Commercial PMO Reporting Transformation
Standardising forecast, actuals, invoicing, and receivables reporting across client accounts
Role
Commercial Operations Analyst — PMO / Commercial Reporting
Duration
Sep 2022 – Aug 2024
Tools & Methods
Power BI, Excel, SAP, Power Query
Overview & Context
At Accenture, I supported PMO and commercial operations across 8 client accounts, helping delivery leads improve financial tracking, forecast visibility, invoicing control, and reporting consistency.
The Challenge
Financial reporting across multiple client accounts lacked consistency, making it difficult to accurately track performance, identify issues, and support decision-making.
Before State
Reporting was split across multiple trackers, with inconsistent formats for forecast, actuals, invoicing and receivables. Stakeholders had limited visibility into account-level variance and follow-up actions.
The Approach
I focused on identifying inconsistencies in reporting processes and understanding stakeholder needs.
Reviewing existing reporting formats and workflows
Identifying gaps in forecast vs actual tracking
Understanding how different stakeholders used financial data
What I Actually Built
I created a standard reporting structure covering forecast vs actuals, invoice status, receivables, variance commentary, owner actions and escalation points.
Solution & Impact
I introduced standardised reporting structures and dashboards to improve visibility and consistency. This included building Power BI and Excel dashboards for financial tracking, standardising forecast vs actual reporting formats, streamlining invoicing and receivables tracking processes, and supporting governance reporting and compliance tracking.
What the Deliverables Looked Like
Forecast vs actuals tracker
| ID | Description | Owner | Status |
|---|---|---|---|
| REF-101 | Monthly data consolidation | Internal | Completed |
| REF-102 | Vendor alignment review | Internal | Pending |
| REF-103 | Monthly data consolidation | External | Completed |
| REF-104 | Vendor alignment review | Internal | Completed |
| REF-105 | Monthly data consolidation | Internal | Completed |
Invoice and receivables tracker
| ID | Description | Owner | Status |
|---|---|---|---|
| REF-101 | Monthly data consolidation | Internal | Completed |
| REF-102 | Vendor alignment review | Internal | Pending |
| REF-103 | Monthly data consolidation | External | Completed |
| REF-104 | Vendor alignment review | Internal | Completed |
| REF-105 | Monthly data consolidation | Internal | Completed |
Power BI dashboard layout
KPI summary view
| ID | Description | Owner | Status |
|---|---|---|---|
| REF-101 | Monthly data consolidation | Internal | Completed |
| REF-102 | Vendor alignment review | Internal | Pending |
| REF-103 | Monthly data consolidation | External | Completed |
| REF-104 | Vendor alignment review | Internal | Completed |
| REF-105 | Monthly data consolidation | Internal | Completed |
Governance reporting pack
| ID | Description | Owner | Status |
|---|---|---|---|
| REF-101 | Monthly data consolidation | Internal | Completed |
| REF-102 | Vendor alignment review | Internal | Pending |
| REF-103 | Monthly data consolidation | External | Completed |
| REF-104 | Vendor alignment review | Internal | Completed |
| REF-105 | Monthly data consolidation | Internal | Completed |
RAID/action tracker
| ID | Description | Owner | Status |
|---|---|---|---|
| REF-101 | Monthly data consolidation | Internal | Completed |
| REF-102 | Vendor alignment review | Internal | Pending |
| REF-103 | Monthly data consolidation | External | Completed |
| REF-104 | Vendor alignment review | Internal | Completed |
| REF-105 | Monthly data consolidation | Internal | Completed |
Interactive Demo: PMO Dashboard Mockup
Executive PMO Dashboard
Reporting Period: November 2025
Budget Variance
-4.2%
Open Risks
7
Overdue Actions
3
Forecast Accuracy
92%
Forecast vs Actuals (£M)
Risk Status by Category
Priority Actions Table
| Action | Owner | Due | Status |
|---|---|---|---|
| Finalize vendor agreement | A. Taru | 2025-11-10 | Overdue |
| Update forecast model | W. Mulani | 2025-11-15 | Pending |
Escalation Notes
Vendor delays impacting Q4 timeline.
Next SteerCo Review
18 Nov 2025
Downloadable case-study artifacts
Forecast vs Actuals Tracker Sample
Excel file
Commercial PMO Case Study PDF
PDF document
The Aftermath
"Automated Power BI financial dashboards updating in real-time with standardized forecast vs. actuals."
Key Outcomes
- Improved reporting transparency by 36% through standardised tracking
- Reduced reporting inconsistencies across account-level financial data
- Supported faster review of forecasts, actuals, invoices, and receivables
By the Numbers
Key Learnings
Standardisation is critical in multi-account environments. Clear dashboards reduce dependency on manual interpretation. Finance and operations must be closely aligned for effective delivery.
