Accounting & Finance Hard technical 1 views 1 min read

How would you build a rolling 12 month cash flow forecast?

Peer-reviewed by HireXTech Technical Panel Updated for 2025/2026 hiring Editorial standards
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Interviewer Expectations for this Question
01
Core Competency

Assesses fundamental understanding of Accounting & Finance conventions, runtime behavior, and memory/performance considerations.

02
Evaluation Criteria

Hiring managers look for precision, avoidance of ambiguous jargon, and ability to explain trade-offs under real production conditions.

Comprehensive Model Answer Verified Solution

I build the forecast from drivers, not from a flat growth assumption.

First I establish the opening cash balance, then project inflows and outflows month by month for the next twelve months on a rolling basis. For collections I use actual invoice terms and customer payment behaviour, so a sale in March on sixty day terms lands in May. I separate committed revenue from pipeline and weight the pipeline by probability.

Outflows include payroll, rent, supplier payments, tax, loan repayments and capital expenditure. I add known one offs such as quarterly VAT or annual insurance.

Then I produce three scenarios, base, downside and upside, and identify the minimum cash balance and the month it occurs. That tells us whether we need a credit facility or can invest. I refresh it monthly by replacing forecasts with actuals and extending the horizon, and I review variances to improve my assumptions.

Candidate Response Strategy & Interview Tips

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