Financial Planning & Analysis Specialist

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Climate First Bank

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2020

🏦 Banking

⚡ Energy

Banking • Energy

Climate First Bank is a mission-driven, FDIC‑insured bank that focuses on climate and community impact while offering full-service personal and business banking. The bank provides impact-oriented deposit products (Impact Checking, Impact Money Market, CDs), consumer and residential mortgage lending, and a prominent solar financing program (consumer and commercial solar loans, project energy finance) designed to fund emissions-reducing home and infrastructure upgrades. Climate First also offers business banking (SBA lending, factoring/ABL, business money market accounts), ESOP financing, a mobile app and online banking, and tools like a Deposit Impact Calculator and a Demand Deposit Marketplace. The institution highlights impact metrics (e. g. , 9,000+ households supported through its solar loan program, 30,000+ customers, $67M strategic funding round) and emphasizes transparent, mission-aligned lending and stewardship.

📋 Description

• 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

• 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

• 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