Senior FP&A Analyst

Cobalt Service Partners

Senior FP&A Analyst managing financial planning and reporting processes at Cobalt, a private equity-backed firm. Critical contributor to financial planning, forecasting, and support in rapid scaling through acquisition.

Posted 5/14/2026full-timeRemote • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

5+ years of progressive experience in FP&A, corporate finance, or a related analytical role; a career progression from accounting into FP&A is strongly preferred.
OneStream experience is required; demonstrated ability to manage data inputs, build reports, and support cross-functional planning processes within the platform.
Background in a late-stage, PE-backed company environment; experience supporting scaled operations and reporting to institutional investors is a strong plus.
Bachelor’s degree in Finance or Accounting required; CPA, CMA, or MBA is a plus.
Strong Excel and financial modeling skills; experience with Sage or Power BI is a plus.
Demonstrated ability to implement or support technology-driven process improvements, including AI-driven workflow automation.
Exceptional attention to detail with a proven, repeatable check-and-balance process for financial outputs.
Strong interpersonal and communication skills, with the ability to work cross-functionally and present financial insights with clarity and confidence.

Benefits

Comp & perks

Healthcare
401(k) match
Flexible time off

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial modelingbudgetingforecastingdata analysisreportingvariance analysiscash flow forecastingExcelAI-driven workflow automationcheck-and-balance process

Soft Skills

attention to detailinterpersonal skillscommunication skillscross-functional collaborationpresentation skills

Certifications

CPACMAMBA