Richard “Sam” Guthrie

PO Box ***, Garrisonville, VA 22463

E-mail: advx7s@r.postjobfree.com Phone: 703-***-****

Experience

Federal Aviation Administration (AJG-R35 & AJR-R3) Financial Program and Management Analyst

Mar 2021 - Aug 2022

I was brought onboard to work independently on a variety of budget duties in regard to operations of the Contracts and Finance (CAF) Team and upon arrival I was made the Contracts Team lead.

As the Contracts Team Lead, I had three federal contracting officer’s representatives and two contract employees and I accomplished the following: 1. Created a Directors process orientation and follow-up meetings to orient the new director. 2. Formulated and created the Deep Dive analysis for systems programs. 3. Created Contract & Financial Spend Plans.

4. Performed annual contract estimates ($197 million) using financial systems data to perform the trend analysis and forecasts for the financial spend plans. 5. Inserted contract estimates in the financial spend plans I designed and created for finance. 6. Designed and assisted the KSN administrator to implement the following KSN sites: a. Contract Request Form

b. Supply/Purchase Card Request

c. CAF POC Listing

d. Scorecard, Contracts & Burn Rate and PR

e. Active Contract Sheet & Contract Burn Rate

7. Performed Space Management duties for customer service. 8. Created a 73-page SOP for Contract Officers Representatives (COR) and financial analysts to follow that was written after review of public laws, contract and fiscal law that was derived from public law.

9. Created numerous PowerPoints for manager

Implemented contract forecasting costs for the budget team and documenting the contract spend plans for $197 million in contracts. I conceptualized, designed and assisted with the KSN analyst in bringing to life an automated financial report and contract burn rates sheet for customers to access 24 hours a day and 365 days a year.

I wrote a 73-page SOP for the financial and the contract team that can be used by the seasoned analyst or a beginner in the workplace.

Federal Aviation Administration (AJG-R14)

Supervisory Financial Manager

Dec 2019 - Mar 2021

I was the supervisory financial manager for eight financial analysts (7-federal & 1-contract) who executed 5-service unit’s budgets with over 30 budgets. I was responsible for the full duties that a manager is responsible for; employee responsibilities and program assignments, deadlines/due dates, staff meetings, time and attendance, leave approval, employee annual performance appraisals, employee work review, weekly check-in meetings, awards, setting priorities and mentoring and encouragement. Reviewed and approved financial obligations/purchases using public law for finance and contracting. I oversaw and gave input and advisory services to the 5-service units for all phases of budget: 1. Development

2. Execution

3. Presentation

4. Reporting

5. Closeout

6. Obligation status

7. Financial documents Undeliverables (UDO)

Coordinated and monitored the annual performance plans and budget with the 5-service units. Conducted performance management reviews and implementing staff development and training opportunities.

I was responsible for the monthly senior leadership team briefing of the vice president to include the status, recommendations and forecasting estimates and expectations and forward looking advice with recommendations.

Recommend and implement new and revised financial management concepts, policies, and strategies in support of the organizations programs. Establish work assignments to be accomplished by the employees in the programs that in many times stay within organizational goals.

We were a very successful team, I referred to us as the A-Team, because we had the high standards set for our customers’ support and product quality. One of the traits I strive for in a group setting or in my people I converse with is diversity of thought and people. I am an inclusive person for different ideas and thoughts; I value adverse opinions, because sometimes others have different experiences and backgrounds that can make ideas or processes better. Federal Aviation Administration (AJM-21&31)

Business Manager

Oct 2016 - Dec 2019

I was the business manager for two FAA programs in AJM-21 & 31 1. Telecommunications Infrastructure (FTI) Sustainment 1 ($56m) 2. Time Division Multiplexing to Internet Protocol Migration TD-To-IP ($55m) 3. Terminal Automation Modernization and Replacement (TAMR - $562m) I managed, oversaw, organized and coordinated all financial and business functions while assisting program managers (PM’s) in the day-to-day functions for budget, contracting coordination, system design, implementation, and planning and program control execution to ensure the demanding schedules of the programs are met. My duties included:

1. Creating projects in financial systems.

2. Processed & Approved Purchase Requests (PR).

3. Reviewed & approved funding memos.

4. Reviewed & Approved Resource Planning Documents. 5. Reviewed and approved financial obligations/purchases using public law for finance and contracting.

