Online Templates for Finance Manager

Looking for free Finance Manager templates to use in your day-to-day work? We’ve provided thousands of free & paid templates to big & small businesses looking to streamline their workflow with powerful, custom templates. See some example Finance templates that we can make below or get in touch with your own template request.

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Finance Manager Templates

Are you in the Finance Manager role and looking for Finance template examples to download? Whether you’re looking for Google Docs templates, Word templates, Notion templates, Airtable templates or even spreadsheet templates for Finance, you’re in the right place. We build powerful online templates for Finance Managers like you so you can save time and money each day. If you’re looking for one of the below templates or would like to discuss having a custom set of sample Finance templates created, get in touch to discuss.

Finance Manager Template Examples

1. Budget Template: This template is used to create and manage the monthly budget for the organization. It includes sections for income, expenses, and savings goals. The layout typically consists of a table with columns for different budget categories, such as salaries, utilities, marketing, etc. The template allows the finance manager to track actual expenses against the budgeted amounts and make necessary adjustments.

2. Financial Statement Template: This template is used to prepare the monthly financial statements, including the income statement, balance sheet, and cash flow statement. It provides a comprehensive overview of the organization’s financial performance and position. The layout typically includes sections for revenue, expenses, assets, liabilities, and equity. The template allows the finance manager to analyze the financial health of the organization and make informed decisions.

3. Cash Flow Forecast Template: This template is used to project the organization’s cash inflows and outflows for the upcoming month. It helps the finance manager to anticipate any potential cash shortages or surpluses and take appropriate actions. The layout typically includes sections for cash receipts, cash payments, and net cash flow. The template allows the finance manager to monitor the organization’s liquidity and ensure sufficient cash reserves.

4. Expense Report Template: This template is used by employees to report their business-related expenses for reimbursement. It includes sections for itemized expenses, dates, descriptions, and amounts. The layout typically consists of a table with columns for different expense categories, such as travel, meals, and office supplies. The template allows the finance manager to review and approve expense reports, ensuring compliance with company policies and budgetary constraints.

5. Financial Dashboard Template: This template provides a visual representation of key financial metrics and performance indicators. It includes charts, graphs, and tables to present data on revenue, expenses, profitability, and other relevant financial information. The layout is designed to provide a quick and easy overview of the organization’s financial performance. The template allows the finance manager to monitor trends, identify areas of concern, and communicate financial insights to stakeholders.

6. Investment Analysis Template: This template is used to evaluate potential investment opportunities and assess their financial viability. It includes sections for investment details, projected cash flows, return on investment calculations, and risk assessments. The layout typically consists of tables and charts to present the investment analysis in a structured manner. The template allows the finance manager to make informed decisions regarding capital allocation and investment strategies.

7. Financial Presentation Template: This template is used to create professional and visually appealing presentations for financial meetings or reports. It includes sections for key financial highlights, performance analysis, and future projections. The layout typically incorporates graphs, charts, and bullet points to effectively communicate financial information. The template allows the finance manager to present complex financial data in a clear and concise manner, facilitating understanding and decision-making by stakeholders