---
title: 'Director, SOX Compliance at Palmetto Clean Technology'
canonical: 'https://feeny.ai/job/director-sox-compliance-palmetto-clean-technology-charlotte-khgjemapyfpk'
type: 'job'
last_seen: '2026-09-09'
---

# Director, SOX Compliance at Palmetto Clean Technology

- **Company:** Palmetto Clean Technology
- **Location:** Charlotte, NC
- **Posted:** 2026-08-19
- **Last confirmed live:** 2026-09-09
- **Apply:** https://job-boards.greenhouse.io/palmettocleantech/jobs/5394463008

## Job description

Company Description

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

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

## About Palmetto Clean Technology

## Company Overview
- **One-liner**: Palmetto is a clean energy platform that makes it easy for homeowners to switch to solar, battery storage, HVAC upgrades, and other home electrification solutions while providing financing and energy management tools.
- **Entity Type**: Private (Series C - III) [cbinsights.com](https://www.cbinsights.com/company/palmetto-clean-technology)
- **Headquarters**: Charlotte, North Carolina, United States [cbinsights.com](https://www.cbinsights.com/company/palmetto-clean-technology)
- **Founded**: 2010 [cbinsights.com](https://www.cbinsights.com/company/palmetto-clean-technology)
- **Founders**: Not publicly available

## Core Business
- **Primary Industry**: Renewable energy, home electrification, clean technology
- **Target Customers**: Homeowners (B2C) and solar/energy installers (B2B partner network)
- **Mission Statement**: "Leading the world towards a clean energy future" and "making cleaner energy a no-brainer—easy to switch, easy to finance, easy to see the savings" [palmetto.com](https://palmetto.com/about)

## Products & Services
- **Palmetto Solar**: Full-service solar panel system design, installation, and financing for homeowners. [palmetto.com](https://palmetto.com/products/buy-solar)
- **Battery Storage**: Home battery solutions for energy backup and storage. [palmetto.com](https://palmetto.com/products/energy-storage)
- **HVAC Upgrades**: High-efficiency heating and cooling system replacements. [palmetto.com](https://palmetto.com/products/hvac)
- **Water Heater Upgrades**: Energy-efficient water heater installations.
- **Palmetto Home App**: Mobile app to monitor energy production, consumption, and manage clean energy usage. [cbinsights.com](https://www.cbinsights.com/company/palmetto-clean-technology)
- **Palmetto Marketplace**: Rewards program offering discounts on cutting-edge home products from premium partners. [palmetto.com](https://palmetto.com/)
- **Financing Options**: Flexible payment plans including loans, leases, and power purchase agreements (PPAs) to lower upfront costs.

## Market Standing
- **Valuation**: Not disclosed (total funding raised: $1.882B) [cbinsights.com](https://www.cbinsights.com/company/palmetto-clean-technology)
- **Key Metric**: Total Funding – $1.882B across multiple rounds; latest round was Series C - III ($7.18M raised ~9 months ago) [cbinsights.com](https://www.cbinsights.com/company/palmetto-clean-technology)
- **Notable Investors**: Truist, Morgan Stanley, The Rise Fund, Lerer Hippeau, ArcTern Ventures, and 17+ others [cbinsights.com](https://www.cbinsights.com/company/palmetto-clean-technology)
- **Growth Signals**: Over 97,000 homes powered for a full year*, 109k EV trips around the earth* equivalent in emissions saved, and 76k years of nonstop space heater use* offset. [palmetto.com](https://palmetto.com/about) Currently listing 29 open positions on Greenhouse. [greenhouse.io](http://job-boards.greenhouse.io/palmettocleantech)

## Competitive Advantages
- **One-stop shop** for home energy upgrades (solar, battery, HVAC, water heaters) with integrated financing and a digital platform.
- **Proprietary technology** for solar potential assessment, energy monitoring, and customer management.
- **Strong partner network** giving installers access to exclusive financing, prequalified demand, and long-term service contracts.
- **Mission-driven brand** built around simplicity, transparency, and environmental impact.

