Remote (Country)

Palmetto is hiring a Financial Operations Specialist

About the Role

The Financial Operations Specialist will oversee day-to-day financial activities, ensuring accuracy and efficiency in billing, payments, reconciliations, and financial controls. This role supports the integrity of financial data and contributes to process improvements.

Responsibilities

  • Process customer invoices and payment applications accurately and on schedule
  • Monitor accounts receivable and follow up on overdue balances
  • Reconcile bank statements and resolve discrepancies promptly
  • Support month-end and year-end closing procedures
  • Maintain up-to-date financial records and documentation
  • Assist in auditing financial data for compliance
  • Identify and correct billing errors or anomalies
  • Collaborate with customer service to resolve payment issues
  • Track and report on key financial metrics
  • Ensure adherence to internal controls and financial policies
  • Assist in the preparation of financial statements
  • Manage credit holds and customer account adjustments
  • Review and validate transaction data from multiple sources
  • Support the implementation of financial software improvements
  • Communicate with external partners regarding payment status
  • Maintain data integrity in financial systems
  • Assist in developing process documentation
  • Participate in cross-functional initiatives affecting financial operations
  • Monitor chargeback and refund processes
  • Ensure compliance with tax and regulatory requirements
  • Track financial adjustments and corrections
  • Provide data for internal and external audits
  • Generate financial reports for management review
  • Support budgeting and forecasting activities
  • Respond to internal inquiries about financial transactions

Compensation

Competitive salary with benefits

Work Arrangement

Hybrid

Team

Collaborative finance and operations team

About the Role

This position plays a key role in maintaining the accuracy and reliability of financial operations. The specialist ensures timely billing, resolves payment issues, and supports financial reporting integrity.

What We Value

We prioritize accuracy, accountability, and proactive problem-solving. Candidates should demonstrate a track record of managing financial data responsibly and improving operational workflows.

Not available

Required Skills
SalesforceG SuiteMicrosoft OfficeFinancial OperationsProcess ManagementData AnalysisReportingComplianceStakeholder CommunicationProject ManagementProblem SolvingAttention to Detail
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About company
Palmetto
Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. Our award-winning technology platform empowers homeowners, businesses, and entrepreneurs to adopt renewable energy through simple, scalable, and innovative solutions.
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Job Details
Category other
Posted 9 months ago