Palmetto · 4 months ago
Treasurer
1616 Camden Rd Charlotte, NC 28203
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expPalmetto is a leading clean tech company committed to accelerating the transition to a clean energy future. The Treasurer is a senior leadership role responsible for developing the company's treasury function, managing corporate capital raising, cash and liquidity management, and overseeing insurance and financial risk management.
Clean EnergyCleanTechConsumer SoftwareEnergySoftware
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 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
Qualification
Required
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
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
Preferred
MBA, CFA, or CTP designation strongly preferred
Experience establishing and leading a treasury function in a growth-oriented or asset-intensive industry preferred
Benefits
Unlimited PTO
Medical, dental, and vision coverage
Paid parental leave
Retirement plans
And more
Company
Palmetto
Palmetto accelerates the clean energy transition with software and financial services that make home electrification easy.
201-500 employees
H1B Sponsorship
Palmetto has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (1)
2023 (3)
2022 (5)
2021 (2)
2020 (1)
Funding
Current Stage
Growth StageTotal Funding
$2.25BKey Investors
TPG Rise Climate FundSocial CapitalJP Morgan
2025-10-06Debt Financing· $420M
2025-01-17Debt Financing· $1.2B
2023-03-06Private Equity· $150M
Leadership Team
Shane Battier
Chief Culture Advisor
Recent News
altenergymag.com
2026-01-16
Company data provided by crunchbase