FP&A Associate

Role Description

The FP&A Associate is a high-impact, highly visible role within a fast-paced, private equity-backed environment. You will be a critical contributor to Cobalt’s financial planning, forecasting, and reporting processes — supporting a platform that is scaling rapidly through acquisition.

• This individual thrives in structured, team-oriented environments.
• Brings a strong accounting foundation to their FP&A work.
• Energized by the pace of a growth-oriented PE-backed platform.
• Owns deliverables completely; must communicate with confidence.
• Brings a proactive, no-stone-left-unturned mindset to everything produced.

Key Responsibilities

• Financial Planning & Forecasting: Support the preparation, consolidation, and analysis of annual budgets, monthly forecasts, and long-range planning across multiple business units.
• Variance Analysis & Reporting: Analyze monthly actuals vs. budget and forecast, identify key variances, and deliver meaningful, decision-ready commentary to senior stakeholders.
• OneStream Administration: Maintain and administer OneStream, managing data inputs across multiple business units and building reports used in monthly financial reporting and planning processes.
• Financial Modeling & Dashboards: Develop and maintain financial models and dashboards that provide real-time, actionable insights into business performance.
• Data Integrity: Ensure accuracy across all reporting and analytics efforts, applying a rigorous check-and-balance process to every deliverable before it reaches leadership.
• Executive & Sponsor Reporting: Prepare regular and ad hoc financial reports and presentations for executive leadership and private equity sponsors, as well as quarterly financial reports for lenders.
• AI & Technology Adoption: 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.

Qualifications

• 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.
• 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.

Core Competencies

• Ownership Mindset: Takes full accountability for deliverables and outcomes — no gaps left unaddressed, no excuses made.
• Confidence: Presents analysis and recommendations with conviction, even when the data tells a difficult story.
• Proactivity & Sense of Urgency: Anticipates needs, flags issues early, and moves with speed and purpose without waiting to be asked.
• Attention to Detail: Maintains a personal check-and-balance process that ensures every report is accurate and ready for executive review before it leaves their hands.
• Prioritization: Manages competing deadlines in a fast-scaling environment and makes smart, transparent calls about where to focus.
• Self-Starter: Operates independently, brings structure to ambiguous situations, and doesn’t require hand-holding to deliver.
• Team Orientation: Thrives in collaborative, high-energy environments and actively makes the people around them better.

Compensation and Timing

• Compensation includes an annual base salary of $115-125k (commensurate with experience), plus bonus potential.
• Cobalt offers a comprehensive benefits package including healthcare, 401(k) match, and flexible time off.
• Cobalt is looking to add this role in the near term as a critical investment in the company’s future.