Senior Capital Markets 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.

Location

This position will be based in Charlotte NC.

Reporting

This role will report to the Manager Capital Markets.

Summary of Role

The Senior Capital Markets Analyst will support capital markets activities spanning reporting data operations and business analysis to advance Palmetto Finances funding strategies. This person will be a critical connector between the capital markets function and internal business teams bringing a strong understanding of the business alongside sharp analytical and technical skills. This is an individual contributor role.

Strategic & Tactical

• Own monthly and quarterly reporting across Palmettos 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 Palmettos 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

Qualifications

• Bachelors degree in Finance Economics Business or related field
• 13 years of experience in a finance analytics or business operations role; residential solar FP&A treasury investor relations or utility experience strongly preferred
• Strong business acumen; you understand how a business works and can connect financial data to operational reality
• Solid analytical and Excel skills; experience with Microsoft Fabric or similar data platforms is a strong plus
• Comfortable working with large datasets and building structured repeatable reporting outputs
• Proactively takes ownership of tasks follows through independently and coordinates across teams to get things done
• Highly motivated and able to thrive in a fast-paced customer-centric environment where priorities shift quickly
• Strong interpersonal and communication skills; can work across finance technology and operations teams effectively

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:

Senior IC