Looking for Freelance Financial Controller Templates to download? See the main templates that a Freelance Financial Controller would use in their day-to-day work.
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Freelance Financial Controller Templates
Contents
Freelance Financial Controller Templates
There is a huge number of templates that someone in the Freelance Financial Controller 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 Controller. 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 vs. Actual Analysis
3. Cash Flow Projection
4. Accounts Payable Aging Report
5. Accounts Receivable Aging Report
6. Profit and Loss Statement
7. Balance Sheet
8. General Ledger
9. Expense Reimbursement Form
10. Financial Analysis Report
Reports
Reports are often prepared by a Freelance Financial Controller 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. Tax Compliance 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 Controller does and how they do it.
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Presentations
Freelance Financial Controller 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 vs Actuals Analysis
3. Cash Flow Forecasting
4. Investment Portfolio Analysis
5. Financial Statements Overview
Legal Docs
There are several key times when a Freelance Financial Controller 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. Cash Flow Projection Template
4. Tax Compliance Template
5. Audit Checklist Template
Health & Safety Templates
Health & Safety templates for a Freelance Financial Controller 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 Controller calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Budget Calendar
2. Accounts Payable Calendar
3. Accounts Receivable Calendar
4. Financial Reporting Calendar
5. Tax Filing Calendar
Invoice Templates
Several types of Freelance Financial Controller invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Client A Monthly Invoice
2. Client B Monthly Invoice
3. Client C Monthly Invoice
4. Client D Monthly Invoice
5. Client E Monthly Invoice
Survey Templates
For a Freelance Financial Controller to get insights related to the work they do, they need to send out Freelance Financial Controller surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Monthly Financial Performance Survey
2. Budgeting and Forecasting Survey
3. Risk Management and Compliance Survey
4. Cost Analysis and Expense Management Survey
5. Financial Reporting and Analysis Survey
Meeting Agendas
Having premade Freelance Financial Controller 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. Tax Compliance Meeting
5. Financial Forecasting Meeting
Budget Templates
To manage finances well, a Freelance Financial Controller would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Income and Expense Budget Template
2. Cash Flow Budget Template
3. Project Budget Template
4. Departmental Budget Template
5. Annual Budget Template
Dashboards
Dashboards are a useful way for a Freelance Financial Controller 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 (KPI) Dashboard
5. Client Profitability Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Financial Controller 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. Budgeting and Forecasting Proposal
3. Cost Reduction and Efficiency Proposal
4. Risk Management and Compliance Proposal
5. Financial Reporting and Audit 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 Controller 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.
