Capital & Banking Relations Coordinator & Financial Administrative Assistant in Denver, Colorado at Donut Holdings Inc

**LaMar’s Donuts & Coffee*
*
**Capital & Banking Relations Coordinator & Financial Administrative Assistant**

Build your career where finance, banking, franchising, and business growth come together at an iconic legacy brand.

**Company:*
* Donut Holdings, Inc. d/b/a LaMar’s Donuts & Coffee
**Location:*
* LaMar’s Donuts Corporate Headquarters
**Reports to:*
* Chief Capital Officer
**Department:*
* Capital & Banking Relations, with cross-functional accounting support
**Employment Type:*
* Full-time
**Work Arrangement:*
* 100% office-based, except for business travel
**Travel:*
* Approximately 20%–30%, including overnight trips

**Position Summary**

The Capital & Banking Relations Coordinator & Financial Administrative Assistant supports the Chief Capital Officer by keeping banking relationships, financing activities, executive schedules, financial records, and follow-ups organized and moving forward.

This role combines capital and banking coordination with financial administrative support for Donut Holdings, Inc., its franchisor operations, and corporate-owned LaMar’s locations. The coordinator also assists the Accounting Department during periods of increased workload and time-sensitive reporting.

The ideal candidate brings advanced analytical and administrative skills, the ability to interpret financial information, exceptional accuracy, and the initiative to take ownership of assignments. This position is well suited to someone seeking a long-term career and opportunities to grow with the company.

**Primary Responsibilities**

**Capital & Banking Relations**

- Schedule and confirm meetings with banks, credit unions, lenders, financing partners, and internal stakeholders; coordinate calendars, meeting logistics, and supporting materials.
- Prepare agendas, take meeting notes, and maintain action lists identifying the responsible person, due date, status, and next steps.
- Maintain accurate institution and contact records, including titles, contact information, relationship history, correspondence, and financing interests.
- Track financing opportunities, lender requests, applications, document submissions, reporting deadlines, and follow-ups; promptly flag delays and missing information.

**CRM & Document Organization**

- Maintain accurate records in the company’s CRM and Microsoft Dynamics 365, including contacts, activities, tasks, reminders, and financing status, following established workflows.
- Organize financial statements, applications, correspondence, lender packages, and supporting records using consistent file names, dates, version controls, and access permissions.
- Use Sage accounting software to retrieve authorized reports, organize supporting financial records, and assist with approved entries and tracking.
- Keep CRM activity records aligned with relevant financial documentation.

**Financial & Administrative Support**

- Compile financial information and supporting schedules for the Chief Capital Officer, including cash flow summaries, debt schedules, lender comparisons, and financing request packages.
- Read and interpret income statements, balance sheets, cash flow statements, budgets, accounts payable and receivable aging reports, and debt information; identify trends, discrepancies, and questions requiring review.
- Create, update, and review Excel analyses and reports; verify source data, formulas, totals, dates, and supporting assumptions before distribution.
- Manage Outlook calendars, meeting invitations, email follow-ups, travel arrangements, expense documentation, and other executive administrative needs.
- Prepare and proofread correspondence, Word documents, meeting materials, reports, and presentations to ensure accurate spelling, grammar, formatting, and financial terminology.

**Accounting Department Support**

- Assist Accounting during periods of increased workload, approaching deadlines, and month-end, year-end, audit, or other reporting demands.
- Provide assigned support with invoice entry, accounts payable and receivable documentation, reconciliations, data entry, record cleanup, and close schedules under Accounting’s direction.
- Coordinate priorities with the Chief Capital Officer and Accounting leadership, maintain an accurate task list, and communicate workload or capacity constraints before deadlines are missed.

**Team Support & Professional Judgment**

- Protect confidential company, banking, employee, and financial information; follow established document-sharing procedures and approval requirements.
- Use company-approved AI tools to improve drafting, summaries, research, analysis, and workflow efficiency; verify outputs and handle confidential information according to company policy.
- Work within delegated authority, follow accounting controls, and route financial commitments, payments, and banking changes through authorized approvers.
- Improve administrative processes, help colleagues complete time-sensitive work, and perform other duties and special projects as assigned.

**Performance Expectations**

Success in this role means maintaining accurate contact and financial records, preparing meeting materials on time, following through on assignments, organizing lender documentation, and escalating issues promptly.

The coordinator is expected to see assignments through to completion, contribute effectively during accounting deadline pressure, and produce accurate work that is ready for management review.

**Required Skills & Qualifications**

- **Advanced analytical skills:*
* Evaluate information, identify patterns and inconsistencies, compare alternatives, and present clear findings supported by accurate data.
- **Advanced Excel skills:*
* Use formulas, XLOOKUP or equivalent lookup functions, SUMIFS, PivotTables, data validation, charts, and reconciliation methods; organize large datasets and troubleshoot calculation errors.
- **Advanced Outlook skills:*
* Manage complex and shared calendars, meeting scheduling, email organization, reminders, task tracking, and follow-up systems.
- **Advanced 10-key skills:*
* Enter and verify numerical and financial data quickly and accurately using a numeric keypad.
- **Advanced Word skills:*
* Create, format, edit, and proofread professional documents using styles, tables, templates, and Track Changes.
- **Strong communication and proofreading skills:*
* Demonstrate excellent spelling, grammar, written communication, and verbal communication; interact professionally with executives, bankers, lenders, and colleagues.
- **Advanced organizational and multitasking skills:*
* Manage competing priorities, maintain reliable records, adapt to changing deadlines, and complete assignments with minimal reminders.
- **AI proficiency:*
* Use effective prompts and company-approved AI tools for administrative and analytical work; verify calculations, source information, and final outputs.
- **Financial interpretation skills:*
* Explain financial reports, distinguish cash flow from profit, understand basic borrowing terms, and recognize discrepancies requiring Accounting or leadership review.
- **Systems proficiency:*
* Maintain accurate CRM records and work confidently with financial systems. Experience with Microsoft Dynamics 365 and Sage accounting software is strongly preferred.
- **Relevant experience:*
* Experience in financial administration, banking support, accounting support, or executive coordination.
- **Professional work habits:*
* Demonstrate discretion, reliability, attention to detail, initiative, and a willingness to assist the team.

**Schedule & Travel Requirements**

- Work entirely on-site at the company’s designated office location, except when traveling on company business.
- Be available to work Wednesday through Sunday, with flexibility for early mornings and evenings. The schedule may change based on business needs and assigned responsibilities.
- Be available to support urgent financing requests and accounting deadlines, including additional scheduled hours when needed.
- Travel approximately 20%–30% of the time for company business, including overnight trips.

**Professional Growth**

This role offers opportunities to develop deeper expertise in banking relations, capital coordination, financial analysis, and accounting support. Expanded responsibilities and advancement will depend on demonstrated performance, skill development, and company needs.