Looking for Freelance Finance Director Templates to download? See the main templates that a Freelance Finance Director would use in their day-to-day work.
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Freelance Finance Director Templates
Contents
Freelance Finance Director Templates
There is a huge number of templates that someone in the Freelance Finance Director 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 Finance Director. 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 Forecast
3. Cash Flow Statement
4. Profit and Loss Statement
5. Balance Sheet
6. Accounts Payable Aging Report
7. Accounts Receivable Aging Report
8. Expense Reimbursement Form
9. Financial Analysis Template
10. Tax Return Worksheet
Reports
Reports are often prepared by a Freelance Finance Director 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. Accounts Receivable Aging Report
5. Accounts Payable Aging Report
6. Budget Variance Report
7. Financial Forecast Report
8. Sales Analysis Report
9. Expense Analysis 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 Finance Director does and how they do it.
1. Budgeting and Forecasting SOP
2. Financial Reporting SOP
3. Cash Flow Management SOP
4. Accounts Payable SOP
5. Accounts Receivable SOP
6. Financial Analysis SOP
7. Tax Compliance SOP
8. Risk Management SOP
9. Audit Preparation SOP
10. Financial Policies and Procedures SOP
Presentations
Freelance Finance Director 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 Review
2. Budget Analysis and Forecasting
3. Investment Portfolio Review
4. Cash Flow Management
5. Risk Assessment and Mitigation
Legal Docs
There are several key times when a Freelance Finance Director 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. Employment Agreement Template
2. Non-Disclosure Agreement Template
3. Consulting Agreement Template
4. Service Level Agreement Template
5. Independent Contractor Agreement Template
Health & Safety Templates
Health & Safety templates for a Freelance Finance Director 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 Finance Director calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Budget Calendar
2. Cash Flow Forecast Calendar
3. Accounts Payable Calendar
4. Accounts Receivable Calendar
5. Financial Reporting Calendar
Invoice Templates
Several types of Freelance Finance Director invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Financial Report Invoice
2. Budget Analysis Invoice
3. Tax Preparation Invoice
4. Financial Forecasting Invoice
5. Expense Management Invoice
Survey Templates
For a Freelance Finance Director to get insights related to the work they do, they need to send out Freelance Finance Director surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Monthly Financial Performance Survey
2. Client Satisfaction Survey
3. Employee Engagement Survey
4. Market Research Survey
5. Risk Assessment Survey
Meeting Agendas
Having premade Freelance Finance Director 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 Review Meeting
2. Budget Planning Meeting
3. Cash Flow Analysis Meeting
4. Investment Strategy Meeting
5. Risk Assessment Meeting
Budget Templates
To manage finances well, a Freelance Finance Director would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expense Tracker
2. Budget Forecasting Template
3. Cash Flow Statement Template
4. Profit and Loss Statement Template
5. Financial Dashboard Template
Dashboards
Dashboards are a useful way for a Freelance Finance Director to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Financial Performance Dashboard
2. Cash Flow Management Dashboard
3. Budget Variance Dashboard
4. Key Performance Indicators (KPIs) Dashboard
5. Financial Forecasting Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Finance Director 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. Budget Planning and Forecasting Proposal
3. Cost Reduction and Efficiency Improvement Proposal
4. Investment Strategy and Portfolio Management Proposal
5. Risk Assessment and Mitigation 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 Finance Director 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.
