Palmetto Clean Technology
Senior Capital Markets Analyst
1616 Camden Rd Charlotte, NC 28203 · Senior · Contract
Sponsorship not specifiedDetected 46 days ago
Data AnalysisAccountingForecastingExcelFP&ACommunicationCollaborationRenewable Energy
About the role
- 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 prioritizes people, planet, and profit-backed by a culture that values collaboration, impact, and balance.
Responsibilities
- 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
- Build and maintain strong working relationships with internal teams including Data Analytics, Operations, and Technology
Requirements
- Bachelor's degree in Finance, Economics, Business, or related field
- 1-3+ years of experience in a finance, analytics, or business operations role; residential solar, FP&A, treasury, investor relations, or utility experience strongly preferred
- Solid analytical and Excel skills; experience with Microsoft Fabric or similar data platforms is a strong plus
- Strong business acumen; you understand how a business works and can connect financial data to operational reality
- 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
Nice to have
- 1-3+ years of experience in a finance, analytics, or business operations role
- residential solar, FP&A, treasury, investor relations, or utility experience strongly preferred
- Solid analytical and Excel skills
- experience with Microsoft Fabric or similar data platforms is a strong plus
Benefits
- Own monthly and quarterly reporting across Palmetto's capital markets funding structures, including tax equity funds, ABS issuances, and warehouse facilities
Equal 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.
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