Financial Operations Specialist

2 days ago

Batangas City, Philippines Palmetto Full time

Financial Operations Specialist Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean‑energy future. Palmetto offers software, financial products, and services that enable homeowners, businesses and entrepreneurs to adopt renewable energy through scalable solutions. Location: Philippines Summary of role: The Financial Operations Specialist interacts daily with Palmetto customers, realtors and CX departments. Responsibilities include owning customer lease/PPA reassignments, processing UCC‑1 termination requests, ensuring proper documentation in Salesforce, and delivering a positive customer experience. Own customer lease/PPA reassignment process: service transfers, prepayments and buyouts. Process UCC‑1 temporary termination requests. Escalate issues to management. Ensure proper documentation in Salesforce and clear communication with CX teams. About you: Passionate about problem‑solving and finding solutions to unstructured issues. Flexible and adaptable to change. Can perform basic arithmetic. Has patience and composure under stress. Qualifications: 2–4 years’ experience in a role requiring strategic thinking and problem solving. Salesforce experience preferred. BS/BA preferred. Good computer skills (G Suite, Microsoft). Ability to work independently or as part of a team. Outstanding attention to detail. Strong analytical and strategic thinking skills. Excellent organizational and time‑management skills. Knowledge of construction or solar industry preferred. Seniority level: Entry level Employment type: Full‑time Job function: Strategy/Planning, Finance, and Analyst Industries: Construction, Software Development, IT Services, and IT Consulting 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. For more about our Privacy Policy, visit: #J-18808-Ljbffr

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