Palmetto

Analyst

• Own monthly and quarterly reporting across Palmetto's capital markets funding structures, including tax equity funds, ABS issuances, and warehouse facilities
• Download, manage, and analyze large datasets to support fund reporting and investor requirements
• Build and maintain reporting templates for new and existing funding structures, partnering with technology teams to drive automation over time
• Develop a deep understanding of Palmetto's business, including how solar loan origination, customer relationships, and financing products connect to capital markets activity
• Support FP&A, treasury, and cash forecasting activities as they relate to Palmetto Finance
• Liaise with Corporate Finance, Treasury, Asset Management, and Accounting to ensure transparency and alignment on all things Palmetto Finance
• Identify opportunities to improve reporting workflows, data processes, and cross-functional efficiency
• Build and maintain strong working relationships with internal teams including Data Analytics, Operations, and Technology

Senior Capital Markets Analyst

Financial Planning and Analysis

• Focus on developing and executing Excel financial models to support Tax Equity and Debt capital funding
• Lead the execution of tax equity, debt, and equity funding processes with external stakeholders
• Responsible for reporting associated with Palmetto Finance to key financial stakeholders, while partnering with technology teams to ensure automation on reports
• Utilizes skills to enhance existing processes and workflows for more efficiency, partnering closely with other teams e.g. Data Analytics, Operations, etc
• Liaisons with Corporate Finance, Treasury, Asset Management, and Accounting to ensure partnership and transparency on all things Palmetto Finance
• Builds and maintains strong relationships with key banks and other key external partners
• Is highly attuned to customer needs and requirements, and can anticipate their needs, and provide tailored solutions to meet their objectives

Capital Markets Associate, Structured Finance

Account Manager

• Become a LightReach portal and financial product expert, ready and able to answer any question thrown your way
• Establish and maintain regular cadence of communication and execution of deliverables with Certified Installer leaders and reps (we win by delivering ensuring our partners are heard!)
• Proactively visit key partners onsite to build and maintain strong relationships, fostering trust and collaboration
• Coordinate and prioritize with internal colleagues to smooth out any friction points or blockers relating to milestones, platform functionality, or LightReach product knowledge
• Drive continuous evaluation and improvement of external partner resources (Intercom), internal processes (Guru) and help build systems that meet current and future company service expansions.
• Provide coaching and training for Certified Installer sales reps on LightReach products and portal
• Seek constant improvement in the quality of Palmetto’s product and customer experience through consolidated feedback
• Maintain familiarity with third party proposal platforms that LightReach is integrated into (Solo, Aurora, Solargraf, Enerflo, etc)
• Ability to deliver in person sales trainings on LightReach processes and competitive positioning in the region
• Strategic business planning & forecasting activities with EPC partners
• Competitive market knowledge and LightReach positioning
• Support rep resolutions on any escalations in Intercom as necessary

Senior Capital Markets Analyst

Capital Markets Associate, Structured Finance

Relationship Manager