Chief Financial Officer

We are hiring a CFO to help lead Augment through its next phase of growth.

This is not a conventional early-stage finance role. Augment is a Series A company, but we already operate with meaningful revenue, real balance sheet and liquidity decisions, regulated entities, complex transaction flows, multiple banking and payments relationships, SPVs, escrow, financing arrangements, and products that sit at the intersection of software, brokerage, and private markets. We need a finance leader who can be a true partner to the founders, the executive team, and the board.

This person will own finance at Augment end-to-end. They will help us make better decisions, build durable systems, and create trust across the company and with our board. They should be comfortable moving between high-level strategy and very detailed execution: one hour thinking about capital allocation, entity structure, or a board deck, and the next hour reviewing a reconciliation, facility economics, cash forecast, or compensation plan.

This is a very hands-on role. You will have support from external accountants, broker-dealer resources, and internal team members covering bookkeeping and deal-related finance work, but you should expect to personally drive many of the most important finance, treasury, and strategic projects yourself.

• Serve as a strategic partner to the founders, executive team, and board

  • Help shape company strategy with a strong grasp of financial, operational, and risk tradeoffs

  • Build credibility with the board through clear reporting, strong judgment, and consistent execution

  • Translate complex financial and operational realities into decisions, priorities, and plans

• Own the company’s finance function across all entities

  • Oversee the financial architecture of Augment’s parent company, broker-dealer, RIA, SPVs, and related entities

  • Ensure the right controls, reporting, and operating cadence exist across a structure that is more complex than a typical SaaS startup

  • Partner closely with legal, compliance, operations, and external firms to keep the system coherent and scalable

• Lead treasury, liquidity, and capital planning

  • Own cash management across multiple banks, custodial and operational flows, and entity-level constraints

  • Build and maintain short-term and long-term cash forecasts, liquidity plans, and capital allocation frameworks

  • Evaluate financing arrangements with banks and payments providers, and help structure them thoughtfully

  • Develop forecasting around deploying risk capital into securities positions and planning expected timing and pathways to liquidity

• Drive transaction, product, and infrastructure finance

  • Partner with the team on SPV economics, escrow flows, facility usage, and transaction-related financial operations

  • Help design finance and treasury infrastructure for new products, including brokerage, cash accounts, funds, and other capital markets initiatives

  • Build frameworks to understand product-level economics, working capital needs, margin, and risk

• Own planning, reporting, and financial rigor

  • Build and run budgeting, forecasting, and management reporting across the company

  • Deliver reporting packages for leadership and the board that are clear, decision-useful, and trusted

  • Improve visibility into budget-to-actuals, forecast-to-actuals, margins, operating leverage, and business performance

  • Help establish KPIs that reflect both company maturity and the realities of early-stage execution

• Lead accounting oversight and systems

  • Own the relationship with external accountants, auditors, tax advisors, administrators, and other finance vendors

  • Ensure accounting is accurate, timely, and decision-useful across operating companies and investment/SPV structures

  • Oversee implementation and improvement of finance systems, including ERP and adjacent tooling, so the company can scale without losing control

  • Bring rigor to areas like revenue recognition, stock-based compensation, entity-level accounting, and audit readiness

• Own compensation, incentive, and equity planning

  • Help design compensation frameworks that fit the stage of the business while creating accountability and leverage

  • Build bonus plans that balance company goals, team performance, individual milestones, and economic reality

  • Partner with leadership on equity planning, refreshes, grant strategy, and board-ready supporting analysis

  • Ensure compensation and incentive plans are operationally sound and financially well understood

• Support governance, controls, and risk management

  • Help run core governance processes including board materials, audit readiness, and committee support as the company matures

  • Establish appropriate controls and decision frameworks without creating unnecessary bureaucracy

  • Be a steady hand in a regulated, high-trust environment with real operational and financial risk

• Want to be a real thought partner to founders, not just the owner of a function

• Are excited by businesses that combine software, financial infrastructure, and securities operations

• Can move fluidly between strategic finance and hands-on execution

• Are comfortable operating with limited resources and building the function while doing the work

• Have strong judgment and can simplify messy situations without oversimplifying them

• Know how to build trust with operators, regulators, external partners, and a demanding board

• Like bringing structure to ambiguous, fast-moving environments

• Are responsive, reliable, and calm under pressure

• Are not afraid to get into the weeds when needed

• Significant experience as a finance leader, CFO, or senior finance operator in a high-growth company

• Experience in securities, brokerage, asset management, private markets, fintech infrastructure, or similarly complex financial businesses

• Strong understanding of treasury, multi-entity finance, liquidity planning, and transaction-related operations

• Experience with bank accounts, escrow structures, financing facilities, payments providers, and operational cash complexity

• Strong command of accounting and financial operations, with the ability to either do the work directly or tightly manage external providers

• Experience with ERP implementation or scaling finance systems in a growing company

• Fluency in board reporting, investor communication, and executive-level decision support

• Strong understanding of stock-based compensation, equity planning, and incentive design

• Excellent modeling, forecasting, and business judgment

• High attention to detail, strong ownership, and a bias toward action

• Competitive salary

• Meaningful equity in an early-stage high growth company

• 100% employer-paid medical, dental, and vision coverage for employees

• Hybrid in-office in New York or Austin preferred

The US base salary range for this role is $250k–$350k annually, depending on level, experience, and demonstrated responsibility, with prorated compensation for part-time arrangements. The total compensation package may also include additional components or benefits depending on the specific role.

Most Series A companies can wait on a CFO. We probably cannot.

Augment already has the complexity, revenue base, and operational risk profile that require senior financial leadership. We are building across brokerage, SPVs, software, banking and payments relationships, and new products that require thoughtful capital planning and strong financial controls. This role is about helping us scale the company responsibly and ambitiously at the same time.

If this sounds exciting, please apply or reach out to our Chief of Staff, Jack Berger