Director, SEC Reporting & Technical Accounting

Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. With a belief that consumers can have it all, we are an uncompromising energy company that makes coming clean a no brainer. Our award-winning technology platform empowers homeowners, businesses, and entrepreneurs to adopt renewable energy through simple, scalable, and innovative solutions. Operating at the intersection of B2B and D2C, we offer software, financial products, and services that drive real environmental impact—without compromising value. We deliver end-to-end solutions for whole home electrification that put clean energy within reach for all.

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 and works in close partnership with the accounting team as well as internal and external auditors.

Summary of Role

Palmetto is seeking a Director, SEC Reporting & Technical Accounting to lead all external reporting and technical accounting functions. This is a highly visible and critical role responsible for ensuring the integrity, accuracy, and timeliness of the Company’s SEC filings, technical accounting positions, and financial disclosures. The Director will serve as the Company’s primary subject matter expert on US GAAP technical accounting matters and will own all aspects of the SEC reporting process.

This is a newly created and critical position developed in response to the continued growth and complexity of our business. The role interfaces cross-functionally across the organization and requires the ability to operate with credibility at the executive level.

Strategic & Tactical

SEC Reporting & External Disclosures

Lead the end-to-end preparation and review of all SEC filings, including Forms 10-K, 10-Q, 8-K, proxy statements, and other required filings, ensuring compliance with Regulation S-X and S-K disclosure requirements

Oversee the preparation of financial statements, footnotes, MD&A, earnings releases, and non-GAAP reconciliations

Manage the XBRL/iXBRL tagging process and ensure accurate, timely submission of filings via EDGAR

Coordinate the review of SEC filings with external auditors, outside legal counsel, investor relations, and executive management

Monitor FASB, SEC, PCAOB, and other regulatory bodies to identify and assess the impact of new accounting standards and regulatory developments on the Company’s reporting and disclosures

Serve as the primary liaison with external auditors on all external reporting and technical accounting matters

Administer and optimize the Company’s SEC reporting software platform (e.g., Workiva)

Technical Accounting

Serve as the Company’s primary subject matter expert on complex and non-routine accounting matters under US GAAP

Research, document, and communicate technical accounting positions on complex transactions, including equity arrangements, revenue recognition, lease accounting, business combinations, impairments, and other significant transactions

Author and maintain high-quality technical accounting memos that withstand auditor and regulatory scrutiny

Lead the assessment and implementation of new accounting standards across the organization, including developing accounting policies and updating the Company’s policy framework

Provide proactive technical accounting guidance to business partners on contemplated transactions and strategic initiatives to ensure accounting and operational considerations are addressed upfront

Collaborate with Legal, FP&A, Tax, and business teams on complex or judgment-intensive accounting matters

SOX Compliance & Internal Controls

• Own and maintain a strong internal control environment over financial reporting, including SOX 404 compliance
• Design, document, and continuously improve controls over the external reporting and technical accounting processes
• Partner with internal audit and external auditors on control testing, deficiency remediation, and readiness activities

Leadership & Cross-Functional Collaboration

Hire, mentor, lead, train, and develop staff to support the Company’s external reporting and technical accounting needs

Collaborate with the Corporate Controllership team to support the consolidated close process

Develop and present management reports, accounting policy summaries, and technical updates to senior leadership and the Audit Committee

Manage relationships with cross-functional department heads across the organization, staying abreast of strategic activities that may drive changes to financial policies and reporting

Ad-hoc/special projects as assigned

Qualifications

Bachelor’s degree in Accounting or Finance required; Master’s degree a plus

CPA required

10+ years of progressive accounting experience; a combination of Big 4 public accounting and public company industry experience strongly preferred

Deep expertise in US GAAP and SEC reporting rules and regulations, including Regulation S-X, Regulation S-K, and EDGAR filing requirements

Demonstrated experience authoring technical accounting memos on complex topics including ASC 606, ASC 842, ASC 350/360, ASC 805, ASC 718, and other areas

Experience with SEC reporting software (Workiva preferred) and XBRL/iXBRL tagging

Experience supporting capital markets or other significant company transactions is a strong plus

SOX 404 experience, including design and documentation of internal controls over financial reporting

Strong organizational skills with a focus on accuracy, detail orientation, and the ability to produce high-quality work in tight timelines

Demonstrated ability to lead both initiatives and teams in a fast-paced, high-growth environment, and to communicate complex technical accounting requirements to both technical and non-technical audiences

Strong interpersonal, oral, and written communication skills with the ability to present to executive leadership and Audit Committees

Big 4 public accounting background preferred

Possess the highest level of integrity

Ability to adapt and thrive in a rapidly changing environment

Available for occasional travel

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.

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