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.

Who You Are

You have worked inside a manufacturing company at low 8-figures in revenue and helped scale it to 9-figures. You have raised private capital, negotiated venture debt terms, and sat across the table from lenders and leasing partners to structure deals that funded fleet growth or hardware subscriptions. You know what it takes to get a company through its first real audit and you have done it.

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.
• Scale the financial engine behind Lucid Refresh. We are already deploying robots as a service. The CFO owns what comes next: lead the banking relationships, negotiate venture debt terms, and source financing partnerships with lending and leasing companies to fund fleet growth. Structure recurring revenue contracts so the unit economics work for Lucid Bots and the financing partners.
• 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 controls that scale with the business.

Competencies

The traits and capabilities that predict success in this role.

• Manufacturing Financial Mastery: Deep expertise in cost accounting, COGS structure, gross margin analysis, and operational finance in a physical-product manufacturing environment. Has lived inside the complexity of hardware margins and knows how to improve them.
• Capital Strategy and Fundraising: Has led or co-led a private fundraising process of meaningful scale, both equity and debt. Has negotiated venture debt facilities and built relationships with lending and leasing partners to finance hardware fleets or subscription models. Knows what it takes to set a private company on a credible path to the public markets.
• AI Fluency: Actively uses AI tooling in their work today. Has a concrete point of view on how AI changes what a lean finance team can accomplish. Not watching from the sidelines.
• Execution at Pace: Comfortable in a fast-moving, resource-constrained environment. Does not wait for perfect conditions. Moves quickly, makes good decisions with incomplete information, and follows through.
• Communication and Financial Storytelling: Translates complex financial information into clear, actionable narratives for executives, board members, and investors. Can own the financial narrative externally.
• Leadership: Leads with high standards and direct feedback. Builds a team that owns execution so the CFO can focus on strategy and capital. Models Lucid Bots values, especially Expedition Behavior and Build the Extraordinary.

Qualifications

Required

• 12 to 18+ years of progressive finance experience in a high-growth startup or growth-stage manufacturing, hardware, or physical-product environment, including experience scaling a company from low 8-figures to 9-figures in revenue.
• Direct experience with cost accounting, standard costing, and COGS in a manufacturing company.
• Has led or co-led a private fundraising process (equity and/or debt) of meaningful scale.
• Direct experience negotiating venture debt facilities and building financing partnerships with lending or leasing companies.
• ERP experience required. Acumatica strongly preferred.
• Strong command of GAAP, financial modeling, and financial systems architecture.
• Bachelor’s degree in Finance, Accounting, Economics, or a related field.

Strongly Preferred

• Active, demonstrated use of AI tools in financial operations.
• Public market experience, IPO readiness, or S-1 familiarity.
• MBA or CPA.

Why Join Lucid Bots?

• Work directly with the founder of a fast-growing, venture-backed robotics startup.
• Be part of a team solving real-world problems with frontier technology.
• Get a front-row seat to fundraising, company building, and startup strategy at scale.
• Learn more in one year than most people do in five—this is a career accelerant.
• Help support the culture, pace, and systems of a company scaling fast and building things that matter.

Benefits:

• Health, dental, and vision insurance
• 3% retirement match
• 15 days of paid time off (PTO)
• 3 sick days 
• 11 paid holidays, with 3 of those being floating holidays
• Employee stock option plan

We Want to Meet You!

1. Why here? Why are you excited about Lucid Bots specifically?
2. Why you? What is the one thing about you that a resume can’t capture?

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.

Goal of This Role

The Finance Associate will help build and maintain the financial foundation that keeps Lucid Bots accurate, forward-looking, and decision-ready as we scale. This role spans both FP&A and accounting — you'll be in the numbers every day, keeping the books close-ready while also helping translate financial data into the insights that drive real decisions.

It's not a siloed role. You'll see how the business actually works, and your work will matter to the people making calls on where we invest and where we grow. If you're someone who gets energy from solving problems in spreadsheets, wants to understand the business behind the numbers, and is ready to grow fast — this is a strong place to start.

What You'll Do:

• Prepare and maintain recurring financial reports, budget-vs-actual variance summaries, and departmental spending trackers
• Support monthly and quarterly forecast refresh cycles — gathering inputs, updating models, flagging variances
• Assist with month-end close activities: reconciliations, accrual support, data compilation
• Build and maintain dashboards, reporting templates, and data pulls from financial systems
• Support general ledger accuracy by reviewing transaction coding and flagging discrepancies
• Help prepare financial materials for leadership and internal stakeholders
• Identify opportunities to improve reporting accuracy and efficiency

Who You Are

• You've built fluency across both analytical finance (FP&A) and transactional finance (accounting) — through coursework, internships, or early-career roles
• You have a foundational understanding of financial statements and basic accounting concepts (debits/credits, reconciliations, accruals)
• You're strong in Excel and comfortable navigating multi-source data sets
• You're organized, detail-oriented, and disciplined about following structured processes
• You communicate clearly — in writing, in a meeting, and in a spreadsheet
• You raise issues early instead of sitting on them, and you take feedback well

What We Expect You to Achieve in This Role

• Reliably deliver accurate, on-time recurring financial reports with minimal rework within the first 90 days.
• Complete assigned month-end close support tasks on schedule and audit-ready by month 4.
• Support monthly and quarterly forecast refresh cycles by gathering inputs, updating models, and flagging variances.
• Build and maintain dashboards and reporting templates that reduce reliance on ad hoc requests over time.
• Identify at least 2 opportunities to improve reporting accuracy or efficiency and implement them with manager guidance.

Why Join Lucid Bots?

• Be at the forefront of revolutionizing safety and efficiency with robotics technology.
• Work with a passionate and innovative team that values creativity and collaboration.
• Enjoy opportunities for mentorship, continuous learning, and professional growth.
• Contribute to a values-driven environment that prioritizes innovation, excellence, and meaningful impact.
• Competitive salary and performance-based commission structure.
• Comprehensive benefits package, including health insurance and retirement plans.

Benefits:

• Health, dental, and vision insurance
• 3% retirement match
• 15 days of paid time off (PTO)
• 11 paid holidays
• Company employee option plan
• Other benefits

Additional Notes

This role is based in Charlotte, NC. Partial hybrid flexibility possible, but significant on-site presence is expected.

We’d Love to Hear from You!

1. Why here? Why are you excited about Lucid Bots specifically?
2. Why you? What is the one thing about you that a resume can’t capture?