What are the responsibilities and job description for the Treasurer position at Palmetto?
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 Treasurer is a senior leadership role, responsible for the development and leadership of the Company’s treasury function, including oversight of corporate capital raising, cash and liquidity management, insurance, and financial risk management. This role will be instrumental in building and leading a high-performing treasury team, implementing treasury policies and systems, and ensuring that the Company has the resources and structure in place to support its long-term growth in the residential solar leasing market. This role will report to the CFO.
Strategic & Tactical
Treasury Leadership & Strategy
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
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 Treasurer is a senior leadership role, responsible for the development and leadership of the Company’s treasury function, including oversight of corporate capital raising, cash and liquidity management, insurance, and financial risk management. This role will be instrumental in building and leading a high-performing treasury team, implementing treasury policies and systems, and ensuring that the Company has the resources and structure in place to support its long-term growth in the residential solar leasing market. This role will report to the CFO.
Strategic & Tactical
Treasury Leadership & Strategy
- Establish and lead the Company’s treasury function, including team development, processes, and systems.
- Design and implement treasury policies, procedures, and internal controls.
- Partner with senior leadership to align treasury strategy with the Company’s overall financial and operational objectives.
- Key role in corporate-level capital raising activities, including debt facilities, corporate credit lines, and other financing structures to support growth.
- Develop and maintain strong relationships with financial institutions, lenders, and other funding partners.
- Monitor financial covenant compliance and ensure timely reporting to funding partners.
- Oversee daily cash management, forecasting, and liquidity planning.
- Ensure efficient utilization of cash resources and optimize intercompany cash flows.
- Implement treasury systems and reporting tools to provide transparency into cash and liquidity.
- Oversee the Company’s insurance programs and strategy, including property, casualty, liability, and specialty coverages.
- Evaluate and manage risks to safeguard the Company’s assets and operations.
- Negotiate insurance policies and ensure appropriate coverage and cost effectiveness.
- Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA, CFA, or CTP designation strongly preferred.
- 10 years of treasury, finance, or related experience, including demonstrated success in corporate capital raising and treasury operations.
- Experience establishing and leading a treasury function in a growth-oriented or asset-intensive industry preferred.
- Strong knowledge of cash management, financing structures, and insurance programs.
- Proven leadership ability with experience building and developing high-performing teams, fostering a culture of accountability, collaboration, and continuous improvement
- Strong leadership skills with experience mentoring and advancing professional development of staff.
- Exceptional communication, negotiation, and relationship management skills.
- Establishing a best-in-class treasury function that supports the Company’s growth strategy.
- Ensuring adequate liquidity to fund operations and long-term initiatives.
- Successfully raising corporate capital on favorable terms.
- Implementing effective insurance and risk management programs.
- Building and leading a strong treasury team that delivers operational excellence.
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