Budget and Finance Systems Support

Job Type Full-time Description

SCOPE OF WORK

The United States Department of Energy (DOE), Hanford Site, Budget (BUD) and Finance (FIN)

Divisions, are in need of business systems support. It is anticipated that the contractor will

spend approximately 60% of work hours supporting BUD and 40% supporting FIN.

The contractor shall provide business systems support including, but not limited to the

following:

? Data Model Development and Optimization:

o Build, optimize, and maintain multiple data models within Power BI. These

models will serve as the foundation for insightful reporting and analysis.

o Leverage best practices to ensure efficient data modeling, including schema

design, relationships, and performance optimization.

? Data Integration and Transformation:

o Extract data from various sources, including department data warehouses, Excel

spreadsheets, SharePoint, and Access databases.

o Transform and cleanse the data to ensure consistency, accuracy, and relevance.

o Integrate the transformed data seamlessly into our Power BI models.

? Custom Measures for Complex Reporting:

o Develop custom measures using DAX (Data Analysis Expressions) to address

complex reporting requirements.

o These measures will empower users to analyze data from different angles,

uncover trends, and make informed decisions.

? Documentation and Knowledge Transfer:

o Regularly update a comprehensive desk guide that outlines step-by-step

procedures for data modeling, report creation, and system maintenance.

o Ensure that colleagues can follow these instructions independently, promoting

self-sufficiency.

? Collaboration with IT and User Permissions:

o Coordinate with our Information Technology (IT) departments to streamline user

permissions and access controls.

o Coordinate with contractors’ IT departments to resolve issues with Power BI

o Facilitate smooth interactions between business users and IT teams to ensure

data security and compliance.

Customized Reports and Dashboards:

o Create and maintain customized reports using Business Intelligence (BI)

software, tailored to specific user needs.

o Visualize data effectively through interactive dashboards, charts, and graphs.

o Design visualizations in Power BI by incorporating external Microsoft Excel data

into Power BI and transforming the data into Power BI data models

? Forms and Apps for Data Entry:

o Develop Microsoft Forms and Power Apps to simplify data entry processes.

o Enhance user experience by providing intuitive interfaces for data collection.

? Training and Capacity Building:

o Train Finance and Budget division staff in data analytics tools, emphasizing best

practices and efficient workflows.

o Train Finance and Budget division staff on Power BI desktop and Power BI service

capabilities

o Provide short trainings during Finance and Budget division weekly staff meetings

on Microsoft tools such as Power BI, SharePoint, Outlook, etc.

o Foster a data-driven culture within our team.

? Data Integrity and Collaboration:

o Collaborate with other offices to improve data collection methods, reporting

accuracy, and overall data integrity.

o Identify opportunities for cross-functional collaboration and knowledge sharing.

o Assist in the creation of SharePoint sites for Finance

Requirements

DELIVERABLES

Work products shall be thorough, accurate, appropriately documented, and comply with

established criteria. The Contractor will perform duties in a competent and professional

manner that meets milestones/delivery schedules as outlined below.

? Daily Report (beginning of day). Extract and upload Standard Accounting & Reporting

System (STARS) data into master data file, check for new records, and update Business

Intelligence (BI) analyses to ensure new records are coded correctly. Update Power

Pivot lookup and fact tables. Notify users when finished.

? Monthly Report (end of month). Populate various tables, charts, and dashboards.

? Monthly Report (after all end of month STARS data is final). Populate various tables,

charts, and dashboards.

? Monthly Report (normally by the 10th calendar day). Report obligation and cost

variances to HQ. Secure approval from appropriate DOE official before releasing.

? Monthly Report (by the last Wednesday of the month preceding the first Monday of the

next month). Budget presentations in PowerPoint and SharePoint. Secure approval from

appropriate DOE official before releasing.

? Monthly Execution Summary to HQ (within 3-business days of receipt from DOE).

Validate and reconcile information from HQ, s