FP&A Analyst

Cobaltsp; New York (NY); On-site; USD 80,000 - 85,000; Full time

Job summary

Cobalt Service Partners is seeking an FP&A Analyst to support strategic financial planning and analysis within a fast-paced environment. The successful candidate will assist in budgeting, variance analysis, and financial reporting, contributing to the organization’s growth. Ideal candidates should have a Bachelor’s degree and at least 2 years of relevant experience.

Qualifications

• 2+ years of experience in FP&A or corporate finance.
• Strong Excel and financial modeling skills required.
• Exceptional attention to detail and accuracy.

Responsibilities

• Assist in preparation and analysis of budgets and forecasts.
• Collaborate with department heads on operational decisions.
• Prepare financial reports for executive leadership.

Skills

Financial modeling

Data analysis

Excel

Communication

Education

Bachelor’s degree in Finance, Accounting, Economics, or related field

Tools

Sage

PowerBI

Job description

2 weeks ago Be among the first 25 applicants

About Cobalt Service Partners

Cobalt Service Partners buys and builds leading access solutions businesses that install and maintain essentials like commercial doors, overhead doors, security gates, access control systems, video surveillance systems, and more. Through its commitment to people, technology, and unwavering stewardship, Cobalt offers founders a long-term home for their business that they can feel proud of. Securing Legacies, Unlocking Possibility.

Job Title: FP&A Analyst

Location: NYC

Reports To: Director of FP&A

About Cobalt Service Partners

Cobalt Service Partners buys and builds leading access solutions businesses that install and maintain essentials like commercial doors, overhead doors, security gates, access control systems, video surveillance systems, and more. Through its commitment to people, technology, and unwavering stewardship, Cobalt offers founders a long-term home for their business that they can feel proud of. Securing Legacies, Unlocking Possibility.

Our Values

• Unwavering stewardship
• Excellence in action
• Seek and tell the truth
• Love learning
• Enjoy the ride
  
  

Cobalt is backed by Alpine Investors, an investment firm committed to building enduring businesses by investing in and developing exceptional people.

Position Summary

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, contribute to the implementation of new financial systems, 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.
• Collaborate with department heads to understand business drivers and support operational decision-making.
• Support technology initiatives including Financial Reporting tool implementation and automation of financial 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
  
  

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 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, Financial Reporting and Budgeting Tool, PowerBI) is a plus.
• 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.
  
  

Compensation

The annualized cash compensation for this role is expected to be $80,000 - $85,000. Compensation may vary based on factors including but not limited to experience, subject matter expertise, and the applicant’s skill set. Additional rewards include a comprehensive benefits package.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Industries

  Software Development

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