Dynamic Management & Program Analyst with extensive experience at the IRS, specializing in data visualization and project management. Proven track record in developing scalable solutions using Microsoft Power Platform and leading cross-functional teams to enhance operational efficiency. Adept at statistical analysis and client collaboration, driving impactful results in complex projects.
Overview
16
16
years of professional experience
Work History
MANAGEMENT & PROGRAM ANALYST
IRS: Small Business & Self Employed (SB/SE)
12.2021 - Current
Developed and implemented scalable, efficient solutions to enhance work assignments using Power BI, Power Apps, Power Automate, SharePoint Online, and Dataverse.
Collaborated with clients to create comprehensive development strategies.
Conducted initial planning, discovery, development, testing, and deployment of applications.
Developed and managed multiple simultaneous projects while providing status updates to executives.
Worked collaboratively with contractors to ensure successful application development amid IT transitions.
Developed and maintained comprehensive application documentation for future reference and upgrades.
Served as the Power BI SME (Subject Matter Expert), which included troubleshooting, consulting, and creating and delivering comprehensive training.
Developed and managed comprehensive internal data visualizations and analytics.
Resolved customer inquiries around Power Platform and M365 via the help desk.
Performed solution migrations to production environments.
MANAGEMENT & PROGRAM ANALYST
IRS: Large Business & International (LB&I)
12.2014 - 12.2021
Performed various analytical and statistical studies related to specific programs and projects within the IRS to resolve very complex data problems that required in-depth statistical and subject-matter knowledge.
Responsible for the initiation, planning, and implementation of all aspects of my practice area reporting, and analytics.
Prepared the action plans and schedules for all phases of the projects, both short- and long-range, and ensured the project plans were consistent with goals and policy.
Defined the methodology and procedures used for the reporting, wrote the reports, and validated the results independently and unsupervised.
Identified shortcomings and potential issues within our programs using large datasets, briefing my findings to staff and executives.
Conducted in-depth analyses of project data to provide the details needed to evaluate the impacts of our initiatives, as well as the impacts these programs had on employee workload.
Produced visual products used across the practice area, and in some cases beyond, for planning, oversight, monitoring of inventory and resources, dollars, and measuring our overall impact on the organization.
Conducted in-depth reviews and analyses of all studies and reports to ensure the reasonableness and accuracy of all data provided.
Met with senior managers and executives to constantly define the overall goals of our programs and projects, and provide updates as to our progress and contributions.
Prepared Executive Compliance Briefings for our Industry Director and Director of Field Operations.
Prepared a monthly staffing and resource allocation analysis to monitor the resources needed to accomplish the goals of each project and program.
Served as the Business Objects SME, and assisted with service-wide joint projects to develop required reporting, and troubleshoot existing problems in reporting.
Developed visual dashboard products and combination reports to streamline our reporting.
Led several project teams related to data control and reporting, to include a new training initiative educating the field on the importance of accurate data input and the relation to analytics.
Presented quarterly training on our internal systems, and wrote all training materials and job aids.
Addressed large-scale data inquiries requiring development of new reporting methods.
Examination Technician
IRS: Large Business & International (LB&I)
07.2009 - 12.2014
Assisted in planning and conducting audits of taxpayers.
Maintained confidentiality of company information obtained in audit assignments.
Researched applicable Internal Revenue Codes to maintain adherence.
Supported revenue agents by providing insights and information derived from conducting extensive research into taxpayers.
Reviewed taxpayer records and documents to ensure the accuracy of reporting.
Maintained all internal documentation and relevant data systems for assigned cases.
Monitored cases in the pipeline and appropriately assigned them to area Revenue Agents.
Education
Bachelor of Science - Accounting
Indiana Technical Institute
05-2015
Associate of Applied Science - Architectural Drafting
Louisville Technical Institute
12-2000
Skills
Data visualization
Project management
Power BI
Power Apps
Power Automate
SharePoint Online
Dataverse
Statistical analysis
Application development
Client collaboration
Process improvement
Documentation management
Training development
Team leadership
Problem solving
Resource allocation
Affiliations
Army combat veteran and mother of two boys. I actively participate in various veteran causes and do volunteer work with our local schools.
Timeline
MANAGEMENT & PROGRAM ANALYST
IRS: Small Business & Self Employed (SB/SE)
12.2021 - Current
MANAGEMENT & PROGRAM ANALYST
IRS: Large Business & International (LB&I)
12.2014 - 12.2021
Examination Technician
IRS: Large Business & International (LB&I)
07.2009 - 12.2014
Bachelor of Science - Accounting
Indiana Technical Institute
Associate of Applied Science - Architectural Drafting
Program Operations Financial Analyst/Management and Program Analyst at United States Marshals ServiceProgram Operations Financial Analyst/Management and Program Analyst at United States Marshals Service