Engagement: Power BI dashboard engagement for a state education agency’s Comptroller’s Office
Start date: Contingent on contract award, expected in 2027
Responsibilities
Advise the agency’s Comptroller and finance leadership on the design of financial, budget, grant, and audit dashboards.
Define and validate the accounting rules behind each report, including fund structure, GAAP and budgetary basis, accruals, fiscal year close, and restatements.
Design and review reconciliation checks between the general ledger, subsidiary systems, and federal draw systems.
Support annual reporting, including GAAP conversion packages, the ACFR, the Schedule of Expenditures of Federal Awards (SEFA), and Single Audit preparation.
Review federal grant reporting (e.g., Title I and IDEA), including cash management and period of performance rules.
Communicate findings and recommendations clearly to finance leadership and the technical team.
Advisory or management experience at a Comptroller, CFO, Controller, finance director, or equivalent senior financial management level in state or local government, or as an advisor to that level.
Strong knowledge of governmental accounting, including GASB standards, fund accounting, GAAP, and budgetary reporting.
Experience with state reconciliation practices and annual financial reporting (ACFR, GAAP packages, SEFA, Single Audit).
Experience with federal grants accounting and Uniform Guidance (2 CFR 200).
Excellent written and verbal communication.
Preferred Qualifications
CPA, CGFM, or CGMA.
Experience with PeopleSoft Financials and Oklahoma state agencies or OMES.
Experience with K–12 or state education agency finance and federal education programs.
Familiarity with Power BI or other financial reporting tools.
Compensation & Benefits
$60.00 per hour (W2) based on experience.
Employment type: Part time, W2 employee (no 1099 or subcontract arrangements, per the client’s requirements).
Location
Remote, with occasional travel to Oklahoma City.
Schedule
About 10 hours per month on average, with additional hours during year-end close and the audit.