Business & Finance Analyst

About Panoptyc

At Panoptyc, we're on a mission to revolutionize loss prevention. Using Visual AI and expert human reviewers, we help protect over 20,000 retail locations across the United States by detecting theft and operational issues before they become costly problems. From Fortune 500 retailers to regional chains, our technology helps businesses reduce shrink and improve operational efficiency.

As a fully remote, rapidly growing company, we're building a world-class team that thrives on ownership, speed, and innovation. If you're excited about using data to drive strategic decisions in a high-growth environment, we'd love to meet you.

The Role

We're looking for a Business & Finance Analyst to support financial planning, reporting, and analysis across the company. This is a high-ownership role that sits at the intersection of finance, revenue operations, and business intelligence. You will be a direct partner to the COO, CFO, Controller, and leadership team on everything from lender reporting and board materials to pipeline modelling, customer-level revenue reconciliation, and the ad hoc strategic projects that come with a fast-growing business.

This role requires someone who is comfortable in the details of a multi-stream SaaS revenue model, understanding not just what the numbers say but equally willing to figure out how they are constructed, where they come from in the underlying systems, and how to explain discrepancies clearly to external stakeholders including lenders and auditors.

Key Responsibilities

Financial Planning & Reporting

• Build and maintain financial models (budgeting, forecasting, scenario planning)
• Analyze company performance against targets; flag trends, risks, and opportunities
• Track and report on key business metrics/KPIs on a regular cadence
• Prepare periodic lender reporting packages (covenant compliance, borrowing base support) in partnership with the CFO/Controller

Revenue Operations & Data Reconciliation

• Work with the sales team to validate pipeline deal status, integrate sales pipeline data from HubSpot with financial actuals to maintain a customer-level recurring monthly revenue (RMR) file, reconciling data across QBO, Stripe, HubSpot, and proprietary sales databases
• Partner with department leads to gather inputs and align on reporting needs
• Identify opportunities to improve financial reporting processes and tools

Executive & Customer-Facing Communication

• Prepare materials for quarterly board meetings, including financial performance and KPI summaries
• Build polished, data-driven presentations for our largest enterprise customers — quarterly business reviews and ROI/value narratives that translate account-level data into a compelling story for customer stakeholders
• Partner with Sales and Customer Success to ensure customer-facing materials are accurate, current, and aligned with the underlying financial and usage data

Strategic & Special Projects

• Lead ad hoc, high-visibility special projects for the COO/CFO — ranging from business-model questions (e.g., the unit economics of leasing vs. selling hardware) to in-depth studies quantifying the ROI our service delivers for a given customer or segment
• Own projects end-to-end: frame the question, build the analysis, and deliver an executive-ready recommendation
• Support ad hoc financial and business analysis to inform leadership decisions, including pricing, churn, discount structures, customer segmentation, and product mix

Qualifications

• 3+ years of experience in financial analysis, FP&A, corporate finance, investment banking, or consulting
• Accounting and/or Finance certification
• Demonstrated experience building polished, executive-level presentations for both internal (board) and external (customer/investor) audiences — board deck or customer QBR experience is a strong plus
• Advanced proficiency in Excel/Google Sheets; comfortable with financial modeling
• Strong analytical, organizational, and communication skills
• Strong data reconciliation skills; comfortable working across multiple source systems and identifying discrepancies
• Fluent English (written and spoken)
• Availability to work aligned with EST or CST timezone hours

Mindset

• Proactive — takes ownership and moves things forward without waiting to be told
• Comfortable with ambiguity and shifting priorities
• Resourceful — finds ways to get things done with limited time or resources
• Adaptable, willing to wear multiple hats as the company grows
• Proactive communicator — surfaces issues and inconsistencies before they become problems
• High ownership — treats deliverables as if they are going directly to a lender, board member, or customer executive, because they often are
• Comfortable scoping and running self-directed special projects — takes an open-ended question and turns it into a structured, decision-ready answer

Nice to Have

• Experience in a startup or SaaS/tech environment
• Experience in retail, loss prevention, or security industries
• Familiarity with BI/reporting tools
• NetSuite experience
• HubSpot experience
• Prior exposure to board-level, investor, or customer-facing reporting
• Experience in a SaaS or subscription-revenue business; familiarity with RMR/ARR metrics and churn analysis
• Experience with deferred revenue accounting and multi-year contract recognition
• Familiarity with borrowing base calculations or asset-based lending structures
• Exposure to hardware/asset-based business models or equipment leasing economics

Job Details

• Employment Type: Full-time (40 hours per week)
• Location: Remote
• Schedule: Must be available to work during US Eastern Time (EST) or US Central Time (CST) business hours.
• Language: Professional English proficiency required.