Cobalt Service Partners

Procurement

• Issue purchase orders for security hardware, low-voltage equipment, network gear, and installation materials based on project needs and stock levels.
• Track and manage inventory replenishment using field service software (e.g., ServiceTitan) and coordinate deliveries to job sites or warehouses.
• Source vendors and negotiate pricing, delivery timelines, and return terms for items such as access control systems, cameras, NVRs, and structured cabling.
• Maintain relationships with key suppliers and monitor vendor performance.
• Work with project managers and service coordinators to align procurement with install schedules and avoid delays.
• Assist with RMA (Return Merchandise Authorization) and warranty processes.
• Process incoming vendor invoices, match them with purchase orders and packing slips, and ensure accurate GL coding.
• Maintain up-to-date vendor records, W-9 forms, and payment terms within accounting systems (e.g., Sage Intacct).
• Manage weekly payment runs via check, ACH, or credit card, and ensure early-payment discounts and project cash flow targets are met.
• Monitor the AP aging report, resolve discrepancies, and respond to vendor inquiries professionally and promptly.
• Assist with month-end closing activities, including accruals and AP reporting for job costing.

AP / Procurement Specialist

Accounting Manager

• Run a full desk of Accounting (and some Finance) Executive searches across Cobalt, drawing upon a full-cycle executive recruiting toolkit:
• Drive executive searches end-to-end from role definition to offer negotiation, ensuring an outstanding hiring manager/candidate experience throughout
• Partner with senior stakeholders to deeply understand their leadership needs, business context, and team dynamics while providing strategic hiring guidance and market insights
• Develop and execute targeted sourcing strategies to build and nurture lasting relationships with hard-to-access talent pools, maintaining an active network of potential candidates and industry leaders
• Serve as a trusted advisor to hiring managers and candidates, managing complex stakeholder dynamics with diplomacy and clear communication

Senior Accounting Recruiter

Recruitment

• Run a full desk of GTM/Sales/Marketing Executive searches across Cobalt, drawing upon a full-cycle executive recruiting toolkit:
• Drive executive searches end-to-end from role definition to offer negotiation, ensuring an outstanding hiring manager/candidate experience throughout
• Partner with senior stakeholders to deeply understand their leadership needs, business context, and team dynamics while providing strategic hiring guidance and market insights
• Develop and execute targeted sourcing strategies to build and nurture lasting relationships with hard-to-access talent pools, maintaining an active network of potential candidates and industry leaders
• Serve as a trusted advisor to hiring managers and candidates, managing complex stakeholder dynamics with diplomacy and clear communication

Senior Sales Recruiter

Vice President

• Define and own the long-term data architecture and tooling strategy across ingestion, warehouse, transformation, BI, and governance layers to ensure scalability and reliability.
• Establish and enforce canonical KPI definitions and governance processes to ensure consistency, auditability, and enterprise-wide trust in reporting.
• Design and implement a repeatable data integration framework that accelerates onboarding of new acquisitions and improves speed-to-insight across the platform.
• Oversee external data engineering partners, technology vendors, platform spend, and SLAs to ensure performance and cost efficiency.
• Serve as the primary data partner to executive leadership, translating operational and financial requirements into technical decisions.

VP, Data and Analytics

Accountant

• Research and implement technical accounting guidance and related processes for complex transactions, including business combinations (ASC 805), revenue recognition, software capitalization, lease accounting, equity transactions, to ensure compliance with US GAAP
• Manage accounting for post-acquisition contractual obligations relating to acquired businesses (working capital true-up, holdbacks, etc.)
• Provide technical accounting guidance and advice on highly visible contemplated transactions that are impactful to the organization's overall objectives
• Coordinate the ASC 805 valuation of the acquisition with our third-party valuation firm
• Lead the opening balance sheet audit for all new acquisitions
• Support the month-end close process by preparing or reviewing account balances with estimation uncertainty
• Own the preparation of financial statements and footnotes
• Key team contributor in the annual external audit
• Establish key control activities appropriate for a private company
• Evaluate and implement new accounting standards
• Consult on impact of new accounting policy changes and advise on the impact on the company
• Effectively liaise with various business leaders and the greater accounting & finance team
• Design, implement, and document policies and procedures
• Manage and oversee GL activity/reconciliations for complex transactions.

Technical Accountant

Human Resources

• Own and actively manage ERP and HRIS integrations across multiple partner companies
• Deliver integrations on schedule with minimal disruption to operations
• Serve as the primary point of accountability for integration timelines, risks, and outcomes
• Ensure core systems are correctly linked and data flows reliably
• Define, enforce, and maintain Cobalt data standards, taxonomies, and integration best practices
• Partner closely with functional leaders to translate business requirements into system configurations
• Lead training and change management efforts
• Act as a trusted advisor to partner company CEOs

Systems Integration Lead – ERP, HRIS

Data Engineer

• Architect &amp; Scale Modern Data Infrastructure – Design, build, and optimize scalable data lakes, warehouses, and data pipelines using Snowflake and modern cloud platforms (AWS or Azure) to support enterprise reporting, analytics, and advanced use cases
• Own Data Modeling &amp; Transformation Layers – Develop and maintain robust data models (ELT/ETL), ensuring clean, reliable, and well-documented datasets that serve as the foundation for business intelligence and operational reporting
• Build &amp; Maintain Scalable Data Pipelines – Design and manage end-to-end data pipelines that ingest, transform, and unify data from multiple systems into a centralized, high-performance data environment
• Integrate Disparate Source Systems – Lead the integration of fragmented operational, financial, and HR systems into a cohesive architecture that enables reliable cross-system reporting and insights
• Translate Business Needs into Technical Architecture – Partner with stakeholders to understand current and future business requirements, translating them into scalable system design, data standards, and architectural decisions
• Ensure Data Quality, Governance &amp; Performance – Establish standards for data reliability, security, scalability, and performance as the platform grows through acquisition and expansion
• Navigate Ambiguity with Curiosity – Ask thoughtful questions, explore data proactively, and bring structure to evolving requirements in a fast-paced, high-growth environment
• Data Visualization &amp; Reporting – Design and deliver dashboards using Power BI, Looker, or Sigma, ensuring insights are accessible, actionable, and aligned with leadership priorities