Executive Summary
925 Capital Holdings is a private energy-infrastructure developer and capital platform focused on large-scale powered-land and data-center projects that integrate advanced generation, transmission, and energy-credit monetization strategies.
We are seeking a Chief Financial Officer who will serve as the CEO’s strategic and operational partner—architecting the company’s financial future while maintaining exceptional fiscal discipline. This role requires mastery of complex capital structures, project-level finance, construction contracting, and corporate stewardship within an enterprise preparing for private-equity investment or full-sale exit.
The successful candidate is both strategist and operator—comfortable in the boardroom with investors and at the whiteboard with project controllers.
Role Overview
As CFO, you will own the full financial landscape of 925 Capital Holdings. You will design and execute the company’s capital strategy, steward liquidity and growth, and ensure integrity across reporting, controls, and risk management.
You’ll partner closely with the CEO, Board, and senior leadership to align financial performance with enterprise strategy—balancing near-term project execution with long-term equity value creation.
This position requires fluency across capital markets, project finance, energy incentives, construction contracts, and sophisticated tax planning. You will guide financing across multiple entities and SPVs, oversee treasury and cash flow across development cycles, and prepare the organization for scalability and exit readiness.
Core Responsibilities
Strategic & Corporate Finance
- Partner with the CEO and Board to translate company vision into executable financial strategy and measurable outcomes.
- Lead corporate capital planning, forecasting, and scenario analysis; ensure balance-sheet optimization for growth and resilience.
- Develop and execute the roadmap for liquidity events—including private-equity transactions, joint ventures, recapitalizations, or full sale.
- Create clear communication channels with financial institutions, investors, and advisors to maintain alignment on strategic goals.
Capital Markets, Treasury & Debt Management
- Structure and negotiate complex financings, including debt, equity, project finance, and hybrid instruments.
- Establish disciplined treasury practices for cash management, working capital, and inter-entity funding.
- Manage banking relationships, credit facilities, and surety/bonding lines; maintain covenant compliance and reporting integrity.
- Implement hedging or risk-mitigation strategies as appropriate (interest-rate, commodity exposure, or counterparty risk).
Project Finance, Cost Controls & Draw Management
- Oversee project-level financial operations: budget approval, cost tracking, and draw administration across development and construction phases.
- Integrate project accounting with corporate forecasting to deliver unified visibility of cash flow and margin performance.
- Design capital-call and disbursement processes that withstand investor and audit scrutiny.
Construction Contracts & Joint Ventures
- Oversee the financial and contractual integrity of complex construction agreements, including EPCs (Engineering-Procurement-Construction), PPAs (Power Purchase Agreements), and interconnection agreements.
- Review, negotiate, and structure joint-venture frameworks that align risk, reward, and governance with 925 Capital’s strategic interests.
- Monitor progress billing, retainage, and cost-to-complete to ensure margin protection and compliance with lender and surety requirements.
- Collaborate with legal and project-management teams to evaluate claims, change orders, and risk allocation within JV and construction arrangements.
Tax Strategy & Planning
- Lead tax planning and compliance across entities; optimize structure for investor efficiency, credit monetization, and exit scenarios.
- Partner with external counsel and advisors to navigate federal and state incentives, including energy and carbon-credit programs.
- Ensure documentation, substantiation, and monetization pathways for all applicable credits and deductions.
Accounting, Reporting & Governance
- Ensure timely, accurate, and GAAP-compliant financial reporting across all entities.
- Lead the accounting function, maintaining a robust control environment and audit-ready financial statements.
- Oversee preparation of Board materials, financial dashboards, and investor reporting packages.
- Implement modern ERP, FP&A, and treasury systems that scale with the business.
Board & Investor Engagement
- Serve as a trusted advisor to the CEO and Board on capital allocation, performance metrics, and risk exposure.
- Prepare and deliver clear, data-driven financial narratives that inform strategic decisions.
- Support investor and lender due diligence and contribute to transparent stakeholder communication.
Leadership & Organizational Development
- Build and mentor a high-performing finance organization across controllership, FP&A, treasury, tax, and project finance.
- Instill a culture of accountability, integrity, and performance excellence.
- Collaborate cross-functionally to align finance with operations, legal, development, and engineering.
Energy & Infrastructure Appendix
Bonding and Surety
- Establish and manage corporate and project-specific bonding capacity (bid, performance, and payment bonds).
- Maintain relationships with surety providers and ensure financial reporting supports bonding thresholds.
- Integrate bonding considerations into project risk assessments and capital-allocation decisions.
Energy Credits & Incentives
- Lead identification, qualification, and monetization of energy-related tax credits, including Section 45Q (Carbon Capture), Section 48 (Clean Energy Investment Credit), and Elective Pay (§6417) and Transferability (§6418) options.
- Develop internal processes for documentation, compliance, and audit readiness.
- Partner with engineering and legal teams to substantiate eligible projects and optimize monetization (direct pay, transfer, or sale).
Environmental & Carbon Markets
- Evaluate and structure participation in carbon, renewable, or environmental credit markets.
- Ensure proper MRV (Measurement, Reporting, Verification) and accounting treatment for credits or offsets held or sold.
- Support the company’s broader sustainability and ESG positioning in alignment with capital-raising strategies.
Qualifications & Attributes
- 15+ years of progressive financial leadership, ideally in infrastructure, energy, or large-scale development environments.
- Proven success structuring and closing complex capital transactions (debt, equity, JV, or asset sale).
- Deep understanding of project finance, construction contracts, bonding, and energy-related incentives.
- Strong command of GAAP accounting, forecasting, and tax strategy for multi-entity organizations.
- Adept at building relationships with banks, investors, rating agencies, auditors, and advisory firms.
- Skilled communicator who can distill complexity into clear strategic insight for executive and board audiences.
- CPA, MBA, or equivalent advanced credential preferred; experience with PE or exit transactions highly valued.
90-Day Integration Plan
Days 1–30
- Assess liquidity, debt profile, bonding capacity, and current financial systems.
- Meet key partners—banks, advisors, auditors, and sureties—to confirm positions and terms.
- Close on impending multi-hundred million dollar financing in a manner that advantages 925 Capital.
- Review and assist in asset-acquisition strategy including power-plant component hedging, targeted corporate acquisitions, and assess balance-sheet impacts.
- Review active project financials, cost-to-complete schedules, construction contracts, and credit eligibility.
Days 31–60
- Refine capital plan, treasury operations, and working-capital optimization.
- Develop enhanced Board reporting package and forecasting cadence.
- Outline roadmap for monetizing credits and securing additional financing capacity.
Days 61–90
- Implement updated treasury and reporting processes.
- Begin structuring next-round financing or investor recapitalization.
- Launch finance-team development plan and finalize exit-readiness checklist.
Reporting Relationship
Direct report to the Chief Executive Officer, with close collaboration and presentation responsibilities to the Board of Directors and its Finance & Audit Committees.
