Financial Planning & Analysis Specialist - Remote

Financial Planning & Analysis Specialist

United States - Remote

At
Climate First Bank
, we’re redefining what banking can be. As a Florida Benefit Corporation and FDIC-insured commercial bank, we offer a full suite of personal and business services—including solar, residential, commercial, ESOP Banking, Structured Finance and SBA loans—all designed to power a better future. We’re proud to be a Certified B Corporation, a member of 1% for the Planet, and part of the Global Alliance for Banking on Values (GABV), reflecting our deep commitment to sustainability, transparency, and ethical banking.

With branches in
St. Petersburg, Winter Park, Mount Dora
, and a growing
digital presence
, we’re proving that banking can be a force for good. We don’t just support environmental and social causes—we’re built on them.

Under our Holding Company,
Climate First Bancorp
, we are also powered by One Ethos.
One Ethos
operates at the intersection of fintech and traditional banking to expand access to inclusive, values-driven financial services. Regulated by the Federal Reserve Bank, it equips Community Banks, Credit Unions, CDFIs, and Green Banks with ethical lending tools—especially in climate finance and solar lending.

We’reseeking
driven, mission-aligned
individuals ready to make an impact. If you’re passionate about sustainability, thrive in a fast-paced, results driven environment, and want to be part of something bigger, you will feel right at home.

Our team is one of
goal-setters, go-getters, problem solvers, thought leaders, and changemakers
. We celebrate wins, tackle challenges head‑on, and push boundaries. Fueled by purpose, we thrive where perseverance and passion turn ambitious goals into reality.

At Climate First Bank, we’re investing in your future. We offer a comprehensive, people‑first benefits package that supports your health, finances, and work‑life balance.

Compensation—In addition to the base salary, this position may be eligible for an annual bonus, incentives and equity. Actual compensation is based on industry salary ranges, internal salary structures, experience, skills and other job‑related factors.

Health Coverage—100% employer-paid for employees; employer contribution for dependents by Us

• Health Savings Account (HSA)

Financial Wellness & Wealth Building

• 401(k) with 6% Employer Match—No Vesting Period.
• Employee Stock Options
• 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.

Protection & Peace of Mind

• 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.

Now Hiring:
Financial Planning & Analysis (FP&A) Analyst

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…