|
|
Richard Levan
EXPERIENCE SUMMARY
Mr. Levan has 40 years of financial management and analysis experience
including over 30 years with the Department Of Energy (DOE) and its
predecessor, Energy Research Development Administration(ERDA). His
responsibilities included budget formulation, execution, direction and
coordination. His roles as Budget Chief and Financial Manager in DOE Field
and HQ offices added the responsibilities of program analysis, contract
administration and supervision of a staff of accounting and budget
analysts. He has expertise in the development of computer generated
reports to consolidate data from multiple sources to produce more
comprehensive information. Management is thereby provided with a wide
range of data and information on budgetary resources, accounting execution
and reporting, analyses and interrelation of financial crosscutting data.
Most of his career has been spent in supervisory roles.
DETAILED EXPERIENCE
Department of Energy, April 2001 – April 2006, Senior Budget Analyst
Accepted the position he formerly held with the Office of Civilian
Radioactive Waste Management (OCRWM). Responsible for all facets of
execution of the $100M Nuclear Waste and the $350M Defense Waste budgets.
Duties included monitoring execution activities at the Las Vegas site and
training of two junior analysts. Duties differed little from the original
Branch Chief position held at OCRWM except for the lack of a support
staff.
Self Employed, August 1996 - December 1997, DOE Budget Consultant
Assigned by SAIC to support the Office of Tritium, DP-60. Provided
analysis and advice on budget execution activities. Had responsibility for
the training of a junior budget assistant assigned to the office.
Developed a wide spectrum of spread sheets for DOE review and comment.
Frequently interfaced with HQ and Field DP 61 and 62 technical staff
members and with Germantown CR personnel on budget matters. The Budget
Chief attended a great number of off sight DOE or military reserve
meetings.
Integrated Resources Group, January 1992 - July 1996, DOE Senior Budget
Analyst & Consultant
Assigned to the Yucca Mountain Project Office with an additional role to
support the HQ office. Provided advice to all levels of DOE management
regarding redistribution of funds to satisfy new priorities. The advice
was based on his analyses of the Approved Funding Programs for funds
allotted, Planning And Control System and DOE Financial Information System
data for obligations, costs and variances. Reviewed and verified most
tables prepared for inclusion in YMPO briefings to OCRWM, DOE Controller,
Office of Management and Budget(OMB) and Congress. Regularly reviewed
financial and budget tables and spread sheets prepared by OCRWM to provide
comments regarding the correctness of the data and reasonableness of the
conclusions drawn. Attended executive level management meetings to provide
advice and information regarding topics that required corporate memory
and/or interpretation of applicable DOE Orders and regulations. Interacted
with and assisted the Government Accounting Office, Inspector General’s
Office, the State of Nevada, NYE County and other affected parties who had
a legitimate “need to know” on investigations of The Project’s resources,
progress and expenditures.
ROY F. WESTON, INC. December, 1990 – 1991, Senior Budget Analyst
After Federal retirement, assigned to OCRWM and in May 1991 relocated to
Las Vegas. Provided support to YMPO and/or to HQ as priorities arose
requiring his skill and expertise. Based on his extensive knowledge of the
DOE budget process, he provided corporate memory and analytical analyses
to HQ - IM and Budget offices during the process of formulation and
execution of fiscal budgets for the Program. He supported YMPO in most
project related budget presentations and execution activities by providing
analyses, data packaging and interpretation of DOE Orders, regulations and
procedures as they affected the budget.
Department Of Energy, 1977 - November 1990, OCRWM Budget and Financial
Management
Branch Chief:
Responsible for management, planning and budget policy making sessions
with OCRWM upper management. Served as point of contact for Congressional
staff members, OMB examiners and the DOE Chief of Cost and Schedule
Control in coordinating the necessary materials required throughout the
budget process. He was responsible for supervision of gathering, analyzing
and assembling data required for budget formulation and execution. In this
role he was held accountable for execution of budgets approved by the
Congress and the President.
Acting Chief:
Responsibilities were nearly the same as the Chief position. In this case
the period of time covered was the formulation of the entire Fiscal Year
1997 OCRWM budget request from the Initial Field Call through the
Congressional Budget Request. Each analyst had the opportunity to act in
this supervisory role. Management evaluated all candidates to rank each on
several criteria. Critical elements were: level of management expertise to
fully utilize available personnel resources, build an effective team and
orchestrate the compilation of required information. Mr. Levan was ranked
highest and subsequently selected and promoted.
Defense Programs (DP), Budget Analyst:
Responsible for assembling and analyzing formulation and execution data.
Required to maintain interactive discussions with DP personnel at the
Field Offices, contractor’s offices, and HQ technical staff to provide
guidance and monitor contract performance. Responsible for monthly
analyses of DOE financial reports and preparation of spreadsheets
summarizing contractor budget and cost projections. He utilized this
information to recommend corrective actions necessary to redirect
budgetary resources.
Bartlesville Energy Technical Center (BETC), Financial Manager:
Responsible for supervision of BETC financial activities associated with
budgeting, accounting, reporting and analysis/interpretation of financial
data. Designed and maintained an integrated financial management system
utilized by San Operations Office to report data to HQ for all Western
ETCs. Supervised the full cycle of budget functions associated with
formulation and execution. This included: surveillance of stringently
controlled multiple appropriation and reimbursable fund transactions,
certification of funds availability for seven hundred travel
authorizations, more than four hundred procurement actions and three to
four thousand small purchase transactions per year. Shared equally, with
the director of the Center, the legal responsibility for compliance with
DOE Orders and regulations. Developed desk procedures for the Center which
were endorsed by the General Accounting Office and approved and
implemented by the San Francisco and Headquarters Accounting offices.
Office of Magneto Hydro Dynamics (MHD), Program Analyst:
Responsibilities included budget analysis, contract administration and
preparation and certification of funds availability for all procurements
which constituted 95% of the total $90 Million office allotment. Also
managed the separately funded travel account for the US/USSR Cooperative
International Program. Responsibilities included auditing the expense
vouchers for compliance with Federal Travel regulations, preparation and
countersigning checks, balancing the bank account and reconciling the
transactions with federal personnel in the travel division of the
Controller’s Office to validate and approve his decisions and action
EDUCATION
LEHIGH UNIVERSITY: Mechanical Engineering Courses
UNIVERSITY OF MARYLAND: Business Management Courses
STRAYER COLLEGE: Computer Programming Courses
AWARDS
Outstanding Performance 2001, 02, 03, 04 & 05.
Cash Award for recovering substantial amounts of prior year unexpended
funds – 2004.
Outstanding Performance for “Demonstrated Performance as Budget Chief”
1988, 89 & 90.
Special Acts and Monetary Award for “Leadership, Organization, and
Systemization of Western Energy Technology Centers Budget Functions” –
1982.
Several Spot awards by OCRWM.
|
|
