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 impact—without 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 package—including unlimited PTO, medical, dental, and vision coverage, paid parental leave, retirement plans, and more—so you can have it all both personally and professionally. Palmetto prioritizes people, planet, and profit—backed 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.
Summary of Role
The FP&A Manager is a critical role within the Finance team at Palmetto, supporting the Strategic Finance function for all of the tax equity and home improvement fund partnerships the company is party to. Reporting to the VP of Finance, this individual will own all forecasting & analysis of the P&L and cash flows for multiple tax equity fund partnerships, as well as our home improvement funds. They will serve as a business partner with leadership in the Finance and Capital Markets organization and be a key partner for supporting the growth of our new HVAC financing business. This is a unique opportunity to play a vital role in the dynamic cleantech industry at one of the fastest growing companies in the country!
Strategic & Tactical
- Manage full scope FP&A process for our new HVAC financing business as well as our tax equity funds & partnerships including:
- Annual planning process & monthly re-forecast
- Monthly review of Actuals vs Plan
- Cashflow forecasting & analysis
- Act as a strategic partner to leaders across Finance and Capital Markets, delivering insights that inform decision making and capital allocation
- Build financial models to support forecasting & scenario analysis
- Partner with the business to evaluate unit economics, margin improvement opportunities, and growth initiatives, especially in our HVAC vertica
- Support investor relations & financial reporting needs across all of our partnerships
- Identify and implement process improvements that streamline reporting, increase accuracy, and reduce cycle timelines
Qualifications
- Bachelor’s degree in Finance, Economics, or related field
- 2-5 years FP&A experience, with demonstrated ownership of forecasts, models, and performance reporting
- 2+ years of experience in banking or capital markets with solar industry experience preferred
- Strong financial modeling skills with the ability to translate complex data into actionable insights and recommendations
- 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
- Strong interpersonal and communication (verbal and written) skills; can present to varying audiences and leaders
- Comfortable operating in a fast paced, dynamic environment with evolving priorities
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
Similar Jobs
What you need to know about the Charlotte Tech Scene
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus
