Safe Harbor Program & Planning Analyst

Summary of Role

The Safe Harbor Program & Planning Analyst will serve as the primary program-facing and partner-facing member of Palmetto’s ITC Safe Harbor supply chain team. Reporting to the Sr. Director of Supply Chain, this role owns the upstream half of the Safe Harbor equipment program: EPC partner onboarding, rolling demand forecasting, OEM forecast aggregation, approved vendor and component list (AVCL) governance, and Domestic Content / FEOC compliance documentation.

The Safe Harbor program is live and must scale to support 400+ jobs per day, 80,000+ jobs annually, and 500+ EPC partners across multiple OEMs, multiple SKUs, and multiple distribution partners. This analyst will be the connective tissue between Palmetto’s Relationship Management team, EPC partners, OEMs, and the downstream procurement and operations analyst who executes against the forecasts and purchase orders this role produces.

Strategic & Tactical

EPC Onboarding & Program Administration

• Partner with the Relationship Management (RM) team to manage the end-to-end EPC onboarding workflow, from initial RM request through authorization, Safe Harbor Addendum execution, pricing agreement, and SKU/regional access configuration.
• Maintain a structured, auditable record of all EPC program participants — approved SKUs, geographic coverage, pricing agreements, and addendum status — designed to scale to 500+ EPCs.
• Serve as the primary operational point of contact for EPC onboarding questions and program access issues in coordination with RM and Supply Chain leadership.
• Drive toward a more automated, system-supported onboarding process to reduce manual handoffs and errors as the program scales.
• Coordinate with RM to schedule and facilitate onboarding forecast meetings with newly approved EPCs; introduce forecast template and regional distribution location options.

Demand Forecasting & OEM Aggregation

• Manage the collection, review, and validation of 3–4 month rolling equipment forecasts from all active EPCs, by SKU and by distribution region.
• Aggregate EPC-level forecasts into OEM-level purchase volume projections by month and region, for each OEM + Distribution location combination .
• Identify and escalate supply/demand risk signals — over/under-forecast positions, regional imbalances, OEM lead time conflicts — with data-backed recommendations and proposed remediation.
• Produce clean, validated forecast outputs and purchase order recommendations for handoff to the procurement and operations analyst for execution.
• Lead the evolution of the current spreadsheet-based forecast process toward a scalable, connected tool that can accommodate 500+ EPCs, 8+ SKUs, and 4+ distribution partners without proportional manual effort.
• Drive monthly or bi-weekly forecast review cadences with key EPC partners to improve accuracy and reduce late revisions.

Approved Vendor & Component List (AVL) & FEOC / Domestic Content Compliance

• Own and maintain Palmetto’s Approved Vendor List (AVL) for all equipment and parts eligible for installation by EPC partners, ensuring the list is current, complete, and supported by comprehensive backup documentation including OEM bills of materials, country-of-origin certifications, and manufactured component attestations.
• Review and process new vendor or component submissions against program criteria; coordinate with OEMs, RM, and Supply Chain leadership to authorize additions, modifications, or removals from the AVCL in a timely manner.
• Serve as primary owner of the Source of Truth tool and supporting calculator used to determine Domestic Content (DC) and Foreign Entity of Concern (FEOC) material assistance ratio thresholds for each SKU and component on the AVL.
• Maintain the DC/FEOC calculator with up-to-date inputs whenever OEM component sourcing changes, new SKUs are added, or applicable Treasury guidance and IRS safe harbor rules are updated; flag any thresholds at risk of falling below program requirements and escalate with recommended remediation.
• Coordinate with OEMs on a defined cadence to collect, validate, and file DC/FEOC compliance attestations; resolve documentation gaps within agreed SLA timelines.
• Maintain a version-controlled documentation archive for all AVL entries and DC/FEOC calculator inputs, ensuring any historical snapshot can be reconstructed to support investor due diligence, tax counsel review, or IRS examination.

Analytics, Reporting & Program Intelligence

• Build and maintain a program reporting suite covering: forecast vs. actuals by EPC and OEM, EPC forecast accuracy trends, SH equipment penetration by project volume, program participation growth by region and SKU, and AVCL/compliance documentation status.
• Produce weekly, monthly, and quarterly reports for Supply Chain leadership, Finance, and RM teams.
• Support the Sr. Director with ad hoc analysis and modeling as the program adds new OEM SKUs, distribution partners, and EPC cohorts.
• Proactively identify program gaps, onboarding friction points, and forecasting inefficiencies; develop recommendations and roadmaps for process automation and tooling improvements.

Qualifications

• 3–5 years of experience in supply chain planning, program operations, or partner/vendor management; high-growth or scale-up environment strongly preferred.
• Advanced Excel / Google Sheets required (PivotTables, VLOOKUP/INDEX-MATCH, multi-source aggregation); experience building forecasting models and synthesizing data into OEM-level projections is a strong plus.
• Experience maintaining approved vendor or component lists, bill-of-materials documentation, or country-of-origin compliance records; familiarity with ITC safe harbor rules, the Physical Work Test, Domestic Content bonus credit requirements, or FEOC material assistance thresholds is a strong plus.
• Exceptional organizational skills and meticulous attention to detail — AVL and DC/FEOC compliance documentation must meet audit-ready standards at all times.
• Strong written and verbal communication skills; comfortable managing relationships with EPC partners, OEM counterparts, and internal stakeholders.
• Comfortable in a fast-moving, high-ambiguity environment; able to work U.S. Pacific/Mountain business hours (or significant overlap).
• Residential solar or clean energy experience preferred; Salesforce, NetSuite, or similar CRM/ERP a plus; SQL or Python proficiency a plus for data management at scale