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Financial Operations Assessment and Strategic Support

6/16/2025
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St. Louis, Missouri

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Buyer seeks a qualified consultant to provide a comprehensive assessment of all financial operations processes and standards. The engagement aims to ensure financial practices reflect the highest standards of accuracy, transparency, efficiency, and strategic insights. The consultant will evaluate systems, recommend improvements, and create a roadmap for implementation. Buyer is particularly interested in firms with DMO expertise and DMAP accreditation knowledge.

  • 6/16/2025 - Proposal Due Date
  • Demonstrated expertise in financial operations specific to DMOs
  • Deep knowledge of DMO structures and operations
  • Track record implementing financial best practices and modern accounting platforms
  • Experience with tourism entities, convention bureaus, or similar nonprofits
  • Evaluate new accounting systems and financial software for DMO needs
  • Assess internal and external reporting capabilities including event margin analysis
  • Review chart of accounts, account structures, and reporting frameworks
  • Develop improved scalable forecasting methodologies
  • Evaluate record-keeping procedures for compliance and accuracy
  • Analyze financial reporting practices for board and stakeholders
  • Evaluate closing processes for optimal resource deployment
  • Assess internal controls and risk management protocols
  • Evaluate cost/margin analysis processes for event-level profitability
  • Assess Finance department structure against DMO industry standards

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