Hartley M. (Lee) Jones, CGFM

E X P E R I E N C E     S U M M A R Y Successful management and executive experience in banking, corporate, government, consulting and not-for-profit organizations.  Outstanding executive management, communication, finance, problem solving, project and product management, marketing, systems and analytic skills.   Consistently achieve and exceed expected results.  Recognized thought leader in government financial management and systems, data warehousing, business intelligence and cash management.  Experienced in business development especially at DHS, SSA and HUD. Qualifications: President                                                                              2009-Present HMJ FINANCIAL SERVICES Provide strategic financial management and systems support services, as well as project and program management and human capital management services for a component of the US Department of Justice (FBI) and proposal preparation and financial systems and business intelligence business development support services to major consulting company (Deloitte).  Assist with marketing strategies for Homeland Security Department business and provide strategic understanding of government financial management and systems.  Manage and operate the business, market and perform services. Deputy Chief Financial Officer                                              2008-2009 U.S. IMMIGRATION AND CUSTOMS ENFORCEMENT (ICE) Provided executive oversight to ICE’s OCFO components, including finance, assurance and compliance, budget, asset management and human capital.  Focused management efforts on finance and assurance and compliance organizations, which included over 300 contractors and staff in HQ and 2 regional centers; financial audit and A-123 reviews; financial statements and certifications; financial systems; strategic and project planning and oversight; financial policies; travel and travel cards; staffing and recruiting; and other executive management functions.  Oversaw critical finance projects such as Financial Action Plan (FAP), Invoice Consolidation, Obligations Management, definition and standardization of regional center functions, recruiting key managers and outstanding recent college graduates, and numerous special projects.  Introduced rigorous project management and performance tracking and enhancement methods.  Provided financial services and systems to five DHS components.  Completed FY2008 audit with no material weaknesses or significant deficiencies; also oversaw improper payments and travel voucher audits. Director of Federal Systems                                                  2005-2007 DECISIONPATH CONSULTING Member of senior executive team, reporting to the President.  Managed government business to analyze agency data needs, assess business value of data and develop tools to access data.  This included second and third level management of government projects and development of new business, particularly in the areas of accounting and financial management data.  Projects managed included SSA Management Information Systems such as Cost Accountability System, Disability Service Improvement systems and Time Allocation System.  Participated in overall operations and decision-making for company.  Assistant Chief Financial Officer for Systems                  2002-2005 U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT Manage over $30 million annually and 100 staff and contractors to operate, maintain, enhance, integrate, develop, administer and evaluate HUD’s core financial systems.  Act as financial advisor and coordinator/monitor for major systems applications.  Ensure that systems are properly integrated and minimize redundancy.  Oversee multi-million dollar project to assess and replace HUD’s core financial systems.  Facilitate and coordinate interactions among all relevant organizations inside and outside of HUD.  Assist CFO in reviewing and approving HUD IT investments.  Member of OCFO senior staff to develop and review annual audit, financial statements, Performance and Accountability Report and other key activities.  Coordinate with OMB, GAO and Assistant and Deputy Secretaries on major HUD financial systems activities.  As Senior Advisor for Accounting, oversee critical accounting issues such as FY2005 financial statement audit, A-76 competition, electronic payments, requirements for new financial system and organizational structure.  As Senior Advisor to the Assistant Secretary for Policy Development and Research, provide leadership support to program organization. Director, Office of Financial Systems                                  1999-2002 U.S. DEPARTMENT OF LABOR Managed 30 staff and contractors to design, develop, modernize and operate DOL financial systems that process 16,500 biweekly payroll payments and account for $50 billion per year.  Reported directly to CFO.   Managed systems modernization program, including implementation of a graphical user interface to core accounting system and a data warehouse to give managers access to financial data.  Managed all system security activities, including OIG audits and responses, Security Program Plans and security self-assessments.  Voting member of Departmental IT Capital Planning Board, overseeing Enterprise Architecture and IT crosscut budget activities.  Active member of CFO Council Financial Systems and E-commerce Committee.  