Chief Financial Officer

Requirements

• You do not make slide decks about what someone else should build. You build it. You own the banking relationships, the capital structure, and the financial narrative. You are not looking for a caretaker role. You are looking to build something.
• Outcomes
• What success looks like in this role, measured against results, not activities.
• Year 1
• Lead and close the next fundraise. Own the financial model, investor materials, data room, due diligence process, and investor communications. Deliver a round that funds the next phase of growth on terms the board supports.
• Get the company audit-ready. Establish the internal controls, GAAP-compliant processes, and documentation standards required to pass a formal audit. Monthly close within 15 business days. Quarterly board packages delivered on time with numbers leadership and investors trust completely.
• Make gross margin visible and improvable. Deliver clear unit economics across every hardware product line (Sherpa, Lavo, Power Tether). Identify and execute at least one meaningful margin improvement initiative.
• Deploy AI across as many finance workflows as possible. Forecasting, close automation, anomaly detection, reporting. Show what a lean, high-performing finance team looks like with the right tooling.
• Scale the finance function without scaling headcount proportionally. Mature the systems, processes, and operating cadences already in place. ERP (Acumatica) utilization should be a driver of reporting speed and data integrity, not a bottleneck.
• Years 2 to 3
• Diversified, stable capital structure with financing vehicles matched to each business line.
• Lucid Refresh operating as a financially mature RaaS business with proven unit economics and established financing partnerships that support fleet growth.
• Financial infrastructure, governance, audit history, and reporting standards that put the company in a credible position to pursue a public market process.
• High-performing Finance team with clear development paths and strong cross-functional trust.
• Multiple years of clean, completed audits. Forecasts consistently within target variance range. Strong internal contr

Additional Information

About Lucid Bots Lucid Bots is an AI robotics company building the world's most productive and responsible robots. Our mission is simple: extend human reach. We design intelligent machines that take on dangerous, demanding, and repetitive work-so people don't have to. Headquartered in Charlotte, North Carolina, we design, engineer, manufacture, and support our products in the United States. Our production-ready robots are deployed by customers around the world to improve safety, increase productivity, and elevate operational standards. We are one of the fastest-growing manufacturing companies in the United States, recently ranked fourth nationally. Backed by leading investors including Y Combinator (S19), Cubit Capital, Idea Fund Partners, Danu Ventures, and others, we are scaling quickly at the intersection of AI, hardware, and real-world impact. We're building more than robots-we're building the future of physical AI. Our Core Values and How We Work Together At Lucid Bots, we're building something extraordinary - and how we work matters just as much as what we build. These values guide how we hire, grow, and show up for one another. Expedition Behavior - We climb as one. No silos, no "that's not my job." We protect the team and share the load. Grow with Humility - We're relentless learners. We seek feedback, own mistakes, and get better every day. Lift People Up - Humans come first. We care fiercely, speak honestly, and design for real people in real conditions. Build the Extraordinary - We take ownership, reject the ordinary, and run toward hard problems. We live Above the Line : we take responsibility, create solutions, and shape the future. If these values energize you, you'll thrive here. If they feel like too much, this may not be the right climb - and that's okay. Mission Raise Lucid Bots' next round of private capital, get the company into an auditable position, build the financial architecture to scale our Robots-as-a-Service business, and lay the foundation for an eventual public market process.

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