Teams at Palmetto Clean Technology

Own and lead Palmetto’s end-to-end SOX 404 compliance program, including scoping, risk assessment, controls documentation, testing, remediation, ITGC evaluation, and audit coordination. Partner with Accounting, Finance, Tax, IT, Legal, and HR to strengthen financial reporting controls. Report program status and metrics to executives and the Audit Committee, deliver controls training, and monitor SEC, PCAOB, and COSO developments.

Own monthly and quarterly reporting for Palmetto’s solar lease, PPA, and battery-storage financing portfolio. Build reporting frameworks for new transactions, track performance metrics, maintain audit-ready records, support tax equity and institutional investor communications, and prepare investor data packages. Improve data flows and automate reporting using Microsoft Fabric, BI tools, and AI-assisted workflows while partnering with Data Analytics, Operations, Finance, Accounting, legal, and capital markets teams.

Lead day-to-day high-volume accounts payable operations including invoice processing in Stampli/NetSuite/Navan, vendor management, milestone payments, month-end accruals and reconciliations, reporting, audit support, process improvements, and coaching AP staff.