Director of Financial Planning and Analysis
$120k - $160kEnergy Infrastructure Partners LLC
ABOUT 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.
Position Description
EIP is seeking a Director of Financial Planning and Analysis (FP&A) to serve as the strategic financial partner to the CEO and leadership team. This is a forward-looking, analytical role focused on helping EIP decide which work to pursue, how to price it, how to staff it, and how to fund growth. The Director will build the models and analyses that turn proposals, contracts, and program data into clear recommendations.
Reporting directly to the CEO, the Director will work closely with program managers, business development, and the leadership team. They will price RFPs and proposals, analyze the profitability of every program, model when a program can support additional staff, identify the types of programs that are best for EIP's growth, and recommend working capital and financing strategies.
This is a hands-on, working director role. EIP is building its FP&A function, and this leader will personally create the models, pricing tools, and planning processes from the ground up. The role starts as an individual contributor, with the opportunity to grow the function and add analyst support as EIP grows.
This is not a controller or accounting operations role. Day-to-day accounting, including bookkeeping, monthly close, accounts payable and receivable, payroll, and invoicing, is managed by EIP's Administrative Services team and external accounting partners. The Director of FP&A will use that financial data, partner with the accounting function on data quality, and spend their time on analysis, planning, and decision support.
The ideal candidate is a strong financial modeler and strategic thinker who enjoys answering business questions with numbers, can explain tradeoffs clearly to non-finance leaders, and is comfortable making recommendations, not just reporting results. Strong senior managers who are ready to step into their first director role are encouraged to apply.
Objectives of this Role
- Disciplined Pricing: Ensure every RFP and proposal is priced with a clear understanding of costs, staffing, cash needs, risk, and target margin before EIP commits.
- Program Profitability Insight: Give leadership a consistent, reliable view of which programs make money, which do not, and why.
- Growth Strategy: Identify the types of programs, clients, and contract structures that best fit EIP's capabilities and support profitable growth.
- Staffing and Capacity Decisions: Provide models that show when a program or the company can support additional staff and how that affects margin and cash.
- Working Capital Strategy: Recommend strategies that improve cash flow, reduce working capital strain, and position EIP to finance its growth.
- Decision-Ready Planning: Lead budgeting and forecasting as practical tools that help leadership make better decisions.
Key Responsibilities
- Financial Modeling: Build and maintain EIP's company-level financial model, including revenue, staffing, overhead, cash flow, and scenario analysis; update it as contracts are won, programs change, and assumptions shift.
- RFP and Proposal Pricing: 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.
- Pricing Tools and Standards: Develop standard pricing models, rate structures, and bid review checklists so pricing is consistent, repeatable, and documented across the company.
- Program Profitability Analysis: 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.
- Program Staffing Models: 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.
- Portfolio and Growth Strategy: Evaluate EIP's mix of programs, clients, funding sources, and contract types; recommend which types of programs to pursue, grow, renegotiate, or exit.
- Working Capital Strategy: 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.
- Capital and Financing Planning: Model EIP's 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.
- Budgeting and Forecasting: 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.
- Performance Insights: Develop dashboards and key metrics for leadership on program margin, utilization, pipeline, backlog, and cash; present clear findings and recommended actions.
- Decision Support: Provide analysis for leadership on new opportunities, new markets or offices, major hires, investments, and strategic initiatives.
- Data Partnership: 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.
Required Qualifications
- Education and Experience: 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.
- Financial Modeling: Expert-level Excel skills, with demonstrated experience building driver-based financial models, scenario analyses, and cash flow forecasts from the ground up.
- Pricing and Cost Analysis: Experience pricing proposals, bids, or contracts, including labor rate build-ups, overhead allocation, and margin analysis.
- Profitability Analysis: Proven ability to analyze profitability by program, project, client, or business line and turn findings into actionable recommendations.
- Working Capital and Cash Flow: Strong understanding of working capital drivers, cash conversion, and how contract terms affect cash flow.
- Business Partnership: Ability to work closely with operations and business development leaders, explain financial tradeoffs in plain language, and influence decisions.
- Communication and Judgment: Ability to present complex analysis clearly to the CEO and leadership, maintain confidentiality, and make sound recommendations under uncertainty.
Preferred Qualifications
- Professional Services Experience: FP&A experience in professional services, consulting, utility program implementation, government contracting, or another multi-project organization.
- Public Contract Pricing: Familiarity with utility, state agency, or government RFP pricing and with fixed-price, time-and-materials, cost-plus, and performance-based contract structures.
- Growth Capital: Experience modeling capital needs and supporting lender, CDFI, or investor discussions.
- Systems and Reporting Tools: Experience with NetSuite, Power BI, or similar tools for project financials and dashboards.
