VP of Finance

Overview

The organization is seeking a strategic, execution-oriented VP of Finance to lead and oversee the firm’s financial platform across all corporate entities, funds, and investments. This role ensures the organization’s financial health, liquidity, scalability, and long-term value creation.

This position requires a hands-on leader who can operate at both strategic and granular levels—owning capital strategy, financial architecture, tax oversight, deal economics, investor reporting, and systems development—while serving as a trusted thought partner to executive leadership.

Responsibilities

Capital Strategy & Liquidity Management

• Own and execute the organization-wide capital strategy (short-, medium-, and long-term).
• Maintain a real-time, consolidated view of the total capital stack across all entities, funds, and investments.
• Secure and manage Program-Related Investments, long-term debt obligations, SAFE Investments, and any other corporate-level debt.
• Forecast liquidity needs across development, pre-development, operating carry, and guarantee exposure.
• Stress-test capital structures under downside and market volatility scenarios.

Financial Architecture & Reporting

• Design and maintain the firm’s financial architecture and entity structure.
• Ensure accurate, timely consolidated reporting across entities.
• Lead budgeting, forecasting, and variance analysis processes.
• Deliver investor-, lender-, foundation-, and audit-ready financial reporting packages.
• Establish best-in-class financial controls and reporting standards.
• Prepare and present reports for leadership.

Tax Strategy & Audit Oversight

• Own and oversee tax strategy across all entities and investments, including personal tax impacts and expectations of Ownership and any outside investors.
• Supervise corporate, fund, and deal-level tax filings in coordination with external advisors.
• Coordinate and manage audits across required entities.
• Handle and execute deals regarding Investment Tax Credit Sales, IRS Filings, and processes involving Transferability of Clean Energy Tax Credits.

Deal Economics, Capital Accounts & Exit Planning

• Oversee capital account tracking and ensure integrity across all deals.
• Model refinance, exit, and partial liquidity scenarios.
• Advise leadership on hold vs. sell decisions and timing considerations.
• Ensure transparent, defensible, investor-aligned economic structures.
• Be responsible for all proformas related to Storage+Storage clean energy projects, including tax credits, long-term debt analysis, and portfolio-level analysis.
• Perform financial deal modeling for current and prospective clients, including determining project feasibility and ongoing financial oversight of in-process projects.
• Prepare and review term sheets, contracts, and related documentation for prospective clients, bank lenders, and other financing partners.
• Review and recommend all deal points related to projects with Executive Management.
• Participate throughout the full project lifecycle, working with the Project Management team as needed from pre-development through completion.

Foundations, Investor & Lender Interface

• Support financial diligence processes for foundations, investors, and lenders.
• Ensure consistency between financial models, narratives, and actual performance.
• Partner with leadership on capital raise readiness and data room preparation.
• Serve as a senior financial voice in foundation, investor, and lender discussions.

Systems, Process & Scalability

• Develop and execute the organization’s financial systems roadmap and integrations.
• Build scalable finance processes to support growth across multiple funds and entities.
• Implement documentation and controls to reduce reliance on institutional knowledge.
• Create a finance infrastructure that supports long-term platform expansion.

Additional Operational Oversight

• Oversee the PEO relationship, including processing payroll and assistance with new hire/termination processing.
• Oversee and manage relationships with accounting support and consultants.
• Responsible for transactional oversight and annual audit work with 3rd-party CPAs and any government contract auditing.

Requirements

• 6+ years of progressive experience in public accounting, real estate private equity, clean energy finance management, investment management, development, or related finance leadership roles.
• Proven experience managing complex entity structures and multi-tiered capital stacks.
• Deep understanding of fund structures, capital accounts, waterfalls, and investor reporting.
• Experience managing lender relationships and foundational relationships.
• Background in tax planning and audit oversight in partnership-based structures.
• Demonstrated ability to build scalable systems and processes within a growing organization.
• Familiarity with ITC/Transferability structures and solar+storage financing.
• CPA and/or MBA preferred.
• Experience with government contracting, budgeting, and reporting.
• Clean Energy project financing experience.

Compensation & Benefits

• Salary range: $150k-$200k
• Medical, dental, vision, and 401k
• Competitive paid time off
• Flexible work schedule/remote work
• Yearly bonus
• Profit sharing

Location

Flexible work schedule/remote work.