Freelance Financial Engineer Templates

Freelance Financial Engineer Templates

There is a huge number of templates that someone in the Freelance Financial Engineer 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 Engineer. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Financial Statement Template
2. Budget Template
3. Cash Flow Projection Template
4. Investment Analysis Template
5. Risk Assessment Template
6. Financial Modeling Template
7. Valuation Template
8. Portfolio Management Template
9. Financial Reporting Template
10. Tax Planning Template

Reports

Reports are often prepared by a Freelance Financial Engineer 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. Investment Portfolio Performance Report
9. Cost 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 Financial Engineer does and how they do it.

1. Client Onboarding SOP
2. Risk Assessment SOP
3. Financial Modeling SOP
4. Investment Analysis SOP
5. Portfolio Management SOP
6. Trading Strategy SOP
7. Financial Reporting SOP
8. Compliance and Regulatory SOP
9. Data Analysis SOP
10. Performance Evaluation SOP

Presentations

Freelance Financial Engineer 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. Investment Portfolio Review
3. Risk Management Strategies
4. Market Trends and Forecasting
5. Financial Modeling and Simulation

Legal Docs

There are several key times when a Freelance Financial Engineer 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. Statement of Work (SOW)
5. Confidentiality Agreement

Health & Safety Templates

Health & Safety templates for a Freelance Financial Engineer 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. Personal Protective Equipment (PPE) Checklist Template

Calendars

Setting up Freelance Financial Engineer calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Budget Calendar
2. Project Timeline Calendar
3. Client Meeting Calendar
4. Tax Filing Calendar
5. Investment Portfolio Calendar

Invoice Templates

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

1. Customer Satisfaction Survey
2. Market Research Survey
3. Employee Engagement Survey
4. Financial Risk Assessment Survey
5. Investment Preference Survey

Meeting Agendas

Having premade Freelance Financial Engineer 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. Investment Strategy Planning
3. Risk Assessment and Mitigation
4. Client Portfolio Review
5. Team Collaboration and Progress Update

Budget Templates

To manage finances well, a Freelance Financial Engineer 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 Engineer 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. Investment Portfolio Dashboard
4. Risk Management Dashboard
5. Budgeting and Forecasting Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Financial Engineer 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. Investment Portfolio Optimization Proposal
3. Risk Management Strategy Proposal
4. Financial Modeling and Forecasting Proposal
5. Cost Reduction and Efficiency Enhancement 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 Engineer 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.