Company Description

Recognized by Forbes as one of the fastest-growing private companies in the United States, Palmetto believes that choosing to source clean energy from renewable resources like solar power should be a right, not a privilege. This role would contribute to Palmetto’s Finance arm (LightReach), which manages third party owned solar systems as financial assets.

Department Description

Palmetto Finance is a branch of Palmetto focused on the democratization of the renewable energy industry. We provide homeowners with financial products to benefit from solar power, home efficiency products, and energy storage systems. We empower solar sales professionals and solar installation companies with access to our proprietary platform, financing, customer management system, and milestone submission system. Our #1 focus is a phenomenal experience for our customers and partners, evidenced in our growing financial product adoption. Palmetto Finance is growing rapidly and is prepared to continue growth.

Our employees are our most valuable resource. Palmetto is a VC-backed high-growth company with a promote-from-within culture for talent development. We offer excellent traditional benefits such as medical, dental, and vision coverage, and retirement plans. We are also proud to offer innovative benefits that help our employees thrive in a 21st-century economy, including a fully remote work staff, 2-week annual sabbaticals, parental leave, and unlimited PTO - among other benefits.

Summary of Role

As a Senior Data Analyst, you’ll play a central role in automating and improving Palmetto’s core financial operations and management of solar assets. You’ll work closely with subject matter experts to engineer improved processes and analyses surrounding securitization, scenario analysis, risk modeling, and portfolio optimization.

You’ll cultivate an understanding of Palmetto’s data platform to ensure that you can answer high-impact data-driven questions, and you’ll disseminate these answers via clear visualizations and organized communication. The ideal team member is comfortable speaking the languages of the Data team, the Capital Markets team, and business leadership. This individual should be comfortable diving into an ever-evolving cloud data warehouse, writing SQL queries that answer stakeholder (and your own) questions, and transforming hairy Excel spreadsheets into clean, maintainable automated processes.

A successful analyst will possess expertise in building processes that scale, a knack for finding improvements, and the communication skills necessary to distribute key analytical findings across the business. This individual will be comfortable juggling multiple priorities without losing sight of key deliverables.

Strategic & Tactical

• Transform Excel-based financial processes into programs that run in an automated, recurring, maintainable fashion.
• Play a central role in expanding and optimizing Palmetto’s tranching process as the size and complexity of the process grows rapidly.
• Work intimately with the Capital Markets team; dig deep into the assumptions driving Palmetto’s financial plans, forecasts, and processes.
• Clarify and contextualize Palmetto’s financial models. Marry financial outputs with operational forecasts to help the business understand possible future states.
• Drive understanding of impact of potential pricing, rate, or policy changes.
• Collaborate closely with Palmetto’s data community in order to better understand upstream data processes.
• Query Palmetto’s reporting database for underlying data that may help the Capital Markets team answer high-priority, high-impact questions.
• Write clean code, investigate and correct errors, identify, and contribute to the data infrastructure (e.g., Snowflake, dbt, Python).

Qualifications

• 3+ years of experience in data analysis, data science, or software development with proven business analysis experience: you thrive on combining rigorous data-driven analysis, strong business intuition, and an ability to work well across a variety of teams to solve complex problems.
• Automation: You have the ability to transform complex manual tasks into automated processes that are maintainable, flexible, understandable, and reliable. You are comfortable using version control for maintenance and incremental development.
• Impact Orientation: You have the ability to translate quantitative data into actionable business insights and recommendations. You have the ability to communicate complex data concepts and reasoning in ways that product teams, senior management, and the wider organization will understand.
• Data Fluency: Quantitative analysis and logical reasoning; 2+ years of experience using SQL and visualization tools on large data sets to extract trends and insights.
• Enthusiasm: You’re passionate about Palmetto’s mission and excited to bring clean, renewable solar energy to more people.
• Proactiveness: You do not wait for direction – you are engaged in pushing projects forward, working cross-functionally, and finding / addressing gaps.

Even Better

• Familiarity with Palmetto’s data stack and other core tools: SQL, Looker, dbt, Snowflake, Python, Excel.
• Familiarity with portfolio management / optimization, or background in Finance / Capital Markets.
• Familiarity with ETLs and data modeling concepts (e.g. data pipelines, relational databases).

Employment is contingent upon the successful completion of a background check.