Director, SEC Reporting & Technical Accounting

Location

This position will be based in Charlotte, NC.

Reporting

This position will report to the Chief Accounting Officer and works in close partnership with the accounting team as well as internal and external auditors.

Summary of Role 

Palmetto is seeking a Director, SEC Reporting & Technical Accounting to lead all external reporting and technical accounting functions. This is a highly visible and critical role responsible for ensuring the integrity, accuracy, and timeliness of the Company’s SEC filings, technical accounting positions, and financial disclosures. The Director will serve as the Company’s primary subject matter expert on US GAAP technical accounting matters and will own all aspects of the SEC reporting process.

This is a newly created and critical position developed in response to the continued growth and complexity of our business. The role interfaces cross-functionally across the organization and requires the ability to operate with credibility at the executive level.

Strategic & Tactical

• SEC Reporting & External Disclosures
  • Lead the end-to-end preparation and review of all SEC filings, including Forms 10-K, 10-Q, 8-K, proxy statements, and other required filings, ensuring compliance with Regulation S-X and S-K disclosure requirements
  • Oversee the preparation of financial statements, footnotes, MD&A, earnings releases, and non-GAAP reconciliations
  • Manage the XBRL/iXBRL tagging process and ensure accurate, timely submission of filings via EDGAR
  • Coordinate the review of SEC filings with external auditors, outside legal counsel, investor relations, and executive management
  • Monitor FASB, SEC, PCAOB, and other regulatory bodies to identify and assess the impact of new accounting standards and regulatory developments on the Company’s reporting and disclosures
  • Serve as the primary liaison with external auditors on all external reporting and technical accounting matters
  • Administer and optimize the Company’s SEC reporting software platform (e.g., Workiva)
• Technical Accounting
  • Serve as the Company’s primary subject matter expert on complex and non-routine accounting matters under US GAAP
  • Research, document, and communicate technical accounting positions on complex transactions, including equity arrangements, revenue recognition, lease accounting, business combinations, impairments, and other significant transactions
  • Author and maintain high-quality technical accounting memos that withstand auditor and regulatory scrutiny
  • Lead the assessment and implementation of new accounting standards across the organization, including developing accounting policies and updating the Company’s policy framework
  • Provide proactive technical accounting guidance to business partners on contemplated transactions and strategic initiatives to ensure accounting and operational considerations are addressed upfront
  • Collaborate with Legal, FP&A, Tax, and business teams on complex or judgment-intensive accounting matters
• SOX Compliance & Internal Controls
  • Own and maintain a strong internal control environment over financial reporting, including SOX 404 compliance
  • Design, document, and continuously improve controls over the external reporting and technical accounting processes
  • Partner with internal audit and external auditors on control testing, deficiency remediation, and readiness activities
• Leadership & Cross-Functional Collaboration
  • Hire, mentor, lead, train, and develop staff to support the Company’s external reporting and technical accounting needs
  • Collaborate with the Corporate Controllership team to support the consolidated close process
  • Develop and present management reports, accounting policy summaries, and technical updates to senior leadership and the Audit Committee
  • Manage relationships with cross-functional department heads across the organization, staying abreast of strategic activities that may drive changes to financial policies and reporting
  • Ad-hoc/special projects as assigned

Qualifications

• Bachelor’s degree in Accounting or Finance required; Master’s degree a plus
• CPA required
• 10+ years of progressive accounting experience; a combination of Big 4 public accounting and public company industry experience strongly preferred
• Deep expertise in US GAAP and SEC reporting rules and regulations, including Regulation S-X, Regulation S-K, and EDGAR filing requirements
• Demonstrated experience authoring technical accounting memos on complex topics including ASC 606, ASC 842, ASC 350/360, ASC 805, ASC 718, and other areas
• Experience with SEC reporting software (Workiva preferred) and XBRL/iXBRL tagging
• Experience supporting capital markets or other significant company transactions is a strong plus
• SOX 404 experience, including design and documentation of internal controls over financial reporting
• Strong organizational skills with a focus on accuracy, detail orientation, and the ability to produce high-quality work in tight timelines
• Demonstrated ability to lead both initiatives and teams in a fast-paced, high-growth environment, and to communicate complex technical accounting requirements to both technical and non-technical audiences
• Strong interpersonal, oral, and written communication skills with the ability to present to executive leadership and Audit Committees
• Big 4 public accounting background preferred
• Possess the highest level of integrity
• Ability to adapt and thrive in a rapidly changing environment
• Available for occasional travel