As SPECIAL ASSISTANT to the CFO, led financial systems modernization and managerial cost accounting programs for Department, and data warehousing and Electronic Commerce initiatives, and other high-visibility projects, for the CFO. President                                                                                    1998-1999 HMJ FINANCIAL SERVICES Provided financial, marketing and card consulting services to corporate and banking clients.  Projects included assisting a non-profit select a new accounting system and a bank implement a purchasing card internet interface.  Managed and operated the business, marketed and performed services. Vice President/Officer                                                             1995-1998 MELLON BANK Developed and marketed banking products and services to the federal government.  Defined product requirements and user needs for current and future government cash management applications, particularly electronic commerce. Conceived, designed and executed government marketing programs.  Developed strategic relationships and alliances.  Met with senior bank and government officials, including Vice Chairman and CFO levels, to present market and product opportunities.  Consistently exceeded market revenue and income targets Developed positioning and marketing plans for government market and for major government purchasing card effort; designed internal government purchasing card concept. Created Government Council to coordinate bank-wide government sales and marketing strategies. EFT Payments/EBT Product Manager                                1991-1995 U.S. TREASURY DEPARTMENT             Supervised team of finance specialists to develop, market and implement national Electronic Benefits Transfer (EBT) debit card and Electronic Funds Transfer (EFT) products.  Negotiated with federal, state and financial services industry executives to develop and market payment products.  Managed all product budget, marketing, planning, operations and evaluation activities.  Member of EBT Task Force team to design, develop and implement integrated federal/state EBT systems.  Coordinated with financial services and other industry and consumer groups.  Piloted, redesigned and expanded EBT to pay recipients of federal benefits; worked with seven states and federal agencies to design, develop and acquire first regional EBT services. Spoke frequently at national industry conferences, wrote articles for national industry periodicals and was interviewed by industry media. Senior Financial Manager                                                      1984-1991 PRC COMMERCIAL SYSTEMS Managed department to provide financial management and analysis, budget, internal consulting and PC systems support to division of national information services company.  Prepared division budgets and analyses of financial and operating performance.  Generated financial reviews and forecasts and identified and analyzed new business opportunities.  Developed and managed division Management-by-Objectives program.  Integrated customer service of two acquired companies.  Managed customer order processing unit (10 staff) and software customization groups (18 staff) Reduced costs--saved over $250,000 annually by automating and streamlining administrative operations and attained 20% technical support productivity improvement by developing and implementing workload measurement and tracking processes Increased revenues--generated $4.2 million annual revenue increase through management of increasingly successful direct mail sales promotions, expanded sales commission programs and developed profitability-based incentive programs for business managers. Financial Consulting Manager                                              1982-1984 BOOZ, ALLEN & HAMILTON, INC. Managed teams to analyze, develop and improve government agency financial procedures, internal controls and management information systems.  Evaluated and developed financial control and reporting systems and processes; prepared accounting and budget manuals; audited and reconciled accounts; and planned and implemented delegation of financial and operating authority and evaluated results. Worked directly with clients to define needs and implement recommendations. Financial Specialist                                                                  1976-1982 U.S. DEPT. OF TRANSPORTATION Led team to analyze and redesign automated accounting system and procedures; prepared system feasibility and requirements studies. Administered financial, budget, grant and contract aspects of computer R&D program.  Assignments in personnel, budget, management analysis and contracts. E D U C A T I O N     &    C E R T I F I C A T I O N S Senior Executive Fellow, Harvard University, Cambridge, MA    MBA, Finance, George Washington University, Washington, DC BA, Psychology, University of Wisconsin- Madison, WI  Certifications/Awards/Other Experience: Top Secret Security Clearance, OPM (October 2002) Top Secret Security Clearance, ICE (May 2008) Certified Government Financial Manager (CGFM), Association of Government Accountants (1996) Speaker at over 20 conferences and meetings, including The Data Warehousing Institute and  Association of Government Accountants Conferences  Community Residences, Inc. (tax-exempt corporation)--Member, Board of Directors and Executive Committee; Chair of Finance and Strategic Planning Committees.  (Volunteer-current) Endependence Center of Northern VA—President, Board of Directors (Volunteer-current) Arlington Fiscal Affairs Advisory Committee—Member  (Volunteer-past) Arlington Travel Soccer Club–Treasurer  (Volunteer-past) Instructor, MIS for Accountants, University of Phoenix Online (paid part-time-past) Commissioner, Arlington Disability Advisory Commission (Volunteer-current)