I was regularly involved with performance management for the organization through the preparation of monthly billing reports, quarterly sales reports and annual sales reports.
Raw data was collected through the sales and billing database. I transformed the data into the Excel summary sheets I designed with input from key report recipients. In the reports, revenue and profit margin are calculated and grouped by each engagement Manager.
I also came out a summary sheet of financial analysis on margin percentage calculation for the team and individual members. If projects were completed by various regional teams, data of project description and numbers were manually added in.
With this analysis, supervisors and stakeholders can review, discuss and make business decisions. This is also the reference for revenue tracking, individual team member revenue recognition, strategic account planning, annual incentive reviews and validation of bonus payments.
