Chief Financial Officer
About the role
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.
Responsibilities
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
Own 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
Evaluate financing arrangements with banks and payments providers, and help structure them thoughtfully
Drive transaction, product, and infrastructure finance
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
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
Own compensation, incentive, and equity planning
Help design compensation frameworks that fit the stage of the business while creating accountability and leverage
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
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
Qualifications
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
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