--- title: 'Financial Systems Analyst at Palmetto Clean Technology' canonical: 'https://feeny.ai/job/financial-systems-analyst-palmetto-clean-technology-charlotte-a6qsh5tsazz5' type: 'job' last_seen: '2026-09-09' --- # Financial Systems Analyst at Palmetto Clean Technology - **Company:** Palmetto Clean Technology - **Location:** Charlotte, NC - **Posted:** 2026-09-03 - **Last confirmed live:** 2026-09-09 - **Apply:** https://job-boards.greenhouse.io/palmettocleantech/jobs/5412762008 ## 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 Senior NetSuite Product Manager. Summary of Role The Financial Systems Analyst will work as a technofunctional expert for all things Financial Systems. This role will help bridge the gap between the business users and the IT team for our technical system setups. This role will focus on NetSuite, Stampli, Workiva, and all other Financial systems. This role will be key in the documentation of enhancements and controls in our key systems. Strategic & Tactical - Technical Systems Expert - Lead the end-to-end enhancement lifecycle for multiple applications concurrently (requirements, design, build, test, deploy). - Configure roles, permissions, custom forms, workflows, and scripts. - Manage the NetSuite subsidiary, location, and entity structure to support multi-entity consolidation. - Document business requirements from Finance, Accounting, Supply Chain, and other stakeholders. - Standardize the requirements of development or external development partners. - Translate functional needs into configuration specs, such as: saved searches, workflows, custom fields, and custom records. - IT Controls - Own and maintain ITGC controls, including: access controls, change management, and operations controls across all financial systems. - Enforce SDLC documentation requirements for all development and automation efforts. - Perform risk assessment for production changes and ensure all BRDs, FSDs, and UAT evidence are archived. - Maintain the Segregation of Duties (SoD) matrix and review access conflicts quarterly. - Act as the technical contact for internal and external auditors and quickly fix any findings. - Monitor integrations across systems to ensure no data is lost and all key financial data is complete and accurate. - Process Mapping and Automation - Build a full catalog of end-to-end process maps across O2C, P2P, R2R and other cycles. - Identify high-impact manual tasks and drive automation via workflows and third-party integrations. - Design automated approval chains with proper SoD controls embedded at the workflow level. - Proactively identify AI driven capabilities that can streamline financial / accounting system processes - Test Scripts and UAT - Design and own the test script library for any new NetSuite configurations and customizations. - Coordinate User Acceptance Testing (UAT) with business process owners and document sign-off. - Ensure defect tracking, retesting, and final approval follow SDLC documentation requirements. - Master Data Management - Identify each “source of truth” for key master data. - Standardize and govern critical master data, including: Locations, Subsidiaries, Entities, COA, and Vendors. - Ensure data integrity across all systems and integrated downstream systems (BI, payroll, etc.). - Define and enforce naming conventions and data entry standards across the organization. - Program Management - Lead, facilitate, and drive key initiatives forward while engaging with 3rd party support vendors and/or internal stakeholders and delivery teams ## Qualifications - 5+ years of hands-on NetSuite Business Analysis or ERP experience. - Functional expertise across O2C (Order-to-Cash), P2P (Procure-to-Pay), and R2R (Record-to-Report) cycles. - Demonstrated experience authoring BRDs, IDDs and FSDs. - Working knowledge of ITGCs and Application Controls within an integrated ERP environment. - Proficiency with workflow automation, saved searches, reports, dashboards, custom fields, and forms in Netsuite. - Strong understanding of Segregation of Duties (SoD) principles and access control governance. - Ability to perform NetSuite system configuration independently without developer dependency for standard customizations. 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 - [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 - [Director, SOX Compliance](https://feeny.ai/job/director-sox-compliance-palmetto-clean-technology-charlotte-khgjemapyfpk) — 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