Position: FP&A Director – Security
Organization: Cobalt Service Partners – Alpine Investors Portfolio Company – (https://cobaltsp.com)
Location: Flexible (Remote within the U.S. - Eastern time zone preferred; approximately 25% travel expected.)
Reports To: Group President, Security
Cobalt Service Partners Overview
Cobalt Service Partners is a private equity–backed platform building the leading commercial access and security integration business in North America. Our partner companies design, install, and service mission-critical systems including access control, video surveillance, intrusion detection, and related low-voltage infrastructure for enterprise, institutional, and commercial customers.
Backed by Alpine Investors, a private equity firm specializing in middle-market companies in the services and software industries with $15B+ in AUM, Cobalt has scaled rapidly since launch. With more than 20 acquisitions completed in a highly fragmented operating environment, Cobalt is building a differentiated, data-driven platform designed to scale through both organic growth and M&A.
Cobalt’s Core Values Are
- Unwavering stewardship: We believe advancing founders’ legacies is a privilege. We do right by our founders, teams, and customers in good times and in bad.
- Excellence in action: We hold ourselves accountable to the highest standards. We’re bold in our pursuits, don’t make excuses, and relentlessly empower each other to get the job done.
- Seek and tell the truth: We’re honest with ourselves and others. We do what we say we’ll do, say what needs to be said, and search for the right answer regardless of where it comes from.
- Love learning: We’re always learning as individuals, as a team, and as a business. We show up humble, curious, and with the courage to change our minds.
- Enjoy the ride: We’re fired up by our mission, love our team, and don’t take either for granted. We show up authentically, assume best intent, and try not to take ourselves too seriously.
Position Overview
The FP&A Director – Security, sits at the right hand of the Group President, Security, and serves as the financial intelligence engine across the Cobalt security portfolio. This is not a controllership role; it is a high-impact, forward-looking FP&A function operating across multiple P&Ls in a rapidly scaling, PE-backed platform.
This individual will own the financial picture across several acquired businesses simultaneously, drive critical operating decisions, and serve as a central voice in every M&A deal the team pursues. This individual will be a super individual contributor: hands-on, relentlessly analytical, and capable of moving at the pace the business demands.
Key Responsibilities
- POC Financial Intelligence: Serve as the go-to financial authority on percentage-of-completion accounting across the portfolio; build and maintain the bridge between POC-recognized revenue and cash, and partner with controllers and auditors on policy questions.
- Financial Modeling & Analysis: Build, stress test, and identify flaws in complex financial models; own full P&L and cash picture across multiple businesses simultaneously, including percentage of revenue analysis, margin management, cost structure, working capital, cash conversion, and ROI decisions.
- AI-Enabled Financial Workflows: Actively use AI tools as operating infrastructure to accelerate financial analysis, automate routine modeling, and surface insights at the pace of the business; build or direct the construction of AI-enabled workflows that scale with the portfolio.
- Forecasting & Scenario Planning: Develop probabilistic and scenario-based forecasts using leading indicators and business driver logic; own KPI tracking, sensitivity analysis, pricing analytics, gross margin improvement tracking, and labor and subcontractor cost analysis.
- M&A Financial Partnership: Serve as the financial operating voice on every deal the team pursues; contribute a grounded operating perspective to investment committee discussions pre-close, build post-close budgets from scratch with new CEOs, and track diligence-to-reality variances in real time.
- Decision Support: Produce analysis that moves the team toward a clear conclusion and follows through on implementation; bring the confidence and credibility to raise a constructive perspective when the numbers point in a different direction.
- Executive Communication: Translate complex financial dynamics into clear, concise insights for the Group President and operating leaders; communicate at the operator level, delivering the right information at the right time to drive action.
Qualifications
- 7+ years of progressive FP&A experience in a multi-entity or platform operating environment; field services, specialty contracting, or adjacent industries are strongly preferred.
- Currently working in or intimately familiar with a POC-driven, project-based services environment; this is a hard requirement and non-negotiable.
- Demonstrated experience owning multi-entity P&L accountability simultaneously across genuinely distinct businesses.
- Proven M&A operating experience from inside an acquiring company, including pre-close financial diligence and post-close integration.
- Expert-level financial modeling proficiency; fluency in probabilistic and scenario-based modeling, not just point estimates.
- Active use of AI tools as day-to-day financial workflow infrastructure - must be able to provide specific current examples.
- Bachelor's degree in Finance, Accounting, or related field required; MBA or CPA a plus.
- Ability to travel approximately 25% of the time.
Core Competencies
- Analytical Depth: Never satisfied with a surface-level answer; digs into job costing, margin leakage, and operational drivers to understand why numbers are what they are.
- Proactive Ownership: Brings insights and findings forward before being asked; communicates conclusions briefly and without ambiguity.
- Intellectual Honesty: Shares what the numbers actually say with transparency and care, even when the message is a difficult one.
- Comfort with Ambiguity: Produces actionable insight from imperfect data - works with what exists, not what they wish existed.
- Pace & Resilience: Energized by complexity and rapid M&A activity in a scaling platform; sees the pace as the point, not the problem.
- Financial Discipline: Holds high standards for data quality and financial rigor across a distributed, multi-entity portfolio.
Compensation and Timing
Compensation will be competitive and commensurate with experience. 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.
