Looking for Freelance Finance Manager Templates to download? See the main templates that a Freelance Finance Manager would use in their day-to-day work.
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Freelance Finance Manager Templates
Contents
Freelance Finance Manager Templates
There is a huge number of templates that someone in the Freelance Finance Manager 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 Manager. 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 Template
3. Cash Flow Projection
4. Profit and Loss Statement
5. Balance Sheet
6. Expense Tracker
7. Invoice Template
8. Financial Analysis Template
9. Tax Calculation Worksheet
10. Client Billing Statement
Reports
Reports are often prepared by a Freelance Finance Manager 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 Ratios Analysis Report
8. Sales and Revenue Report
9. Expense Analysis Report
10. Financial Forecast 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 Manager does and how they do it.
1. Monthly Financial Reporting SOP
2. Budgeting and Forecasting SOP
3. Accounts Payable and Receivable SOP
4. Cash Flow Management SOP
5. Financial Analysis and Performance Evaluation SOP
6. Tax Compliance and Reporting SOP
7. Risk Management and Internal Controls SOP
8. Payroll Processing SOP
9. Financial Statement Preparation SOP
10. Audit Preparation and Support SOP
Presentations
Freelance Finance Manager 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. Investment Portfolio Review
4. Cash Flow Management
5. Risk Assessment and Mitigation
Legal Docs
There are several key times when a Freelance Finance Manager 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. Financial Statement Template
2. Budget Template
3. Invoice Template
4. Expense Report Template
5. Contract Template
Health & Safety Templates
Health & Safety templates for a Freelance Finance Manager 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 Manager calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Budget Calendar
2. Expense Tracking Calendar
3. Invoice Due Dates Calendar
4. Tax Filing Deadlines Calendar
5. Client Meeting Schedule Calendar
Invoice Templates
Several types of Freelance Finance Manager 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. Expense Reimbursement Invoice
5. Financial Consulting Invoice
Survey Templates
For a Freelance Finance Manager to get insights related to the work they do, they need to send out Freelance Finance Manager 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. Expense Management Survey
4. Risk Assessment Survey
5. Budgeting and Forecasting Survey
Meeting Agendas
Having premade Freelance Finance Manager 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 Budget Review Meeting
2. Financial Performance Analysis Meeting
3. Cash Flow Forecast Meeting
4. Investment Strategy Meeting
5. Tax Planning Meeting
Budget Templates
To manage finances well, a Freelance Finance Manager 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 Manager 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 Analysis Dashboard
3. Budget Variance Dashboard
4. Client Profitability Dashboard
5. Expense Tracking Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Finance Manager 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 Strategies Proposal
4. Investment Portfolio Management Proposal
5. Financial 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 Manager 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.
