What are the responsibilities and job description for the FP&A Analyst position at Cobalt Service Partners?
About Cobalt Service Partners
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.
Backed by Alpine Investors, a private equity firm specializing in middle market companies in the services and software industries and with $15bn of AUM, Cobalt has scaled rapidly since launch - completing 17 acquisitions in under two years and establishing a differentiated operating model in a large, fragmented, and growing market. Our leadership team combines deep operating experience with disciplined investment practices, and we are building a platform designed to scale through both organic growth and M&A.
Our Values
We are seeking a detail-oriented and analytical FP&A Analyst with 2 years of experience to join our growing finance team in a fast-paced, private equity-backed environment. This role will support strategic financial planning, budgeting, and forecasting processes, enhance reporting capabilities in Onestream, drive automation through AI, and provide insight through actuals reporting and variance analysis.
Key Responsibilities
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.
Backed by Alpine Investors, a private equity firm specializing in middle market companies in the services and software industries and with $15bn of AUM, Cobalt has scaled rapidly since launch - completing 17 acquisitions in under two years and establishing a differentiated operating model in a large, fragmented, and growing market. Our leadership team combines deep operating experience with disciplined investment practices, and we are building a platform designed to scale through both organic growth and M&A.
Our Values
- Unwavering stewardship
- Excellence in action
- Seek and tell the truth
- Love learning
- Enjoy the ride
We are seeking a detail-oriented and analytical FP&A Analyst with 2 years of experience to join our growing finance team in a fast-paced, private equity-backed environment. This role will support strategic financial planning, budgeting, and forecasting processes, enhance reporting capabilities in Onestream, drive automation through AI, and provide insight through actuals reporting and variance analysis.
Key Responsibilities
- Assist in the preparation, consolidation, and analysis of annual budgets, monthly forecasts, and long-range planning.
- Analyze monthly actuals vs. budget/forecast, identify key variances, and provide meaningful commentary to stakeholders.
- Manage the 13-Week Cash Flow forecast model and reporting cadence, tracking DSO, DPO, and working capital drivers and presenting insights to senior leadership
- Maintain OneStream, managing data inputs across multiple business units and building reports used in monthly financial reporting and planning processes
- Develop and maintain financial models and dashboards that provide real-time insights into business performance.
- Ensure data integrity and accuracy in all reporting and analytics efforts.
- Prepare regular and ad hoc financial reports and presentations for executive leadership and private equity sponsors.
- Prepare quarterly financial reports for lenders
- 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
- Bachelor’s degree in Finance or Accounting
- 2 years of experience in FP&A, corporate finance, or a related analytical role.
- Strong Excel and financial modeling skills;
- Experience with financial systems (e.g., Sage, PowerBI) is a plus.
- Onestream knowledge is required
- Demonstrated ability to implement or support technology-driven process improvements.
- Exceptional attention to detail with a high degree of accuracy in work.
- Strong interpersonal and communication skills, with the ability to work cross-functionally.
- Cobalt offers a comprehensive benefits package, including healthcare, 401k match, and flexible time off.