Bridging Finance & the Field

About

This session will focus on strengthening collaboration between finance teams and project managers (PMs) to improve forecasting accuracy and reporting effectiveness. It will address the common disconnect between finance and the field, driven by differences in language, tools, and data expectations. We will explore practical strategies to bridge this gap, including translating financial needs into jobsite language, limiting data requests to what is actionable, and aligning reporting expectations with how PMs operate. The session will also highlight the importance of right-sizing forecasting based on project complexity rather than applying a one-size-fits-all approach. Additionally, we will review how structured processes—such as clear deadlines, standardized workflows, automation, and proper documentation—can improve consistency, accuracy, and audit readiness.