Note: The job is a remote job and is open to candidates in USA. Climate First Bank is a sustainability-focused, FDIC-insured commercial bank committed to ethical and values-driven financial services. The Financial Planning & Analysis (FP&A) Analyst supports financial strategy and decision-making through budgeting, forecasting, financial modeling, reporting, and performance analysis, while collaborating with cross-functional teams to provide actionable insights to senior management.
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
Benefits
- 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
- 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.
Company Overview