Senior Capital Markets Analyst

About the Company

Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. Our award-winning technology platform empowers homeowners, businesses, and entrepreneurs to adopt renewable energy through simple, scalable, and innovative solutions.

Responsibilities

• Own monthly and quarterly reporting across 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
• Support FP&A, treasury, and cash forecasting activities related to Palmetto Finance
• Liaise with Corporate Finance, Treasury, Asset Management, and Accounting to ensure transparency
• Identify opportunities to improve reporting workflows, data processes, and cross-functional efficiency

Requirements

• Bachelor's degree in Finance, Economics, Business, or related field
• 1–3+ years of experience in a finance, analytics, or business operations role
• Strong analytical and Excel skills
• Experience working with large datasets and building structured reporting outputs
• Strong interpersonal and communication skills

Preferred Qualifications

• Experience in residential solar, FP&A, treasury, investor relations, or utility sectors
• Experience with Microsoft Fabric or similar data platforms