- Revenue & Billing Management
- Track monthly revenue against budget/forecast.
- Monitor billable headcount, utilization and billing rates.
- Validate timesheets, billing inputs and invoicing accuracy.
- Identify and prevent revenue leakage such as unbilled effort, incorrect rates or missed billing.
- Cost & Margin Management
- Track project/account cost vs. budget.
- Monitor cost rate, revenue and gross margin.
- Identify margin erosion due to higher-cost resources, under-utilization, delays or scope changes.
- Highlight opportunities for cost optimization.
- Forecasting & Variance Analysis
- Maintain monthly revenue and cost forecasts.
- Compare Actual vs. Budget vs. Forecast.
- Perform variance analysis and explain the key drivers.
- Provide forward-looking insights to Account/Delivery leadership.
- Resource & Capacity FinOps
This is particularly key for a PMO involved in capacity management:
- Track resource onboarding,
roll-offs and utilization.
- Understand the financial impact of delayed onboarding or unplanned roll-offs.
- Assess the revenue impact of vacancies and replacement timelines.
- Contract / SOW Financial Management
- Track SOW value, burn and remaining budget.
- Monitor contract extensions, descopes and scope changes.
- Ensure resources are aligned to the correct SOW/PID.
- Flag potential overrun or under-utilization of contracted capacity.
6.
Leadership
Reporting
Provide a concise financial view to Account/Delivery leadership, such as: