Palmetto
Overview
The Treasurer is a senior leadership role at Palmetto, 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 reports to the CFO and is based in Charlotte, NC. The Treasurer will build and lead a high-performing treasury team, implement treasury policies and systems, and ensure the resources and structure to support long-term growth in the residential solar leasing market.
Responsibilities
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 financial and operational objectives.
Play a 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.
Qualifications
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.
Excellent communication, negotiation, and relationship management skills.
Success Defined
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.
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.
Privacy: For more about our privacy policy, visit palmetto.com/privacy-policy
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Responsibilities
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 financial and operational objectives.
Play a 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.
Qualifications
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.
Excellent communication, negotiation, and relationship management skills.
Success Defined
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.
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.
Privacy: For more about our privacy policy, visit palmetto.com/privacy-policy
#J-18808-Ljbffr