Quick Overview
Job Description
Company Description
Palmetto is a consumer energy platform that provides homeowners with a single destination to discover, purchase, finance, install, monitor and manage home energy products and services. By offering one integrated platform across solar, battery storage, HVAC, heat pumps and more, Palmetto helps homeowners make home energy more affordable, reliable and accessible. Today Palmetto serves hundreds of thousands of homeowners, across 30+ states, building the operating infrastructure for the consumer energy transition, one home at a time.
Our employees are our most valuable resource. We foster a promote-from-within culture that prioritizes talent development, career growth, and purpose-driven work. Palmetto offers a comprehensive benefits package—including unlimited PTO, medical, dental, and vision coverage, paid parental leave, retirement plans, and more—so you can have it all both personally and professionally. Palmetto prioritizes people, planet, and profit—backed by a culture that values collaboration, impact, and balance. Join us in building a brighter, cleaner world.
Location
This position will be based in Charlotte, NC.
Reporting
This position will report to the Chief Accounting Officer
Summary of Role
Palmetto is seeking a SOX Compliance Director to own and lead the company's Sarbanes-Oxley program. This is a high-impact, highly visible role that sits at the intersection of operational accounting, controls assurance, and cross-functional collaboration. The Director will be responsible for designing, implementing, and maintaining a scalable SOX 404 compliance framework to ensure that Palmetto is well-positioned for PCAOB controls audit. The ideal candidate brings a deep understanding of internal controls over financial reporting (ICFR), a builder's mindset, and the ability to operate with credibility at the executive level.
Strategic & Tactical
- SOX Program Ownership
- Own the end-to-end SOX 404 compliance program, including scoping, risk assessment, controls documentation, sample testing, and remediation
- Lead the development and maintenance of process narratives, risk and control matrices (RCMs), and flowcharts across all in-scope financial processes
- Establish and maintain a comprehensive controls inventory, ensuring coverage of entity-level controls, IT general controls (ITGCs), and business process controls
- Drive annual SOX scoping decisions in collaboration with internal audit, external auditors and senior leadership
- Testing & Assurance
- Design and execute (or oversee) controls testing procedures in accordance with PCAOB standards
- Manage walkthroughs and control testing timelines to align with audit cycles and financial close schedules
- Identify control deficiencies, assess their severity, and work with process owners to drive timely and effective remediation
- Coordinate reliance strategy with external auditors to optimize the internal/external audit relationship and reduce redundancy
- Cross-Functional Partnership
- Serve as the primary SOX subject matter expert and advisor to process owners across Accounting, Finance, Tax, IT, Legal, and HR
- Partner with IT and business systems teams to assess and strengthen ITGCs and application-level controls across key platforms (e.g., NetSuite, Salesforce, and other enterprise systems)
- Collaborate with FP&A and the broader Accounting organization on the financial reporting control environment, including period-end close and financial statement preparation controls
- Governance & Reporting
- Prepare SOX status reporting and key metrics for executive leadership and the Audit Committee
- Develop and deliver controls training and awareness programs across the organization
- Stay current on SEC, PCAOB, and COSO framework developments; assess and communicate implications to the program
Qualifications
- Bachelor's degree in Accounting, Finance, or related field; CPA preferred
- 8+ years of progressive experience in SOX compliance, internal audit, or external audit, with at least 3 years in a SOX program leadership role
- Deep familiarity with PCAOB auditing standards, COSO 2013 framework, and SEC reporting requirements
- Experience building or significantly scaling a SOX program in a pre-IPO or newly public company strongly preferred
- Demonstrated ability to assess and document complex business processes and design effective controls
- Strong project management skills with the ability to manage multiple workstreams and meet non-negotiable deadlines
- Excellent communication and interpersonal skills; comfortable presenting to senior leadership and external auditors
- Experience working with cloud-based ERP systems (NetSuite experience a plus) and evaluating ITGCs
- Big 4 public accounting background preferred
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.
To ensure a fair evaluation, we may use AI to assist in sorting applications, but all final decisions are made by our hiring team and no candidate dispositions are automated. We will keep your information on file for four years from the date of your application. For detailed information about how we handle your data and our use of AI, please review our full privacy policy.
For more about our Privacy Policy, visit: https://palmetto.com/privacy-policy
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