FP&A Associate

Cobalt Service Partners

FP&A Associate contributing to financial planning, forecasting, and reporting within a PE-backed environment at Cobalt Service Partners.

Posted 7/12/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $115,000 - $125,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Expertise in financial planning and analysis, with a strong focus on budget preparation, forecasting, and reporting. Proficient in leveraging technology, including AI tools and OneStream, to enhance financial workflows and deliver actionable insights.

Highest-signal resume keywords

Financial Planning And Analysis (FP&A)OneStream ExperienceFinancial ModelingExcel ProficiencyAttention To Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Budget PreparationForecastingData AnalysisFinancial ReportingFinancial Modeling

Soft Skills

Interpersonal SkillsCommunication Skills

Tools & Technologies

OneStreamMicrosoft CopilotSagePower BI

Certifications & Qualifications

CPACMAMBA

Industry Keywords

Private EquityCorporate FinanceCross-Functional PlanningOperational Practices

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
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
demonstrated ability to manage data inputs, build reports, and support cross-functional planning processes within a CPM; OneStream experience is preferred
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 is 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
bonus potential