Looking for Freelance Corporate Finance Analyst Templates to download? See the main templates that a Freelance Corporate Finance Analyst would use in their day-to-day work.
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Contents
There is a huge number of templates that someone in the Freelance Corporate Finance Analyst role uses in their daily work. In this article, we’ll outline the main templates they use.
These templates are some of the most commonly used templates by a Freelance Corporate Finance 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. Financial Statement Analysis Template
2. Budgeting and Forecasting Template
3. Cash Flow Projection Template
4. Investment Analysis Template
5. Financial Modeling Template
6. Valuation Template
7. Due Diligence Template
8. Mergers and Acquisitions Template
9. Risk Assessment Template
10. Financial Reporting Template
Reports are often prepared by a Freelance Corporate Finance 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. Profit and Loss Statement
2. Balance Sheet
3. Cash Flow Statement
4. Financial Ratio Analysis
5. Budget Variance Report
6. Accounts Receivable Aging Report
7. Accounts Payable Aging Report
8. Sales and Revenue Report
9. Expense Analysis Report
10. Financial Forecast Report
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 Corporate Finance Analyst does and how they do it.
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Freelance Corporate Finance 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. Investment Portfolio Review
3. Budget Planning and Forecasting
4. Mergers and Acquisitions Analysis
5. Risk Management Assessment
There are several key times when a Freelance Corporate Finance 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. Consulting Agreement
3. Financial Statement Analysis Report
4. Due Diligence Checklist
5. Investment Proposal
Health & Safety templates for a Freelance Corporate Finance Analyst ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Risk Assessment Template
2. Incident Report Template
3. Emergency Evacuation Plan Template
4. Health and Safety Training Record Template
5. Personal Protective Equipment (PPE) Checklist Template
Setting up Freelance Corporate Finance Analyst calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Financial Reporting Calendar
2. Budgeting and Forecasting Calendar
3. Audit and Compliance Calendar
4. M&A Deal Pipeline Calendar
5. Investor Relations Calendar
Several types of Freelance Corporate Finance 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. Budgeting and Forecasting Services
3. Financial Modeling and Valuation
4. Cost Analysis and Profitability Assessment
5. Investment Advisory and Due Diligence Services
For a Freelance Corporate Finance Analyst to get insights related to the work they do, they need to send out Freelance Corporate Finance Analyst surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Financial Performance Survey
2. Investment Strategy Survey
3. Risk Management Survey
4. Budgeting and Forecasting Survey
5. Mergers and Acquisitions Survey
Having premade Freelance Corporate Finance 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. Investment Analysis and Recommendations
4. Risk Assessment and Mitigation Strategies
5. Stakeholder Communication and Reporting
To manage finances well, a Freelance Corporate Finance 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 Goal Tracker
Dashboards are a useful way for a Freelance Corporate Finance 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. Investment Portfolio Dashboard
5. Key Performance Indicators (KPI) Dashboard
For bidding or requesting work, a Freelance Corporate Finance 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. Investment Portfolio Optimization Proposal
3. Mergers and Acquisitions Due Diligence Proposal
4. Cost Reduction and Efficiency Improvement Proposal
5. Risk Management and Compliance Proposal
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 Corporate Finance 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.
