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KLC Consulting, Inc.
Requirement for: Business Process/Process Re-engineering Consultant - Tallahassee, FL
Contact: Maggie Manning:
End Client: Department of Financial Services, Office of Finance and Budget 200 East Gaines Street, Tallahassee, FL
Due Date: October 2, 2026 by 12 Noon EST
Duration: Upon issuance of the PO until June 30, 2027, unless otherwise terminated.
All onsite work will be performed at the Department of Financial Services, Office of Finance and Budget located at 200 East Gaines Street, Tallahassee, Florida or at the Division of Accounting and Auditing located at 201 East Gaines Street, Tallahassee, Florida.
In the event of second round interviews, face to face interviews may be required.
Objectives: The Department needs augmentation services for the Office of Finance Budget (OFB) and the Division of Accounting and Auditing (A&A).
These positions will assist the Office of Finance and Budget and the Division of Accounting and Auditing with operational activities that involve agency and enterprise business system support, financial reconciliations between systems, and processes for transitioning to Florida PALM. This support will align with accounting, financial, reporting, and payroll functions as described in the SOW. Although the project is a multi-year effort, the term of this agreement will end on the date specified in Attachment 2, Section 3, PO Renewals, unless renewed or terminated earlier.
Business Process Consultant Task List: The Consultant will serve as a senior business process advisor responsible for evaluating, improving, coordinating, and documenting business operations across multiple financial units. This position provides strategic analysis, business process improvement recommendations, implementation planning, workload assessments, fiscal year-end coordination, Florida PALM readiness activities, organizational change support, and leadership for special projects. The Business Process Consultant will provide the following:
1. Financial Management Support
· Provide accounting process coordination, implementation support, and operational readiness expertise by assisting OFB Managers with routing reconciliations to ensure trial balance remains free of correctable errors for Florida PALM Implementation.
· Coordinate and oversee activities related to Revolving Fund Reconciliations.
· Coordinate and oversee FLAIR Revenue Processing (RP) reviews.
· Coordinate and oversee Master Trial Balance cleanup and monitoring.
· Coordinate and oversee Outstanding Warrant report monitoring.
· Coordinate and oversee Division receivable analysis.
· Coordinate and oversee post-closing adjustment reviews.
· Coordinate and oversee financial statement monitoring.
· Assist OFB Managers with research of revenue deposit and check log issues.
· Assist Managers with payment data monitoring and prepay analysis for cutover preparations.
2. Business Process Improvement
· Assist OFB Managers over Disbursements, Revenue, Financial Reporting, Budget, and Payroll to develop, review, maintain, update and/or validate business process documentation, standard operating procedures (SOPs), agency policy and procedures (AP&Ps), desk procedures, workflow diagrams, process maps, work instructions, and related operational documents that support the transition to Florida PALM.
· Evaluate existing business processes and recommend operational improvements.
· Review, validate, and update standard operating procedures and work instructions.
· Ensure business procedures remain current and aligned with agency policies and Florida PALM business processes.
· Analyze workflow efficiencies and recommend process improvements.
· Identify operational risks and recommend mitigation strategies.
· Assist OFB Managers over Disbursements, Revenue, Financial Reporting, Budget, and Payroll with the review and update of position descriptions.
3. Organizational Readiness
· Collaborate and assist with the development, maintenance, and standardization of templates, forms, procedures, and documentation used by Department divisions and offices to ensure materials’ and messaging consistency.
· Assist with development and maintain training plans and role-based training outlines.
· Coordinate onboarding activities for new employees.
· Monitor completion of required training within the People First Learning Management System (LMS).
· Coordinate section meetings, agendas, action items, and follow-up activities.
· Assist management with organizational planning and communication.
4. Florida PALM Readiness and Cutover
· Support cutover planning, transition and execution activities to ensure business and organizational continuity during the Florida PALM implementation.
· Coordinate Chart of Accounts (COA) crosswalk updates between FLAIR and Florida PALM.
· Support agency cutover planning activities.
· Coordinate Payment Data and Prepayment Analysis activities.
· Assist with the monitoring of implementation readiness activities.
