Safe Harbor Program & Planning Analyst

Company Description

Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. With a belief that consumers can have it all we are an uncompromising energy company that makes coming clean a no brainer. Our award-winning technology platform empowers homeowners businesses and entrepreneurs to adopt renewable energy through simple scalable and innovative solutions. Operating at the intersection of B2B and D2C we offer software financial products and services that drive real environmental impactwithout compromising value. We deliver end-to-end solutions for whole home electrification that put clean energy within reach for all.

Our employees are our most valuable resource. We foster a promote-from-within culture that prioritizes talent development career growth and purpose-driven work. Palmetto offers a comprehensive benefits packageincluding unlimited PTO medical dental and vision coverage paid parental leave retirement plans and moreso you can have it all both personally and professionally. Palmetto prioritizes people planet and profitbacked by a culture that values collaboration impact and balance. Join us in building a brighter cleaner world.

Summary of Role

The Safe Harbor Program & Planning Analyst will serve as the primary program-facing and partner-facing member of Palmettos ITC Safe Harbor supply chain team. Reporting to the Sr. Director of Supply Chain this role owns the upstream half of the Safe Harbor equipment program: EPC partner onboarding rolling demand forecasting OEM forecast aggregation approved vendor and component list (AVCL) governance and Domestic Content / FEOC compliance documentation.

The Safe Harbor program is live and must scale to support 400 jobs per day 80000 jobs annually and 500 EPC partners across multiple OEMs multiple SKUs and multiple distribution partners. This analyst will be the connective tissue between Palmettos Relationship Management team EPC partners OEMs and the downstream procurement and operations analyst who executes against the forecasts and purchase orders this role produces.

Strategic & Tactical

EPC Onboarding & Program Administration

• Partner with the Relationship Management (RM) team to manage the end-to-end EPC onboarding workflow from initial RM request through authorization Safe Harbor Addendum execution pricing agreement and SKU/regional access configuration.
• Maintain a structured auditable record of all EPC program participants approved SKUs geographic coverage pricing agreements and addendum status designed to scale to 500 EPCs.
• Serve as the primary operational point of contact for EPC onboarding questions and program access issues in coordination with RM and Supply Chain leadership.
• Drive toward a more automated system-supported onboarding process to reduce manual handoffs and errors as the program scales.
• Coordinate with RM to schedule and facilitate onboarding forecast meetings with newly approved EPCs; introduce forecast template and regional distribution location options.

Demand Forecasting & OEM Aggregation

• Manage the collection review and validation of 34 month rolling equipment forecasts from all active EPCs by SKU and by distribution region.
• Aggregate EPC-level forecasts into OEM-level purchase volume projections by month and region for each OEM Distribution location combination .
• Identify and escalate supply/demand risk signals over/under-forecast positions regional imbalances OEM lead time conflicts with data-backed recommendations and proposed remediation.
• Produce clean validated forecast outputs and purchase order recommendations for handoff to the procurement and operations analyst for execution.
• Lead the evolution of the current spreadsheet-based forecast process toward a scalable connected tool that can accommodate 500 EPCs 8 SKUs and 4 distribution partners without proportional manual effort.
• Drive monthly or bi-weekly forecast review cadences with key EPC partners to improve accuracy and reduce late revisions.

Approved Vendor & Component List (AVL) & FEOC / Domestic Content Compliance

• Own and maintain Palmettos Approved Vendor List (AVL) for all equipment and parts eligible for installation by EPC partners ensuring the list is current complete and supported by comprehensive backup documentation including OEM bills of materials country-of-origin certifications and manufactured component attestations.
• Review and process new vendor or component submissions against program criteria; coordinate with OEMs RM and Supply Chain leadership to authorize additions modifications or removals from the AVCL in a timely manner.
• Serve as primary owner of the Source of Truth tool and supporting calculator used to determine Domestic Content (DC) and Foreign Entity of Concern (FEOC) material assistance ratio thresholds for each SKU and component on the AVL.
• Maintain the DC/FEOC calculator with up-to-date inputs whenever OEM component sourcing changes new SKUs are added or applicable Treasury guidance and IRS safe harbor rules are updated; flag any thresholds at risk of falling below program requirements and escalate with recommended remediation.
• Coordinate with OEMs on a defined cadence to collect validate and file DC/FEOC compliance attestations; resolve documentation gaps within agreed SLA timelines.
• Maintain a version-controlled documentation archive for all AVL entries and DC/FEOC calculator inputs ensuring any historical snapshot can be reconstructed to support investor due diligence tax counsel review or IRS examination.

Analytics Reporting & Program Intelligence

• Build and maintain a program reporting suite covering: forecast vs. actuals by EPC and OEM EPC forecast accuracy trends SH equipment penetration by project volume program participation growth by region and SKU and AVCL/compliance documentation status.
• Produce weekly monthly and quarterly reports for Supply Chain leadership Finance and RM teams.
• Support the Sr. Director with ad hoc analysis and modeling as the program adds new OEM SKUs distribution partners and EPC cohorts.
• Proactively identify program gaps onboarding friction points and forecasting inefficiencies; develop recommendations and roadmaps for process automation and tooling improvements.

Qualifications

• 35 years of experience in supply chain planning program operations or partner/vendor management; high-growth or scale-up environment strongly preferred.
• Advanced Excel / Google Sheets required (PivotTables VLOOKUP/INDEX-MATCH multi-source aggregation); experience building forecasting models and synthesizing data into OEM-level projections is a strong plus.
• Experience maintaining approved vendor or component lists bill-of-materials documentation or country-of-origin compliance records; familiarity with ITC safe harbor rules the Physical Work Test Domestic Content bonus credit requirements or FEOC material assistance thresholds is a strong plus.
• Exceptional organizational skills and meticulous attention to detail AVL and DC/FEOC compliance documentation must meet audit-ready standards at all times.
• Strong written and verbal communication skills; comfortable managing relationships with EPC partners OEM counterparts and internal stakeholders.
• Comfortable in a fast-moving high-ambiguity environment; able to work U.S. Pacific/Mountain business hours (or significant overlap).
• Residential solar or clean energy experience preferred; Salesforce NetSuite or similar CRM/ERP a plus; SQL or Python proficiency a plus for data management at scale

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: Experience:

IC