Director of Financial Planning and Analysis - United, United States - Palmetto Corp

Description

Director of Financial Planning and Analysis

Posted

4 days ago

Full-time

Finance
Services for Renewable Energy
About the job

Company Description
Palmetto is a clean technology marketplace app focused on the democratization of the renewable energy industry. We connect homeowners with options to purchase solar power, home efficiency products, and energy storage systems.

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. Palmetto is growing rapidly and prepared to continue growth in a post-ITC world.
Location
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
Qualifications
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

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