Senior Analyst, Client Analytics
Evolent
SQLTableau
Capital Markets Analyst
Palmetto
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $100,000 - $120,000 per year
Job Level
Junior
About the role
- 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
Requirements
- Bachelor’s degree in Finance, Economics, or related field; master’s or MBA a plus
- 1-3+ years of experience in banking or capital markets; solar industry experience preferred
- Strong business acumen and analytical skills with deep understanding of the macroeconomic landscape
- Proactively identifies improvement opportunities across systems and processes, and implements solutions and updates them
- Highly motivated and able to thrive in a fast-paced customer-centric environment where priorities may change quickly
- Collaborates seamlessly with internal teams in Finance & Accounting, Technology etc.
- Strong interpersonal and communication (verbal and written) skills; can present to varying audiences and leaders.
Benefits
- Unlimited PTO
- Medical coverage
- Dental coverage
- Vision coverage
- Paid parental leave
- Retirement plans
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Excel financial modelstax equity fundingdebt fundingequity fundingreportingprocess improvementworkflow enhancementdata analyticsfinancial analysismacroeconomic analysis
Soft skills
business acumenanalytical skillscustomer-centricrelationship buildingcommunication skillspresentation skillscollaborationmotivationadaptabilityproblem-solving
Certifications
Bachelor’s degree in FinanceBachelor’s degree in EconomicsMBA
