Brian Kutzera, MBA/CFA

**** *. **** **. 206-***-****

Seattle, WA 98103 abi9cm@r.postjobfree.com

PROFILE

I am a skilled Investment Professional with many years of experience. I have strong analytical

skills and expertise in financial statement analysis, cash flow modeling and forecasting,

investment valuation, and applying financial and accounting concepts to support business

decisions.

EDUCATION

VOLUNTEER WORK

INDIANA UNIVERSITY, Bloomington,

IN. MBA Finance. CFA Society Seattle Research Challenge

Coordinator, 2013-14.

ESADE, Barcelona, Spain. I spent the

academic year taking business courses to

become fluent in Spanish and gain CFA Society Seattle Research Challenge

experience abroad. Mentor 10/12 to 3/13.

UNIVERSITY OF WASHINGTON, Seattle

WA. B.A. Business Administration.

Seattle University Fin 344 Equity Research

Presentation Judge.

CONTINUING EDUCATION

Bus. Tech. Sys. - 165 Spreadsheet Analysis & Design, Bellevue College, Spring, 2013.

Bus. Tech. Sys. - 265 Advanced Spreadsheet Analysis & Design, Bellevue College, Sum. 2013

Bus. Intel - 103 SQL Fundamentals, Fall 2013.

CFA Continuing Education program 2008-2013

TECHNICAL SKILLS

I have used Microsoft Office extensively in my work and I have strong Excel spreadsheet skills

including graphics, conditional formatting, pivot tables, pivot charts, VLOOKUP, macros, what-if

analysis. Additionally, I have worked with Bloomberg, Baseline, Stockval, Charles River (trading

software), PowerPoint, Access, and other financial database programs and online services.

WORK EXPERIENCE

SEATTLE UNIVERSITY – Adjunct Faculty June 2014 to present

Instructor - Finance 4460 – International Corporate & Trade Finance

Instructor for this course on International Finance, focusing on the current international business

environment, foreign exchange markets, national income accounting, currency hedging,

commodity hedging, and interest rate swaps.

CLUB NORTHWEST (Running Club) - March 2013 to Present

Treasurer

• Create detailed budget and analysis of cash flow to assist the financial planning process

for this non-profit.

• Make routine disbursements, collections, deposits and manage banking relationships.

GW CAPITAL INC., Bellevue, WA 8/07 to 6/08.

Equity Analyst.

• Performed fundamental research on small capitalization value stocks in a variety of

industries including Basic Materials, Machinery, Aerospace and Consumer Discretionary

sectors.

• Created detailed financial statement models in order to forecast cash flow, earnings per

share, and returns on capital.

• Applied valuation techniques including discounted cash flow and discounted Economic

Valued Added, and a wide range of relative valuation metrics.

SAFECO INSURANCE COMPANY, Seattle, WA 2/93 to 6/07.

Portfolio Management -

• Co-Managed the Safeco Corporation Equity Portfolio - $1.5 billion equity portfolio.

Researched and made investment recommendations, reviewed the recommendations of

others, and analyzed portfolio metrics such as sector weightings, yield, risk metrics, and

investment performance.

• Managed the mid-cap growth portfolios of the Safeco Retirement Plan and the Safeco

Profit Sharing Plan with total assets of $175 million.

• Managed 25 trust and agency accounts with funds totaling $35 million as a Trust

Investment Officer for the Safeco Trust Co.

• Directed the planning, development, and presentation of general information and

investment results for these portfolios and preparation of other internal reports required

by senior management.

• Collaborated with operations, accounting, tax, audit, and legal departments regarding the

investment process, specific transactions, accounting treatments, and other issues.

SAFECO INSURANCE COMPANY, Seattle, WA 2/93 to 6/07 cont.

Sr. Equity Analyst

• Performed fundamental financial analysis of companies in a variety of Industrial sectors

including Electrical Equipment, Machinery/Manufacturers, Forest Products, Packaging,

and certain Technology and Consumer Discretionary sectors. Developed detailed

financial statement models with the goal of forecasting cash flow, earnings per share, and

returns on capital.

• Applied a wide range of relative valuation measures and developed complex spreadsheet

models for discounting cash flow and Economic Valued Added.

• Provided creative and insightful idea generation. My work supported portfolio managers

of mutual funds, retirement plans, and corporate investment portfolios, spanning a wide

range of investment styles. This position also required meeting with company

managements, visiting facilities, and regularly tracking company developments.

SECURITY PACIFIC BANK, Bellevue, WA 4/88-8/90

Credit Analyst

• Performed financial statement analysis of business customers requesting loans and

assessed the risks of various types of lending proposals.

• Monitored the financial progress of commercial credits using credit scoring software and

conducted client audits of invoices and accounts receivable.

• Communicated credit department policy and procedures to clients, accountants and other

parties.

• Participated in process improvement projects, and supported other management directives

as prescribed.

Trust Officer’s Assistant

• Assisted with the management of trust and agency accounts for high net worth

individuals.

• Interacted with clients and the bank’s operations area to insure proper handling of client

transactions.

UNIGARD SECURITY INSURANCE COMPANY, Bellevue WA 10/84-7/86

Investment Specialist

• Responsible for corporate cash management and banking relationships. Designed and

implemented various Treasury initiatives in order to streamline and strengthen existing

procedures including developing computer spreadsheets to replace a paper based system.

• Monitored and forecasted cash positions to ensure adequate short and medium term

liquidity.

• Responsible for investing excess funds in short term investments. Developed and

maintained internal reports required to summarize cash activity to senior management as

well as short and medium term cash forecasting models and reports.

• Reviewed cash management processes to ensure best practices are being utilized and

costs minimized. Worked with all Treasury-based vendors and banks to monitor

effectiveness and cost of services provided, such as basic banking services, lockboxes,

etc. Assisted the Treasurer with a variety of special projects.

ACTIVITIES AND MEMBERSHIPS

PROFESSIONAL:

-Chartered Financial Analyst (CFA) designation, Charter #10952

-Member of the CFA Institute

-Member of the CFA Society of Seattle.

COLLEGE & GRADUATE SCHOOL:

-Vice President, Investment Club, Indiana University

-Finance Guild, Indiana University

-Univ. of Washington Cross Country and Track Teams 1980-1984.

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