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Manager Financial Analyst

Woodstock, Georgia, United States
August 15, 2018

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Kenneth Anderson



I am a highly motivated and achievement-driven individual looking to pursue a career in financial analysis. My experience with financial reporting analysis related to Business Immigration for 2.5 years sparked my pursuit of an MBA in Finance, which I completed in August 2017. I am a candidate for CFA Level 1.


MBA International Management / Finance, University of New Mexico (GPA: 4.12) August 2017

BA Political Science, University of New Mexico (GPA:4.14) December 2010

Intermediate Chinese Certification, C.A.M.I.C, Beijing, China 2007

Basic Chinese Mandarin Certification, Defense Language Institute, Monterey, CA 2004


CFA Level 1 candidate

Highly proficient in Excel functions, including Vlookup, Pivot Tables, DCF modelling, Monte Carlo Simulations, VBA, Macros and Options Pricing

Highly proficient in Chinese-Mandarin (reading, writing, speaking)

Experience with classified and sensitive documents

Effective communicator with extensive writing and public speaking experience


MBA Student, University of New Mexico 8/15 – 8/17

Albuquerque, NM

Built Excel-based models to optimize Sharpe Ratios on portfolios of 3-5 asset classes

Managed portfolio simulation of $1 mm, yielding 6.2% return in 4 months with max monthly drawdown of under 1%

New Mexico Investment Society member, stock simulation winner Fall 2016 (1st out of 23, built $100k to $775k) AND Spring 2017 (1st out of 28, built $100k to $241k)

Edited, researched, and collaborated with Hawaiian Sun Energy for federal rural energy grant of $3 mm (results pending)

Evaluated over 100 graduate student grant applications as grant reader / evaluator

Trained extensively in advanced Excel function throughout curriculum, specifically financial modeling to include Data Analysis tools, Solver, Lookups, Pivot Tables, VBA, and some macros

Business Immigration Paralegal, Smith, Gambrell, & Russell LLC 8/12-2/15

Atlanta, GA

Drafted documents, managed client communication, and handled core issues primarily related to employment-based immigration including H-1B visas, PERM/I-140/I-485 processes, RFE/NOID responses, N-400 applications, I-601 waivers, Consular Processing, and Removal Defense

Analyzed and interpreted financial statements from private and public companies nearly daily

Conducted extensive legal research and prepared subsequent legal briefs

Business Owner, Z-Neth Web Ventures LLC 5/08-4/09

Albuquerque, NM

Co-founder of company involved in web design, search engine optimization, and e-commerce

Successfully created and launched two websites, three major SEO campaigns, and numerous internet marketing campaigns for local companies in Albuquerque / Santa Fe



Assistant Service Manager / Server / Trainer, Various Restaurants (NM, GA) 4/15-7/18; 11/08-6/12

Managed Profit and Loss tracking at high end steakhouse ($50-$100 / plate)

Utilized Quickbooks and Excel functions to automate financial tracking, including Vlookups and Pivot Tables

Collaborated with General Manager to establish Service Standard Manual and numerous menu revisions

Consulted with General Manager and Regional Manager to track data metrics for inventory and labor management

Sergeant / Chinese Linguist / Signal Analyst, United States Army 6/02-1/08

Ft. Shafter, HI; Baghdad, Iraq; San Angelo, TX; Monterey, CA

Granted Top Secret / Sensitive Compartmentalized Information Clearance

Graduated from Chinese Mandarin Basic Course ranked #1 of 30, achieving Near-Native level proficiency within 64 weeks

Served as primary supervisor for 8 person team

Designed and managed language maintenance curriculum for 20+ linguists

While deployed in combat zone, was chosen to be personal security and primary convoy driver for Lieutenant Colonel (O-5)

Trained and performed missions on tactical signals intelligence team, using DRT, TSPRING, and other collection equipment


High School Policy Debate Coach (Albuquerque, NM)

Eldorado High School policy debate 2009-2012

Albuquerque Academy policy debate 2000-2002

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