Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Shannon Fitzpatrick

Kansas City,United States

Summary

Accomplished Capital Planning, Investment Control Manager with extensive experience at the United States Department of Agriculture. Proven track record overseeing investment acquisitions and invoicing processes for investments exceeding $1 billion, with a focus on enhancing fiscal responsibility through rigorous financial analysis and risk management. Expertise in strategic planning and cross-functional collaboration, demonstrating leadership in guiding teams, and optimizing capital planning processes to achieve significant organizational goals. Successfully managed investments totaling over $647 million, driving efficiency and effectiveness in financial operations.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Capital Planning Investment Control Investment Manager

United States Department of Agriculture
Kansas City, USA
11.2020 - Current
  • Manage multiple OMB Exhibit 300 business cases, coordinating the gathering of supporting documents, and monthly updates for investments exceeding $647 million.
  • Lead coordination efforts to ensure timely submission and accurate updates required by OMB standards.
  • Lead the transition and assessment of strategic goals into executable project requirements
  • Establish mission area processes and procedures for managing OMB Exhibit 300 business cases.
  • Track investment results through regular analysis of the Integrated Master Schedule, ensuring alignment with project timelines and deliverables.
  • Coordinate preparation, execution, and validation of investments for risk management.
  • Measure project performance by evaluating investment earned value management reports, providing insights for strategic decision-making.
  • Manage the IT budget across various capital planning investments from multiple funding sources and agencies, ensuring fiscal responsibility.
  • Identify, analyze, and evaluate recurring problems to develop solutions for the team and the supervisor.
  • Ensure investment adjustments are implemented following a thorough assessment of pre-closure requirements.
  • Engage in the implementation of Technology Business Management (TBM) to track all costs by spend item, cost pools, towers, and sources of funds.
  • Guide contractor analysts in accurately reporting investments, achieving a positive investment score through effective oversight.
  • Develop comprehensive strategies for improving capital planning through collaborative teamwork.
  • Create and present investment overviews to stakeholders and the Investment Advisory Board, enhancing transparency and alignment.
  • Cultivate strong relationships with stakeholders and acquisition teams, ensuring investment compliance, and alignment with organizational goals.
  • Oversee investment budget activities, including managing acquisitions and invoicing processes to support investments exceeding $1 billion.
  • Create a recurring reporting framework for Contracting Officer Representatives to ensure contract validation and compliance.
  • Develop a centralized Excel tool to consolidate crucial contract data, improving data accessibility, and reporting efficiency.
  • Compile monthly data reports to facilitate contract discrepancy analysis, driving the resolution of complex contractual issues through collaboration with CORs and key stakeholders.

Capital Planning Investment Control Business/Financial Analyst

United States Department of Agriculture
Kansas City, USA
11.2019 - 11.2020
  • Managed investments across multiple OMB Exhibit 300 business cases, coordinating the collection of supporting documents, and providing monthly updates to stakeholders for investments exceeding $163 million.
  • Oversaw IT budget management for diverse capital planning investments, ensuring compliance with OMB and USDA guidelines.
  • Delivered analytical insights to refine project requirements, and enhance the effectiveness of investments.
  • Established and maintained processes and procedures for managing OMB 300 business cases, ensuring all documentation met compliance standards.
  • Created and updated OMB 300 Business Case content and artifacts, including the Investment Charter, Risk Management Plan, and monthly Risk Register, ensuring all documentation met compliance standards.
  • Managed the AgMAX tool to maintain accurate records of risks, contracts, and project activities, ensuring investment health.
  • Researched and resolved issues in capital planning and IT contract administration, developing solutions that align with USDA operational standards.
  • Defined and reported on investment-specific operational metrics; conducted financial analysis of complex contracts, and invoicing data.
  • Developed and implemented corrective action plans based on USDA OCIO investment scoring feedback, improving project outcomes.
  • Supported the implementation and documentation of Capital Planning and Investment Control (CPIC) processes to align with organizational objectives.
  • Identified and implemented solutions to challenges related to capital planning and customer support.

