FP&A Director, Corporate at Palmetto cleantech

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 Corporate FP&A Director is a critical role within the Finance team at Palmetto responsible for overseeing the financial planning process including annual planning, monthly reforecast and variance reporting. This role will report to the VP FP&A and will be the primary owner of monthly FP&A reporting and the primary business partner for all corporate functions at the company. This individual will guide the FP&A team to produce monthly reporting on financial results including variance analysis, monthly reforecast and overall narrative on business performance. This individual will also be responsible for driving improvements to the overall FP&A and reporting process, driving process efficiencies while maintaining appropriate checks & balances around data inputs. This role will also work with corporate business partners to develop and refine forecasts around corporate operating expenses. Additionally, this function will serve as a key resource in supporting investor relations with external investors & stakeholders. This is a unique opportunity to drive improvements across the FP&A function as the company continues to scale its business & mature the finance function.

Strategic & Tactical

Lead Financial planning process, including annual plan & monthly reforecasts, acting as the key sponsor to coordinate the full scope of planning activities across the FP&A team and key business partners
Lead Monthly Management Financial reporting process including detailed variance analysis on actuals results vs plan, as well as providing an updated outlook on performance towards key financial metrics
Be the key business partner to all corporate functions at the company, driving clarity around corporate operating budgets, and engaging in discussions around new spend requests
Support investor relations with financial reporting for external investors & stakeholders
Be a key leader, 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
Drive continuous improvement around the monthly FP&A processes, systems & tools with an eye towards efficiency, speed & forecast accuracy

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 or consumer financing businesses a plus
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

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.

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