[Hiring] Financial Planning & Analysis Specialist @Climate First Bank

Role Description

We’re looking for a Financial 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. The FP&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.

Qualifications

• 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.
• Master Communicator - You communicate with confidence, precision, and professionalism.
• Banking & Fintech Acumen - You are highly educated in financial products and services, applicable regulations and laws.
• Tech-Forward and Analytical Thinking - You learn new tools quickly and leverage technology to optimize your work product.
• Commitment to Being a Team Player - You lift others up, share ideas, and bring positive energy to everything you do.

Requirements

• 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.

Benefits

• Compensation — In addition to the base salary, this position may be eligible for an annual bonus, incentives and equity.
• Health Coverage — 100% employer-paid 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.
• 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.
• 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.