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Director, FP&A

Palmetto Clean Technology

Palmetto Clean Technology

Charlotte, NC, USA
Posted on Tuesday, May 21, 2024
Company Description

Recognized by Forbes as one of the fastest-growing private companies in the United States, Palmetto believes that choosing to source clean energy from renewable resources like solar power should be a right, not a privilege. As such, we connect homeowners with renewable energy options such as solar power and energy storage systems. Through our marketplace business model, we empower solar sales professionals and solar installation companies with access to our proprietary design platform, financing, customer management system, logistics, and project management. Our #1 focus is a phenomenal experience for our customers and partners, evidenced in our industry-leading Net Promoter Score.

Our employees are our most valuable resource. Palmetto has a promote-from-within culture for talent development. We offer excellent benefits such as unlimited vacation/PTO, medical, dental, and vision coverage, parental leave, and retirement plans.

Department Description

Palmetto Finance is a branch of Palmetto focused on the democratization of the renewable energy industry. We provide homeowners with financial products to benefit from solar power, home efficiency products, and energy storage systems. We empower solar sales professionals and solar installation companies with access to our proprietary platform, financing, customer management system, and milestone submission system. Our #1 focus is a phenomenal experience for our customers and partners, evidenced in our growing financial product adoption. Palmetto Finance is growing rapidly and is prepared to continue growth.


This position is remote-based.

Summary of Role

The Director, FP&A is a critical role within the Finance team at Palmetto responsible for the planning and financial analysis for the Palmetto Finance business unit and its brand,

LightReach. This role will report to the VP FP&A and will be the primary business partner to the

Chief Capital Markets, Chief Business Officer. This individual will work with the Palmetto Finance business to develop and refine forecasts, to optimize pricing and business strategies, and to drive efficiencies. The Palmetto Finance business, and the LightReach platform, are central to Palmetto's overall strategy and are the fastest growing segments within the company. Additionally, this function will interact with external investors in the LightReach projects and serve as a liaison to them within Palmetto. This is a unique opportunity to build out the function and team as the company continues to scale its products in new markets across the country.

Strategic & Tactical

  • Establish a strong finance function that can partner with the Chief Capital Markets, Chief BusinessOfficer and the other leaders of the Palmetto Finance organization to solve complex problems and drive financial performance
  • Be a key leader in planning, providing insight into business performance, supporting strategic decision-making and bringing more predictability to the business
  • Drive real-time visibility into targets and metrics, interpreting key performance indicators, and actively engaging in discussions around investment decisions
  • Analyze and advise on product launches or pricing changes
  • Find opportunities to drive higher margins and improve working capital through scale and optimization
  • Serve as a primary point of contact with asset fund investors and coordinate reporting to them as needed.
  • Support analytics on ways to optimize financial structures and their interaction with various channel models


  • Bachelor's degree in Finance, Accounting, Business Administration or related field, MBA preferred
  • 8+ years of experience, preferably within various Finance or Accounting functions, including at least 3 years in Financial Planning & Analysis
  • Experience with solar financing, preference for third party ownership products
  • Analytical thinker with enthusiasm for complex problem solving, passion for clean energy and excellent interpersonal skills
  • Strong familiarity with corporate finance concepts, financial modeling, budgeting, forecasting, KPI tracking and practical knowledge of valuation methodologies
  • Proven track record in FP&A at larger organizations, and preferably at publicly traded companies
  • Demonstrated experience partnering with senior leadership to influence decision making and drive strong outcomes
  • Excellent verbal and written communication skills
  • Ability to present and tailor communications to diverse audiences, and convey complex concepts in a manner that is easily understood at all levels
  • Strong attention to detail; ability to produce error-free documents

Main KPI's

  • Establish strong relationships with business leaders, with a seat at the table for all key decisions
  • Develop standardized reporting around key KPIs that can drive improved business performance and achieve company targets
  • Forecast accuracy, development of risk and opportunity frameworks to bound variance, and clear reporting on actual performance vs. plans and forecast

Employment is contingent upon the successful completion of a background check.

Equal Employment Opportunity

Palmetto embraces diversity and is an Equal Employment Opportunity employer. Employment is decided on the basis of qualifications, merit, and business need. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or any other status protected under federal, state, or local law.

For more about our Privacy Policy, visit: https://palmetto.com/privacy-policy