Chief Financial Officer

Point Predictive is seeking a hands-on, execution-focused Chief Financial Officer to lead finance and accounting, develop scalable reporting and FP&A capabilities, and support PE sponsor reporting, planning, and value creation efforts. This onsite role in Downtown San Diego also includes HR-related responsibilities and active participation in capital structure optimization, M&A, fundraising, and exit preparation.

Location and Work Arrangement

• Location: San Diego, CA (onsite)
• Work location: In person
• Office area: Downtown San Diego
• Ability to commute: San Diego, CA 92101 (required)
• Ability to relocate: San Diego, CA 92101 (required)
• Employment type: Full-time

Compensation

• Base salary: USD 275,000 to 325,000 per year
• Equity: Plus equity
• Pay range (stated): $275,000.00 to $325,000.00 per year

Key Responsibilities

• Personally execute and oversee core finance and accounting activities, including general ledger ownership and monthly close
• Manage AR, invoicing, collections, and cash application, along with AP, expense management, and vendor payments
• Own cash management, liquidity forecasting, and bank reconciliations
• Produce timely, accurate, GAAP-compliant financial statements
• Establish and enforce internal controls aligned with institutional PE expectations
• Maintain audit-ready financials and documentation at all times
• Lead revenue cycle management and ensure revenue recognition under ASC 606
• Partner with Sales on pricing and deal support
• Create and interpret TAM and product profitability analysis
• Provide ad hoc analysis as requested
• Lead annual budgeting, rolling forecasts, and long-range financial planning
• Develop and maintain detailed financial models, KPI dashboards, and variance analyses
• Prepare and present institutional-quality monthly and quarterly reporting for PE sponsors
• Collaborate with leadership and sponsors on value creation initiatives, margin improvement, and capital efficiency
• Provide data-driven insights to support operational decision-making
• Serve as primary financial liaison to PE sponsors, lenders, and external advisors
• Manage 409A valuations and related compliance requirements
• Lead audits, quality of earnings, and transaction-related diligence processes
• Support debt facilities, covenant compliance, amendments, and refinancings
• Lead M&A activities including due diligence, valuation analysis, integration planning, and negotiation support for add-on acquisitions
• Implement and optimize scalable accounting, reporting, and FP&A systems
• Build a repeatable, disciplined close and reporting cadence
• Maintain a hands-on “doer” approach until finance staffing needs expand
• Define future finance organization structure and lead hiring as the company scales
• Conduct risk analysis and develop strategies for risk mitigation across financial operations
• Implement cost control measures and oversee expense management to optimize profitability
• Develop business analysis models for market analysis and business development initiatives
• Collaborate with senior leadership on strategic planning initiatives to foster sustainable growth

Required Qualifications

• Prior experience as a CFO, Controller, or senior finance leader in an upper middle market PE-backed, growth-stage, or similarly rigorous environment
• Strong technical accounting expertise with a command of GAAP, including preferred experience with ASC 606 and COSO
• Proven ownership across the full accounting lifecycle, including close, reporting, and audits
• Experience delivering sponsor-ready reporting and supporting value creation plans
• Strong exposure to M&A, add-on integrations, or transaction diligence
• Comfort operating with high accountability and limited initial infrastructure
• Background in corporate finance, including treasury management, risk analysis, regulatory reporting, and financial modeling
• Demonstrated expertise in fundraising, M&A, business development strategies, and market analysis
• Deep understanding of revenue cycle management, cost control techniques, expense management, and fiscal oversight
• Strong analytical skills to translate complex financial data into actionable insights
• Effective negotiation skills with strategic thinking for business growth opportunities
• Proficiency in financial software systems; advanced Excel skills; familiarity with financial planning tools is essential
• Excellent leadership skills with prior supervising experience and ability to build and manage teams
• Education: Bachelor’s degree in Accounting, Finance, or related field; CPA or CFA preferred; MBA advantageous
• Execution-oriented approach with strong attention to detail
• Comfort balancing hands-on work with senior-level stakeholder interaction
• Credible, confident communication with PE partners and lenders
• Structured, disciplined, and deadline-driven working style
• Motivation to build institutional-quality finance functions
• Experience using and expanding expertise in generative AI to reduce redundant work and produce high-quality analysis efficiently

Technologies

• GAAP
• ASC 606
• COSO
• Excel
• Generative AI

Benefits

• 401(k)
• Dental insurance
• Family leave
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Stock options
• Vision insurance

Application Questions

• This position is full-time in our Downtown San Diego office. Does that work for you?
• Do you have any experience with company exits and managing due diligence with investors? Please explain.
• Have you ever helped a company raise Series B/C or beyond? Please explain.
• Explain your hands-on approach to financial reporting, accounting and bookkeeping, investor reporting, preparing presentations for CEO meetings, and preparing for internal and external shareholder meetings. Include your use of generative AI to optimize efficiency, analysis, and output.