Development: Build a master dashboard suite from scratch, including tables, relationships, DAX measures, calculated fields, and reconciliation workflows.
Integration: Connect PeopleSoft, SharePoint, and additional data sources, including non-standard PeopleSoft reconciliation fields.
Reporting: Develop and maintain GAAP Package tracking, SEFA, and annual audit dashboards, with Comptroller-level accounting advisory support.
Delivery: Build within the client's Power BI tenant, with client ownership of all files from day one and no vendor-exclusive dependencies. Include technical documentation and training.
Support: Provide monthly maintenance, ongoing enhancements, data model updates, and ad hoc reporting.
Qualifications: Minimum five years of Power BI experience, enterprise financial dashboard expertise, and prior senior financial management advisory work. All work must be performed directly without subcontractors.
Pricing: Itemize one-time implementation costs and annual support, maintenance, and enhancement costs for Years 1–5, including all expenses.
XL Eagle