Summary
Overview
Work History
Education
Skills
Timeline
Generic

Shreya Patel

Olney

Summary

Accomplished program manager and technical advisor with over 20 years of experience comprised of federal budgeting, leading digital transformation and modernization initiatives, IT portfolio management at the Internal Revenue Service.

Overview

22
22
years of professional experience

Work History

Senior Management Analyst

Internal Revenue Service
09.2024 - 03.2025
  • Provided expert advice, guidance, strategic insights, and served as a subject matter expertise to the Senior Manager, and Director of Operations. Developed budget guidance and processes for project teams and Division Finance Officers (DFO) across all business units driving business transformation. Interfaced with cross-functional teams executing enterprise-wide technology modernization and business process transformation to ensure alignment to the Inflation Reduction Act (IRA) roadmap and adherence to the TSO budget guidance. Reviewed cost plans for accuracy and completeness leading to over 215 transformation projects approved for execution in the portfolio.
  • Budget and Program Management Office, Transformation Strategy Office (TSO)

Technical Advisor

Internal Revenue Service
07.2020 - 09.2024
  • Provided expertise to the Senior Manager on the IT modernization portfolio. Facilitated change management collaboration sessions, driving successful adoption of new processes for example, I led the restructuring of the IT portfolio to streamline, provide transparency and traceability of the IT portfolio to the IRS mission. Developed new processes to enhance the budget and financial reporting of the modernization portfolio and interfaced with the IT program executives to provide guidance that helped developed their spend plans and submit funding requests.
  • Budget Planning, Financial Management Services, Information Technology (IT)

Senior Manager

Internal Revenue Service
08.2018 - 07.2020
  • Led a team of 25 government staff, including two frontline managers and over 80 contractors to perform program management and integration function for the digital transformation program called Web Applications which provides secured digital self-service capabilities to individual taxpayers leveraging agile development practices. Developed performance work statements based on scope, cost and schedule and performed process improvement to reduce time on the elaboration phase of the agile framework which allowed for incremental requirements gathering and use story development. Formulated budget requirements by working across the IT delivery partners to ensure they have resource and funding needs identified to deliver the program and tracked expenditures to ensure burn rate level of spending is planned appropriately and high-level priorities are communicated.
  • Web Applications, Enterprise Program Management Office (EPMO), IT

Senior Analyst/Senior Manager/Acting Director

Internal Revenue Service
10.2008 - 07.2018
  • Took on various roles in the Enterprise Program Controls organization which led the budget, procurement, audit oversight, organizational readiness, and technical integration activities for the major IT modernization programs. Established the foundation for consistent program management framework for the key modernization programs in IT. Led a team to perform investment management responsibilities including all Capital Planning and Investment Control phases for the major IT investments within the EPMO purview. Briefed ACIO and CIO on baseline changes, investment portfolio budget submissions, and then acted as Director for 7 months.
  • Enterprise Program Controls, EPMO, IT

Financial Analyst

Internal Revenue Service
07.2004 - 10.2008
  • Managed all aspects of operations, maintenance, and development, modernization, and enhancement of the financial system of record called, Integrated Financial System (IFS) with approximately 1000 end users. Served as the Integration Lead within the project office, as well as the end user point of contact for IRS budget analysts. Communicated and developed functional requirements for major change requests, reports development, and upgrade version of COTS SAP 4.6c system. Performed unit testing and systems acceptance testing. Established working relationships with all stakeholders, end users in the CFO and business units and served as a User Advocate.
  • Integrated Financial Systems (IFS) Office

Budget Analyst

Internal Revenue Service
10.2002 - 07.2004
  • Part of a cross-functional team that restructured the IRS’s appropriation structure that is still used today. Served as the primary budget contact for the Large–to–Mid–Size Business division (LMSB). Monitored budgetary resources to ensure that the agency is operating within budgetary limits and abiding by Federal appropriations laws. Advised on policy and procedures for the new SAP financial system to the financial operating policy writers in the CFO Office. Prepared an in-house training manual and provides live training to facilitate transition to the new financial system and served as an IFS User Advocate by sharing knowledge and offering on–call training to all budget analysts.
  • Corporate Budget

Education

Master’s in Business Administration -

Kogod School of Business, American University

Bachelor of Science (B.S.) - Biology

University of Maryland, College Park
College Park, MD

Bachelor of Arts (B.A.) - Economics

University of Maryland, College Park
College Park, MD

Skills

  • Business process improvement
  • Organizational development
  • Innovation management
  • Client relationship management

Timeline

Senior Management Analyst

Internal Revenue Service
09.2024 - 03.2025

Technical Advisor

Internal Revenue Service
07.2020 - 09.2024

Senior Manager

Internal Revenue Service
08.2018 - 07.2020

Senior Analyst/Senior Manager/Acting Director

Internal Revenue Service
10.2008 - 07.2018

Financial Analyst

Internal Revenue Service
07.2004 - 10.2008

Budget Analyst

Internal Revenue Service
10.2002 - 07.2004

Bachelor of Science (B.S.) - Biology

University of Maryland, College Park

Bachelor of Arts (B.A.) - Economics

University of Maryland, College Park

Master’s in Business Administration -

Kogod School of Business, American University
Shreya Patel