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Leads tax equity and tax-efficient financing activities, including capital origination, transaction structuring, negotiations, financial modeling, due diligence, documentation, and closing. Manages relationships with tax equity investors, banks, and financing partners; oversees Palmetto Finance reporting; collaborates with Finance, Treasury, Asset Management, Accounting, and Legal; and develops junior capital markets professionals.

Own monthly and quarterly reporting for Palmetto’s solar lease, PPA, and battery-storage financing portfolio. Build reporting frameworks for new transactions, track performance metrics, maintain audit-ready records, support tax equity and institutional investor communications, and prepare investor data packages. Improve data flows and automate reporting using Microsoft Fabric, BI tools, and AI-assisted workflows while partnering with Data Analytics, Operations, Finance, Accounting, legal, and capital markets teams.

Lead all investor communications and engagement, owning Palmetto's investor narrative and materials. Serve as primary liaison to equity and debt investors, sell-side analysts, and the investment community. Support capital raises, financing events, investor diligence, and provide leadership and Board with market and sentiment insights. Partner cross-functionally to ensure accuracy and alignment of investor-facing messaging and represent the company at conferences and investor meetings.

Lead reporting, data operations, and analysis for Palmetto Finance funding structures (tax equity, ABS, warehouse). Manage large datasets, build and automate reporting templates, support FP&A/treasury, and coordinate with finance, accounting, asset management, and technology teams to improve workflows and ensure investor reporting and funding strategy alignment.

Supports EPC partners using Palmetto’s renewable-energy financing products by managing portal queues, resolving transaction blockers, providing partner coaching, and handling support requests. The role collaborates with regional Relationship Managers, builds partner relationships, analyzes interaction trends, supports pipeline reviews, and contributes to process and product improvements that increase partner engagement and customer experience.

Manage partner support and financial product processing for small/medium EPCs. Handle ticketing, chat, and portal queues; coach partners and sales reps; collaborate with Relationship Managers to surface insights, improve processes, and drive regional engagement and partner experience.