Looking for Freelance Financial Control Manager Templates to download? See the main templates that a Freelance Financial Control Manager 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 Financial Control Manager 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 Financial Control 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 Analysis Spreadsheet
3. Cash Flow Projection Template
4. Profit and Loss Statement
5. Balance Sheet Template
6. Expense Tracking Spreadsheet
7. Financial Forecasting Model
8. Financial Statement Analysis Template
9. Variance Analysis Report
10. Financial Dashboard
Reports are often prepared by a Freelance Financial Control 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. Balance Sheet Report
2. Income Statement Report
3. Cash Flow Statement Report
4. Accounts Receivable Aging Report
5. Accounts Payable Aging Report
6. Budget vs Actual Report
7. Profit and Loss Report
8. General Ledger Report
9. Trial Balance Report
10. Financial Statement Analysis 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 Financial Control Manager does and how they do it.
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Freelance Financial Control 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. Monthly Financial Performance Review
2. Budget Analysis and Forecasting
3. Investment Portfolio Review
4. Cost Reduction Strategies
5. Risk Management and Compliance Update
There are several key times when a Freelance Financial Control 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. Employment Agreement Template
2. Non-Disclosure Agreement Template
3. Service Agreement Template
4. Independent Contractor Agreement Template
5. Confidentiality Agreement Template
Health & Safety templates for a Freelance Financial Control 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
Setting up Freelance Financial Control 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. Financial Reporting Calendar
Several types of Freelance Financial Control Manager invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Client Invoice
2. Expense Reimbursement Invoice
3. Consulting Services Invoice
4. Project Completion Invoice
5. Retainer Fee Invoice
For a Freelance Financial Control Manager to get insights related to the work they do, they need to send out Freelance Financial Control Manager surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Monthly Financial Performance Survey
2. Expense Management Survey
3. Risk Assessment Survey
4. Budgeting and Forecasting Survey
5. Internal Controls Evaluation Survey
Having premade Freelance Financial Control 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. Expense Management Meeting
5. Financial Strategy Planning Meeting
To manage finances well, a Freelance Financial Control 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 are a useful way for a Freelance Financial Control Manager to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Financial Performance Dashboard
2. Budget Variance Dashboard
3. Cash Flow Analysis Dashboard
4. Key Performance Indicators (KPIs) Dashboard
5. Expense Management Dashboard
For bidding or requesting work, a Freelance Financial Control 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 Budget Proposal
2. Cost Reduction Proposal
3. Financial Forecast Proposal
4. Investment Analysis Proposal
5. Risk Management 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 Financial Control 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.