- Credentials: MBA, CFA, CPA, CMA, or a comparable professional qualification.
- Growth-Stage Experience: Experience supporting a growing company with multiple offices, programs, or business lines.
WE OFFER
- Competitive Base salary ($120,000-$160,000) commensurate with experience and qualifications.
- Performance-based bonus tied to individual and company performance.
- 401(k) retirement savings plan with employer match.
- Comprehensive health, dental, vision, life, and disability insurance.
- Paid vacation, sick time, and holidays.
- Professional development and training opportunities.
- A dynamic, inclusive work environment that encourages collaboration, innovation, and growth.
Join us!
At EIP, you will shape how we price our work, choose our programs, and fund our growth. Your analysis will help leaders make better decisions, strengthen program performance, and ensure EIP grows in a way that is profitable and sustainable.
Energy Infrastructure Partners is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Note: This position is based in New York, Chicago, or Philadelphia area. EIP generally requires four days per week in office when not traveling. Specific in-office requirements will be based on program needs.
EIP does not offer visa sponsorship for this position.
- ...Head of Financial Planning and Analysis About the Company Prominent private equity firm Industry Venture Capital & Private Equity... ...Firm About the Role The Company is seeking an FP&A Director to establish and lead a top-tier financial planning and analysis...Suggested
- ...Chapman with Robert Half Finance & Accounting is partnering with a multi-site healthcare organization to identify a Director of Financial Planning & Analysis.This is a highly visible leadership opportunity for a strategic finance professional who enjoys transforming data...SuggestedRemote work
$205.4k - $216.8k
Job SummaryThe Senior Director of Financial Planning & Analysis (FP&A) - North America leads the strategic and financial planning processes and teams for the US and Canada, across all channels (Wholesale, DTC). This is a pivotal leadership role that provides data, insights...SuggestedSeasonal workWork at office- Ichor Systems has an immediate opening for a Senior Director of Financial Planning & Analysis (FP&A), located onsite in Tualatin, OR. This position is a strategic finance leader responsible for Ichor Systems’ financial planning, forecasting, budgeting, reporting, and performance...SuggestedImmediate start
$131k - $164k
...looking for a Senior Revenue Operations Manager - GTM Business Planning to own the operating system behind how we plan, pay, and scale... ...Design: Partner with FP&A to architect and govern financially sound sales incentive plans and compensation policies that motivate...SuggestedWork at officeRemote workFlexible hoursShift work$150k - $210k
...facilities, and commercial deployments, we need financial systems, models, and decision tools that... .... Your work will support resource planning, manufacturing scale-up, capital... ...pressure-test assumptions, and turn complex analysis into clear recommendations. You will also...Full timeRelocation packageFlexible hoursWeekend work$170k
...We are seeking a Director of Finance and Accounting/CFO to lead a small start-up poised for significant growth. This position will oversee the global financial planning and analysis, accounting, forecasting, cash management, compliance, risk management, and financial...Contract work$250k - $350k
...Chief Financial Officer Location: Vancouver, WA Travel Required: Yes Compensation... ..., as well as overhead cost analysis. • Mentor and foster the development... ...personnel as necessary. Strategy, Planning, and Financial Operational Management:...Contract workTemporary workFor contractorsLocal area$189.2k - $372.9k
...helping them navigate challenges, avoid financial pitfalls, and implement practical solutions... ...and operational upside, synergy planning, and integration/carve-out readiness—while... ...activities such as portfolio rationalization analysis, market scans, target identification and...Odd jobWork experience placementLocal area- ...Fractional Chief Financial Officer (CFO) About the Company A nationally... ...advisor to the Executive Director, Executive Team, and Board, offering... ...leading long-range financial planning, scenario modeling, and strategic financial analysis, as well as providing executive...
- ...Chief Financial Officer (CFO) About the Company Newly acquired mid-market distribution services business investing heavily... ...financial aspects of the business, from accounting to financial planning and analysis, and leading the integration of M&A activities. The role...
- ...Fractional Senior Director, FP&A About the Company Multi-segment business seeking hands-on senior FP&A leadership and... ...in need of a Senior FP&A Consultant to take on a critical financial planning and analysis initiative. The successful candidate will be a highly...Interim roleImmediate start
- ...Chief Financial Officer (CFO) About the Company A mid-market specialty... ..., and profitability analysis. The CFO will also be involved... ...strong understanding of financial planning and analysis, accounting,... ...stakeholders, including boards of directors, investors, and lenders....
