The vendor is required to provide to includes, but is not limited to, financial planning and analysis (FP&A) support, staff augmentation, enterprise resource planning (ERP) implementation support, implementation of software and artificial intelligence, project management office (PMO) support, services to support business operations of the university, general accounting and procurement support on a per project basis.
- Financial planning and analysis (FP&A) support
• Assist in the development, preparation, and management of the university’s financial planning and forecasting processes.
• Provide expertise in the preparation of multi-year institutional forecasts, and variance analyses.
• Support the preparation of financial models/analyses and business cases.
• Develop and maintain financial reporting tools and dashboards.
• Analyze opportunities to utilize software and artificial intelligence across business operations and tasks.
- Staff augmentation
• Provide qualified personnel to temporarily augment the university’s financial team as needed, with roles ranging from entry-level to senior-level positions.
• Ensure that staff augmentation aligns with specific project needs and organizational priorities.
• Provide on an as needed basis, highly skilled professionals with expertise in accounting, financial operations, financial analysis and modeling, systems, project management, budget, procurement, contracting and accounts payables.
• Support the hiring, onboarding, and integration of temporary staff.
- ERP planning and implementation support
• Provide expert guidance and support to the central financial team in support of dell medical school’s implementation of workday financials for its growing clinical operations.
• Assist in the evaluation of central financial needs to support the integration of data from dell medical school’s ERP into the university’s mainframe system, including but not limited to the design of the chart of accounts, mapping the new chart of accounts into our existing chart of accounts, nightly data feed into the university general ledger, data validation, supporting internal/system controls, and supporting new business processes.
• Provide implementation and integration services as needed for the implementation of a successful ERP system.
• Provide integration services as needed for ERP systems which incorporate and work in conjunction with existing financial processes, business transactions and existing software.
• Coordinate with other departments to ensure cross-functional collaboration and alignment with ERP goals.
• Provide training and support for ERP users within the central financial teams.
• Provide pre-planning support for the university’s migration from an on-premises mainframe financial system to a modern cloud-based ERP.
• The university is currently on workday HCM and payroll, which integrates into the main frame financial system.
- Project management (PM) support
• Provide project management expertise and staffing to ensure successful delivery of key finance initiatives.
• Assist in establishing project timelines, tasks, resource planning, and managing stakeholder communication.
• Provide project management best practices, including risk management, completion of tasks in a timely manner, change management, and quality control.
• Provide oversight and guidance on the governance of financial projects and business transactions.
• Ensure that project milestones and deliverables are achieved on schedule and within budget.
- Business services
1. Provide business services that will include but not be limited to business processes support, functional and technical support for a variety of engagement types, such as:
• Implementation and upgrade support for ancillary business & administrative systems including business reporting systems, financial systems and tools business process and workflow review, design and implementation; process improvement and optimization and training and documentation;
• Strategic design and strategy planning regarding business processes;
• Organizational assessment and organizational improvements;
• Use of artificial intelligence to perform tasks, analyze workflow and perform tasks;
• Accounting and financial management;
• Auxiliary units;
• Human resources, and
• Research and academic administration. - General accounting support
• Support the university’s general accounting operations, including but not limited to reconciliations, financial transactions, accounts payable, forecasting, evaluating assets and liabilities, accounts receivable, analyzing all types of financial processes and month-end close processes.
• Assist in the preparation of financial statements in compliance with governmental and institutional accounting standards.
• Provide recommendations to improve internal controls and enhance financial reporting accuracy.
• Support compliance with financial regulations, reporting requirements, and university policies.
- Contract Period/Term: 2 years
- Pre-Proposal Meeting (Virtual) Date: March 18, 2025
- Questions/Inquires Deadline: March 21, 2025