Summary
Overview
Work History
Education
Skills
Specialtrainingandskills
Security Clearance
References
Websites
Timeline
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Will Tate

McCalla,AL

Summary

Dedicated professional with over 15 years of experience. Solid team player with a positive demeanor and proven skills in establishing rapport with clients. Committed to maintaining professional relationships to increase profitability and drive business results.

Overview

16
16
years of professional experience

Work History

Lead Logistics Coordinator and Analyst (Contractor)

RLW Courier Service
Hoover, AL
- Current
  • Schedule and dispatch vendor or independent contractors to appropriate locations according to customer requests, specifications, or needs by phone and dispatch software
  • Serve as point of contact for all vendors within their route territories and inform them about traffic problems such as construction areas, accidents, congestion, weather conditions, and other hazards
  • Determine the best responses needed to deal with emergencies, accidents, and breakdowns effectively and appropriately
  • Deliver exceptional customer service, promptly resolving customer (vendor) issues and maintaining high levels of customer satisfaction
  • Ensure policies and procedures, as defined in the Independent Contractor Operating Agreement, are consistently followed
  • Research and resolve any billing errors or discrepancies
  • Engage with stakeholders to review concerns and address challenges
  • Collaborate cross-functional teams acting as a Liaison to develop solutions
  • Identify opportunities for process improvement and successfully implement strategic initiatives, resulting in enhanced operational efficiencies and cost savings
  • Demonstrate strong time management skills, consistently delivering high-quality work within tight deadlines to ensure project completion
  • Review contract agreements and determine if it will be in our best interest to renewal contracts
  • Coach new drivers and other personnel as well.

Management & Program Analyst (Series 0343/Contractor)

Department of Energy Headquarters Office of Public Affairs & Indian Energy Policy & Program (Accel Corporation & Systematic Management Services, Inc)
Germantown, MD
03.2024 - 06.2024
  • Serve as a Business Analyst providing analytical support to create and maintain data collection tools, quality assurance, and analyzing and preparing data for final presentation in formats that include federal reporting templates, databases, plans, and reports
  • Review internal and financial control documents
  • Evaluated, analyzed, and communicated systems requirements on a continuing basis, and maintained system processes, including delivery of monthly status reports to call appropriate parties
  • Provide Internal Controls deliverables within a specific timeline for fiscal year deadline
  • Specifically, the Entity Assessment (EA) and DRAFT Assurance Memoranda to ICFRMD before fiscal year deadline
  • Author and update internal and external documentation, and formally initiate and deliver requirements and documentation
  • Conduct daily systems analytics to maximize effectiveness and troubleshoot problems
  • Develop meaningful and lasting relationships with partners for optimized systems integration and respond to questions and concerns from managers and executives with supporting research and recommendation
  • Serve as a division custodian creating SOPs and maintaining SOPs along with various documents in SharePoint for the Office of Public Affairs (PA) and Indian Energy Policy & Programs
  • Utilizing PA AMERICA/ A-123 Risk & Internal Control Application and following the Department of Energy Enterprise Risk Management (ERM) Guidance FY 2024 Guidance ensuring all requirements are in compliance with OMB Circular A-123, GAO Greenbook, and DOE Order 520.1B
  • Testing of Operating Effectiveness.

Financial Programs Specialist (Series 0501 GS 13-1)

U. S. Department of Treasury Bureau of Fiscal Service
Birmingham, AL
07.2021 - 02.2022
  • Monitored DPAS Process Tracking System for payment collections files for Accounts Payable, Accounts Receivable, Miscellaneous Receipts, etc
  • Collections databases
  • Performed research and analyzed root causes of delay payment processing and developing corrective actions for management in payments for account reconciliation
  • Performed SQL scripts (queries) and analyzed and interpreted financial data
  • Identified all payments were correct and matching for posting involving the collection sources of OTC.net/Lockbox, Pay.gov, PayPal (pay.gov), Bank Bill Pay, Fedwire, ACH, etc
  • Worked with federal, state, and local agencies to resolve any discrepancies of payments collected for debt owed to the federal government
  • Facilitated daily standups, sprint review, sprint retrospective, and product grooming sessions using JIRA and Confluence
  • Developed, prepared, and tracked invoice reports to assist in tracking status of invoices/workload
  • Briefed senior leadership and provided advice on appropriate courses of action
  • Reduced improper payments by 40% and improved collections efforts by 50%
  • Special Projects – Provided technical guidance in Concur with Fiscal Service Travel Management Branch
  • Special Projects – Met with clients and customers (users) to map out Concur system and to identify areas of improvements
  • Gathered requirements from SMEs and implemented process improvements to produce reports on the status of travel activities while ensuring travel policies and procedures complied
  • Reviewed accounting codes (internal org code & funding codes) updates for travel authorization pre-trips and vouchers
  • Ensuring tax exempt codes were corrected
  • Coach new hires and other personnel.