$155.6k - $306.8k
...helping them navigate challenges, avoid financial pitfalls, and implement practical solutions... ...(Fin & Ops) team helps clients plan and execute finance activities across the... ..., controllership, financial planning and analysis, treasury, or financial reportingAbility...Local area$96.15 - $108.17 per hour
...responsible for leading and managing the financial operations of a high-growth defense... ...reporting, budgeting, forecasting, financial analysis, controls, and compliance. The VP of... ...models that support long-term financial planning and strategic decision-making. Partner...Contract workTemporary workWork at office3 days per week$76.5k - $90k
...has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax,... ...comprehensive financial plans in eMoney, portfolio analysis using Orion or Morningstar, tax planning with Holistiplan...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- ...achieve successful conclusions. Develop and manage project plans in collaboration with the client's team. Ensure adherence to... ...to Discovery and Requirements Gathering sessions, Current State Analysis, Client audits and Benchmarks, Future State Process Design frameworks...Contract workWork at officeLocal areaImmediate startRemote workWork from home
- ...multiple stakeholders and functions.Comfortable balancing strategic planning with hands-on execution when needed.A leader who develops... ..., with experience delivering analytics solutions that support financial decision-making.Experience with Azure, Databricks, SQL, TM1,...Full timeWorldwideFlexible hours
$116k - $208.12k
...a Senior Program Manager focused on the Operational Workforce Planning Capability, you will play a critical role in enabling Autodesk... ...ensure alignment between workforce demand, hiring plans, and financial constraintsFacilitate regular cross-functional meetings to align...Full timeTemporary work$120k - $180k
...the benefits of working with Kendall are: ~ Competitive pay plan / no cap on earnings – earn up to $120,000-$180,000 annually... ...keeping, developing and maintaining relationships with approved financial institutions and ensuring contract funding or collection of money...Full timeContract workImmediate startShift work- ...Interim Chief Financial Officer (CFO) About the Company A private equity-backed consulting organization seeking interim CFO leadership... ..., sales structure, pricing decisions, and organizational planning. The Interim CFO will also be expected to provide executive leadership...Interim roleImmediate start
- ...The successful candidate will be a key strategic and financial partner, leading enterprise financial planning, forecasting, and performance management. This role... ...in leading budgeting, forecasting, financial analysis, and management reporting, and experience in a multi...
- ...Chief Financial Officer (CFO) About the Company Mission-driven provider of higher education & workforce solutions Industry Education... ...candidate will lead the development and execution of financial plans, ensure adherence to regulatory requirements, and provide...
- ...and partnering with the Client Services Director to deliver exceptional service and innovative... ...Excellence in Delivery: Oversee the planning, execution, and delivery of integrated... ...AI daily to support tasks such as trend analysis, social listening summaries, ideation brainstorming...Local area
$121.7k - $152.1k
...the Treasurer and broader Finance team What We're Looking For: ~ Prior experience at a fintech, bank, or other regulated financial institution ~2–5 years of experience in treasury operations, corporate treasury, FP&A, or a related finance/accounting function...Temporary workRemote work- ...and operational initiatives across Air Force/Space Force programs. You will collaborate with stakeholders to define schedules, work plans, assign responsibilities, and provide regular status updates. The role requires 4+ years in project management, PMP preferred, and...Remote job
$128k - $252.5k
...helping them navigate challenges, avoid financial pitfalls, and implement practical solutions... ...including Day 1 readiness, integration planning, separation planning, and post-close... ...controllership, financial planning and analysis, treasury, or financial reportingAbility...Local area$134.5k - $265.1k
Position Summary Today’s CFOs and financial leaders face increasing demands to... ...including requirements gathering, fit-gap analysis, functional design, process design, prototyping... ..., training, and post-go-live support planning.Facilitate current-state and future-...Local areaVisa sponsorship- ...closely with department managers/directors to develop, implement and... ...to ensure an effective use of financial resources that are consistent... ...; conducts cost benefit analysis. Acts as a resource to provide... ...Washington State, or Medford)Medical Plan Assistance Program- provides...Minimum wageFull timeLocal areaImmediate startShift workDay shift
$134.5k - $265.1k
...This role fits professionals across core financial accounting, procure-to-pay, or order-to-... ..., using industry experience, business analysis, and best practices to address clients’... ...business components and prototypesDrive test planning, execution, and optimization...Local areaVisa sponsorship
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Director of Financial Planning and Analysis. Be the first to apply!
- structured finance manager Portland, OR
- sales finance manager Portland, OR
- global finance manager Portland, OR
- entry level finance manager Portland, OR
- director of financial planning Portland, OR
- non profit finance manager Portland, OR
- head of financial crime Portland, OR
- remote financial manager Portland, OR
- senior manager financial planning & analysis Portland, OR
- director of finance and administration Portland, OR



