Lee Mitchell Email & Phone Number

Greater Seattle Area

Serving as CFO for a single-family office and its broad range of business, investment and personal activities, entities and transactions.• Opportunistic Investing; Private Placements, Hedge Funds, Private Equity Funds, Real Estate• Financial Reporting• Planning & Budgeting• Private Banking• Trust & Estate Planning• Debt Procurement• Capital Management• Company Formation & Structuring• Personal & Business Taxation• Private Jet Leasing• Automobile Leasing & Purchasing• Insurance Analysis• Fine Art Sales & Purchases• Household Staff & Payroll• Home Construction Management• Charitable Foundations & Philanthropy

Business Finance / Financial Planning and Analysis- Accountable for all internal financial planning and analysis for two separate divisions within Blackrock- Responsible for creating annual budgets for each division- Create monthly direct contribution margin reports and analyze budget to actual variances.- Produce and maintain 18 month strategic rolling expense forecast.- Design sophisticated Excel based forecasting models- Forecast financial impact of existing and new formulaic based compensation plans- Assist in calculating year-end bonus pools, and analyzing distribution of pools to individuals- Experience interacting with top level executives including divisional COO’s, executive COO’s and BlackRock CFO- Staff Development and Mentoring

Accountable for all accounting aspects of partnership equity in accordance with US GAAP, including employee stock compensation and partner capital accounts.- Responsible for calculation of internal Company Fair Market Value (CFMV) model on a quarterly basis, as well as coordinate the 3rd party CFMV calculation on an annual basis.- Calculated Partners’ equity share of company by maintaining capital accounts, share ownership schedules, cash distributions, quarterly statements, in addition to accounting journal entries.- Administrated employee stock option plan (grants, exercises and forfeitures), coordinated employee payouts, and calculated all necessary journal entries.

- Audited financial statements of technology based companies.- Working knowledge of US GAAP and SEC reporting requirements.- Managed staff. - Continuous interaction with all levels of client personnel, including CFO.- Identified, documented, and tested internal controls.

Business, Accounting

A.A, General Studies; Accounting