Summary
Overview
Work History
Education
Skills
Timeline
Generic

Lisa C Fowers

Harrisville

Summary

Dynamic professional with extensive IRS experience in data analysis and program coordination. Achieved a 92.87% closure rate on processed cases, demonstrating a strong track record in regulatory compliance and process improvement. Effective communicator and team leader focused on enhancing operational efficiency and delivering exceptional customer service.

Overview

12
12
years of professional experience

Work History

Eligibility Specialist

State Of Utah DWS
Ogden
10.2025 - 04.2026
  • Assessed eligibility for various state assistance programs through detailed interviews with applicants.
  • Reviewed applications to ensure compliance with regulations and verify client information.
  • Maintained accurate records of client interactions and case updates for efficient tracking.
  • Researched policy changes affecting eligibility criteria to provide informed guidance.
  • Communicated eligibility requirements and processes to clients from diverse backgrounds.
  • Processed client applications in accordance with established guidelines, including identity verification.
  • Attended training sessions to stay informed on new rules and regulations affecting programs.
  • Managed intake of new claims and performed routine follow-ups to ensure timely processing.

Senior Data Analyst

IRS
Ogden
09.2023 - 09.2025
  • Administered reimbursable computer matching program for eight IRS CMAs involving federal benefits and payroll records.
    Monitored and managed computer matching agreements and reimbursable agreements with various stakeholders efficiently.
    Drafted, reviewed, and negotiated agreement language while identifying associated program costs.
    Consolidated and communicated feedback between IRS and external agencies to address outstanding actions.
    Maintained and tracked agreement negotiations through Microsoft applications and IRS agreement database for program status.
    Collaborated with PGLD finance manager to enhance reimbursement agreement procedures via G-invoicing implementation.
    Secured management approval for updated CMA internal review procedures to ensure accurate reimbursable language.
    Prepared weekly, ad-hoc, and quarterly reports for senior leadership briefings on program accomplishments.
  • Conducted quality assurance checks to ensure data accuracy and integrity.
  • Mentored junior analysts on best practices in data interpretation and reporting.
  • Presented findings to stakeholders, facilitating informed decision-making processes.
  • Performed statistical analysis on customer data to identify patterns and correlations.
  • Led the design, implementation, maintenance, and support of enterprise data systems architecture solutions.
  • Identified opportunities for process improvements through data analysis, enhancing data-driven decision-making.
  • Managed diverse projects for data capture, storage and forecast analysis.
  • Created and designed business intelligence databases, spreadsheets or outputs.
  • Administered reimbursable computer matching program for eight IRS CMAs involving federal benefits and payroll records.Monitored and managed computer matching agreements and reimbursable agreements with various stakeholders efficiently.Drafted, reviewed, and negotiated agreement language while identifying associated program costs.Consolidated and communicated feedback between IRS and external agencies to address outstanding actions.Maintained and tracked agreement negotiations through Microsoft applications and IRS agreement database for program status.Collaborated with PGLD finance manager to enhance reimbursement agreement procedures via G-invoicing implementation.Secured management approval for updated CMA internal review procedures to ensure accurate reimbursable language.Prepared weekly, ad-hoc, and quarterly reports for senior leadership briefings on program accomplishments.

Tax Analyst

IRS
Ogden
12.2018 - 09.2023
  • Oversaw and authored all issues regarding IMF unpostables nationwide in submission processing.
  • Utilized Control-D reports daily to prioritize unpostable work due to COVID-19 influx.
  • Ensured IRM sharing and archiving with stakeholders via IMD-E clearance website.
  • Coordinated end-of-year team efforts, submitting KISAM tickets for programming issues.
  • Managed updates for two IRMs using Arbortext and issued IPU and SERP alerts as needed.
  • Reduced inventory from 150,000 to 40,000 cases within six months through collaboration with campus ops managers.
  • Identified unpostable issues, collaborating with HQ statute analysts to resolve cases effectively.
  • Developed a GII tool for UPC 140 RC 5, achieving a closure rate of 92.87% on processed cases.

Lead Case Advocate

IRS
El Paso
09.2018 - 12.2019
  • Educated former operations manager on ranking panel procedures, facilitating timely access to Monster.
  • Resolved congressional case where taxpayer awaited 2017 refund by verifying income and expediting refund within two weeks.
  • Led outreach with Fort Bliss Army Base legal services, informing them about TAS and available support for veterans.
  • Provided comprehensive information on taxpayer rights and IRS-related issues to external stakeholders.
  • Negotiated operations assistance request deadlines across various IRS functions, ensuring timely resolution of urgent cases.
  • Communicated effectively with operation managers to address missed OAR deadlines, achieving rapid solutions for taxpayers in need.
  • Oversaw guidance advisory board team, ensuring timely admission and review of IRM updates without missing deadlines.
  • Streamlined inventory management by reducing 25% of cases during colleague's retirement, minimizing workload on other advocates.

Taxpayer Advocate Group Manager

IRS
Ogden
09.2014 - 09.2018
  • Updated employee information, evaluations, and emergency contacts using HR Connect to maintain accurate records.
  • Guided team members on job applications and email notifications, enhancing their awareness of relevant opportunities.
  • Created a disclosure job aid for various entity types and conducted training sessions.
  • Reviewed internal revenue manuals and provided recommendations for improvements.
  • Led coding consistency meetings to address disclosure errors and ensure process uniformity.
  • Developed training programs on IRS policies and procedures for new employees.
  • Monitored team performance, identified areas for improvement, and provided constructive feedback to support development.
  • Coached junior team members to enhance professional development and foster collaboration.

Education

High School Diploma -

Ben Lomond High School
Ogden, UT
05-1987

Skills

  • Eligibility verification
  • Regulatory compliance
  • Policy analysis
  • Data analysis
  • Trend analysis and data processing
  • Report preparation
  • Program coordination
  • Project management
  • Data modeling
  • Process improvement
  • Risk mitigation
  • Microsoft Office proficiency
  • Task prioritization
  • Team leadership
  • Staff management and development
  • Performance evaluations
  • Customer service excellence
  • Effective communication
  • Problem solving
  • Decision-making
  • Analytical problem solving
  • Telephone etiquette

Timeline

Eligibility Specialist

State Of Utah DWS
10.2025 - 04.2026

Senior Data Analyst

IRS
09.2023 - 09.2025

Tax Analyst

IRS
12.2018 - 09.2023

Lead Case Advocate

IRS
09.2018 - 12.2019

Taxpayer Advocate Group Manager

IRS
09.2014 - 09.2018

High School Diploma -

Ben Lomond High School
Lisa C Fowers