Equity Administrator
Confirmed live in the last 24 hours
Palmetto Clean Technology
Job Description
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 into the Senior Manager, Accounting.
Summary of Role
The Equity Administrator will be responsible for managing all aspects of the Company’s equity administration function, including oversight of stock option grants, restricted stock awards, exercises, terminations, and capitalization table accuracy. This role will also lead the end-to-end implementation of a new equity management software platform, ensuring a scalable, compliant, and well-controlled equity infrastructure.
This individual will serve as a subject matter expert on equity compensation matters, partner cross-functionally with Legal, Finance, HR, and external providers, and ensure compliance with applicable accounting guidance (ASC 718), tax regulations, and plan documents. The Equity Administrator will play a key role in the Finance organization to support process improvement, internal controls, and scaling equity operations to support the Company’s continued growth.
This is a high-visibility role with significant opportunity for expanded scope and team leadership as the company scales.
Strategic & Tactical
- Core Equity Administration (Day-to-Day Operations)
- Administer all aspects of the Company’s equity compensation programs, including stock options, RSUs, and other equity awards from grant through settlement or exercise.
- Maintain and reconcile the capitalization table, ensuring accuracy of authorized, issued, outstanding, vested, and available shares.
- Manage share reserve tracking and provide analysis to support forecasting and planning related to equity utilization.
- Independently prepare and review stock-based compensation calculations, including forfeiture rate assumptions, modification accounting, and EPS impact analysis.
- Serve as a key resource for employees by responding to equity-related inquiries and educating stakeholders on equity programs and processes.
- Systems & Infrastructure (Platform Implementation & Process Design)
- Lead and own the implementation of a new stock administration software platform, including vendor evaluation and selection, system configuration, data migration, testing, documentation, and cross-functional training.
- Establish scalable operating procedures, governance structures, and internal controls to support long-term equity administration efficiency and compliance.
- Identify opportunities to automate and streamline equity processes to improve accuracy, efficiency, and scalability.
- Partner cross-functionally to ensure integration between the equity platform, HRIS, payroll, and financial reporting systems.
- Accounting & Compliance (ASC 718, SOX & Audit Support)
- Support accounting for equity compensation under ASC 718, including review of valuation reports, preparation of stock-based compensation expense schedules, and monthly journal entries.
- Assis
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