Looking for Freelance Financial Analyst Templates to download? See the main templates that a Freelance Financial Analyst would use in their day-to-day work.
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Freelance Financial Analyst Templates
Contents
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 Statement
2. Budget Analysis Report
3. Cash Flow Projection
4. Investment Portfolio Analysis
5. Cost Benefit Analysis
6. Financial Forecasting Model
7. Profit and Loss Statement
8. Balance Sheet
9. Financial Ratio Analysis
10. Client Invoice
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. Profit and Loss Statement
2. Balance Sheet
3. Cash Flow Statement
4. Budget Variance Report
5. Financial Ratios Analysis
6. Accounts Receivable Aging Report
7. Accounts Payable Aging Report
8. Sales Performance Report
9. Expense Analysis Report
10. Investment Portfolio Performance 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.
1. Financial Statement Analysis
2. Budgeting and Forecasting
3. Cash Flow Analysis
4. Investment Analysis
5. Risk Management
6. Financial Modeling
7. Cost Analysis
8. Financial Reporting
9. Tax Planning and Compliance
10. Audit Preparation
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 Financial Performance Review
2. Investment Portfolio Analysis
3. Market Trends and Analysis
4. Budget Planning and Forecasting
5. Risk Assessment and Mitigation Strategies
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. Non-Disclosure Agreement (NDA)
2. Service Agreement
3. Independent Contractor Agreement
4. Confidentiality Agreement
5. Consulting Agreement
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. Emergency Evacuation Plan Template
4. Health and Safety Training Attendance Template
5. Workplace 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. Financial Reporting Calendar
3. Tax Filing Calendar
4. Investment Portfolio Review 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. Client Invoice: This invoice is used to bill clients for the financial analysis services provided during the month.
2. Expense Invoice: This invoice is used to request reimbursement for any expenses incurred while conducting financial analysis.
3. Retainer Invoice: This invoice is used to bill clients for the monthly retainer fee agreed upon for ongoing financial analysis services.
4. Project Invoice: This invoice is used to bill clients for specific financial analysis projects completed during the month.
5. Late Payment Invoice: This invoice is used to remind clients about outstanding payments and request immediate settlement for overdue invoices
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. Monthly Financial Performance Survey
2. Investment Strategy and Risk Assessment Survey
3. Client Satisfaction and Feedback Survey
4. Market Trends and Competitor Analysis Survey
5. Financial Planning and Budgeting 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. Budget Planning and Forecasting
3. Investment Portfolio Analysis
4. Risk Assessment and Mitigation
5. Client Consultation and Strategy Discussion
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. Income and Expense Tracker
2. Monthly Budget Planner
3. Savings and Investment Tracker
4. Debt Repayment Plan
5. Financial Goal Tracker
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. Financial Performance Dashboard
2. Budget Analysis Dashboard
3. Cash Flow Management Dashboard
4. Investment Portfolio Dashboard
5. Key Performance Indicators (KPIs) 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 Financial Analysis Report
2. Investment Portfolio Optimization Proposal
3. Cost Reduction Strategy Proposal
4. Risk Management Plan Proposal
5. Financial Forecasting and Budgeting Proposal
Get Your Template Made
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