Financial Planning & Analysis Specialist

We are changing FINANCE to finance CHANGE! 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 OneEthos.  OneEthos  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. Join the Movement We’re seeking  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. Thrive at Climate First Bank 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 Medical, Dental & Vision Insurance  Health Savings Account (HSA)  Free Telemedicine access via Teladoc   Financial Wellness & Wealth Building 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  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 targets, proactively identifying areas for improvement. Assist with regulatory reporting and ensure compliance with internal controls and policies. Collaboration and Process Improvement 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. What You’ll Leverage in this Role: Experience & Education 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. Entrepreneurial Self-Starter Mentality -  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. Master Communicator -  Whether it’s in-person, on camera, phone, or chat — you commu