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How Lean Treasury Teams Maximize Yield with Automated Reporting and Forecasting
Access Recording
Save time AND maximize yield? For treasury teams caught in the time-consuming cycle of manual data reconciliation and meticulous quality checks, such a concept might seem like an unattainable goal. The burden of labor-intensive processes can make even basic tasks feel overwhelming, leaving little room for proactive forecasting.
The lack of a robust system for cash reporting and forecasting constrains your ability to optimize yield, forcing you to allocate excess funds for potential expenses. Automated reporting and forecasting can empower you with the intelligence needed to efficiently allocate cash and unlock your company’s maximum yield potential.
In this session:
Explore a real-world example of how a 30+ subsidiary organization simplified treasury management with Trovata
See how your team can automate and optimize a 13-week forecast
Learn how to gain deeper insights to maximize yield potential in less time
Speaker
Chris Brown
Sr. Solutions Engineer, Trovata
Chris Brown has spent over a decade helping founders, operators, and finance teams make better decisions with their cash. Since 2015, he's built cash flow models for companies ranging from early-stage startups to nine-figure businesses, guiding leaders through everything from pricing strategy to fundraising preparation.
Chris joined Trovata in 2021 as a Sales Engineer, where he works closely with finance and treasury teams to help them evaluate and implement modern cash management software. He's become one of Trovata's resident AI enthusiasts, constantly exploring how AI tools can streamline financial workflows and help teams get more out of their data. He also volunteers with the Nashville Entrepreneur Center as a cash flow expert. Outside of work, Chris enjoys traveling, spending time outdoors, and ballroom dancing with his wife.