Management & Program Analyst (Series 0343 GS 12-7)

U. S. Department of Treasury Bureau of Fiscal Service
Birmingham, AL
- 07.2021
  • Served as a Business Analyst performing complex analytical and program management in the Program Project Develop Staff Department
  • Prioritized multiple assignments and tasks
  • Defined and captured business requirements/document decisions
  • Facilitated group discussions surrounding improved business processes to reach common goals
  • Developed business process models “AS-IS” and “To -Be”
  • Identified process improvements and facilitated reengineering of business processes
  • Maintain comprehensive documentation of processes, changes, and best practices
  • Created and updated outdated SOPs to bring all departments into compliance
  • Analyze and research the collections of payments for account reconciliation
  • Provided support to Project Managers and attended Define Sessions as scheduled to determine what change requests (CRs) will be a priority or deferred in each Collection Improvement release
  • Assisted Project Manager by coordinating, scheduling, and supporting meetings by providing agendas, meeting minutes, and tracking moving project priorities
  • Set milestones and deadlines for assignments while rearranging priorities and work assignments based on the actions of other or unforeseen events or delays
  • Delivered oral and written presentations/briefing to managers and potential stakeholders
  • (Executives, Directors, Subject Matter Experts, etc.) Defined key process indicators (KPIs) to track the impact of the process change in our agency
  • Presented improvements achieved and recommended future recommendations to senior leadership
  • Performed gap, cost-benefit, and root caused analysis identifying areas where processes needed to be defined, developed, improved upon, and documented to gain efficiency, standardization, compliance, and consistency
  • Provided recommendations and guidance to address identified trends and lessons learned to improve project/program delivery
  • Reduced improper payments and improved collections effort by 40% percent each fiscal year
  • Volunteered in Special Projects during peak seasons, assisting call/contact center answering customer questions via phone and via email inquiries resolving questions and concern within the set response time in our debt management call/contact center
  • Developed new methods of improvement from our Survey Monkey responses from our customers which helped streamline our organization structures and enhanced our management processes
  • Participated in continuous improvement activities by identifying and analyzing the effectiveness and efficiency of processes and developed strategies for improvements
  • Acted as a Liaison and led meetings with stakeholders and developers to clearly define requirements and executed the development of business analysis deliverables
  • Communicated to technical resources for continued implementation of the solution
  • Executed rollout activities (action items), monitored progress, and provided project status reports to management
  • Developed 2017- 2021 Operational Analysis Reports for the Bureau of Fiscal Service that support the annual selection of the investment with the Fiscal Service Governance process
  • Presented reports which included charts, graphs, surveys, dashboards, roadmaps, etc
  • To OMB and CPIC ensuring our investments supported Fiscal Service mission, goals, and objectives as discussed in annual Strategic and Tactical plans with Directors and our Business Planning Division
  • Provided status of project milestones, deliverables, dependencies, risks, issues, etc
  • Across leadership internally and externally
  • Assisted Call Center with heavy call volume during peak tax season explaining why tax refund was taken for a federal or state debt.

Contact Representative (Series 0962 GS 8-1)

