Cobalt Service Partners

Director

• Define and own the long-term data architecture and tooling strategy
• Establish and enforce canonical KPI definitions and governance processes
• Design and implement a repeatable data integration framework
• Oversee external data engineering partners
• Serve as the primary data partner to executive leadership

Senior Director, Data and Analytics

Recruitment

• Build and manage a high-volume technician recruiting pipeline for a fast-growing Southeast partner company
• Source, screen, and coordinate candidates through the hiring process with urgency and efficiency
• Partner closely with local leadership and hiring managers to understand hiring needs and ideal candidate profiles
• Develop creative sourcing strategies for skilled trades and blue-collar talent
• Utilize trade schools, referrals, social media, local outreach, and job boards to attract talent
• Write compelling job advertisements that generate quality applicant flow
• Maintain accurate candidate tracking and pipeline management in Greenhouse
• Ensure an excellent candidate experience throughout the hiring process
• Keep hiring workflows organized so no candidate falls through the cracks

Talent Acquisition Specialist – Technician Hiring

Financial Planning and Analysis

• Support the preparation, consolidation, and analysis of annual budgets, monthly forecasts, and long-range planning across multiple business units.
• Analyze monthly actuals vs. budget and forecast, identify key variances, and deliver meaningful, decision-ready commentary to senior stakeholders.
• Own and manage the 13-Week Cash Flow forecast model and reporting cadence, tracking DSO, DPO, and working capital drivers — presenting insights directly to senior leadership.
• Maintain and administer 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, actionable insights into business performance.
• Ensure accuracy across all reporting and analytics efforts, applying a rigorous check-and-balance process to every deliverable before it reaches leadership.
• Prepare regular and ad hoc financial reports and presentations for executive leadership and private equity sponsors, as well as 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.

Senior FP&A Analyst

Security Engineer

• Serve as the go-to financial authority on percentage-of-completion accounting across the portfolio; build and maintain the bridge between POC-recognized revenue and cash, and partner with controllers and auditors on policy questions.
• Build, stress test, and identify flaws in complex financial models; own full P&L and cash picture across multiple businesses simultaneously, including percentage of revenue analysis, margin management, cost structure, working capital, cash conversion, and ROI decisions.
• Actively use AI tools as operating infrastructure to accelerate financial analysis, automate routine modeling, and surface insights at the pace of the business; build or direct the construction of AI-enabled workflows that scale with the portfolio.
• Develop probabilistic and scenario-based forecasts using leading indicators and business driver logic; own KPI tracking, sensitivity analysis, pricing analytics, gross margin improvement tracking, and labor and subcontractor cost analysis.
• Serve as the financial operating voice on every deal the team pursues; contribute a grounded operating perspective to investment committee discussions pre-close, build post-close budgets from scratch with new CEOs, and track diligence-to-reality variances in real time.
• Produce analysis that moves the team toward a clear conclusion and follows through on implementation; bring the confidence and credibility to raise a constructive perspective when the numbers point in a different direction.
• Translate complex financial dynamics into clear, concise insights for the Group President and operating leaders; communicate at the operator level, delivering the right information at the right time to drive action.

FP&A Director, Security

Operations

• This is a high-impact operating role sitting at the center of Cobalt's Security group performance engine.
• The VP of Operational Excellence owns gross margin expansion, operating system transformation, and technology-enabled performance improvement across all Cobalt Security partner companies.
• You will drive measurable EBITDA improvement through field operations discipline, labor productivity, quoting integrity, and cross-business initiative execution.
• This role requires someone who can work across multiple businesses simultaneously, influence without line authority, build systems from scratch, and leave every organization more capable than they found it.
• You will report directly to the President of Security and your work will be visible at the portfolio level from day one.
• You will own a real P&L number: success is measured by a direct EBITDA delivery target, with supporting KPIs including revenue per technician, billable utilization, and tech stack adoption across the portfolio.

VP – Operational Excellence

• 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.

FP&A Analyst

Controller

• Lead post-acquisition financial integrations, partnering directly with newly acquired businesses
• Own chart of accounts mapping and alignment across entities
• Prepare and support opening balance sheets for each acquisition
• Lead system cutovers and ERP onboarding
• Drive month-end close improvements and standardization across portfolio companies
• Identify and remediate legacy accounting issues and process gaps at acquired businesses
• Assist in preparing purchase price allocation (PPA) schedules, including fair value adjustments and opening balance sheet entries
• Develop expertise in ASC 805 (purchase accounting) — no prior experience required, but willingness to learn is essential
• Partner cross-functionally with deal, diligence, and accounting teams to ensure seamless integrations