9/99 to Present
Patrick Jay Harvey
1010 Huntington
Duncanville, TX 75137
(469) 563-8121
E-mail: Pjayharvey@
SUMMARY
I have proven ability in local government operations, possessing 30 years of experience in local government budget preparation and management, accounting, auditing, financial analysis, financial statement preparation and internal controls. My broad based expertise in understanding, implementing, analyzing and interpreting financial data enables me to effectively serve local government entities.
MAJOR ACCOMPLISHMENTS
Director of Finance, City of Seagoville, Texas
• Achieved the GFOA Distinguished Budget Award for the first time in the history of the City
• Acquired a paperless bill system for utility billing operations
• Acquired an online payment system for municipal court operations
• Oversaw the acquisition of a wireless security system for City Hall covering utility billing, Council chambers and municipal court operations
• Supervised the in house preparation of the Comprehensive Annual Financial Report
• Revised the annual financial policies and developed a citywide purchasing policy
• Organized a citywide customer service training seminar for city staff
• Provided periodic financial forecasts for the City and the Economic Development Corporation
• Assisted the Economic Development Corporation with acquiring financing for debt refunding and property acquisition
• Organized the City’s FY 2012Council budget workshop, presented a budgetary overview and financial highlights to the Mayor and Council.
• Worked with department heads to develop program goals and performance measures.
• Worked with staff to develop work plans for Finance, Utility Billing and Municipal Court
• Developed an RFP for external auditor selection
• Actively participated in the hiring of a bilingual customer service representative
• Provided for the supervision of 7 people
Director of Finance, City of Glenn Heights, Texas
• Manage the utility billing operations, purchasing, municipal court, janitorial services and meter reading services of the City
• Directed the implementation of the INCODE accounting, utility billing and municipal court software packages
• Supervise and direct accounting and financial activities for the City including debt and capital projects, fixed assets, cash management and investments, payroll, accounts payable and receivable
• Hired a Utility Billing supervisor, Municipal Court administrator and Accounting Clerk.
• Monitor City compliance with federal tax regulations for payroll and arbitrage rebate.
• Responsible for monthly reporting of budget vs. actual results to senior management and City Council
• Developing new financial policies and periodic review of existing financial policies for purchasing and investments
• Administer contracts for external audit and city depository
• Manage external audit process, including preparation and submission of Comprehensive Annual Financial Report to GFOA for excellence in financial reporting recognition. Developed the City’s first in house CAFR awarded the GFOA’s distinguished financial reporting award.
• Coordinate annual budget development initiative for restricted and unrestricted funds. This process culminates in the compilation of the annual City operating budget (approximately 11.75 million dollars for FY 2010). Developed the City’s first in house GFOA recognized distinguished budget award document.
• Developed the City’s first budget in brief document
• Presented operating budget highlights to three homeowner associations
• Worked with program management and department heads to arrange financing for major capital equipment.
• Served on interdepartmental task force for computers, copies and telephones.
• Expanded the Finance Department footprint on the Internet by including the Comprehensive Annual Financial Report, Annual Operating Budget, Financial, Investment and Purchasing policies and interim financial reports.
• Collaborated with the Public Works, Police and Fire departments to develop the City’s first vehicle replacement plan
• Provide direct supervision of 7 people
Assistant Director of Finance, City of DeSoto, Texas
• Presented a series of morale building sessions to my workgroup entitled “five star teamwork”
• Worked with Public Works and Utility Billing to implement the newly approved Storm water Drainage Utility program.
• Restarted City compliance with federal tax regulations for payroll and arbitrage rebate after a two year absence
• Made monthly financial report presentations to the Mayor and City Council during City Council meeting.
• Worked with Public Works management and staff to develop the City’s first capital projects reporting system.
• Worked with a consultant to select a new city depository contract, resulting in the elimination of bank service charges.
• Worked with the Council Audit committee in the selection of external auditors. There were two rotations during my tenure.
• Manage external audit process, including preparation and submission of Comprehensive Annual Financial Report to GFOA for excellence in financial reporting recognition. Also coordinate City response to external audit management letter comments
• Coordinate annual budget development initiative for 65 unrestricted and restricted funds. This process culminates in the compilation of the annual City operating budget (approximately 73.5 million dollars for FY 2007). The budget incorporates the City Council work plan, citywide performance measures, and the five-year capital improvement plan.
• Responsible for the hiring of two accountants and an accounts payable clerk
• Responsible for monthly reporting of citywide capital projects for street improvements, water and drainage facilities, public buildings and parks improvements (approximately 20+ projects in process 20.1 million expended in FY 2005)
• Participated in “Focus on Desoto Today” a cable access program presenting topics of interest to Desoto residents. My presentations were on budgetary and financial highlights.
• Provide direct and indirect supervision of 20 people
Accountant, City of Dallas, Texas
• Responsible for establishing the billing database for the City of Dallas Storm Water Utility
• Assisted in the development of the accounting procedures and management reporting processes for the Storm Water Utility
• Reduced the time needed to complete the annual audit by developing interim financial reports and general analysis for Dallas Water Utilities
Accountant, City of Dallas, Texas (continued)
• Managed the City of Dallas Storm Water Utility budget of 17.75 million dollars and approximately 80+ worker years, spread among six city departments. During my association with the Utility, the entity never over expended its budget
• Prepared audit work papers and annual financial reports for Dallas Water Utilities and the Storm Water Utility
• Coordinated annual department wide internal control evaluations for Dallas Water Utilities, Storm Water Utility and the Department of Public Works/Transportation
Self Employed CPA, Monroe, Louisiana
• Performed external audits of municipalities, nonprofit entities, and school systems throughout the Northeast Louisiana region
Grambling State University, Grambling, Louisiana
• Involved in the preparation and presentation of the annual university operating and capital budgets. Monitored compliance of university contracts with state requirements.
EMPLOYMENT HISTORY
City of Seagoville Finance Department, Seagoville, TX
3/11 - Present
City of Glenn Heights Finance Department, Glenn Heights, TX
3/08 – 3/11
City of DeSoto Financial Services, DeSoto, TX
9/99 – 2/08
City of Dallas Department of Public Works/Transportation, Dallas, TX
1/95 – 9/99
City of Dallas Water Utilities, Dallas, TX
1/91 – 12/94
Lacerte Software, Dallas, TX
6/89 – 12/90
Self employed Monroe, LA
1/84 – 4/89
EMPLOYMENT HISTORY
Grambling State University, Grambling, LA
1/82 – 12/83
EDUCATION
Bachelor of Science in Accounting
University of New Orleans 1977
AWARDS
GFOA Excellence in Financial Reporting Award
City of DeSoto 1999 – 2007
City of Glenn Heights 2008 – 2009
GFOA Distinguished Budget Presentation Award
City of Desoto 2000 – 2007
City of Glenn Heights 2009 – 2010
City of Seagoville 2012
Certified Government Finance Officer
State of Texas
PROFESSIONAL AFFILIATIONS
Government Finance Officers Association
Government Finance Officers Association of Texas
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