Finance Templates

Start exploring CFI marketplace to find your desired finance templates and Excel models which would help you create your own version of professional models!

Effective Annual Interest Rate Excel Calculator

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Effective annual interest rate (EAR), also referred to as effective interest rate or effective rate, is the interest rate adjusted…

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By Corporate Finance Institute®

Earnings Per Share Example Template

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This Earnings per Share (EPS) template calculates the metric for a fictitious company, ABC Ltd. This is a basic EPS…

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By Corporate Finance Institute®

Earnings Per Share (EPS) Excel Template

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This Earnings per Share (EPS) template breaks down the calculation of the ratio. EPS is an important financial ratio and…

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By Corporate Finance Institute®

AutoSum Excel Template

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The AutoSum function in Excel is a useful shortcut to help save time in financial modeling. Instead of manually typing…

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By Corporate Finance Institute®

Asset Turnover Excel Template

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The asset turnover ratio measures a company's efficiency in using its assets to generate revenue. These assets include all current…

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By Corporate Finance Institute®

Dividend Per Share Excel Calculator

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Dividend per share (DPS) is the total amount of dividend that can be claimed by shareholder per share outstanding of…

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By Corporate Finance Institute®

Inflation Calculator

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CFI's inflation calculator will help you determine the change in the value of your money after a period of time.…

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By Victor Ho

Geometric Mean Excel Template

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This geometric mean template will take the inputted data-set and calculate the geometric mean. This is done by multiplying all…

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By Corporate Finance Institute®

Return on Investment Analysis

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This excel model allows you to calculate return on investment easily using different methods based on information that you have.…

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By Hussain13

Negative vs Positive Net present Value

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if the net present value of project or investments,is negative it means the expected rate of return that will be…

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By RDA Consultant

Vertical and Horizontal analysis

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Horizontal analysis help analysts to see what has been driving accompany financial performance over a number of years .it enables…

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By RDA Consultant

Break-even Analysis + Target Profit Analysis

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This template helps you to calculate break-even point and find target profit at different levels of sales. The template provides…

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By Hussain13

Return on Investment Analysis (Unprotected)

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This excel model allows you to calculate return on investment easily using different methods based on information that you have.…

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By Hussain13

Gize_Net Present Value (NPV) Calculator

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Gize_Net Present Value (NPV) Calculator helps to evaluate the feasibility of an investment. The tool aids in pre checking the viability…

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By Gize template

Cash Flow Statement/Projection

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Cash Flow Statement/Projection sheet with sparklines to visually indicate movements and balances.

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By Excel-lent Solutions

Time Required For Investment To Reach A Specified Value

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Determine the time required for an investment to reach a specified value by entering the starting value (present value (PV)),…

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By Excel-lent Solutions

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Budgeting Templates

Download pre-built budgeting templates from CFI Marketplace to start planning, tracking, and measuring your financial goals!

Operating Budget Excel Template

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An operating budget consists of all revenues and expenses over a specific period of time (usually quarterly or annually) which…

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By Corporate Finance Institute®

Financial Projection Template

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This Financial Projection Template is an extensive tool for both Financial analysts and Financial Planning and Analysis professionals. The template…

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By Corporate Finance Institute®

Cash Budget Template

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A cash budget template is a financial model built to plan for future funding needed based on historical cash inflows…

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By Corporate Finance Institute®

Operating Profit Margin Excel Calculator

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Operating profit margin, also referred to as EBIT (short for earnings before interest and tax) margin, is a profitability ratio…

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By Corporate Finance Institute®

Actual vs. Budget by Department (Fully Dynamic)

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This template is used to compare budget with actual results per department, per month, monthly or YTD. BY choosing among…

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By Jordan Finance One Academy (CPA, CMA, MBA, FMVA)

Monthly Finance Report (Pivot Table)

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The file presents the actual vs budget results using pivot table. Unlike my previous budget vs. actual comparison, this file…

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By Jordan Finance One Academy (CPA, CMA, MBA, FMVA)

Monthly Finance Report (MFR)

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The template designed using Pivot Table, allows you to present a comparison between actual results and budgeted results in a…

