[Remote] Financial Planning & Analysis Specialist

Note: The job is a remote job and is open to candidates in USA. Climate First Bank is hiring a Financial Planning & Analysis (FP&A) Analyst to support the bank’s financial strategy and decision-making. The role focuses on budgeting, forecasting, financial modeling, performance analysis, regulatory reporting, and providing 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
• 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
• Strong plus if within banking or financial services sector
• Experience with financial software and ERP systems is a strong plus

Benefits

• Benefits eligibility varies by employment status; benefits for part-time employees may differ from those listed.
• 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.

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