Travis Gregg
Wellston,OK
Summary
Experienced Program Manager skilled in managing functional operations and projects related to supplies and logistics. Advanced understanding of organizational strategies, financial management, procurement and contracting. Expertise in logistical analysis, inventory and supply chain performance, development and standardization. Thorough understanding of inventory management, procurement and acquisition regulations.
Overview
20
20
years of professional experience
Work History
Program Manager
the Chickasaw Nation
10.2023 - Current
- Oversee daily operations of Volunteer Income Tax Assistance (VITA) program and Chickasaw Motor Vehicle Tag Program (CMVTP)
- Manage IRS application process for continuing grant award Volunteer Income Tax Assistance
- Monitor budget for VITA program, including preparation, forecasts, expense management, approvals, reporting, etc
- Complete, maintain, and submit both federal and tribal required program documentation to other Chickasaw Nation departments
- Develop goals, objectives, policies, and priorities on quarterly basis
- Develop trainings on new annual tax policies and procedures for over fifty VITA volunteers, ensuring employees are certified per federal guidelines
- Provide support and guidance for VITA volunteers during onsite tax preparation as needed
- Coach volunteers to measure and improve quality of tax preparation assignments
- Market VITA program to reach all Chickasaw citizens and other community members
- Perform quality review of all tax returns and documentation
- Maintain tax client records and documentation in Intranet Quorum (CNIQ)
- Ensure confidentiality, integrity, and security of citizen information stored for VITA and CMVTP in CNIQ
- Perform entire CMVTP process from upload into CNIQ to delivery of records to JP Morgan Chase
- Reporting in CNIQ balancing transactions with spreadsheet from OTC
- Reporting in CNIQ using SmartConnect integration and/or Microsoft Dynamics Integration Manager posting transactions to Microsoft Dynamics GP financials
- Serve as point of contact for Department of Treasury on configuration requests for document type, document type groups, keywords, AFKWS, workflow, lifecycles, load balance and cross-reference changes
- Monitor and update policies and standard operating procedures for VITA and CMVTP programs
Accounting Lead
the Chickasaw Nation
01.2016 - 10.2023
- Perform configuration changes to Hyland OnBase Enterprise Information Platform such as document type, keywords, cross references, data sets, etc
- Troubleshoot and facilitate problem resolution concerning electronic journal entry (JE) workflow through OnBase Unity Client
- Manage user permissions for OnBase Unity, Thick Client and OnBase web versions using OnBase configuration
- Manage load balances and workflow configuration using OnBase Studios
- Lead point of contact OnBase project development for Department of Treasury
- Oversee Chickasaw Motor Vehicle Tag Program (CMVTP); consisting of high-volume monthly check issues for over 2500 rebates checks and more than 600 ACH transactions to Chickasaw citizens
- Generate timely ACH files for CMVTP that follow internal processes
- Assist with monthly CMVTP process, integration into CNIQ, unidentified, formulate spreadsheet, balance of transactions, etc
- Review bank records and reconcile open checks to determine if it is required to order stop payment with financial institution and reissue transactions CMVTP with financial institution
- Reconcile CMVTP ACH amounts returned by financial institution before reissued as checks
- Answer questions and concerns regarding CMVTP through phone communication providing quality customer service and solutions
- Ensure CMVTP check stock, envelopes and miscellaneous supplies are maintained
- Requisitions for purchase orders, check requests and travel through Paperless Business solutions (eRequester)
- Coordinator of Volunteer Income Tax Assistance (VITA) program providing free tax assistance for Chickasaw employees, Chickasaw citizens, and public throughout communities served
- Review VITA applications through Chickasaw Nation Intranet Quorum (CNIQ) ensuring all required forms are provided
- Prepare tax returns using information received through CNIQ from completed VITA applications
- Contact VITA client through email and/or phone to discuss tax return and review information entered on completed tax return
- Move completed applications through CNIQ process to completed status
- Answer questions and concerns regarding VITA through phone or email communication providing quality customer service and resolution
- Special projects as assigned by Director
- Oversee group of volunteers, ensure that internal procedures are being followed as well as federal income tax guidelines, provide technical assistance, deescalate any disgruntled customers and provide solutions
- Supervisory duties to include employee development, employee evaluations, conflict resolution, communicate policy and procedural changes, ensure staff are providing excellent customer service, lead and conduct training as needed, timecard review and approval, and maintain positive work environment
Bus Driver
Wellston Public Schools
12.2022 - 05.2023
- Operate class A motor vehicle in accordance with local traffic laws
- Enforce school policies and procedures for student passengers to ensure health and safety of students
- Completed pre- and post-trip bus inspections for safe passenger transportation.
- Performed bus driving duties while keeping student safety in mind to maintain good safety record.
- Performed minor maintenance tasks such as changing lights or checking tire pressure to ensure safe operation of bus at all times.
Accounts Payable Lead
the Chickasaw Nation
01.2005 - 01.2016
- Supervised three accounts payable specialists and managed daily invoice workflow
- Implemented changes to make processes more efficient
- Kept spreadsheets updated regarding blanket purchase agreement
- Entered invoices for payment following standard policies and procedures
- Reviewed contracts and purchase agreements
- Processed payments regarding contracts, purchase agreements and check requests
- Provided excellent customer service to vendors
- Worked extensively in Great Plains and Requester programs
Education
Associate of Science - Agriculture
Eastern Oklahoma State College
Wilburton, OK05.1999
Systems Administrator -
OnBase Certified Systems Administrator
Westlake, OH02.2017
Grant Management Certification -
Management Concepts
Tysons Corner, VA09.2017
Bachelor of Arts - Inter-disciplinary Studies
East Central University
Ada, OK12-2025
Skills
- Proficient in Microsoft Office Suite
- Digital Workflow Solutions
- Tax Software Proficiency
- Microsoft Dynamics GP Expertise
- Hyland OnBase Administration
- Licensed Class A Operator
- Airbrake License Endorsement
- Tanker Endorsement Certification
- Passenger Transport Endorsement
- Analytical Problem-Solving
- Effective Project Coordination
- Meticulous Attention to Detail
- Operational Strategy Design
- Operational Efficiency Enhancement
- Collaborative Leadership
- Analytical Problem-Solving
Leadership Experience
- Completed Chickasaw Leadership Academy’s three levels: Bronze 2015, Silver 2016, and Gold 2017
- Attended Leadership YOUniversty offered by the city of Ada Chamber of Commerce
- Served for over a decade and continue to serve as a leader of the Chickasaw Nation Volunteer Income Tax Assistance program which includes fifty plus volunteer income tax preparers. Each year 1,000 to 1,400 tax returns are completed for individuals, many of which are low income, elderly, or disabled. This program is offered to provide tax preparation services free of cost.
Timeline
Program Manager
the Chickasaw Nation
10.2023 - Current
Bus Driver
Wellston Public Schools
12.2022 - 05.2023
Accounting Lead
the Chickasaw Nation
01.2016 - 10.2023
Accounts Payable Lead
the Chickasaw Nation
01.2005 - 01.2016
Associate of Science - Agriculture
Eastern Oklahoma State College
Systems Administrator -
OnBase Certified Systems Administrator
Grant Management Certification -
Management Concepts
Bachelor of Arts - Inter-disciplinary Studies
East Central University