Freelance Financial Analyst Templates

Freelance Financial Analyst Templates

There is a huge number of templates that someone in the Freelance Financial 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 Financial 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 Analysis Report
2. Budget Forecast Spreadsheet
3. Cash Flow Statement Template
4. Training Cost Analysis Spreadsheet
5. HR Expense Report Template
6. Employee Training Evaluation Form
7. Training Needs Assessment Template
8. HR Metrics Dashboard
9. Training Program ROI Calculator
10. Employee Performance Review Template

Reports

Reports are often prepared by a Freelance Financial 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. Monthly HR Budget Report
2. Employee Turnover Analysis Report
3. Training Needs Assessment Report
4. Compensation and Benefits Analysis Report
5. HR Metrics and Key Performance Indicators Report
6. Training Program Evaluation Report
7. Recruitment and Hiring Analysis Report
8. Employee Satisfaction Survey Report
9. Diversity and Inclusion Report
10. HR Compliance Audit 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 Financial Analyst does and how they do it.

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Presentations

Freelance Financial 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. Monthly HR Training Report
2. Employee Performance Analysis
3. Training Needs Assessment
4. HR Budget Presentation
5. Compensation and Benefits Overview

Legal Docs

There are several key times when a Freelance Financial 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. Employment Agreement Template
2. Non-Disclosure Agreement Template
3. Consulting Services Agreement Template
4. Independent Contractor Agreement Template
5. Employee Handbook Template

Health & Safety Templates

Health & Safety templates for a Freelance Financial 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 Financial Analyst calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Budget Calendar
2. Payroll Calendar
3. Training Schedule Calendar
4. Project Timeline Calendar
5. Client Meeting Calendar

Invoice Templates

Several types of Freelance Financial 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. HR Training Expense Invoice
3. Payroll Analysis Invoice
4. Training Program Cost Invoice
5. HR Consulting Fee Invoice

Survey Templates

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

1. Employee Satisfaction Survey
2. Training Needs Assessment Survey
3. Performance Evaluation Survey
4. Leadership Effectiveness Survey
5. Diversity and Inclusion Survey

Meeting Agendas

Having premade Freelance Financial 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. HR Training Needs Assessment
3. Budget Planning and Forecasting
4. Employee Compensation and Benefits Analysis
5. Talent Acquisition Strategy Evaluation

Budget Templates

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

1. Monthly Income and Expense Tracker
2. Project Budget Template
3. Client Billing Template
4. Travel and Entertainment Budget
5. Training Program Budget

Dashboards

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

1. HR Training Budget Dashboard
2. Employee Performance Dashboard
3. Training Program ROI Dashboard
4. Recruitment Metrics Dashboard
5. Training Needs Assessment Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Financial 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 Training Needs Assessment Proposal
2. Employee Performance Evaluation Proposal
3. HR Policy and Procedure Review Proposal
4. Compensation and Benefits Analysis Proposal
5. Training Program Development 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 Financial 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.