Director of Strategic Finance & Investor Relations

Director of Capital Markets & Investor Relations

Chicago || Woodridge, IL

Formic is on a mission to reshape American manufacturing by making automation accessible to every factory. As labor constraints rise, costs increase, and global competition intensifies, automation is no longer optional for manufacturers that want to stay competitive.

We deliver automation through a Robotics-as-a-Service model that combines industrial robotics, proprietary software, and full-service support into a single, integrated solution. By removing the traditional barriers of cost, complexity, and risk, we enable manufacturers to deploy automation quickly and realize measurable gains in throughput, safety, and operational efficiency without large upfront capital investment.

Backed by leading investors including Lux Capital, Initialized Capital, Blackhorn Ventures, and Mitsubishi HC Capital North America, Formic is scaling rapidly and building the foundation for a new era of high-performance, Made in America production.

Formic’s Finance team enables disciplined growth across our Robotics-as-a-Service platform. The team oversees capital strategy, treasury, credit, financial operations, compliance, accounting, and investor engagement. As Formic scales nationally, Finance ensures capital is deployed intelligently, portfolio performance remains strong, and the company maintains long-term financial resilience.

Finance operates at the center of strategy and execution. It connects operational performance to capital markets, aligns deployment velocity with balance sheet strength, and supports executive decision-making with rigorous financial insight.

As Director of Capital Markets & Investor Relations, you will operate at the intersection of operations, capital markets, and executive strategy. Reporting to the CEO and CFO, you will shape how Formic translates performance into financial narrative, capital positioning, and long-term value creation.

You will rebuild and own the company’s core operating model, define the metrics that matter, and ensure Formic’s financial architecture supports both growth and durability. You will play a central role in capital formation across equity and debt, while serving as a trusted partner in board communication and investor engagement.

This is a high-ownership leadership role in an early-stage, high-growth environment. You will not simply report results. You will define how results are measured, interpreted, and communicated to the market.

• Lead the development and evolution of Formic’s operating model, forecasting framework, and long-term financial architecture
• Translate operational performance into clear, credible financial narratives for investors and board stakeholders
• Define and refine KPIs that demonstrate the strength, scalability, and durability of Formic’s business model
• Monitor industry trends, competitor positioning, and capital market dynamics to inform strategic positioning
• Support equity and debt capital raise execution, including investor materials, diligence coordination, data management, and partner engagement
• Help structure and communicate complex financing initiatives, including debt and securitization strategies where applicable
• Partner cross-functionally with Finance, Legal, and executive leadership to ensure alignment, reporting discipline, and compliance
• Prepare board materials, investor updates, quarterly reporting packages, and strategic financial analyses
• Implement and maintain outward-facing dashboards and reporting frameworks that increase transparency and credibility
• Operate independently in a fast-moving environment, driving initiatives from concept through execution

• 7+ years of experience in investment banking, private equity, venture capital, structured finance, or strategic finance within a high-growth company
• Direct experience engaging institutional equity investors and capital partners
• Demonstrated experience supporting early-stage or growth-stage fundraising processes
• Strong exposure to capital markets and debt structuring; securitization experience is a plus
• Exceptional financial…