Senior IT Budget Analyst

United States Department of Agriculture
Kansas City, USA
11.2017 - 11.2019
  • Evaluated direct and indirect costs to assess their impact on products and services, contributing to informed decision-making.
  • Facilitated the timely acquisition of goods and services by providing critical information to Contract Office Representatives (CORs), and agency officials, to support mission objectives.
  • Managed an IT budget exceeding $265 million for technical support services, hardware, and software contracts, ensuring effective allocation and execution.
  • Oversaw projects related to annual spending for support services and miscellaneous funding requests, aligning expenditures with organizational goals.
  • Assisted in securing additional funds, reprogramming budgets, and preparing year-end reports to identify unfinanced requirements.
  • Collaborated with program officials to monitor and track appropriated, reimbursable, and working capital funds, ensuring compliance, and effective resource utilization.
  • Managed the tracking and execution of OCIO and WCF agency contracts, analyzing and preparing expenditure reports for stakeholders.
  • Conducted research and reporting on organizational audits, contributing to transparency and accountability.
  • Developed IT budget formulations by reviewing past and current expenditures to inform planning for upcoming fiscal years.
  • Analyzed budget trends and spending patterns, providing insights for future financial planning.
  • Researched, collected, and validated information for unliquidated obligation reporting to ensure accurate financial reporting.
  • Prepared purchase orders and funds commitment documents for inter-agency agreements and reimbursable work orders.
  • Monitored all phases of IT budget execution to ensure timely recoupment, allocation, and obligation of funds.

Budget Analyst

Department of Homeland Security (DHS)
Kansas City, USA
10.2015 - 09.2017
  • Conducted research, gathered data, and analyzed it to write annual and special reports, providing technical analysis and monitoring spending variations.
  • Analyzed past and current IT budgets to evaluate spending trends, preparing reports that illustrate differences between the approved budget, projected spending, and actual expenditures.
  • Made recommendations to senior management based on analysis outcomes, facilitating informed decision-making.
  • Ensured compliance with administrative policies and management theories, adapting interpretations for internal program issues.
  • Assisted in reviewing data during self-inspection programs, as directed by regional management and HQ.
  • Determined funding availability, and ensured correct accounting strings for all purchase card requests.
  • Audited monthly purchase card transactions by reconciling charges against financial management obligations, making necessary adjustments, including payment redistributions.
  • Reviewed and analyzed obligations and expenditures for conformance to spending plans, ensuring fiscal accountability.
  • Processed employee reimbursements and gathered data on overtime, coordinating with districts to develop comprehensive reports.
  • Developed and assisted in budget formulation, reviewing execution from prior years to plan for the upcoming fiscal year.
  • Prepared requisitions and obligations for miscellaneous contracts and task orders, ensuring timely execution.
  • Processed invoices for accuracy, complied with contract requirements, and prepared receiving tickets for payment.
  • Prepared reimbursable work authorizations for GSA to complete projects for FPS, ensuring proper documentation.
  • Monitored the execution of various contracts and obligations, analyzing expenditures on security work authorizations to return unused funds to customers.
  • Tracked building-specific expenses associated with the repair and maintenance of alarm systems, magnetometers, and X-rays.

Information Technology Quality Assurance Analyst – Federal Tax

H & R Block
Kansas City, USA
09.2008 - 04.2015
  • Led the thorough testing of the Federal/State Tax application software by developing test plans, test cases, and use cases to ensure compliance with program specifications, tax codes, and federal regulations.
  • Ensured high-quality manual testing to identify necessary tax-related changes, documenting confirmed program errors, and required fixes.
  • Created detailed defect reports that facilitated problem recreation, and provided suitable workarounds for identified issues.
  • Conducted risk analysis related to defect fixes, software updates, and other program changes to assess potential impacts.
  • Mentored team members on product knowledge, testing methodologies, and tax regulations to enhance team performance.
  • Assisted tax offices with product usage, and provided guidance on tax form instructions.

Education

Bachelor of Science - Management

University of Phoenix

Associate of Arts - Accounting

University of Phoenix

Skills

  • Business case management
  • Strategic planning
  • Risk management
  • Budget management
  • Financial analysis
  • Cost tracking
  • Cross-functional collaboration
  • Presentation skills
  • Data analysis
  • Problem solving
  • Process development
  • Performance measurement
  • Regulatory compliance
  • Audit and reporting
  • Team mentorship

Certification

  • Federal Acquisition Certification, Program and Project Management III (FAC-P/PM) Senior Level, May 2023.
  • Lean Six Sigma Green Belt, December 2024.
  • Microsoft Office Specialist for Office Excel 2016, June 2018.

Timeline

Capital Planning Investment Control Investment Manager

United States Department of Agriculture
11.2020 - Current

Capital Planning Investment Control Business/Financial Analyst

United States Department of Agriculture
11.2019 - 11.2020

Senior IT Budget Analyst

United States Department of Agriculture
11.2017 - 11.2019

Budget Analyst

Department of Homeland Security (DHS)
10.2015 - 09.2017

Information Technology Quality Assurance Analyst – Federal Tax

H & R Block
09.2008 - 04.2015

Bachelor of Science - Management

University of Phoenix

Associate of Arts - Accounting

University of Phoenix

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    <ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.

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Shannon Fitzpatrick