Senior FP&A Analyst at Cobalt Service Partners

<p><strong>Position: Senior FP&amp;A Analyst<br>Organization:&nbsp;</strong>Cobalt Service Partners – Alpine Investors Portfolio<strong>&nbsp;</strong>Company – (<a href="https://cobaltsp.com/">https://cobaltsp.com</a>)<strong><br>Location:&nbsp;</strong>Flexible (<em>Remote within the U.S. - Eastern time zone preferred.</em>)<strong><br>Reports To:&nbsp;</strong>Director of FP&amp;A</p> <p>&nbsp;</p> <p><strong>Cobalt Service Partners Overview</strong></p> <p>Cobalt Service Partners is a private equity–backed platform building the leading commercial access and security integration business in North America. Our partner companies design, install, and service mission-critical systems including access control, video surveillance, intrusion detection, and related low-voltage infrastructure for enterprise, institutional, and commercial customers.</p> <p>Backed by Alpine Investors, a private equity firm specializing in middle-market companies in the services and software industries with $15B+ in AUM, Cobalt has scaled rapidly since launch. With more than 20 acquisitions completed in a highly fragmented operating environment, Cobalt is building a differentiated, data-driven platform designed to scale through both organic growth and M&amp;A.</p> <p><strong><br>Cobalt’s Core Values Are</strong></p> <ul> <li><strong>Unwavering stewardship:&nbsp;</strong>We believe advancing founders’ legacies is a privilege. We do right by our founders, teams, and customers in good times and in bad.</li> <li><strong>Excellence in action:&nbsp;</strong>We hold ourselves accountable to the highest standards. We’re bold in our pursuits, don’t make excuses, and relentlessly empower each other to get the job done.</li> <li><strong>Seek and tell the truth:&nbsp;</strong>We’re honest with ourselves and others. We do what we say we’ll do, say what needs to be said, and search for the right answer regardless of where it comes from.</li> <li><strong>Love learning:&nbsp;</strong>We’re always learning as individuals, as a team, and as a business. We show up humble, curious, and with the courage to change our minds.</li> <li><strong>Enjoy the ride:&nbsp;</strong>We’re fired up by our mission, love our team, and don’t take either for granted. We show up authentically, assume best intent, and try not to take ourselves too seriously.<br><strong>&nbsp;</strong></li> </ul> <p><strong>Position Overview</strong></p> <p>The <strong>Senior FP&amp;A Analyst</strong> is a high-impact, highly visible role within a fast-paced, private equity-backed environment. You will be a critical contributor to Cobalt’s financial planning, forecasting, and reporting processes — supporting a platform that is scaling rapidly through acquisition.</p> <p>This individual thrives in structured, team-oriented environments, brings a strong accounting foundation to their FP&amp;A work, and is energized by the pace of a growth-oriented PE-backed platform. You will own your deliverables completely; you must be able to communicate with confidence, and bring a proactive, no-stone-left-unturned mindset to everything you produce.<br><br></p> <p><strong>Key Responsibilities</strong></p> <ul> <li><strong>Financial Planning &amp; Forecasting:</strong> Support the preparation, consolidation, and analysis of annual budgets, monthly forecasts, and long-range planning across multiple business units.</li> <li><strong>Variance Analysis &amp; Reporting:</strong> Analyze monthly actuals vs. budget and forecast, identify key variances, and deliver meaningful, decision-ready commentary to senior stakeholders.</li> <li><strong>OneStream Administration:</strong> Maintain and administer OneStream, managing data inputs across multiple business units and building reports used in monthly financial reporting and planning processes.</li> <li><strong>Financial Modeling &amp; Dashboards:</strong> Develop and maintain financial models and dashboards that provide real-time, actionable insights into business performance.</li> <li><strong>Data Integrity:</strong> Ensure accuracy across all reporting and analytics efforts, applying a rigorous check-and-balance process to every deliverable before it reaches leadership.</li> <li><strong>Executive &amp; Sponsor Reporting:</strong> Prepare regular and ad hoc financial reports and presentations for executive leadership and private equity sponsors, as well as quarterly financial reports for lenders.</li> <li><strong>AI &amp; Technology Adoption:</strong> Champion the adoption of AI tools and Microsoft Copilot to streamline financial workflows, automate reporting tasks, and introduce best-in-class operational practices across the team.</li> </ul> <p><strong><br>Qualifications</strong></p> <ul> <li>5+ years of progressive experience in FP&amp;A, corporate finance, or a related analytical role; a career progression from accounting into FP&amp;A is strongly preferred.</li> <li><strong>OneStream experience is required</strong>; demonstrated ability to manage data inputs, build reports, and support cross-functional planning processes within the platform.</li> <li>Background in a late-stage, PE-backed company environment; experience supporting scaled operations and reporting to institutional investors is a strong plus.</li> <li>Bachelor’s degree in Finance or Accounting required; CPA, CMA, or MBA is a plus.</li> <li>Strong Excel and financial modeling skills; experience with Sage or Power BI is a plus.</li> <li>Demonstrated ability to implement or support technology-driven process improvements, including AI-driven workflow automation.</li> <li>Exceptional attention to detail with a proven, repeatable check-and-balance process for financial outputs.</li> <li>Strong interpersonal and communication skills, with the ability to work cross-functionally and present financial insights with clarity and confidence.</li> </ul> <p><strong><br>Core Competencies</strong></p> <ul> <li><strong>Ownership Mindset:</strong> Takes full accountability for deliverables and outcomes — no gaps left unaddressed, no excuses made.</li> <li><strong>Confidence:</strong> Presents analysis and recommendations with conviction, even when the data tells a difficult story.</li> <li><strong>Proactivity &amp; Sense of Urgency:</strong> Anticipates needs, flags issues early, and moves with speed and purpose without waiting to be asked.</li> <li><strong>Attention to Detail:</strong> Maintains a personal check-and-balance process that ensures every report is accurate and ready for executive review before it leaves their hands.</li> <li><strong>Prioritization:</strong> Manages competing deadlines in a fast-scaling environment and makes smart, transparent calls about where to focus.</li> <li><strong>Self-Starter:</strong> Operates independently, brings structure to ambiguous situations, and doesn’t require hand-holding to deliver.</li> <li><strong>Team Orientation:</strong> Thrives in collaborative, high-energy environments and actively makes the people around them better.</li> </ul> <p><strong><br>Compensation and Timing</strong></p> <p>Compensation will be competitive and commensurate with experience. Cobalt offers a comprehensive benefits package including healthcare, 401(k) match, and flexible time off. Cobalt is looking to add this role in the near term as a critical investment in the company’s future.</p> <p>&nbsp;</p>