Financial Systems Analyst

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 Senior NetSuite Product Manager.

Summary of Role

The Financial Systems Analyst will work as a technofunctional expert for all things Financial Systems. This role will help bridge the gap between the business users and the IT team for our technical system setups. This role will focus on NetSuite, Stampli, Workiva, and all other Financial systems. This role will be key in the documentation of enhancements and controls in our key systems.

Strategic & Tactical

• Technical Systems Expert
• Lead the end-to-end enhancement lifecycle for multiple applications concurrently (requirements, design, build, test, deploy).
• Configure roles, permissions, custom forms, workflows, and scripts.
• Manage the NetSuite subsidiary, location, and entity structure to support multi-entity consolidation.
• Document business requirements from Finance, Accounting, Supply Chain, and other stakeholders.
• Standardize the requirements of development or external development partners.
• Translate functional needs into configuration specs, such as: saved searches, workflows, custom fields, and custom records.
• IT Controls
• Own and maintain ITGC controls, including: access controls, change management, and operations controls across all financial systems.
• Enforce SDLC documentation requirements for all development and automation efforts.
• Perform risk assessment for production changes and ensure all BRDs, FSDs, and UAT evidence are archived.
• Maintain the Segregation of Duties (SoD) matrix and review access conflicts quarterly.
• Act as the technical contact for internal and external auditors and quickly fix any findings.
• Monitor integrations across systems to ensure no data is lost and all key financial data is complete and accurate.
• Process Mapping and Automation
• Build a full catalog of end-to-end process maps across O2C, P2P, R2R and other cycles.
• Identify high-impact manual tasks and drive automation via workflows and third-party integrations.
• Design automated approval chains with proper SoD controls embedded at the workflow level.
• Proactively identify AI driven capabilities that can streamline financial / accounting system processes
• Test Scripts and UAT
• Design and own the test script library for any new NetSuite configurations and customizations.
• Coordinate User Acceptance Testing (UAT) with business process owners and document sign-off.
• Ensure defect tracking, retesting, and final approval follow SDLC documentation requirements.
• Master Data Management
• Identify each "source of truth" for key master data.
• Standardize and govern critical master data, including: Locations, Subsidiaries, Entities, COA, and Vendors.
• Ensure data integrity across all systems and integrated downstream systems (BI, payroll, etc.).
• Define and enforce naming conventions and data entry standards across the organization.
• Program Management
• Lead, facilitate, and drive key initiatives forward while engaging with 3rd party support vendors and/or internal stakeholders and delivery teams

Qualifications

• 5+ years of hands-on NetSuite Business Analysis or ERP experience.
• Functional expertise across O2C (Order-to-Cash), P2P (Procure-to-Pay), and R2R (Record-to-Report) cycles.
• Demonstrated experience authoring BRDs, IDDs and FSDs.
• Working knowledge of ITGCs and Application Controls within an integrated ERP environment.
• Proficiency with workflow automation, saved searches, reports, dashboards, custom fields, and forms in Netsuite.
• Strong understanding of Segregation of Duties (SoD) principles and access control governance.
• Ability to perform NetSuite system configuration independently without developer dependency for standard customizations.

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.

To ensure a fair evaluation, we may use AI to assist in sorting applications, but all final decisions are made by our hiring team and no candidate dispositions are automated. We will keep your information on file for four years from the date of your application. For detailed information about how we handle your data and our use of AI, please review our full privacy policy.

For more about our Privacy Policy, visit: https://palmetto.com/privacy-policy