Looking for Freelance Financial Modeler Templates to download? See the main templates that a Freelance Financial Modeler would use in their day-to-day work.
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Freelance Financial Modeler Templates
Contents
Freelance Financial Modeler Templates
There is a huge number of templates that someone in the Freelance Financial Modeler 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 Modeler. 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. Financial Forecast Template
6. Valuation Model Template
7. Loan Amortization Schedule Template
8. Financial Ratio Analysis Template
9. Cost Analysis Template
10. Financial Dashboard Template
Reports
Reports are often prepared by a Freelance Financial Modeler 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. Monthly Profit and Loss Statement
2. Balance Sheet
3. Cash Flow Statement
4. Accounts Receivable Aging Report
5. Accounts Payable Aging Report
6. Budget Variance Analysis Report
7. Financial Forecast Report
8. Investment Portfolio Performance Report
9. Cost Analysis Report
10. Financial Ratios Analysis 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 Modeler does and how they do it.
1. Financial Statement Preparation
2. Budgeting and Forecasting
3. Cash Flow Analysis
4. Financial Ratio Analysis
5. Investment Valuation
6. Risk Assessment and Management
7. Financial Reporting
8. Data Analysis and Interpretation
9. Financial Modeling for Mergers and Acquisitions
10. Cost Analysis and Optimization
Presentations
Freelance Financial Modeler 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. Budget Planning and Forecasting
4. Cash Flow Management and Analysis
5. Financial Statement Analysis and Reporting
Legal Docs
There are several key times when a Freelance Financial Modeler 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. Statement of Work (SOW)
Health & Safety Templates
Health & Safety templates for a Freelance Financial Modeler 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 Modeler 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. Invoice Due Dates Calendar
5. Tax Filing Deadlines Calendar
Invoice Templates
Several types of Freelance Financial Modeler invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Financial Modeling Services Invoice
2. Hourly Rate Invoice for Financial Analysis
3. Project-Based Financial Forecasting Invoice
4. Expense Reimbursement Invoice for Financial Modeling
5. Retainer Fee Invoice for Ongoing Financial Consulting Services
Survey Templates
For a Freelance Financial Modeler to get insights related to the work they do, they need to send out Freelance Financial Modeler surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Monthly Financial Performance Survey
2. Investment Preferences Survey
3. Risk Assessment Survey
4. Client Satisfaction Survey
5. Market Trends Survey
Meeting Agendas
Having premade Freelance Financial Modeler 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. Forecasting and Projection Meeting
4. Client Consultation Meeting
5. Team Collaboration Meeting
Budget Templates
To manage finances well, a Freelance Financial Modeler 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 Modeler 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. Key Performance Indicators (KPIs) Dashboard
5. Client Portfolio Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Financial Modeler 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 Forecast Proposal
2. Investment Analysis Proposal
3. Cost Reduction Strategy Proposal
4. Financial Risk Assessment Proposal
5. Business Valuation 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 Modeler 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.