6. Coordinated funding and PR’s with external organizations (ABP-350). 7. Maintained balances, obligations, commitments and other financial information. 8. Coordinated, reviewed, edited and submitted White Sheets for each funding line. 9. Created slide decks to meet the requirements for program briefings. 10. Advised, reviewed and approved travel for my funding and others. 11. Oversaw up to five contract financial analysts to execute the TAMR program. 12. Earned Value Management monthly review for all programs. 13. Provide appropriations law and travel guidance to program managers 14. Make Appropriation determinations for multi-year and annual funding. 15. Worked with the Joint Resource Council (JRC) for programs represented. U.S. Coast Guard

Program Manager (Advanced Education Program)

Mar 2015 - Oct 2016

As the Program Manager for the Advanced Education Program I administrated 50+ Graduate, Postgraduate, Senior Service and Command and Staff programs (disciplines) with over 470 students annually. I was responsible for creating the administration, policy, rulemaking, payment certification and budgetary authority process and procedures from U.S. Code, OMB Circular, DHS and Coast Guard policies.

I wrote the policies and procedures in accordance with Federal, DHS and Coast Guard guidelines, worked with 50+ student managers to be able to maintain an education program that had an annual budget of $6 million.

I administrated the Decision Lens toolset to help make decisions based on portfolio prioritization for programs and other criteria. I set-up, modified and coordinated the distribution list and release for the 53 managers to make their ratings to help me and the director to prioritize the 220 student scholarships.

My duties included:

1. Created and approved the Interagency Agreement with the Naval Post Graduate School. 2. Worked with the Naval Post Graduate School financial branch to solve billing discrepancies.

3. Coordinate and facilitate the Position Number selections for the Post Graduate students and other student reprogramming requirements with CG-833. 4. Work closely with OPM to coordinate information on TAB’s and students. 5. Reviewed student Degree Plan to conform to fulltime student status while taking appropriate courses.

6. Maintain, coordinate and update the student Cost Share Agreements with the active students.

7. Reviewed, approved and processed the Antecedent Liability for students with prior-year balances that require obligations from accounts/fiscal years that are closed for adjustments.

Federal Aviation Administration (ABP-510)

Financial Analyst

Nov 2012 - Mar 2015

I was the financial analyst and assistant to the Resource Manager for the Administrator for Finance and Management (AFN) and Acquisitions (ACQ) Operating Expense (OE) and Facilities & Equipment (F&E) organizations. I formulated, executed, reconciled and presented the briefing s to senior management. I was responsible for $68 million in Acquisitions and $14 million in Administrator for Finance and Management with over 260 FTE. I was responsible for assisting the resource manager and other managers in the day-to-day activities and my program execution was to close out the fiscal year with a maximum of 1/10 of 1% each year and I did this very successfully.

Some of the daily duties:

1. Created special and specifics reports for leadership and managers in the programs. 2. Reviewed and approved/disapproved travel claims. 3. Created the Travel Line of Accounting (LOA) for pre-loading into GovTrip. 4. Performed trend analysis and gave recommendations. 5. Reviewed and approved financial obligations/purchases using public law for finance and contracting.

6. Allocated funding for ACQ (F&E and OPS).

7. Swept funds throughout September for closeout to go towards the consolidation. 8. Reviewed and approved cash awards for employees. 9. Reviewed and cleared Inactive Obligations continually. 10. Oversaw the contract employee inputting of REGIS and reports. 11. Worked very discretely with ACQ executives on personnel issues that needed some quietly given advice to help them make decisions on personnel actions. 12. Worked with many customers at home in the evenings to help with their travel needs due to shortages of personnel.

