Financial Analyst Bundle will be of great help to anyone who is familiar with financial modeling, who needs to carefully yet effectively analyze core business financials and make projections. You can use the bundle if you have landed a job as a financial analyst at your firm and need to prepare a decent financial analysis. If you need any assistance or adjustments for the templates used, please reach us via a Private Message. 

What is included in the Financial Analyst Bundle?

  • Business Plan Financials
  • Free Cash Flow Valuation Template
  • Payroll calculator
  • Balanced Scorecard
  • Investment Calculator
  • Break-even analysis
  • Full cost analysis (lb)
  • Cash flow Budget – Any Industry

Business Plan Financials.

Make the financial section of your business plan look professional and persuasive! Use the business plan financials template and create your company’s financial plan for the next 5 years (projecting the first two years on a monthly basis).

Free Cash Flow Valuation Template.

The free cash flow valuation template helps to create a business plan for 5 years, allowing to project the first two years on a monthly basis, as well as estimate enterprise and equity values under certain assumptions. The free cash flow valuation template includes following worksheets: PL (Income Statement), BS (Balance Sheet), CF (Cash Flow), Financing, CapEx, Use of Funds, and Valuation. These are very powerful reporting and analysis sheets for any business. These sheets are adjustable for your company’s specific needs. Any business that does not have these basics will never have any idea of how they are really doing and will certainly never get a loan or other funding.

Payroll Calculator.

Payroll Calculator template is a very useful tool for calculating the monthly salaries you will be paying depending upon the hourly salary and daily hours worked. The template is created for calculating the salaries of employees who do not work on a routine schedule. For example: if an employee works from 7pm to 11pm on Monday, 8am to 11am Tuesday, then takes 2 days off and then works 6am to 11pm on Friday. The template is designed to be very simple to use.

Balanced Scorecard.

The Balanced Scorecard Calculator is a template that helps to evaluate the performance of a selected employee and calculate their wage in accordance with the results archived. The design of the Balanced Scorecard Calculator allows viewing how well an employee has performed different goals as well as the overall performance.

Investment Calculator.

The Investment Calculator is an Excel template that would allow you to find the Return on Investment (ROI) for a new shop. It calculates the profitability of a new investment as well as its break-even sales volume given a set of assumptions. If you are not satisfied with the provided investment calculator, you can reach out to us to get one in a different industry (detailed explanation in a note attached).

Break-even Analysis.

Break-even analysis is an important tool for project owners and people in finance to determine the minimum target volumes for a new project or business. The analysis will show you how much products/services the company should sell to cover its costs. Moreover, it provides you with the ability to split the costs between Cost of Goods Sold (COGS) and Selling, General & Administrative (SG&A) costs. The model will also provide calculations to choose the optimal price level depending on the number of units sold.

Full Cost Analysis Template (lb).

The absolute majority of small and medium businesses are not using full cost analysis template of any kind. This is one of the key reasons why they are losing money on some of their orders (and never notice!). If you are a manufacturer or a wholesaler, you have definitely been in a situation when a large retailer wants to place a large order at a very low price (at least in your opinion). If you are working in an industry where all the orders are being made through tenders, setting the

right price should probably be your daily routine, but you do have the right tools? Or maybe you just put the price of your products based on what the market allows without delving how much beneficial each of the products is for you?

Cash Flow Budget - Any Industry.

Cash flow budget is a universal cash flow planning tool, which would help you to forecast the amounts of cash inflows and outflows for a one-year period. This template allows planning purchases of inventory, building a schedule of supplier payments as well as other expenses (e.g. payrolls, taxes, utility bills). Based on this data, you will be able to see how financially stable your company is in the long-term. 

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