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Energy Infrastructure Partners

Energy efficiency, electrification, and decarbonization consultancy

Director of Financial Planning and Analysis

Corporate Finance & FP&AConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • A bachelor's degree in finance, accounting, economics, or a related field and at least six years of progressive FP&A, corporate finance, or financial analysis experience, including experience leading analysis or planning work at a senior level.
  • Expert-level Excel skills, with demonstrated experience building driver-based financial models, scenario analyses, and cash flow forecasts from the ground up.
  • Experience pricing proposals, bids, or contracts, including labor rate build-ups, overhead allocation, and margin analysis.
  • Proven ability to analyze profitability by program, project, client, or business line and turn findings into actionable recommendations.
  • Strong understanding of working capital drivers, cash conversion, and how contract terms affect cash flow.
  • Ability to work closely with operations and business development leaders, explain financial tradeoffs in plain language, and influence decisions.
  • Ability to present complex analysis clearly to the CEO and leadership, maintain confidentiality, and make sound recommendations under uncertainty.

Responsibilities

  • Build and maintain the company-level financial model, including revenue, staffing, overhead, cash flow, and scenario analysis; update it as contracts are won, programs change, and assumptions shift.
  • Partner with business development and program leaders to price RFPs and proposals; develop labor, fringe, overhead, and subcontractor cost assumptions; test pricing scenarios; and recommend bid prices and contract terms that meet margin and cash targets.
  • Develop standard pricing models, rate structures, and bid review checklists so pricing is consistent, repeatable, and documented across the company.
  • Analyze revenue, direct labor, subcontractor costs, overhead allocation, utilization, and gross margin for every program; identify what is working, what is not, and what drives performance.
  • Build models that show whether a program can support additional staff, the break-even point for new hires, and the impact on margin, utilization, and cash.
  • Evaluate the mix of programs, clients, funding sources, and contract types; recommend which types of programs to pursue, grow, renegotiate, or exit.
  • Analyze billing cycles, payment terms, receivables, and cash timing across programs; recommend strategies to improve cash conversion and reduce working capital needs, including contract terms, billing structures, and financing options.
  • Model capital needs under different growth scenarios; evaluate lines of credit, CDFI loans, contract-backed financing, and other options; and support the CEO in lender discussions with projections and analysis.
  • Lead the annual budget and rolling forecasts in partnership with leadership and program managers; translate expected awards, staffing plans, and delivery assumptions into financial projections.
  • Develop dashboards and key metrics for leadership on program margin, utilization, pipeline, backlog, and cash; present clear findings and recommended actions.
  • Provide analysis for leadership on new opportunities, new markets or offices, major hires, investments, and strategic initiatives.
  • Work with Administrative Services and the accounting team to define the data, project coding, and reporting structure needed for accurate analysis in NetSuite and related systems.

Desired Qualifications

  • FP&A experience in professional services, consulting, utility program implementation, government contracting, or another multi-project organization.
  • Familiarity with utility, state agency, or government RFP pricing and with fixed-price, time-and-materials, cost-plus, and performance-based contract structures.
  • Experience modeling capital needs and supporting lender, CDFI, or investor discussions.
  • Experience with NetSuite, Power BI, or similar tools for project financials and dashboards.
  • MBA, CFA, CPA, CMA, or a comparable professional qualification.
  • Experience supporting a growing company with multiple offices, programs, or business lines.

About the Company

Energy Infrastructure Partners

Energy efficiency, electrification, and decarbonization consultancy

They design and implement large-scale energy efficiency, electrification, and decarbonization programs for the commercial, industrial, public, and residential sectors in the U.S. They combine engineering depth with a collaborative, people-focused approach to plan and deliver projects, focusing on measurable impact and real-world results. They differentiate themselves as a certified Minority Business Enterprise (MBE) and by prioritizing empathy, inclusion, and hands-on problem solving to serve clients and communities. Their goal is to create a sustainable, inclusive energy future by delivering tangible energy savings, lower emissions, and net-zero roadmaps for clients.

Company size
1-10
Company stage
Not listed
Total funding
Not listed
Headquarters
New York City, New York
Founded
2010

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