Freelance Financial Manager Templates

Freelance Financial Manager Templates

There is a huge number of templates that someone in the Freelance Financial Manager 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 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 Template
3. Cash Flow Projection
4. Profit and Loss Statement
5. Balance Sheet
6. Expense Tracker
7. Invoice Template
8. Tax Calculation Worksheet
9. Financial Analysis Report
10. Client Billing Statement

Reports

Reports are often prepared by a Freelance Financial 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. 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. 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 Manager does and how they do it.

1. Budgeting and Forecasting SOP
2. Financial Reporting SOP
3. Cash Flow Management SOP
4. Accounts Payable SOP
5. Accounts Receivable SOP
6. Payroll Processing SOP
7. Tax Compliance SOP
8. Financial Analysis SOP
9. Risk Management SOP
10. Audit Preparation SOP

Presentations

Freelance Financial 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. Financial Performance Review
2. Budget Analysis and Forecasting
3. Investment Portfolio Review
4. Cash Flow Management
5. Financial Planning and Strategy

Legal Docs

There are several key times when a Freelance Financial 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. Invoice Template
5. Independent Contractor Agreement Template

Health & Safety Templates

Health & Safety templates for a Freelance Financial 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

Calendars

Setting up Freelance Financial 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. Client Meeting Schedule Calendar

Invoice Templates

Several types of Freelance Financial Manager invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Financial Report Invoice
2. Budget Analysis Invoice
3. Tax Preparation Invoice
4. Financial Forecasting Invoice
5. Expense Tracking Invoice

Survey Templates

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

1. Monthly Financial Performance Survey
2. Client Satisfaction Survey
3. Expense Management Survey
4. Risk Assessment Survey
5. Budgeting and Forecasting Survey

Meeting Agendas

Having premade Freelance Financial 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. Investment Strategy Meeting
5. Tax Planning Meeting

Budget Templates

To manage finances well, a Freelance Financial Manager 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. Cash Flow Statement
4. Profit and Loss Statement
5. Balance Sheet

Dashboards

Dashboards are a useful way for a Freelance Financial Manager 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. Budget Variance Dashboard
4. Client Profitability Dashboard
5. Investment Portfolio Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Financial 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. Financial Analysis Proposal
3. Investment Strategy Proposal
4. Cost Reduction Proposal
5. Risk Management 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 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.