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As the former Director of Investments and Treasury Analytics at the U.S. Naval Academy Alumni Association and Foundation, I oversaw the investment and treasury operations of a $350M endowment that supports the mission and values of the USNA. I have more than 10 years of finance experience, focusing on investments, financial modeling, budgeting, forecasting, and reporting.In my previous roles, I worked with some of the largest and most reputable foundations and insurance companies in the U.S., such as the Helmsley Charitable Trust and Arch Insurance Group, where I delivered high-quality financial analyses and presentations to senior management and external stakeholders. I have a strong analytical and consultative skill set that enables me to provide strategic insights and recommendations for optimizing financial performance and efficiency. I am also proficient in various systems and tools like Excel, Access, Oracle, Hyperion, and Tableau. I am currently a CFA level 1 candidate as well.
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Director Of Investments And Treasury AnalyticsU.S. Naval Academy Alumni Assoc & Foundation Dec 2020 - Mar 2024Annapolis, Maryland, United States -
Financial Planning AssociateThe Helmsley Charitable Trust Aug 2017 - Nov 2020Greater New York City AreaThe Helmsley Charitable Trust is one of the largest foundations in the United States with an endowment of ~$6 Billion USD. Helmsley supports health initiatives in the U.S. and around the world by awarding grants for charitable purposes.Reporting directly to Finance Director and CFO, responsible for coordinating budgeting and forecasting of the Trust’s annual spending of ~$250M in grants and ~$35M of operating expenses -
Corporate Financial AnalystArch Insurance Group Apr 2015 - Aug 2017Jersey CityResponsible for preparing/validating gross premium financial models & analysis for distribution to senior management -
Financial AnalystArch Insurance Group Sep 2012 - Apr 2015Jersey City, NjResponsible for premium and cash closing processes and ad-hoc management reports for AVP -
Accounts Payable SpecialistTokio Marine Management, Inc. Apr 2012 - Aug 2012New York, New York -
Salesforce Project/Accounts Receivable & BillingFxall Oct 2011 - Mar 2012New York, New York
Kevin Mitchell Education Details
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Finance
Frequently Asked Questions about Kevin Mitchell
What is Kevin Mitchell's role at the current company?
Kevin Mitchell's current role is Investments and Finance professional with 10+ years of experience across various functions..
What is Kevin Mitchell's email address?
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What is Kevin Mitchell's direct phone number?
Kevin Mitchell's direct phone number is +134754*****
What schools did Kevin Mitchell attend?
Kevin Mitchell attended Hofstra University.
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Kevin Mitchell
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Kevin Mitchell
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Kevin Mitchell
United States2obsglobal.com, gmail.com
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