Director, Financial Planning & Analysis - Chicago, IL

About the role

The Director, Financial Planning & Analysis (FP&A) is a newly created, high-impact role at Marksman Titan Security Group. This role will be instrumental in defining what great finance looks like for a PE-backed growth platform.

Responsibilities

• Serve as the strategic finance partner to operational leadership across both segments, translating financial data into guidance that helps business leaders understand the P&L consequences of their decisions.
• Support pricing decisions, contract profitability analysis, new business underwriting, and cost optimization — providing the analytical infrastructure that enables growth with discipline.
• Own the FP&A function end-to-end from day one, building the team, structure, and operating rhythm that scales with the platform.
• Design and own the annual budget and quarterly reforecast processes, replacing legacy static models with a drivers-based framework that connects operational KPIs to financial outcomes across Services and Technology Systems.
• Build models that translate operational activity — billed and paid hours, billing and pay rate trends, contract wins/losses — into dynamic revenue, margin, and cash flow projections.
• Establish a rolling forecast capability that gives leadership real-time visibility into variance drivers with enough granularity to act, not just observe.
• Own the monthly and quarterly management reporting suite, board packages, PE sponsor materials, and operating reviews, transforming historical results into forward-looking, decision-oriented insights.
• Lead financial consolidation across the platform's operating entities, building the infrastructure to produce clean, integrated reporting from the job to the enterprise level.
• Close the gap between financial reporting and operational data, partnering with the Controller to deliver timely, actionable insight at the branch and contract level.
• Own the rolling 13-week cash flow forecast and longer-term liquidity planning, giving the CFO and PE sponsor clear visibility into cash position and forward risk.
• Support covenant compliance forecasting and lender reporting, flagging early-warning indicators before they become issues.
• Serve as a key analytical resource for debt management and capital structure decisions as the platform grows through acquisition.
• Support acquisition underwriting and post-close integration, including financial due diligence, synergy modeling, and integration planning.
• Contribute to long-range planning and strategic initiatives alongside the CFO and PE sponsor — KPI development, investor reporting, and capital allocation.

Requirements

We are targeting exceptional finance talent — people who have trained at world-class institutions and are ready to bring those skills into a high-ownership operating environment.

Experience & Background:

• 8–14 years of progressive finance experience, with meaningful exposure to large-company or institutional environments where you learned what best-in-class looks like.
• Breadth across multiple disciplines: FP&A, corporate finance, business unit finance, or strategic finance. Investment banking and private equity backgrounds are strongly welcomed — particularly candidates ready to step out of the advisory seat and into the building.
• Experience in labor-intensive, multi-site service businesses is a strong plus — staffing, facilities, security, logistics, or healthcare services are highly relevant.
• Genuine comfort in PE-backed, performance-oriented cultures — either from prior experience or a clear appetite for it.

Qualifications

• Deep fluency in drivers-based financial modeling — you think in operating metrics first and translate them into financial outcomes, not the other way around.
• Ability to architect a budget and forecast process from the ground up: right KPIs, right data infrastructure, right governance and cadence.
• Strong Excel modeling skills; experience with BI tools (Sigma, Power BI, Tableau) and ERP systems is a plus.
• Comfort building with imperfect inputs while simultaneously improving the underlying data foundation.
• Exceptional communicator — board-ready written commentary, sharp verbal presentation, and the confidence to hold your own with PE sponsors and executive leadership.
• Business partnership instincts: you view finance as a service to the business and are energized by helping operators make better decisions.
• A builder's mentality and high ownership orientation — you want to create infrastructure and leave a mark, not maintain what already exists.

Skills

• Drivers-based financial modeling
• Financial modeling in Excel
• BI tools (Sigma, Power BI, Tableau)
• ERP systems
• Communication skills
• Business partnership instincts
• Builder's mentality

Benefits

Competitive compensation: base salary $175k-200K based on experience, meaningful performance-based bonus, and the ability to participate in platform value creation.

Pay

$175k-200k based on experience

Schedule

N/A