Director, SOX Compliance

Palmetto Clean Technology; Charlotte (NC); On-site; CAD 194,000 - 235,000; Full time

Benefits offered by this job

Unlimited PTO

Medical, dental, and vision

Parental leave

Retirement plans

Job summary

Palmetto Clean Technology is seeking a SOX Compliance Director to own and lead our Sarbanes-Oxley program. This high-impact role sits at the intersection of accounting, controls assurance, and cross-functional collaboration, reporting to the Chief Accounting Officer.

The ideal candidate will have deep ICFR experience, a builder’s mindset, and credibility with executives. Responsibilities include designing, implementing, and maintaining a scalable SOX 404 framework to position Palmetto for PCAOB

Qualifications

• 8+ years of progressive experience in SOX compliance, internal audit, or external audit, with at least 3 years in a SOX leadership role.
• Experience with PCAOB standards and COSO framework.
• Experience scaling a SOX program in pre-IPO or newly public company preferred.
• Strong documentation and communication skills for executive stakeholders.

Responsibilities

• Own the end-to-end SOX 404 compliance program, including scoping, risk assessment, controls documentation, testing, and remediation.
• Design and oversee controls testing procedures per PCAOB standards and manage testing timelines.
• Serve as primary SOX subject matter expert to accounting, finance, IT, and HR process owners.
• Prepare SOX status reporting and key metrics for executive leadership and Audit Committee.

Skills

SOX compliance

Internal audit

External audit

PCAOB standards

COSO framework

SOX program leadership

NetSuite

ERP systems

Project management

Communication skills

Education

Bachelor's degree in Accounting/Finance

CPA preferred

Tools

NetSuite

Salesforce

Cloud-based ERP

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.

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