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Financial Systems and Process Modernization Consulting Services

Overview


Management Consulting & Admin Support
St. Louis, Missouri, United StatesPosted: August 18, 2026Deadline: September 25, 2026

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SUMMARY


The organization is seeking a financial systems modernization consultant to evaluate existing financial, reporting, and banking processes and develop an actionable technology and process improvement roadmap. The engagement also includes implementation planning, process documentation, fraud prevention assessment, and business continuity materials.

KEY REQUIREMENTS


CONTRACT DURATION


7 months

TIMELINE


Request for Proposal Released: August 17th, 2026

Pre-Submission Conference: August 31st, 2026

Deadline for Questions: September 11th, 2026

Due Date of Response: September 25th, 2026

Tentative Contract Start Date: December 1st, 2026

Proposed Contract End Date: June 30th, 2027

QUESTION DEADLINE


September 11, 2026

CONTACTS


Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

Issuing Agency


St. Louis Development Corporation

Organization overview and procurement intelligence available on paid plans.
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DESCRIPTION


The organization seeks a consultant to assess its current financial systems and processes, provide context on applicable industry best practices, and develop a clear, actionable plan to optimize the use of its financial management systems. The engagement will include recommendations for consistent financial management procedures, technological enhancements, and procedural updates that support efficient real-time reporting.

The consultant will evaluate financial software, reporting tools, existing resources, and prior financial reports and audits. The assessment should identify technology solutions and upgrades that can automate processes, streamline financial reporting, improve data accuracy and transparency, reduce manual work, and provide more timely financial insights. The consultant will also evaluate existing banking relationships, including online banking capabilities, account monitoring, wire transfers, mobile solutions, and fraud prevention tools such as positive pay, ACH blocks, and transaction alerts.

The work will include mapping current budgeting procedures and identifying opportunities to manage actual revenues and expenses in real time. The consultant will develop implementation plans for selected mid-term or long-term technology enhancements, document financial processes, systems, and responsibilities, and create step-by-step guides, written checklists, succession planning materials, and cross-training resources to support knowledge transfer and business continuity. A pre-bid meeting is scheduled for August 31, 2026, and questions must be submitted by September 11, 2026.

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Frequently asked questions


When is the submission deadline?
Submissions are due September 25, 2026. Questions must be submitted by September 11, 2026.
Who issued this RFP?
It was issued by St. Louis Development Corporation. The work is located in St. Louis, Missouri, United States.
Who is a good fit for this opportunity?
  • Financial management systems and process modernization consultancy
  • Experience assessing accounting software, reporting tools, and banking technology
  • Expertise in financial process automation, real-time reporting, and internal controls
  • Demonstrated experience with fraud prevention tools such as positive pay and ACH blocks
  • Strong capabilities in process mapping, documentation, change management, and knowledge transfer

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