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By Jordan Finance One Academy (CPA, CMA, MBA, FMVA)

Simple Management Monthly Report (Single Year)

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This file presents the financial statements, expense by department, sales analysis, and common analysis for a single year by month.…

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By Jordan Finance One Academy (CPA, CMA, MBA, FMVA)

Comprehensive Monthly Management Finance Report (Fully Integrated)

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There are two files: the first one is the mapping for the second file. Convert your TB into your special…

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By Jordan Finance One Academy (CPA, CMA, MBA, FMVA)

Budget Template

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This is long term budget covering the time of year or 12-period showing performance analysis versus previous year in addition…

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By eCorporateFinance

Financial Planning & Analysis (FP&A) Templates

Browse around the CFI marketplace to find the best Financial Planning & Analysis (FP&A) model for your finance role and impress management with a detailed financial analysis and forecast!

Project Budget Excel Template

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This Project Budget Excel Template is a ready-to-use budget template to help managing projects to better evaluate the costs that…

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By Corporate Finance Institute®

Supply Chain Template

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Supply chain is the flow of product creation or service delivery from sourcing raw materials, manufacturing, distributing, retail to finally…

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By Corporate Finance Institute®

Multi-Criteria Analysis (Balance Scorecard) Template

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Why Use a Multi-Criteria Analysis or Balance Scorecard? Strategic analysis refers to the process of conducting research on a company…

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By Corporate Finance Institute®

Cost-Volume-Profit (CVP) Analysis Excel Template

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Cost-volume-profit analysis (CVP analysis), also commonly referred to as breakeven analysis, is a method to evaluate how profitability is impacted…

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By Corporate Finance Institute®

Gantt Chart Template

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A gantt chart is a project management tool used to arrange the schedule of a project. It is built with…

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By Corporate Finance Institute®

Revenue Run Rate Template

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Revenue run rate is the annualized figure of a company's current revenue in a specified time period (week, month, quarter,…

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By Corporate Finance Institute®

Value Added Excel Template

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This Value Added Template is an useful tool to calculate the important concept of Value Added both in economic terms…

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By Corporate Finance Institute®

Year over Year Analysis (YoY) Excel Template

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This Year over Year (YOY) excel template is a great tool to analyze time-series data. This type of analysis is…

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By Corporate Finance Institute®

Capital Expenditures Template Product image

Capital Expenditures Budget Template

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This Capital Expenditures Budget Template can be used by Financial Planning & Analysis Professionals to budget the investment outlays for…

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By Tim Vipond

Tariff Setting Methodology - Oil & Gas Downstream Business

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The template is a financial model for a new Oil and Gas company in a downstream sector that will provide…

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By Jordan Finance One Academy (CPA, CMA, MBA, FMVA)

Financial planning

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This financial model is prepared using simple Excel formulas that are easy to understand and explain to your customers. It…

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By RDA Consultant

Contracting project financial plan

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The Contracting project contains many finance elements such as advance payment and retention and performance bond, bank grantee, and subcontractors,…

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By RDA Consultant

Personal Finance Templates

Browse and download free personal finance templates from CFI Marketplace.

personal-financial-statement-template-excel

Personal Financial Statement Excel Template

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This Personal Financial Statement Excel Template is a ready-to-use template to help you track and record your personal finances. It…

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By Corporate Finance Institute®

Annual Income Calculator Excel Template

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This Annual Income Converter Excel template, will assist you on easily converting your hourly, daily, weekly, or monthly income to…

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By Corporate Finance Institute®

Personal Finance Budget Template

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This Personal Finance Budget Template is a great tool for individuals to assess their financial status and plan spendings on…

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By Corporate Finance Institute®

Piotroski F Score Calculator

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The Piotroski F Score calculator is a tool that you can use to determine whether or not a company is…

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By Victor Ho

Home Equity Line of Credit (HELOC) Calculator

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This home equity line of credit (HELOC) calculator can calculate the maximum amount of loan a homeowner is eligible to…

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By Corporate Finance Institute®

Ratios Templates

This is a marketplace of Financial Ratios Templates and Tools. Here you will find an extensive library of Excel Tools and Templates to help you save time!