· Facilitate communication between business units during implementation.
5. Resource Management
· Coordinate and facilitate meetings with stakeholders and workgroups, including agenda preparation, scheduling, meeting facilitation, documentation of meeting outcomes, action item tracking, and follow-up activities.
· Assess staff workload distribution.
· Recommend reassignment of responsibilities to improve operational efficiency.
· Prepare management reports identifying workload trends and operational issues.
· Promote collaboration among stakeholders and facilitate consensus-building to support successful project outcomes and operational objectives.
· Conduct research, collect and analyze data, evaluate alternatives, and prepare findings and recommendations to support management decision-making.
6. Organizational Leadership
· Coordinate cross-functional business activities.
· Monitor project deliverables and implementation milestones.
· Facilitate issue identification and resolution.
· Prepare executive-level status reports.
· Lead or participate in special projects assigned by management.
Content of Resumes
Resume / Responses must include:
1. The full, legal name of the proposed Consultant.
2. The Consultant’s resume (consisting of no more than three (3) pages and including the Consultant’s educational qualifications), demonstrating fulfillment of the minimum qualifications
3. The Skills Matrix. The Department will reject a Response that fails to include responses to the “Mandatory Qualifications” and “Preferred Qualifications” for a consultant.
4. Pre-Screening References
5. One of the following statements:
a. “The Consultant will be or anticipates being otherwise employed during the term of the PO.” or
b. “The Consultant does not anticipate being otherwise employed during the term of the PO.”
6. Exhibit E, Resume Self-Certification Form, completed by the Consultant.
Education and Skills Matrix
Educational Requirements
Degree / Date of Graduation
University / School
Bachelor's degree in Computer Science, Information Systems, Business Administration, or related field. Equivalent professional experience may substitute for degree requirements.
Mandatory Qualifications
Answer
Minimum seven (7) years of IT experience.
Yes or No
Minimum four (4) years of experience performing business process analysis, business process reengineering, process improvement, or organizational change initiatives.
Yes or No
Minimum two (2) years of experience performing project management.
Yes or No
Experience working on large, complex enterprise-wide projects requiring coordination across multiple business units and stakeholders.
Yes or No
Experience facilitating process improvement efforts involving multiple departments, agencies, or organizational units.
Yes or No
Experience documenting current-state and future-state business processes, workflows, and operational procedures.
Yes or No
Preferred Qualifications
Answer
Ability to create/harness harmony amongst team members.
Yes or No
Ability to keep stakeholders informed appropriately.
Yes or No
Ability to work with minimal supervision.
Yes or No
Able to work onsite in Tallahassee, Florida.
Yes or No
Excellent general documentation skills.
Yes or No
Excellent interpersonal skills.
Yes or No
Experience interacting with functional groups within the Accounting organization to communicate and clarify customer requirements.
Provide the years of experience
Experience using Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Provide the years of experience
Experience using SharePoint for collaboration and document management.
Yes or No
Experience working under general direction of senior level management.
Provide the years of experience
Experience documenting business processes and standard operating procedures.
Provide the years of experience
Experience working with the State or with other governments similar in size in terms of annual budget and full-time equivalent (FTE) employee count.
Provide the years of experience
Knowledge and/or experience with the Florida Accounting Information Resource (FLAIR) subsystem.
Yes or No
Knowledge and application of Finance and Accounting practices.
Yes or No
Knowledge of Florida PALM project.
Yes or No
Knowledge and application of State of Florida financial, accounting, budgeting, procurement, or grants management processes.
Yes or No
Strong facilitation and interpersonal skills.
Yes or No
Strong verbal and written communication skills.
Yes or No
Track record of taking responsibility for end-to-end execution of tasks/assignments.
Yes or No
Demonstrated experience leading business process improvements.
Provide the years of experience
Experience supporting fiscal year-end activities, financial reporting budgeting, procurement, or grants management processes
Provide the years of experience
Strong engagement skills.
Yes or No
Strong Organizational skills.
Yes or No
Knowledge and application of preparation of policy and position description documents.
Provide the years of experience
Knowledge and application of functional flow-charting using Visio or comparable software.
Provide the years of experience