Freelance Business Analyst Templates

Freelance Business Analyst Templates

There is a huge number of templates that someone in the Freelance Business Analyst role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Freelance Business Analyst. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Monthly Financial Report
2. Budget Analysis Spreadsheet
3. Cash Flow Projection Template
4. Profit and Loss Statement
5. Balance Sheet Template
6. Financial Forecasting Spreadsheet
7. Cost Analysis Report
8. Investment Analysis Template
9. Risk Assessment Document
10. Business Performance Dashboard

Reports

Reports are often prepared by a Freelance Business Analyst to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Balance Sheet Report
2. Income Statement Report
3. Cash Flow Statement Report
4. Accounts Receivable Aging Report
5. Accounts Payable Aging Report
6. Budget vs Actual Report
7. Sales Report
8. Expense Report
9. General Ledger Report
10. Financial Ratios Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Freelance Business Analyst does and how they do it.

1. Financial Analysis SOP
2. Budgeting and Forecasting SOP
3. Risk Management SOP
4. Cost Analysis SOP
5. Financial Reporting SOP
6. Cash Flow Management SOP
7. Investment Analysis SOP
8. Process Improvement SOP
9. Compliance and Audit SOP
10. Stakeholder Communication SOP

Presentations

Freelance Business Analyst presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Financial Performance Analysis
2. Budget Planning and Forecasting
3. Cost Reduction Strategies
4. Investment Portfolio Analysis
5. Risk Management and Compliance

Legal Docs

There are several key times when a Freelance Business Analyst needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Non-Disclosure Agreement (NDA)
2. Service Agreement
3. Consulting Agreement
4. Independent Contractor Agreement
5. Statement of Work (SOW)

Health & Safety Templates

Health & Safety templates for a Freelance Business Analyst ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Meeting Minutes Template
4. Emergency Evacuation Plan Template
5. Health and Safety Inspection Checklist Template

Calendars

Setting up Freelance Business Analyst calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Budget Calendar
2. Financial Reporting Calendar
3. Project Timeline Calendar
4. Meeting Schedule Calendar
5. Task Management Calendar

Invoice Templates

Several types of Freelance Business Analyst invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Financial Analysis Report
2. Expense Reimbursement Invoice
3. Project Consulting Services Invoice
4. Hourly Rate Billing Invoice
5. Retainer Fee Invoice

Survey Templates

For a Freelance Business Analyst to get insights related to the work they do, they need to send out Freelance Business Analyst surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Market Research Survey
3. Employee Engagement Survey
4. Financial Performance Survey
5. Risk Assessment Survey

Meeting Agendas

Having premade Freelance Business Analyst meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Financial Performance Review
2. Budget Planning and Forecasting
3. Stakeholder Update and Progress Report
4. Risk Assessment and Mitigation Strategies
5. Project Kick-off and Requirements Gathering

Budget Templates

To manage finances well, a Freelance Business Analyst would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Income and Expense Tracker
2. Monthly Budget Planner
3. Savings and Investment Tracker
4. Debt Repayment Plan
5. Financial Goals Tracker

Dashboards

Dashboards are a useful way for a Freelance Business Analyst to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Financial Performance Dashboard
2. Budget Analysis Dashboard
3. Cash Flow Management Dashboard
4. Profitability Analysis Dashboard
5. Key Performance Indicators (KPIs) Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Business Analyst needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Financial Analysis Proposal
2. Cost Reduction Strategy Proposal
3. Risk Management Proposal
4. Process Improvement Proposal
5. Budget Planning Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Freelance Business Analyst templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.