Accomplished Program Manager with a proven track record at the US Treasury - IRS, specializing in strategic planning and policy development. Expert in budget management and effective stakeholder communication, I've led teams to exceed goals through resilience and adaptability. My leadership has directly contributed to significant improvements in organizational efficiency and policy compliance.
· Responsible for developing, assigning, and obtaining higher level clearance, goals, strategies, and policies for supervisors of subordinate organizations.
· Approved multi-year and longer work plans, including workforce and budget planning managing the overall work to achieve goals and objectives.
· Managed the development and evaluation of policy changes that are made in response to changes in levels of appropriations or other legislative changes.
· Exercise discretionary authority to approve the allocation of and distribution of funds in the Employee Plans Examination Area Office’s budget.
· Acted as Director of Employee Plans Examination and Rulings & Agreement overseeing the entire programs ensuring conformance to the overall IRS Strategic plan, as well as with policies and instructions issued by Treasury, GAO, and Congress
· Worked with DOL and FBI on coordinated investigations.
· Served as the Director of Planning reporting to the Commissioner, Tax Exempt & Government Entities Division (TEGE)
· Responsible for directing and managing the strategic planning process for TEGE ensuring conformance to the overall IRS Strategic plan, as well as with policies and instructions issued by Treasury, GAO, and Congress
· Directed all phases of the planning process from development and implementation of the process to the end of plan assessment
· Managed approximately 15 subject matter experts to coordinate and implement the strategic workplan
· Supported the Division Commissioner as a member of the IRS strategic management team in creating the strategic vision of the IRS
Developed and managed a process for identifying and documenting major compliance issues which involved determining the type of data to be collected, gathered, and analyzed proposing alternative courses of action to improve business practices
· Supervised 10 to 12 Revenue Agents and administrative employees directing and coordinating work or program segments.
· Planned and assigned work to be accomplished including evaluating work performance of subordinates
· Advised, counseled, and instructed employees on work and administrative matters
· Participated with superiors in planning and organizing the activities of the group and they relate to the business plans
· Reviewed and evaluated work plans to establish priorities, improve workflow and work procedures to increase productivity
· Set performance standards for subordinate positions and took corrective action as necessary when work did not meet established standards
Interviewed candidates and recommended applicants for positions including recommendations for appointments, promotions or reassignment within the group.
· Made independent determinations on the qualification status and performed independent examinations of the largest and most complex employee plans
· Examined curtailments and terminations of a plan and determined if discrimination will result and if a valid business reason existed for such actions
· Provided accurate technical expertise to serve internal and external customers with professional and helpful service
Team coordinator in coordinated examination audits of the largest employers
Worked part-time in Loss Prevention from 1987 to 1989 securing shipped packages valued greater than $25,000 safeguarding these packages until loaded to their next destination