Financial Systems and Process Modernization Consultant Solution

The buyer seeks a financial systems and process modernization consultant to assess current financial systems usage, provide industry best practices context, and generate an actionable optimization plan. The requested scope includes evaluating financial software, reporting tools, and existing banking partner capabilities, such as online banking and fraud detection. The consultant must map budgeting procedures, develop implementation plans for technology enhancements, map current financial processes, and create step-by-step guides, written checklists, a succession planning guide, and cross-training opportunities. To eligible to bid, vendors must be an onshore USA organization. The selected vendor will perform all work offsite. Key dates include a pre-bid meeting on August 31, 2026, and a deadline to submit all questions no later than September 11, 2026. The buyer requests proposals to establish the budget, and the source text omits specific evaluation criteria.