Project Financials Without the Accounting Degree

Give PMs visibility into profitability — without giving them the keys to the GL. 

Project managers are expected to keep projects on track, but many are asked to do it without clear financial visibility. When key metrics are buried in reports or locked behind accounting workflows, issues surface late and margins start to slip.

This session focuses on giving PMs the financial insight they actually need to manage projects effectively. Not accounting complexity. Not more reports. Just the right data, presented in a way that supports better day-to-day decisions.

We will break down the core metrics every PM should be reviewing, including labor versus budget, project profitability, WIP, and key indicators tied to billing and cash flow. You will also see how role-based dashboards and simple reporting structures can give PMs visibility without adding risk or exposing unnecessary financial detail.

The session also covers how firms can create a consistent review cadence, use exception-based alerts to catch issues early, and define clear boundaries between project management and finance responsibilities.

If your firm wants project managers to take ownership of performance without turning them into accountants, this session will show how to make that shift with clarity and control.

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