Online Templates for Financial Analyst

Financial Analyst Templates

Are you in the Financial Analyst 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 Financial Analysts 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.

Financial Analyst Template Examples

1. Budget Template: This template is used to create and track the monthly budget for the company. It includes sections for income, expenses, and savings goals. The layout typically consists of a table with columns for different categories of income and expenses, along with a summary section that calculates the total income, total expenses, and the difference between them.

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 structured format to input the relevant financial data and calculate key financial ratios. The layout usually includes separate sections for each financial statement, with rows and columns to input the data and formulas to automatically calculate the totals and ratios.

3. Variance Analysis Template: This template is used to analyze and report on the variances between the actual financial results and the budgeted amounts. It helps identify areas of over or underperformance and provides insights into the reasons behind the variances. The layout typically includes columns for the budgeted amounts, actual amounts, and the variance, along with additional columns for explanations and comments.

4. Forecasting Template: This template is used to forecast the financial performance of the company for the upcoming months or quarters. It incorporates historical data, market trends, and other relevant factors to project future revenues, expenses, and cash flows. The layout usually includes a table with columns for the forecasted amounts, along with formulas to calculate the projected totals based on the assumptions and inputs.

5. Investment Analysis Template: This template is used to evaluate potential investment opportunities or projects. It helps assess the financial viability and potential returns of the investments by considering factors such as cash flows, payback period, net present value (NPV), and internal rate of return (IRR). The layout typically includes sections for inputting the investment details, cash flow projections, and calculations of key investment metrics.

6. Financial Dashboard Template: This template is used to create a visual representation of the company’s financial performance and key metrics. It provides a snapshot of the financial health of the business and helps monitor progress towards financial goals. The layout usually includes charts, graphs, and tables to display the key financial indicators such as revenue, expenses, profitability ratios, and liquidity ratios.

7. Management Reporting Template: This template is used to prepare monthly reports for management, summarizing the financial results, key performance indicators, and other relevant information. It helps communicate the financial performance and trends to the management team and supports decision-making processes. The layout typically includes sections for executive summary, financial highlights, key metrics, and analysis, along with charts and tables to present the data in a clear and concise manner