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KAI CHEN, CFA, CPA

9013 Culberson Drive, Plano, TX, 75025

214-732-8328

Experience:

ORGANIZATION FOR RURAL DEVELOPMENT (ORUDE), Jinja, Uganda

Grassroots Non-Governmental Organization that empowers rural women with saving, microcredit and entrepreneurship training.

Microfinance Strategy and Operations Consulting Intern

September, 2009 - 2010

Establish and implement financial system and organizational best practices for 6 rural banks that serve 1,500 members in Eastern Uganda. Create and manage loan portfolio monitoring system and risk management practices for over 40 million Ugandan Shillings (US $22,000) savings and lending operations.

Equip and empower local communities and ORUDE staff with micro-business startup training and professional development seminars. Trained savings group members and rural bank managers in effective recordkeeping and finance management.

SUNTX CAPITAL PARTNERS, Dallas, TX

Lower-middle-market leveraged buyout investment firm with over $600 million under management. Private Equity Associate Leveraged Buyout Investment Identified acquisition targets through industry screening and proprietary network; performed financial and operational due diligence, presented investment thesis to investment committee, worked with principals and executives in residence to prepare bids, including:

2007 2009

Large publicly traded bank holding company in Southeast with $25 billion in assets.

Large publicly traded financial service company with $248 mm in revenues.

Large regional local television and radio stations group in TX and OK ($115 mm).

Portfolio Company Management Provided industry research and financial analysis to portfolio company executives and senior investment professionals for growth

strategy, operations turnaround, and financial engineering.

Served on board of consumer products company to provide guidance for $20 mm financial budgeting and strategic planning.

Worked with executives of auto parts manufacturing company on $14 mm financial and operational restructuring.

Conducted industry screening and due diligence of various industries such as regional broadcasting, financial services, and auto parts manufacturing industries.

HIGHLAND CAPITAL MANAGEMENT, Dallas, TX

Multi-strategy investment firm with $26 billion under management specializing in managing alternative fixed income investments.

Portfolio Operations Analyst

2005 2007

Managed monthly pricing/valuation process of Highland’s $40 billion investments in alternative credit assets.

Created and implemented Highland Global Pricing procedure, guideline, and valuation models.

Served with senior executives on Highland Global Pricing Committee to review and evaluate the accuracy and reasonableness of illiquid investment valuation.

Managed bi-annual performance attribution analysis for all portfolio managers at Highland Capital. Researched and created performance benchmark for each portfolio manager. Prepared annual performance reporting package and portfolio manager ranking for President and Chief Investment Officer of Highland Capital.

ACCENTURE, Dallas, TX

Fortune 500 global consulting firm. Financial Analyst

2004 2005

Prepared reporting packages and presentation materials for CEO, COO, and CFO of Resource Global Operating Group. Researched and analyzed complex financial reporting issues and assisted management with special projects and presentations.

Prepared monthly financial packages and provided analytical supports for management of Resources North America Operating Unit. Assisted and trained team members during firm-wide transition to the new financial reporting system.

Education:

BAYLOR UNIVERSITY, Waco, TX Master of Accountancy -- 2003 B.B.A. in Accounting, Economics and Finance 2002 Beta Gamma Sigma. Dean’s List. Hankamer Securities Fund. One of 12 students selected for third largest student-managed portfolio in nation. Awarded academic scholarship for graduate program. Golden Key National Honor Society.

Personal:

Served on mission trips to South Africa, Ireland, and Canada; Hurricane Katrina relief; and service project in New York.

Launched and led homeless outreach ministry and mentoring program for Waco, TX inner-city youth and children.

Native speaker in Mandarin Chinese. Enjoy Go (Chinese strategic board game), writing, and international travel.