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Recognized by Forbes as one of the fastest-growing private companies in the United States, Palmetto believes that choosing to source clean energy from renewable resources like solar power should be a right, not a privilege. As such, we connect homeowners with renewable energy options such as solar power and energy storage systems. Through our marketplace business model, we empower solar sales professionals and solar installation companies with access to our proprietary design platform, financing, customer management system, logistics, and project management. Our #1 focus is a phenomenal experience for our customers and partners, evidenced in our industry-leading Net Promoter Score.
Our employees are our most valuable resource. Palmetto is a VC-backed high-growth company with a promote-from-within culture for talent development. We offer excellent benefits such as unlimited vacation/PTO, medical, dental, and vision coverage, parental leave, and retirement plans.
We are a remote-first company and are proud to have great people working for us all over the United States.
Summary of Role
This role will be critical to the success of our accounting function. You will be responsible for partnering with the business to manage overall spending and providing management with the detailed expense and other related ad-hoc reports. The Expense Analyst will take a lead role in daily expense approval, reimbursement processing, and compliance auditing. We are looking for someone with a keen eye for detail and process optimization, who is excited to make an impact, add value, and collaborate with a team in a fast-paced, ever-growing environment.
Strategic & Tactical
- Manage overall corporate purchase card and travel and entertainment expense programs
- Responsible for daily expense funding and exception requests
- Review receipts and other required documentation to ensure spend is justified and within company guidelines
- Manage and update authority levels and approval hierarchy
- Onboard and offboard employees
- Work with process owners to ensure expense documentation is clear and understandable
- Ensure expenses are processed to the correct department and coded correctly
- Maintain ongoing support of related software and help implement new technologies and processes as needed
- Assist in developing internal reports and analyzing expense trends
- Assist management with ad-hoc requests and special projects
- Assist with related quarterly and annual audit requests
Qualifications
- Demonstrates a strong understanding of workflows, root cause analysis, accountability, compliance, confidentiality, and adherence to policies
- Excellent customer service including strong interpersonal and communication skills
- Strong planning and organizational skills
- Your attention to detail is top notch
- Minimum of 2 years of relevant experience
- Proficient Microsoft Office knowledge and skills
- Strong time management and organizational skills
- Knowledge of basic accounting principles
- High degree of attention to detail and analytic abilities
- Ability to work independently and prioritize tasks
- Our tech stack includes NetSuite, Stampli, Concur, GSuite, and more
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.
For more about our Privacy Policy, visit: https://palmetto.com/privacy-policy
Recognized by Forbes as one of the fastest-growing private companies in the United States, Palmetto believes that choosing to source clean energy from renewable resources like solar power should be a right, not a privilege. As such, we connect homeowners with renewable energy options such as solar power and energy storage systems. Through our marketplace business model, we empower solar sales professionals and solar installation companies with access to our proprietary design platform, financing, customer management system, logistics, and project management. Our #1 focus is a phenomenal experience for our customers and partners, evidenced in our industry-leading Net Promoter Score.
Our employees are our most valuable resource. Palmetto is a VC-backed high-growth company with a promote-from-within culture for talent development. We offer excellent benefits such as unlimited vacation/PTO, medical, dental, and vision coverage, parental leave, and retirement plans.
We are a remote-first company and are proud to have great people working for us all over the United States.
Summary of Role
This role will be critical to the success of our accounting function. You will be responsible for partnering with the business to manage overall spending and providing management with the detailed expense and other related ad-hoc reports. The Expense Analyst will take a lead role in daily expense approval, reimbursement processing, and compliance auditing. We are looking for someone with a keen eye for detail and process optimization, who is excited to make an impact, add value, and collaborate with a team in a fast-paced, ever-growing environment.
Strategic & Tactical
- Manage overall corporate purchase card and travel and entertainment expense programs
- Responsible for daily expense funding and exception requests
- Review receipts and other required documentation to ensure spend is justified and within company guidelines
- Manage and update authority levels and approval hierarchy
- Onboard and offboard employees
- Work with process owners to ensure expense documentation is clear and understandable
- Ensure expenses are processed to the correct department and coded correctly
- Maintain ongoing support of related software and help implement new technologies and processes as needed
- Assist in developing internal reports and analyzing expense trends
- Assist management with ad-hoc requests and special projects
- Assist with related quarterly and annual audit requests
Qualifications
- Demonstrates a strong understanding of workflows, root cause analysis, accountability, compliance, confidentiality, and adherence to policies
- Excellent customer service including strong interpersonal and communication skills
- Strong planning and organizational skills
- Your attention to detail is top notch
- Minimum of 2 years of relevant experience
- Proficient Microsoft Office knowledge and skills
- Strong time management and organizational skills
- Knowledge of basic accounting principles
- High degree of attention to detail and analytic abilities
- Ability to work independently and prioritize tasks
- Our tech stack includes NetSuite, Stampli, Concur, GSuite, and more
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.
For more about our Privacy Policy, visit: https://palmetto.com/privacy-policy
