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Company Description
Palmetto is a consumer energy platform that provides homeowners with a single destination to discover, purchase, finance, install, monitor and manage home energy products and services. By offering one integrated platform across solar, battery storage, HVAC, heat pumps and more, Palmetto helps homeowners make home energy more affordable, reliable and accessible. Today Palmetto serves hundreds of thousands of homeowners, across 30+ states, building the operating infrastructure for the consumer energy transition, one home at a time.
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.
Department Description
Palmetto Home is a branch of Palmetto focused on the democratization of the renewable energy and HVAC industries. We provide homeowners with financial products to benefit from solar power, energy storage systems, and home efficiency through advanced heating and cooling technologies. We empower solar and HVAC sales professionals and installation companies with access to our proprietary platform, financing, customer management system, and milestone quality control system. Our #1 focus is a phenomenal experience for our customers and partners, evidenced in our growing financial product adoption.
Location
This position will be based in New York City.
Reporting
This position will report to the Manager, Strategy New Opportunities & Analytics
Summary of Role
The Associate, Strategy, New Opportunities & Analytics is a versatile, many-hats role at the center of Palmetto Capital's corporate strategy and structured finance team. The primary focus is sourcing and structuring new capital opportunities — building financial models from scratch for structures that have never been done in the market, then rigorously stress-testing them through scenario and sensitivity analysis. Precision is paramount: this person is expected to run the numbers exhaustively and check their own work, and others', with a sharp eye for detail, while also contributing to the broader strategic analysis that shapes Palmetto's capital position and growth.
Strategic & Tactical
New Capital Opportunities (~50%)
- Build financial models from scratch for capital structures and financing products that have never been executed in the market
- Run scenario and sensitivity analyses to pressure-test new structures and identify the optimal capital mix
- Review and refine models built by senior team members, ensuring accuracy and rigor before they go external
- Evaluate new business opportunities through structuring and financial analysis of prospective initiatives
- Meet with prospective investors to explore new capital opportunities and financing facilities
Financial Modeling & Structured Finance Execution (~25%)
- Develop and own complex project finance models (Excel) supporting tax equity, debt, ABS, and other structured capital vehicles
- Support execution of debt, tax equity, and structured finance transactions, working directly with banks, investors, and legal counsel
- Conduct pricing analysis on financing structures and capital products to support competitive terms
- Maintain deal-tracking and transaction models across live and prospective financings
- Support due diligence, term sheet review, and closing processes for capital markets transactions
- Own recurring financial reporting for key Palmetto Finance stakeholders, partnering with technology teams to automate where possible
- Build and maintain relationships with banks, tax equity investors, and other external capital partners
Strategy & Analytics (~25%)
- Analyze market, competitor, and macroeconomic trends to inform financing and capital structure decisions
- Contribute to board-level and executive materials that connect capital structuring work to Palmetto's broader growth strategy
- Assess the company's future capital position and financing needs, incorporating relevant legislative and regulatory considerations
- Drive pricing initiatives across financing structures and capital products
Collaboration & Continuous Improvement (Ongoing)
- Partner closely with FP&A, Treasury, and Accounting
- Identify and implement improvements to capital markets and modeling processes
- Stay attuned to the needs of capital partners and internal stakeholders, anticipating requirements and proposing tailored solutions
Qualifications
- Bachelor's degree in Finance, Economics, Accounting, Mathematics, Engineering, or a related field; MBA/CFA a plus
- 2-4+ years of experience in project finance, structured finance, investment banking, or capital markets; heavy, hands-on project finance and modeling experience required
- Advanced Excel modeling skills, with a track record of building and maintaining complex project finance models (e.g., tax equity, structured debt, ABS, LBO)
- Demonstrated experience running scenario and sensitivity analysis on new or novel financing structures
- Exposure to debt, equity, tax equity, or ABS transaction structuring preferred; solar or renewables experience a plus
- Strong analytical and quantitative skills, with close attention to detail in financial modeling
- Ability to manage multiple transactions and workstreams simultaneously in a fast-paced environment
- Excellent communication skills, with the ability to present analysis clearly to senior stakeholders
- Highly motivated, collaborative, and comfortable operating with some ambiguity
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.
To ensure a fair evaluation, we may use AI to assist in sorting applications, but all final decisions are made by our hiring team and no candidate dispositions are automated. We will keep your information on file for four years from the date of your application. For detailed information about how we handle your data and our use of AI, please review our full privacy policy.
For more about our Privacy Policy, visit: https://palmetto.com/privacy-policy
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.
To ensure a fair evaluation, we may use AI to assist in sorting applications, but all final decisions are made by our hiring team and no candidate dispositions are automated. We will keep your information on file for four years from the date of your application. For detailed information about how we handle your data and our use of AI, please review our full privacy policy.
For more about our Privacy Policy, visit: https://palmetto.com/privacy-policy
Skills Required
- Bachelor's degree in Finance, Economics, Accounting, Mathematics, Engineering, or a related field
- 2-4+ years of experience in project finance, structured finance, investment banking, or capital markets
- Hands-on project finance and financial modeling experience
- Advanced Excel modeling skills
- Experience building and maintaining complex project finance models, such as tax equity, structured debt, ABS, or LBO models
- Experience conducting scenario and sensitivity analysis on new or novel financing structures
- Exposure to debt, equity, tax equity, or ABS transaction structuring
- Solar or renewable energy experience
- Strong analytical and quantitative skills with close attention to detail
- Ability to manage multiple transactions and workstreams in a fast-paced environment
- Excellent communication skills and ability to present analysis clearly to senior stakeholders
- MBA or CFA
Palmetto Clean Technology Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Palmetto Clean Technology and has not been reviewed or approved by Palmetto Clean Technology.
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Fair & Transparent Compensation — Pay is considered fair-to-good across many roles, with compensation often described as competitive. Some positions highlight strong earning potential tied to performance.
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Leave & Time Off Breadth — Unlimited or trust-based PTO is widely emphasized and is available early in tenure. Paid leave options for family needs complement the time-off structure.
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Flexible Benefits — A primarily remote setup and flexible schedules are prominent elements of the package. These arrangements are frequently valued alongside core health and leave offerings.
Palmetto Clean Technology Insights
What We Do
Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. With the belief that consumers can have it all, we are an uncompromising energy company that makes going green a no-brainer. Our award winning platform empowers homeowners, businesses, and entrepreneurs to adopt renewable energy through simple, scalable, and innovative solutions. We operate at the intersection of B2B and D2C, offering software, financial tools, and services that drive real environmental impact - without compromising value. Our clean Energy Platform makes solar and home electrification easy to access, easy to afford, and easy to manage. We deliver flexible energy plans, real-time insights, and seamless customer experiences through offerings like our Consumer App and Marketplace, LightReach™ Solar and HVAC Subscriptions, and Asset Management tools - with more innovations on the way. How We Think We've always been told a cleaner future means sacrifice. Turn it down, pay more, wait forever. We don't buy that. At Palmetto, we believe the future is abundant. We help homeowners have it all: lower energy bills, smarter homes, and a healthier planet. Who We Serve We work with homeowners, clean energy brands, and local installation partners to help them grow their impact, revenue, and customer reach. Our Community Impact • 1+ terawatt-hour of clean solar energy generated • 740,000+ tons of carbon emissions avoided • 90,000+ homes powered for a year
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