Cash Flow Forecaster
Pentelow Wealth Management
Leeds, West Yorkshire
2025.07 - 2025.10
- Developed and maintained detailed short- and long-term cash flow forecasts for high-net-worth clients, enabling proactive financial planning and optimized liquidity management.
- Analyzed client portfolios, income streams, and expenditure patterns to identify risks, opportunities, and funding gaps, providing clear recommendations to advisors and portfolio managers.
- Collaborated with investment, tax, and advisory teams to ensure forecasts accurately reflected market conditions, asset allocations, and strategic financial objectives.