13. Creating projects in financial systems.

Federal Bureau of Investigation (Financial Analysis Unit) Financial Analyst (Team Lead)

Dec 2011 - Nov 2012

As the team lead for the Financial Analysis Unit (FAU), I reported on the execution and closeout of $8 billion of Annual, No-year, Multi-year, and Reimbursable funding for HQ, Divisions, and field offices located in major cities throughout the U.S. I assigned and managed work and deadlines to 5 other financial analysts on the team and reviewed and acted as the liaison to five Divisions within Headquarters. I also created and briefed all new SES appointees with their financial briefing for their new unit/organization. Some of the daily duties:

1. Acting Unit Chief

2. Manipulated financial data in various systems to develop budget execution. 3. Reviewed, analyzed, and edited spend plan documents, budget estimates and requests for funding submitted by managers of assigned in conformance with budgetary policy and guidelines.

4. Hosted and prepared formal and informal Mid-year Spend Plan meetings 5. Worked in a short staffed office that increased the workload 6. Modified the Balance Sheet to show the prior EOY closing numbers for a results comparison to now time line

7. Perform monthly reviews of program financial data to review spend rates and available balances.

As the closeout team lead, I coordinated, planned, scheduled, chaired, and presented financial information to a wide area of audiences that ranged from the Deputy Chief Financial Officer and his staff to procurement, budget analyst, financial analyst, and representatives from the planning office. The closeout was so successful the director came down to thank us personally for the closeout.

U.S. Coast Guard

Financial Systems Analysts

Feb 2011 - Dec 2011

I was the Financial Systems Analyst that worked in the Coast Guard Assistant Commandant for Resource Program Management Office (CG-8) PMO. I was hired to help implement a new financial system for the Coast Guard and my daily duties included financial Subject Matter Expert (SME) for fiscal policy and procedures to interact and liaison with a team of Programmers, Accountants and Change Management Specialist for the implementation of a new finical management system.

I left the position after 9-months as it was very clear, after 6-months of being there, the project was getting cancelled without anyone saying it.

U.S. Coast Guard (CG-9282)

Auditor and Internal Controls Analyst

Nov 2008 - Feb 2011

I was the auditor and internal controls analyst who designed, implemented and maintained an audit and internal controls performed the functions of financial analysis duties for the Coast Acquisition Directorate (CG-9282). The program was in excess of $1 billion (annually) with 1, 3

& 5 year appropriations.

My primary focus was to establish the acquisitions and financial auditing, internal controls program, write the SOP and auditing checklist and updating it annually. I conducted financial audits by examining and testing financial records and controls. I used the following policies to conduct my daily functions for auditing and internal controls testing.

1. Antideficiency Act 31 United States Code 1341

2. Bona Fide needs Rule 31 United States Code 1502 3. Green Book Internal Controls

4. Necessary Expense Doctrine 31 United States Code 1301 5. OMB Circular A-11 Federal Budget preparation

6. OMB Circular A-123 Federal Risk Management & Internal Controls 7. Purchase Card Program Purchase Card Usage

8. Questions & Answers Practical everyday questions & Answers 9. Red Book Appropriation Law

10. Travel Policy

Some of the daily duties:

1. Reviewed internal control findings, identified risks and suggested solutions. 2. Updated SOP as policy as it changed.

3. Improved financial business practices through audit findings. 4. Back-up funds manager for Acquisition Construction & Improvement. 5. Worked with FINCEN to re-design the access database to refine account access for all employees.

6. Contracting Officer Representative (COR) for 5 contract financial system reconcilers. 7. Meticulous testing of system controls.

