Oversee the implementation and maintenance of accounting tools like Quickbooks, ServiceTitan and Sage Intacct, streamlining payroll and billing processes, and enhancing financial process efficiency within B2B field services.
Complete a monthly financial close within five business days, ensuring GAAP compliance for monthly, quarterly, and annual financial statements, and managing thorough reconciliations of key balance sheet accounts.
Assist with cross-functional areas of the business as needed.
Support budget preparation and variance analysis for the CEO and Finance leaders at Cobalt Service Partners, including managing project-level job costing, inventory controls, and annual reforecasts for industries like construction, field services, or systems integration.
Implement a strong internal culture of controls and compliance, ensuring tax compliance, supporting external audits, and ensuring seamless accounts receivable (AR) and accounts payable (AP) processes.
Communicate regularly with the SI management team financial performance, business opportunities and challenges.
Line management of the accounting and finance function of SI (3 employees), and strong collaboration with Client Services
Lead efforts in cash flow management, achieving a variance of +/- 5%, meeting Cash Sweep targets, and optimizing net working capital, billing accuracy, and cost control.
Requirements
sage intacct
excel
cpa
bs finance
7 years
strategic
Knowledge of and proficiency in using Accounting and CRM Systems. Experience with Sage Intacct a plus.
High integrity and pragmatic accounting expertise
Strategic thinker who isn’t afraid to be a working manager
Superior oral and written communication skills
Creative strategic thinker, who can apply out of the box thinking to problem-solving and big picture concepts.
Proficient using Microsoft Office Suite, especially Excel
Must be a self-starter, and able to work independently and be a Team Player to meet deadlines in a high volume, fast-paced environment.
Strict confidentiality and professional maturity
Highly organized with attention to detail
Experience with Percentage Of Completion accounting, inventory management and lease accounting a plus.
CPA/CMA certification or equivalent is a plus.
Minimum 7 years’ experience in general ledger accounting, including some time spent in mid-sized privately held businesses, and/or exposure to B2B services.
BS Degree in Finance, Accounting, or business (Required)
Founded with a vision to deliver top-tier project management and consulting solutions.
Specializes in providing services across energy, infrastructure, and construction sectors.
Renowned for managing large-scale commercial and residential projects with precision.
Known for innovative problem-solving in complex transport and infrastructure projects.
Experienced in managing projects with a focus on sustainability and operational excellence.
Works with industry leaders to create high-impact solutions that drive economic growth.
Culture + 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’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.
Environment + Sustainability
No publicly available environmental or net‑zero strategy, targets, or results found on company website or LinkedIn.
No mention of emissions measurement, carbon offsets, renewable energy use, or sustainability initiatives.
Inclusion & Diversity
No publicly disclosed DEI strategy or gender-related statistics found on company website or LinkedIn.
No stated strategic goals or quantitative outcomes related to inclusion or diversity.