Back to jobs

Financial Operations Manager

Remote

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. As such, we connect homeowners with renewable energy options such as solar power and energy storage systems. Through our marketplace business model, 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.

Our employees are our most valuable resource. Palmetto has a promote-from-within culture for talent development. We offer excellent benefits such as unlimited vacation/PTO, medical, dental, and vision coverage, parental leave, and retirement plans.

The Financial Operations Manager role interacts daily with Palmetto customers, partners, and financiers. Responsibilities include owning aged accounts receivable, collections reporting, data analysis, and credit risk analysis for customers and partners. This person should have strong communication skills, financial and data analysis skills, and strong problem solving and critical thinking skills. The ability to identify and resolve gaps in the current process is paramount to success in the role!

 

If you’re organized, a great communicator, and analytically focused, this role is a great fit for you!

 

About You!

  • Passionate about problem solving, and you excel at finding solutions to unstructured issues while achieving success in a structured environment.
  • You love to innovate. Bureaucracy and red tape are simply opportunities to get creative and find solutions!
  • You can tackle the macro and micro and focus on individual issues with an eye on the overall financial health of your business!

 

Success Defined

  • Consistent aging AR queue management and oversight, leading to predictable cash collection 
  • Financial reporting to identify potential collections opportunities and risks
  • Setting clear goals for BPO resources regarding customer outreach
  • Meeting collections goal of 98%
  • Identify and implement process improvements
  • Lead audits of billing and collections subservicing vendor
  • Clear reporting on AR for distribution at all levels of management
  • Oversight of Palmetto Finance Billing and FinOps Team as it relates to aging receivables



Strategic/Tactical Responsibilities

  • Own the aged AR balance for Palmetto, ensuring that trailing AR is within approved levels. This may require intradepartmental collaboration with operations, design, and fulfillment teams. 
  • Develop reporting and monitoring process to ensure unpaid balances are flagged and move through the collections process
  • Oversee collections contractors and our third party collection agency, ensuring they are productive and performing to service level and volumetrics expectations at high levels of quality. Ensure team is up to date on training needs, including consumer collections regulations and best practices 
  • Manage the communication pathways with market managers, design/engineering team, documentation team, financiers, channel partners, and homeowners to proactively resolve outlier issues.  
  • Document and systematize credit and collections processes and procedures
  • Provide clear guidance to FinOps team and company leadership around AR balance, and proactively communicate any blocking items to timely payment, customer experience, or general platform risk.  
  • Analyze credit data and financial statements to determine the degree of risk involved in extending credit, including generating financial ratios to evaluate customers’ financial status.  Compare liquidity, profitability, and credit histories of establishments being evaluated with those of similar establishments in the same industries and geographic locations.  Prepare reports on research.
  • Develop processes to monitor ongoing credit risk for counterparties.

 

Required Background and Skills

  • Minimum 4 years of experience in a finance role, including supervisory experience.  Solar industry experience is required.
  • Financial reporting and analysis experience
  • Experience in data modeling and risk management either from a business administration, statistical, mathematical, scientific, or financial background 
  • BS/BA Degree
  • Enjoys working in a fast-paced rapidly changing environment  
  • Customer service mindset  
  • Problem solver  
  • Attention to detail  
  • Strong computer skills (G Suite)  
  • Ability to work independently as well as in a team  
  • Excellent communicator, both written and verbal  
  • Spanish speaker is a plus

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.

 

For more about our Privacy Policy, visit: https://palmetto.com/privacy-policy

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Select...
Select...
Select...
Select...
Select...

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Palmetto Clean Technology’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.