Social Security Administration (Contact Call Center)
Birmingham, AL
03.2008 - 07.2009
  • Responsible for interviewing the general public by phone and email to resolve problems and provide advice/guidance about policies, benefits, etc
  • Interpreting complex laws, regulations, and written guidelines (e.g., Federal, State, or County laws) in reference to retirement, disability, or survivors’ benefits
  • Performed administrative and clerical processes using a computer to reconcile discrepancies in monthly or lump sum payments
  • Determined eligibility for Social Security Administration Program entitlement and continuing eligibility for claimants
  • Organized, prioritized, and processed a large volume of work within established guidelines
  • Handled large volume of calls, up to 600 calls a day from the general public
  • Set up claims to start Retirement, Disable, or Survivor benefits
  • Completed Direct Deposit and Voluntary Tax Withholding for beneficiaries that are currently receiving benefits from SSA
  • Interviewed and advised the general public on the best option as to whether they should take early retirement at a reduced amount or taking benefits at full retirement age
  • Explained how a Government Pension (GPO) affects benefits that individual is entitled to with Social Security
  • Answering ERISA laws and regulations questions from the general public
  • Calculate percentages of benefit awarded to beneficiaries and give estimate benefits amounts
  • Ensuring beneficiaries get the most out of the Retirement System of SSA
  • Processing enrollment of Medicare PT
  • A and B applications for individuals that are turning age 65 or disable individuals entitled to Medicare coverage after 24 months of disability entitlement
  • Handle cancellation request of Medicare coverage for beneficiaries and resolving billing discrepancies regarding coverage
  • Verified Social Security Numbers for Employer’s with new hires
  • Resolve overpayment issues and set up installment agreements to pay back on outstanding debt to the Social Security Administration
  • Explaining how Workman’s Compensation can reduce Social Security Disability payments for the spouse and children that are entitled to benefits based on an individual’s earnings.

Management & Program Analyst (Series 0343 GS 12-7)

U. S. Marshals Service Headquarters
Arlington, VA
02.2022
  • Served as Business Analyst and advisor in the Business Integration Center (BIC) of the Management Support Division (MSD) to support strategic planning, data management, policy and reporting compliance, and business engineering
  • Assisted leadership in developing performance measures to monitor program-wide accomplishments, improve quality and efficiency, add value, that supported accomplishments of the agency’s strategic goals and objectives
  • Completed assigned tasks in the compliance office such as writing procedures, documenting processes, and coordinating work with various audit and assessment teams
  • Delivered oral and written presentations/briefing to managers and potential stakeholders
  • (Executives, Directors, Subject Matter Experts, etc.) Worked with stakeholders and leadership to enforce the implementation of the continuous improvement efforts
  • Worked independently to review and prepare documents addressing unconventional issues and/or problems affecting the program; work to identify trends and areas for improvements in procedures
  • Participated in project performance team meetings on behalf of the job unit to provide ideas, methods, or processes for unit/department performance improvement
  • Developed and maintained spreadsheets, tracking databases, reports, and presentations; generated and documented information for statistical purposes; utilized government databases and word processing software
  • Developed policies and procedures to ensure compliance with established regulations
  • Developed procedures using qualitative and/or quantitative methods for assessing processes
  • Served as a SharePoint Administrator maintaining designs, key documents and procedures library needed for the overall division
  • Served as point of contact for employees and meeting stakeholders
  • Updated SOPs and map out workflows for different processes that BIC Team handled
  • Monitored and followed up on all inquiries in the Employees Feedback Email Mailbox for improvement of our organization while routing those inquiries to the correct point of contact for resolutions
  • Assessed, researched, analyzed, and documented sponsor/stakeholder needs
  • Improved inefficiencies within the division and implemented resolutions
  • Provided analytical support for non-routine management studies and fact-finding reviews
  • Coordinated, scheduled, and supported meetings by providing agendas, meeting minutes, and tracking moving project priorities
  • Provided status of project milestones, deliverables, dependencies, risks, issues, etc
  • Across leadership internally and externally
  • Participated in discussions, meetings, conferences, and conferences calls with agency administrative, subject matter experts, and technical personnel, and other federal agency officials
  • Perform other duties as assigned.

Financial Specialist (Series 0501 GS 11-2)

U. S. Department of Treasury Bureau of Fiscal Service
Birmingham, AL
07.2009
  • Initiated inbound and receiving calls with debtors setting up payments plans and taking payments over the phone to pay off delinquent debts with the federal government
  • Mailed Financial Statements forms to debtors to repay debts and review completed Financial Statement forms upon return to determine repayment alternatives within a specified time frame to prevent premature defaults
  • Reviewed all financial statements (tax returns, credit reports, proof of income, etc.) to make sure all compromise offers are approved by Credit Agencies for final settlement of debts
  • Preformed skip tracing using all available tools such as the internet, Lexis Nexis, and other skip tracing tools
  • Ensured all collection tools are utilized and applied to recover monies from debtors who are in default
  • Explained the Fair Debt Collection Practices Act of 1996 Perform Administrative Wage Garnish with debtor’s employer and use all other techniques to recover monies
  • Assisted debtor with disputing debts that have already been paid or may have been sent to collection in error.

