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Cash Forecasting - Sources

Transcripts

Date Company Person Role Transcript Contributed
2024-10-03 Personio Tom Thorn Treasury 2024-10-03-reporting-discovery.md Just-in-time funding job, buffer challenges
2025-10-21 Personio Tom Thorn Treasury 2025-10-21-reporting-investments-forecast.md 3 jobs, 2 pain points
2025-10-27 Euroports Matthias Depoorter Treasury Manager 2025-10-27-bridging.md 2 jobs, 3 pain points
2025-11-11 ON Lucia Galan.caceres, Amanda Mitt Team Lead, Treasury Analyst 2025-11-11-variance-analysis.md Forecast accuracy, model config
2025-11-17 ON Yulia Ershova, Rodrigo Cabrera Treasury Corps, Treasury 2025-11-17-kyriba-highradius-walkthrough.md Kyriba limitations, outliers, AR patterns
2024-10-03 Sonder David Watt Treasury 2024-10-03-reporting-discovery.md Version tracking, category alignment challenges
2025-12-04 Personio Tom Thorn Treasury 2025-12-04-direct-indirect-bridging.md Percentage flex, seasonality, FP&A overlay
2024-11-19 ON Amanda Mitt, Lucía Galán Cáceres Treasury Analyst, Team Lead 2024-11-19-cash-forecasting-discovery.md 4 jobs, T+7 benchmark, 150 accounts problem, ERP challenges
2024-11-19 Sonder David Watt Treasury 2024-11-19-cash-forecasting-philosophy.md 3 jobs (1 new), 2 pain points, "forecast is an opinion" philosophy, 13-week rolling process
2024-11-26 Personio Tom Thorn Treasury 2024-11-26-cash-forecasting-discovery.md 2 jobs corroborated, 6 pain points, "four core data points", confirmed vs estimated framework
2025-03-25 Discogs Phil Blazey, Jamie McKinstry, Stephanie Burns VP Finance, Controller, Senior Accounting 2025-03-25-onboarding-kickoff.md 2 pain points (reactive cash management), proactive cash management job
2025-03-27 Volvo Cars Lee McEneff Group Treasury 2025-03-27-volvo-cars-cash-forecasting.md 1 job promoted to Confirmed, 1 new job, 6 pain points, pattern detection wish
2025-04-01 Live Events Dom Dubois Treasury 2025-04-01-live-events-cash-forecasting.md 1 new job (external signals), 5 pain points, TIS+Integrity architecture
2025-04-07 IHG Matthew Hook Treasury 2025-04-07-ihg-cash-forecasting.md Kyriba limitations corroborated, 4 pain points, service center workaround
2025-05-27 ON Rodrigo Cabrera, Yulia Ershova Treasury 2025-05-27-account-categories-forecasting.md Data sources (Hex, Google Sheets), ML vs known data
2025-06-26 ON Amanda Mitt, Rodrigo Cabrera, Yulia Ershova Treasury 2025-06-26-batch-upload-forecast-settings.md Forecast source preferences by category, Thursday payment runs
2025-07-01 Instacart David Watt Treasury 2025-07-01-instacart-forecasting-discovery.md Budget reconciliation, big client handling, forecast composition
2025-10-07 ON Rodrigo Cabrera Treasury 2025-10-07-forecast-performance-deep-dive.md Entity/currency grouping, manual input for known payments, cash pool roll-up
2025-08-07 ON Yulia Ershova, Rodrigo Cabrera, Amanda Mitt Treasury 2025-08-07-forecast-accuracy-deep-dive.md Cash pool aggregate view, IC exclusion philosophy, forecast freshness
2025-08-27 Discogs Jamie McKinstry, Stephanie Burns Controller, Senior Accounting 2025-08-27-batch-upload-feedback.md Batch upload as "fine-tuning" concept, ML vs manual uploads philosophy
2025-10-02 ON Amanda Mitt, Federico Morando Treasury Analyst, Treasury Intern 2025-10-02-batch-uploads-testing.md 2 jobs (file uploads, reliable data), 2 pain points (Kyriba deletions)
2025-12-11 Levi's Odette "Dette" Treasury (~25 yrs exp) 2025-12-11-levis-bridging.md 2 jobs (top 10 customers, push-button forecast), 4 pain points, payment discipline insights
2025-12-09 Treasury Dragons (Industry Event) Royston Decoster, Varan, Andy Gifford, Kate, Gurjit Panu Expert Panel + Palm CEO 2025-12-09-treasury-dragons-cash-forecasting.md Industry poll (78% want better forecasts), 7 pain points corroborated, competitive landscape, confidence vs accuracy insight
2026-02-02 Palm (Internal) Emma, Gurjit, Jennifer, Giannis Product Team 2026-02-02-ic-sync.md 3 pain points (IC forecast timing, ZBA balances, periodic payment averaging)
2026-01-22 ON Federico Morando Treasury Intern 2026-01-22-fc-validation.md Minimum cash line concept, operational vs investments split, Kyriba AI not active
2026-01-28 ON Federico Morando, Amanda Mitt, Lucia Galan.caceres Treasury Team 2026-01-28-fc-validation.md Weighted ensemble model (~20 models), daily forecast refresh, history backfill on recategorization
2026-02-18 Personio Tom Thorn Treasury 2026-02-18-weekly-scenarios-investments.md New emerging job (forecast explainability/override), outlier source on cf-006, transactional forecasting interest

Summary

  • Total sources: 27 transcripts
  • Companies represented: Euroports, Personio, ON, Sonder, Discogs, Volvo Cars, Live Events, IHG, Levi's, Ferguson, Zanders, Protiviti (Treasury Dragons panel), Palm (Internal)
  • Date range: 2024-10-03 to 2026-02-18