Accounting Integration Lead

About Cobalt Service Partners

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 and with $15bn+ of AUM Cobalt has scaled rapidly since launch, completing seventeen acquisitions in under two years and establishing a differentiated operating model in a large, fragmented, and growing market. Our leadership team combines deep operating experience with disciplined investment practices, and we are building a platform designed to scale through both organic growth and M&A.

Our Values:

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

Position Overview

We’re seeking a dynamic Accounting Integration professional who is passionate about M&A transactions and project management. The role will be responsible for (i) leading audit and related financial disclosures for the transaction, including the post-close true-up; (ii) onboarding each new acquisition onto our finance tech stack; (iii) seamless coordination with all parties in the M&A integration process (deal team, diligence team, accounting, etc.); and (iv) continuously improving the onboarding process. 

This is a project-based role that requires strong organizational and project management skills and is suited for someone who excels in a fast-paced environment. The ideal candidate will be able to anticipate roadblocks in a project and resolve issues quickly and efficiently leveraging their experience with finance operations and technical accounting.

Responsibilities

• Ensure effective coordination with all parties in the M&A integration process (deal team, diligence team, HR, accounting, etc.) to design and execute a post-acquisition onboarding plan for finance and accounting operations.
• Work with the diligence team to (i) assess talent to develop post-acquisition resource plan; (ii) assess accounting recognition policies to inform Quality of Earnings adjustments as well as post-acquisition accounting processes; (iii) ensure pro forma historic financials are updated and loaded in our reporting system; and (iv) coordinate negotiation of the working capital true-up.
• Coordinate with Controller team on ASC 805 valuation of the acquisition with our third-party valuation firm within 90 days post-acquisition.
• Coordinate with Controller team on opening balance sheet and all deal-related support for the auditors; manage their review of the transaction; and resolve all comments within 90 days post-acquisition.
• Identify strategic changes to the onboarding process, where necessary, and advocate for continuous process improvements.

Ideal candidate

• Degree in accounting or finance
• 8+ years of experience; public accounting and controller experience a plus
• CPA preferred
• Experience with M&A transactions
• Significant knowledge of GAAP
• Proven ability to successfully manage multiple projects at the same time
• Experience with a range of financial tech stack applications strongly preferred
• Team oriented and excited to grow and scale a business over the next 5-10 years
• High learning agility and eagerness to work in a fast-paced, dynamic environment
• Unquestionable integrity
• Ability to work proactively across multiple stakeholders; excellent communication skills

Compensation & Benefits

• Cobalt offers a comprehensive benefits package, including healthcare, 401k match, and flexible time off.