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.

Monitors residential solar system performance, investigates service cases, and remotely troubleshoots inverter, communication, and system issues. Communicates with homeowners, documents cases in Salesforce, manages service queues and SLAs, escalates complex issues, and identifies recurring failure patterns. Collaborates with Service Operations, Product, and Engineering teams to improve monitoring, troubleshooting workflows, remote resolution rates, and service efficiency.