Financial Planning & Analysis Specialist

Climate First Bank

Financial Planning & Analysis Analyst at Climate First Bank plays a key role in budgeting and forecasting. Collaborating with teams to provide insights for financial decision-making processes.

Posted 7/28/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial modeling, budgeting, and forecasting, with a strong ability to analyze financial performance and provide strategic insights. Proficient in collaborating with stakeholders to enhance financial processes and ensure compliance with regulatory standards.

Highest-signal resume keywords

Financial ModelingBudgeting And ForecastingData AnalysisMicrosoft ExcelFinancial Reporting

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisVariance AnalysisKey Performance Indicators (KPIs)Ad Hoc Financial AnalysisRegulatory Reporting

Soft Skills

Analytical SkillsProblem-SolvingCommunication SkillsIntegrityConfidentiality

Tools & Technologies

Financial SoftwareERP Systems

Industry Keywords

BankingFinancial ServicesInternal ControlsProcess Improvements

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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.

Benefits

Comp & perks

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