U.S. Coast Guard (CEU Juneau & DOG)

Financial Management Analyst

Jan 2002 - Nov 2008

Civil Engineering Unit (CEU) Juneau

I was directly responsible for comprehensive financial management of the Operating Expense

(OE including AFC-30 unit operating & maintenance and AFC-43 shore facilities major maintenance) programs, the Acquisition Construction & Improvement (AC&I) shore construction program, and the Environmental Compliance and Restoration (EC&R) program for the CEU.

I was responsible for being the resident expert for execution of the various colors of money from formulation, execution, reporting and closeout for the upwards of $30 million at any. I provided expert financial advice and maintained a comprehensive execution and financial management program for the full-cycle of the fiscal year and the out-years. I was also a Real Property Specialist for a year, in tandem with my finance job, to meet the needs of the unit for planning visits to Alaska Coast Guard sites for HQ. I was the property (general) for office equipment and Personal Protective Equipment (PPE) for the staff. Deployable Operations Group (DOG)

I was the Budget Analyst for the 54 program budgets being executed in the field units and assisted with 9 reimbursable accounts in excess of $39 million annually. I oversaw the execution of all program areas that fall under the DOG to assist the 27 Executive Officers and Storekeepers with execution, reporting, special analysis, program reviews, and assistance in all aspects of the budget cycle. My primary focus was to help improve the execution of 27 units we had in the field that were scattered throughout the United States, Hawaii, and Alaska. I supported the GS-13 Comptroller and the Commander with budget submission, formulation, and execution expertise.

I was the chief financial analyst/auditor and consultant to the field units for financial execution. I scheduled reviews, issued findings, assisted account representatives, wrote reports, identified trends, gave solutions, tracked discrepancies, and provided supplemental training and presentations to the account representatives as well as the program managers. Skills

Account Management · Account Reconciliation ·Analytical Skills· Budget Management· Budgeting · Business Advisory Services · Contract Funding · Financial Accounting · Financial Advisory · Financial Analysis · Financial Reporting · Generally Accepted Accounting Principles

(GAAP) · Internal Microsoft Office Suite · Presentation Skills · Public Speaking · Teamwork · Time Management

System and Software Proficiency

1. AFCA - Appointment of Funds Certification Authority 2. AMS - Acquisition Management System

3. CWP - Corporate Work Plan

4. DELPHI - Official financial system of FAA

5. E2 Solutions Travel Request System

6. GovTrip – Travel system

7. Microsoft Office Suite - Word, PowerPoint, Excel, Outlook 8. OBIWAN - Oracle Business Intelligence Wide Accounting Network 9. PRISM - Purchase Request Information System

10. PURE - Platform for Unified Reporting in the Enterprise 11. REGIS - Regional Informational System (Cuff System 12. SPIRE - Simplified Program Information Reporting and Evaluation (SPIRE) system. 13. Teams

14. U.S. Bank - US Bank Card Access Online

Publications

AMS Policy Contracting Authority

Antideficiency Act 31 United States Code 1341

Bona Fide needs Rule 31 United States Code 1502

FAA Financial Manual Authoritative source for Financial Management

Green Book Internal Controls

Necessary Expense Doctrine 31 United States Code 1301

OMB Circular A-11 Federal Budget preparation

OMB Circular A-123 Federal Risk Management & Internal Controls

Purchase Card Program Purchase Card Usage

Questions & Answers Practical everyday questions & Answers

Red Book Appropriation Law

Travel Policy FAA Travel Policy

Education

Pierce College - Associate in Technology

Business Financial Management Level I - U.S. Coast Guard - Acquisition Workforce Certification

Program and Project Managers (FAC-P/PM) (Mid-Level) - Federal Acquisition Institute

(FAI) Issued Jun 2018 - Expires Jun 2021

References

Deanna Calvert advx7s@r.postjobfree.com Program Analyst 405-***-**** Gloria Richmond advx7s@r.postjobfree.com Program Manager 240-***-**** Errick Tolbert advx7s@r.postjobfree.com Program Manager 240-***-****

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