,000; Full time

Job summary

Climate First Bank is seeking a Financial Planning & Analysis (FP&A) Analyst to support budgeting, forecasting, financial modeling, and performance analysis. The role collaborates with cross-functional teams to deliver insights to senior management and strengthen financial health.

The ideal candidate has a Bachelor’s in Finance or Accounting and 2+ years in FP&A, with strong Excel, modeling, and analytical skills. Remote role within the United States with standard banking hours.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field.
• Strong analytical, problem solving, and quantitative skills.
• Proficiency in Excel and financial modeling tools.

Responsibilities

• Develop and maintain financial models for budgeting, forecasting, and long-range planning.
• Prepare monthly, quarterly, and annual reports with variances, trends, and KPIs.
• Support budgeting/forecasting with data gathering and coordination with business units.
• Perform ad hoc analyses to support strategic initiatives and cost management.
• Monitor performance against targets and provide actionable insights for management.
• Assist with regulatory reporting and internal controls.

Skills

Analytical thinking

Problem solving

Quantitative skills

Education

Bachelor’s degree in Finance / Accounting

Tools

Excel

Financial modeling

Data analysis

Job description

Financial Planning & Analysis Specialist

United States - Remote

We are changing FINANCE to finance CHANGE!

AtClimate 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 inSt. Petersburg, Winter Park, Mount Dora, Downtown Orlando 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.

JointheMovement

We'reseekingdriven, 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 ofgoal-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.

Thrive at Climate First Bank

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. Please note that benefit eligibility varies by employment status and that benefits for part-time employees may differ from those listed below.

Compensation-In addition to the base salary, this position may be eligible for an annual bonus, incentives and equity. Actual compensation is based on industry salary ranges, internal salary structures, experience, skills and other job-related factors.

Health Coverage-100% employer-paid for employees; employer contribution for dependents by Us

• Health Savings Account (HSA)

Financial Wellness & Wealth Building

• 401(k) with 6% Employer Match-No Vesting Period.
• Employee Stock Options
• 0% Financing for Employee Solar Loans
• Employee Only Mortgage Productwith exclusive interest rates and terms.
• 0% Financing for Eligible Electric Vehicles (EVs)
• Referral Incentives

Generous Paid Time Off

• 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.

Protection & Peace of Mind

• 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.

Now Hiring: Financial Planning & Analysis (FP&A) Analyst

We're looking for aFinancial Planning & Analysis (FP&A) Analyst who will play a key role in supporting the bank's financial strategy and decision-making processes. This position is responsible for budgeting, forecasting, financial modeling, and performance analysis to drive informed business decisions and ensure financial health. TheFP&A Analyst collaborates with cross-functional teams to deliver actionable insights and recommendations to senior management.

What You'll Contribute as the Financial Planning & Analysis (FP&A) Analyst

Financial Planning, Models, and Reports

• 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.

Collaboration and Process Improvement

• 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.

What You'll Leverage in this Role:

Experience & Education

• 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.

What to expect from your physical environment

• 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.