Director of Finance

About the role

EIP Energy Infrastructure Partners LLC (EIP) is a minority-owned business specializing in energy efficiency, electrification, decarbonization, and demand-side management programs. With offices in New York, Illinois, California, Oregon, Pennsylvania, and Washington, EIP combines national reach with local market understanding. Our work advances sustainable energy solutions, supports economic development, and prioritizes benefits for disadvantaged communities. As a leader in clean energy program implementation and consulting, EIP is proud to help clients achieve meaningful environmental and economic outcomes through innovative, high-impact projects.

Responsibilities

Objectives of this role:

• Produce timely, accurate company and program financial statements with clear explanations of variances and risks.
• Provide forward-looking cash visibility and strengthen billing, collections, payables planning, and liquidity management.
• Give program managers and leadership a consistent view of revenue, direct costs, labor utilization, gross margin, and forecast‑to‑complete.
• Improve proposal and contract pricing so expected costs, working capital needs, risk, and target margin are understood before commitments are made.
• Develop financing strategies and lead the information, lender engagement, and diligence needed to obtain appropriate capital.
• Develop the accounting staff, improve processes and systems, and maintain dependable financial controls as EIP grows.

Daily and monthly responsibilities:

• Manage and develop the accounting contractor and oversee the general ledger, monthly close, reconciliations, accounts payable and receivable, payroll coordination, and accurate project coding.
• Prepare and review monthly income statements, balance sheets, cash flow reports, and supporting schedules; resolve errors and explain major changes.
• Analyze program performance: report revenue, COGS, gross margin, overhead allocation, labor utilization, and actual‑to‑budget results by program; investigate variances with program leaders and identify corrective actions.
• Manage revenue and billing: track contract terms, deliverables, invoicing milestones, unbilled revenue, receivables, and collections; align accrual reporting with billing and cash timing.
• Maintain a near‑term cash forecast and a longer‑range operating and financing model that reflects program starts, contract billing, payroll, subcontractors, overhead, debt service, and scenarios.
• Lead the annual budget, rolling forecasts, and program‑level updates; translate expected awards, staffing plans, and delivery assumptions into financial projections.
• Partner with business development and operations on cost estimates, labor and fringe rates, subcontractor costs, overhead, cash needs, contract terms, margin, and pricing sensitivity.
• Evaluate lines of credit, contract‑backed financing, CDFI loans, and other appropriate sources; prepare lender packages, coordinate outreach and diligence, compare terms, and drive approved transactions toward closing with the CEO.
• Maintain current projections, covenant and debt schedules, borrowing‑base or reporting requirements, and clear communication with banks and financing partners.
• Improve approvals, documentation, project accounting, data integrity, and reporting workflows in NetSuite and related systems; work with operations to reduce manual reconciliation.
• Manage the finance work of external tax, audit, banking, insurance, and other advisers; ensure timely filings and required client or lender financial reporting.
• Present a concise monthly financial dashboard, key risks, and recommended actions on margin, cash, collections, pricing, staffing, and growth capacity.

Qualifications

Required qualifications:

• Bachelor's degree in accounting, finance, or a related field and at least eight years of progressive accounting and finance experience, including leadership of financial reporting and a team; equivalent experience will be considered.
• Strong command of accrual accounting, monthly close, financial statements, internal controls, and project or contract accounting.
• Demonstrated ability to build forecasts and analyze company and project revenue, labor, direct costs, overhead, margins, and cash flow.
• Experience developing budgets or pricing models and explaining financial tradeoffs to operations and business development leaders.
• Experience preparing lender‑ready financial information and supporting a credit facility, loan, refinancing, or comparable capital process.
• Ability to set priorities, coach accounting staff, hold teams to deadlines, and work directly with senior leaders in a growing organization.
• Advanced Excel modeling skills and experience with an accounting or ERP system; ability to improve data quality and reporting processes.
• Ability to communicate complex financial information clearly, maintain confidentiality, and make sound recommendations under uncertainty.

Preferred qualifications:

• Experience with professional services, utility program implementation, government contracts, or another multi‑project organization with milestone billing.
• Experience with NetSuite, Power BI, or similar tools for project accounting, dashboards, and financial analysis.
• Experience working directly with commercial lenders, CD