Chief of Staff

Tired of doing the same old thing? Are you an independent hard charger looking for a unique opportunity? Someone who wants to implement your ideas and help drive an organization for the better? Someone who can oversee multiple organizations?

This role is to be the right hand to the Founder of a family office and assist in working across the portfolio companies. Every day will be different, but here is a list of possible activities for the role

Potential Responsibilities:

Company that acquires and operates businesses:

1. Sourcing Acquisitions & Due Diligence

• Assist in developing avenues to source acquisitions
• Perform initial review of leads (using established criteria), including contacting company as needed
• Review/edit draft of NDA
• Setup and maintain due diligence lists for potential targets
• Communicate with company to obtain DD materials, as necessary
• Attend DD calls and in-person/onsite meetings
• Assist in managing our own DD efforts (create a system for this)
• Point person for the Quality of Earnings Analysis
• Development of financial models, alternate scenarios and sensitivity analyses
• Assist in developing short-form acquisition/business plan to use with potential lenders
• Take part in discussions with lenders on obtaining needed financing
• Assist in development of Sale and Purchase Agreement with legal team
• Develop criteria list for target companies

2. Portfolio Companies

• Assist in developing initial strategy for new portfolio companies as well as the initial kick-off meetings
• Assist in development of scorecards and appropriate management reports
• Attend calls/meetings with portfolio companies, as needed
• Follow up to ensure all financials, management reports, scorecards are received in a timely basis - and review for performance
• Take on one-off tasks for portfolio companies as needed
• Systematize approach to certain issues we repeatedly see at portfolio companies
• Maintain calendar of government reporting and ensure it is adhered to by all companies

3. Exit Planning & Exit

• Work with portfolio companies to plan for exit (using established analysis, etc)
• Create Investor Memorandum and Executive Summery to be used for sale process
• Build out the Data Room with portfolio company
• Help build list of potential buyers
• Run process with potential buyers (sending out Exec Summary, obtain signed NDAs, send out IMs, gauge interest)
• Take part in conversations/negotiations with potential buyers
• Handhold buyer through DD process
• Asist in legal – developing Sale and Purchase Agreement

Alternative Financing Company:

1. New Clients

• Assist in identifying new clients
• Manage DD process for potential clients
• Work with legal on developing proper documentation for incoming client

2. Existing Clients

• Ensure all needed materials are received prior to any financing is provided to new/existing clients
• Ensure timely payment by clients
• Ensure all procedures/requirements are met by clients
• Maintain (or follow up with accounting to ensure) proper tracking of all financings

Family Office:

1. Projects

• Assist in DD/fundraising process for large-scale projects
• Develop and maintain financial models for these projects
• Creation of business plans / investment cases as needed
• Asist in legal process, as needed

2. Overall

• Maintain overall scorecards (and performance against)
• Ensure all financial reports are received timely
• Assist in ensuring all government reporting is completed, and on a timely basis
• Assist in hiring processes

Experience:

We prefer energy and desire to do a job over experience. However, this role will benefit if the right person has knowledge of the following:

1. Past experience in having meetings/conversations with C-suite executives

2. Past experience with finance / accounting

• Knowledge of accounting and accounting systems
• Financial modeling (e.g. how to create integrated financial statements from scratch)
• Financial modeling for large scale projects and/or acquisition

3. Past experience with company operations

• Past experience evaluating and/or managing companies - understanding of management processes, reporting, systems, etc

4. Past experience with legal documents (NDAs, CIMs, Sale and Purchase Agreements, Contracts, etc)

What We Offer:

• A role where you can learn first-hand how to buy, operate and sell companies, how to create, fund and scale large projects - an opportunity to learn how to build wealth
• A home where your voice matters, and you can affect real change
• An employer who cares about you and is willing to work with a flexible schedule and a potential mix of in-person and/or remote work
• At this time, we are a small team and do not offer benefits beyond flexibility and a competitive compensation package – though nothing is set in stone and over time we will all collectively decide what is best for the company

We need to know - can you make this happen? If so, we definitely need to talk to you.

Job Type: Full-time

Pay: $75,000.00 - $100,000.00 per year

Benefits:

• Flexible schedule
• Paid time off

Schedule:

• Choose your own hours

Work Location: Hybrid remote in Greenwood Village, CO 80111