Education

Associate of Applied Science Program in Informational Technology - Information Technology – Software Applications and Programming

ITT Technical Institute
AL
01.2008

Bachelor of Science in Management of Human Resources - Management in Human Resources

Faulkner University
AL

High School Diploma -

Broad Street High School
MS

Skills

  • Solid team player
  • Establishing rapport with clients
  • Maintaining professional relationships
  • Analytical support
  • Data collection tools
  • Quality assurance
  • Data analysis
  • System requirements
  • Internal controls
  • Documentation
  • Systems integration
  • Troubleshooting
  • Relationship building
  • SharePoint administration
  • Risk management
  • Operating effectiveness testing
  • Logistics coordination
  • Customer service
  • Problem resolution
  • Policy and reporting compliance
  • Business process improvement
  • Time management
  • Contract review
  • Coaching
  • Strategic planning
  • Performance measures
  • Process documentation
  • Presentations/briefings
  • Continuous improvement
  • Financial data analysis
  • Payment processing
  • Invoice tracking
  • Technical guidance
  • Requirements gathering
  • Process improvement
  • Project management
  • Stakeholder engagement
  • Statistical analysis
  • Process reengineering
  • Compliance
  • Debt management
  • Call center support
  • Dispute resolution
  • Interviewing
  • Policy interpretation
  • Administrative processes
  • Eligibility determination
  • Claims processing
  • Benefit calculation
  • Medicare enrollment
  • Social Security number verification
  • Overpayment resolution
  • Workman's compensation knowledge
  • Microsoft Office Suite proficiency
  • Agile project management
  • Process mapping and analysis
  • Six Sigma Greenbelt certification
  • User experience (UX) principles
  • Government contracting processes
  • OSHA Compliance
  • Problem-Solving
  • Purchase Orders
  • Warehousing Processes
  • Contract Negotiation
  • Inventory Control
  • Expense Management
  • Scheduling Coordination
  • Cost Control
  • Inventory Management
  • Quality Control Analysis
  • Project Assignments
  • Spreadsheet tracking
  • Efficiency Improvement
  • Performance Management
  • Process Optimization
  • Delivery Tickets
  • Fleet Management
  • Customer Service
  • Sales Support
  • Analytical Thinking
  • Operational Efficiency
  • Materials Handling
  • Communication
  • Shipment Coordination
  • Budget Preparation
  • Coaching and Mentoring
  • Documentation Management
  • Logistics Analysis
  • Cost-reduction strategies
  • Warehouse Management

Specialtrainingandskills

  • Proficient in advanced features of Microsoft Office Suite 365, including Teams, Visio, and Project.
  • Experience in agile project management using JIRA/Confluence.
  • Skilled in process mapping and analysis, with a Six Sigma Greenbelt certification.
  • UX Certified, demonstrating a strong understanding of user experience principles.
  • Previous Contracting Officer Representative (COR), indicating experience in government contracting processes.

Security Clearance

Public Trust

References

Available upon request.

Timeline

Management & Program Analyst (Series 0343/Contractor)

Department of Energy Headquarters Office of Public Affairs & Indian Energy Policy & Program (Accel Corporation & Systematic Management Services, Inc)
03.2024 - 06.2024

Management & Program Analyst (Series 0343 GS 12-7)

U. S. Marshals Service Headquarters
02.2022

Financial Programs Specialist (Series 0501 GS 13-1)

U. S. Department of Treasury Bureau of Fiscal Service
07.2021 - 02.2022

Financial Specialist (Series 0501 GS 11-2)

U. S. Department of Treasury Bureau of Fiscal Service
07.2009

Contact Representative (Series 0962 GS 8-1)

Social Security Administration (Contact Call Center)
03.2008 - 07.2009

Lead Logistics Coordinator and Analyst (Contractor)

RLW Courier Service
- Current

Management & Program Analyst (Series 0343 GS 12-7)

U. S. Department of Treasury Bureau of Fiscal Service
- 07.2021

Associate of Applied Science Program in Informational Technology - Information Technology – Software Applications and Programming

ITT Technical Institute

Bachelor of Science in Management of Human Resources - Management in Human Resources

Faulkner University

High School Diploma -

Broad Street High School

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