## Strategic Focus
- Accelerate mass adoption of clean energy by removing friction for homeowners (easy switching, financing, and management).
- Expand product offerings beyond solar into whole-home electrification (HVAC, heat pumps, batteries).
- Scale the partner network to drive installer growth and lock in long-term recurring revenue.
- Continue to build out the Palmetto Home app and intelligence platform (including applied AI) to improve customer experience and device performance. [greenhouse.io](http://job-boards.greenhouse.io/palmettocleantech)

## Why Work Here
- **Culture**: Values clarity, action, adaptability, inclusivity, and "customer first" mentality. Emphasis on collaboration, ownership, and making a real environmental impact. [palmetto.com](https://palmetto.com/careers)
- **Remote/Hybrid**: Some roles are fully remote (e.g., Senior Salesforce Product Manager, Capital Markets roles), while many engineering and leadership roles are based at the Charlotte HQ. [greenhouse.io](http://job-boards.greenhouse.io/palmettocleantech)
- **Benefits**: Comprehensive health coverage (medical, dental, vision), unlimited PTO (Responsible PTO), stock options, 401(k) with employer match (from day one), generous parental leave, pet insurance, professional development programs, and equity grants. [greenhouse.io](http://job-boards.greenhouse.io/palmettocleantech)
- **Perks**: Annual peer-nominated "Grahammy Awards" (named after the canine cofounder), team experiences in Charlotte, and a dog-friendly office. [palmetto.com](https://palmetto.com/careers)
- **Engineering Culture**: Focus on solving complex problems with space to innovate; roles include Senior Product Manager for Intelligence Platform/Applied AI, Software Development Engineer III, and VP of Technical Product Commercialization. [greenhouse.io](http://job-boards.greenhouse.io/palmettocleantech)

## Sources
1. [palmetto.com/about](https://palmetto.com/about)
2. [palmetto.com/careers](https://palmetto.com/careers)
3. [palmetto.com/products](https://palmetto.com/)
4. [greenhouse.io - Palmetto Clean Technology Jobs](http://job-boards.greenhouse.io/palmettocleantech)
5. [cbinsights.com - Palmetto Company Profile](https://www.cbinsights.com/company/palmetto-clean-technology)

## Other roles at Palmetto Clean Technology

- [Financial Systems Analyst](https://feeny.ai/job/financial-systems-analyst-palmetto-clean-technology-charlotte-a6qsh5tsazz5) — Charlotte, NC
- [Director/VP, Tax Equity Capital](https://feeny.ai/job/director-vp-tax-equity-capital-palmetto-clean-technology-new-york-2h3nys3tbdvk) — New York, NY / -, United States
- [Senior Systems Administrator](https://feeny.ai/job/senior-systems-administrator-palmetto-clean-technology-charlotte-y5v752b5p23x) — Charlotte, NC
- [Corporate Counsel, Risk](https://feeny.ai/job/corporate-counsel-risk-palmetto-clean-technology-charlotte-3p7rv54q270z) — Charlotte, NC
- [Portfolio Management Analyst](https://feeny.ai/job/portfolio-management-analyst-palmetto-clean-technology-charlotte-vwgv9v838pje) — Charlotte, NC / New York, NY
- [Tech Support Specialist ll](https://feeny.ai/job/tech-support-specialist-ll-palmetto-clean-technology-philippines-tpvdc4dkvbkm) — Philippines
- [Relationship Specialist (Southeast)](https://feeny.ai/job/relationship-specialist-southeast-palmetto-clean-technology-united-states-0rb5vt59gnre) — United States
- [Relationship Specialist (Southwest)](https://feeny.ai/job/relationship-specialist-southwest-palmetto-clean-technology-united-states-rxhwe5p6dyn6) — United States
- [VP, Investor Relations](https://feeny.ai/job/vp-investor-relations-palmetto-clean-technology-new-york-89hnfcz7jc0m) — New York, NY
- [Capital Markets Associate, Structured Finance](https://feeny.ai/job/capital-markets-associate-structured-finance-palmetto-clean-technology-new-york-x2v83hstzn06) — New York, NY