PR-2410Bluefin CapitalSteady state

Risk & Compliance Reporting Suite

Execution · FixedFee · Dec 1, 2025 → Oct 15, 2026

Project at watch

2 concerns: Budget, Risks.

Health drivers

Signals contributing to overall project health.

  • Medium
    Budget
    Burn 8% above plan.
  • Medium
    Risks
    1 open High-severity risk.

Financial health

Burn vs. plan, margin now and at completion.

Total budget
$5,100,000
Actual cost
$2,690,000
Planned value (BCWS)
$2,490,000
Earned value (BCWP)
$2,460,000
Estimate to complete
$2,410,000
Remaining budget
$2,410,000
Burn vs plan
108%
Current margin
-9%
Forecast margin
0%
Watch

Team

Engagement leadership. Full allocations land with the resource service.

Client
Bluefin Capital
Industry
Asset Management
Account owner
Marcus Whitfield
Partner
Marcus Whitfield
Project manager
Oluwaseun Ade

Per-resource allocations and over/underutilization land with the resource-planning slice.

Delivery milestones

In-flight delivery milestones with PM-reported confidence.

No milestones recorded.

Risks & change events

Open risks and recent changes affecting scope, schedule, or staffing.

Open risks

  • High
    Regulatory schema change in Q3 — rework expected
    Schedule · 80% likely · +4-6 weeks rework
  • Medium
    Client SME availability inconsistent
    Client · 60% likely · Decision lag 1-2 weeks

Recent change events

  • Scope
    Added Basel III reporting module
    Apr 26, 2026 · +$280k effort
  • Staffing
    Compliance SME added 50% allocation
    Apr 20, 2026 · Specialist coverage

Leadership actions

Recommended interventions surfaced by health signals.

No interventions recommended this week.