top of page

Requests for Proposal

FY24 | Financial Consultant

Posted: September 25, 2023

The Flagstaff Metropolitan Planning Organization (MetroPlan) seeks a qualified vendor to perform Financial Consultant Service.

The scope of work is:


The Financial Consultant coordinates closely with staff to ensure the financial needs of the organization are met and compliance with all MetroPlan, State, Federal, and Non-profit financial policies and procedures are met.


Periodic Tasks

  • Review of the MetroPlan financial management policy and procedures and recommended changes.

  • Develop, recommend, monitor and control a chart of accounts.

  • Understand and prepare in-kind for grants.

  • Invoice member agencies.

  • Assist with audit preparation as needed.

  • End-of-Year closeout and completion of all Corporation Commission reports.

  • Submit travel reimbursements in accordance with MetroPlan, State and Federal requirements.

  • Additional assistance with financial projects as needed.


Monthly Tasks

  • Accounts receivable, list of receipts and bank deposits reflected on monthly bank statement. Any discrepancies shall be immediately investigated.

  • Reconcile all bank accounts each month as well as providing a monthly Budget vs. Actuals and Balance Sheet report.

  • Preparing and submitting reimbursements through ADOT e-grant’s and FHWA DELPHI systems.

  • Ensure appropriate documentation for all General Ledger entries (GL).

  • Monthly review of payroll including journal entry of payroll into QuickBooks under appropriate GL. 

  • Assistance reconciling monthly financial report and ledger for ADOT grants.

  • Perform credit card report reconciliation.

Selection will be based on experience with similar projects, staff qualifications, costs, and references.

Price quotes must be received by October 18, 2023, at 10:00 AM. Responses using the attached form should be :provided to Karen Moeller, Admin. Asst., Clerk of the Board. Phone: 928-266-1293.

bottom of page