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Regional Finance Business Partner

Waukesha, Wisconsin, United States

Cobalt Service Partners

Reports to: Regional President with dotted line into Director of Finance

Position: Regional Finance Business Partner

Location: Waukesha, WI, with 20–25% Midwest travel

Cobalt Overview 

Cobalt Service Partners is a fast-growing platform backed by Alpine Investors, a leading middle-market private equity firm. We specialize in acquiring access solutions businesses that provide installation, maintenance, and repair services for commercial access control systems, video surveillance systems alarm systems and commercial doors.

Operating in a highly fragmented industry, we partner with founder-led companies that have spent decades earning trust in their local markets. Our mission is to honor those legacies, enhance operations through disciplined execution, and drive growth through high-velocity M&A.

Alpine Investors supports Cobalt with a people-first approach, focusing on building enduring businesses by investing in and developing exceptional talent.

Position Overview

We’re seeking a hands-on and strategic Regional Finance Business Partner to support a portfolio of field service businesses (PartnerCos) through a balanced mix of FP&A and Controlling responsibilities. This individual will serve as a trusted advisor to regional leadership—providing forward-looking insights, driving operational decision-making, and ensuring strong financial governance. The role will combine business partnership, budgeting, forecasting, variance analysis, and performance management with oversight of monthly close, compliance, and controls.

The ideal candidate has a strong grasp of both financial planning and accounting principles, enjoys working cross-functionally, and thrives in a fast-paced, acquisitive environment.

Key qualities include:

  • Proven experience managing regional or multi-entity accounting functions
  • Ownership of month-end close, reporting, and variance analysis processes
  • Strong leadership skills and ability to manage and mentor accounting staff
  • Proficiency in ERP systems (e.g., Sage Intacct) and comfort working in a dynamic, acquisitive environment
  • Solid understanding of internal controls, intercompany activity, and compliance requirements
  • Excellent communication and collaboration skills across departments and with senior leadership

Structure of the Position

This is a full-time role. The candidate will be required to travel regularly to our office in Waukesha, WI and up to 20-25% to our operating companies across the Midwest region. 

Essential Responsibilities

FP&A & Business Partnering

  • Partner with Region President and operations leadership to monitor regional financial performance and identify improvement opportunities.
  • Lead the annual budgeting and reforecasting processes for assigned PartnerCos.
  • Develop and maintain KPI dashboards and operational scorecards.
  • Provide detailed variance analysis and actionable insights to guide decision-making.
  • Model financial impacts of strategic initiatives, pricing changes, capital investments, and cost optimization projects.
  • Support integration planning and post-acquisition performance tracking.

Controlling & Financial Operations

  • Oversee monthly, quarterly, and year-end closes for PartnerCos, ensuring GAAP compliance and timeliness.
  • Complete the transition of PartnerCos from cash-based to accrual-based accounting in line with Cobalt’s Accounting Manual.
  • Review and consolidate financial statements, ensuring accuracy and completeness.
  • Maintain internal controls, compliance with regulatory requirements, and timely license/tax submissions.
  • Support ERP implementation (Sage Intacct) and integration of non-financial systems.
  • Collaborate with HoldCo finance team on consolidated reporting, audits, and process optimization initiatives.

Qualifications

  • Bachelor’s degree in Accounting, Finance, or related field.
  • 6–10 years of progressive finance and accounting experience, including FP&A and controllership responsibilities.
  • Strong understanding of GAAP, budgeting, forecasting, and financial modeling.
  • Experience in a multi-entity, regional, or decentralized business environment preferred.
  • ERP implementation or systems integration experience (Sage Intacct preferred).
  • Exceptional analytical skills with the ability to translate data into business insights.
  • Highly organized, detail-oriented, and able to manage multiple priorities.
  • Excellent interpersonal and communication skills; proven ability to influence without direct authority.

What We Offer

  • Competitive base salary (actual offer based on experience).
  • PTO & Paid holidays.
  • Comprehensive benefits package including health, dental, and vision insurance.
  • 401(k) with company match.
  • Professional development opportunities.
  • A dynamic, growth-oriented environment backed by a leading PE sponsor.

Our Values

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 are 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 are 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 are 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. 

Diversity, Equity, & Inclusion at Cobalt

At Cobalt, we acknowledge that an emphasis on diversity, equity and inclusion (“DE&I”) is essential to hiring phenomenal people. To create the best home for businesses and spark success at our firm and throughout our portfolio, we aim to establish an environment where every person is welcomed, accepted, and empowered to excel in their role. These beliefs run true to our PeopleFirst philosophy, which emphasizes attributes over experience. We strive to recruit and work with those from a range of backgrounds, which drives creativity and innovation.

Cobalt Service Partners is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.

 We offer competitive compensation packages, robust benefits and professional growth opportunities aimed at helping to improve our employees' lives and careers.

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