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!
Real Estate Multi Family Development Excel Model2,470
4
This is a fully functional, institutional quality and dynamic real estate Development Financial Model. It’s a powerful model, yet, very user-friendly that will provide…
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By Jair
Restaurant Financial Model2,506
3
Description Taking into account key assumptions such as number of seats, the average turnover per seat, average check for the different menu items, and the combination of fixed and variable costs, the model provides…
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By Jair
Price Position Analysis3,760
2
Every business needs to know how the prices of its products or services stand against the competition. Comparing prices of…
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Measuring and Modelling Seasonality4,251
2
Many businesses are affected by seasonal demand changes. They cause their revenues, expenses, inventory and resource requirements change through the…
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Cash Flow Projection for Project Contracting4,378
2
General overview The importance of steady fund income is crucial in construction projects. Cash flow can procure material, pay…
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Cash Flow Projection for FMCG5,355
2
General overview Certainly, as confidence in the economy struggles to catch-up to growth, many healthy firms can end up…
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Startup Business Plan6,935
2
This model has been constructed for startup business plan to support general trading. This model is very simple to use…
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Cash Flow Statement/Projection6,764
2
Cash Flow Statement/Projection sheet with sparklines to visually indicate movements and balances.
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Monthly Profit & Loss Statement for a Small Business761
1
General Overview The model is profit and loss statement with variance analysis The model is constructed for small business to…
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CFO Excel Template Bundle (10 complete templates)1,410
1
This CFO excel template bundle is of great value to serious financial modelers and chief financial officers. It includes templates…
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Project Finance Model - Advanced Ratios2,308
1
This project finance model is an advance version of the model you can find under the following link: https://marketplace.corporatefinanceinstitute.com/financial-model-templates/project-finance-model-base/ It…
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By Samir Asadov
Bakery Financial Plan2,188
1
This financial model can be utilized to evaluate a bakery business feasibility. This template is detailed, robust and very user-friendly.…
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By Jair
Real Estate Condo Development Model - With Pre-sold units2,143
1
This is a fully functional, institutional quality and dynamic real estate Development Financial Model, which will allow the user to…
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By Jair
Online Retail Business IPO-Financial Model5,194
1
Core Financials Statements- Quarterly IS, Income Statement, Balance Sheet, Cash Flows Supporting Financial Modeling Schedules- Debt, Working Capital, Depreciation Schedules,…
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By RAJIB BOSE
Return on Investment Analysis (Unprotected)6,702
1
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
Monthly Financial Model Actual vs Budget-10Yr. plan & Valuation45
0
General overview The template has been constructed for monthly financial reporting for general trading industry, It is incredibly simple to…
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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 Template50,882
18476
An operating budget consists of all revenues and expenses over a specific period of time (usually quarterly or annually) which…
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Financial Projection Template18,378
4000
This Financial Projection Template is an extensive tool for both Financial analysts and Financial Planning and Analysis professionals. The template…
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Cash Budget Template11,825
1960
A cash budget template is a financial model built to plan for future funding needed based on historical cash inflows…
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Operating Profit Margin Excel Calculator9,370
1082
Operating profit margin, also referred to as EBIT (short for earnings before interest and tax) margin, is a profitability ratio…
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Advanced Personal Budget Template9,415
807
This advanced personal budget template includes everything you need to keep track of your daily, monthly, and yearly personal finances!…
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By Victor Ho
Daily Cash Flow Template7,972
594
Free Daily Cash Flow Template Excel. 1 Click to Get It! Free Daily Cash Flows Projection Template. Free daily…
Personal Budget Template7,890
537
This personal budget template is a basic tracker for your daily, monthly, and yearly personal finances! Use this budget if…
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By Victor Ho
WEEKLY CASH FLOW TEMPLATE - 9 WEEKS6,258
528
Free Weekly Cash Flow Template. 1 Click to Get It! Free Weekly Cash Projections Excel Template. Free Cash Flow Spreadsheet.…
Actual vs. Budget by Department (Fully Dynamic)10,162
483
This template is used to compare budget with actual results per department, per month, monthly or YTD. BY choosing among…
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Monthly Finance Report (Pivot Table)10,096
461
The file presents the actual vs budget results using pivot table. Unlike my previous budget vs. actual comparison, this file…
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Simple Cash Flow Statement Template3,816
486
Free Cash Flow Statement Excel Template. 1 Click to Get It! Free Cash Flow Statement Excel Template. Free Cash Flow…
Cash Flow Dashboard Template8,037
280
Get free nicely built Cash Flow Dashboard for your business. Analyze the movements of cash inside your business smart and…
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!
Capital Expenditures Budget Template20,325
2252
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
Project Budget Excel Template11,605
1593
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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Multi-Criteria Analysis (Balance Scorecard) Template12,316
1316
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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Cost-Volume-Profit (CVP) Analysis Excel Template11,832
1252
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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Year over Year Analysis (YoY) Excel Template9,829
1162
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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Supply Chain Template10,949
1081
Supply chain is the flow of product creation or service delivery from sourcing raw materials, manufacturing, distributing, retail to finally…
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Gantt Chart Template8,617
1015
A gantt chart is a project management tool used to arrange the schedule of a project. It is built with…
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Financial model Free Excel Template to fight COVID-197,864
1022
The coronavirus has turned many small and big companies upside down. Check this Video Tutorial The decrease in sales,…
Discounted Cash Flow Model Excel Template9,501
907
DCF MODEL - DISCOUNTED CASH FLOW EXCEL CALCULATOR Free DCF Model - Discounted Cash Flow Excel Calculator Template. 1…
Revenue Run Rate Template8,992
849
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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3 YEAR CASH FLOW PROJECTION TEMPLATE8,313
904
Free 3 Year Cash Flow Projection Template in Excel. 1 Click to Get It! Free 3 Year Cash Flow Projection…
Value Added Excel Template8,592
782
This Value Added Template is an useful tool to calculate the important concept of Value Added both in economic terms…
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Personal Finance Templates
Browse and download free personal finance templates from CFI Marketplace.
Personal Financial Statement Excel Template15,562
1488
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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Personal Finance Budget Template10,460
861
This Personal Finance Budget Template is a great tool for individuals to assess their financial status and plan spendings on…
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Annual Income Calculator Excel Template8,615
654
This Annual Income Converter Excel template, will assist you on easily converting your hourly, daily, weekly, or monthly income to…
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Home Equity Line of Credit (HELOC) Calculator9,458
540
This home equity line of credit (HELOC) calculator can calculate the maximum amount of loan a homeowner is eligible to…
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Opportunity Cost Template8,103
541
This opportunity cost template is a fun tool you can use to calculate the opportunity cost of purchase. This tool…
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By Victor Ho
Piotroski F Score Calculator7,245
493
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
Investment feasibility analysis5,709
424
If you want to decide if your investment good or no , if you want to now if you have…
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PERSONAL FINANCES MANAGEMENT (NEW RELEASE)4,599
337
A useful tool to help you take control of your finances by organizing and aggregating all relevant information in one…
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RENT VS. BUY CALCULATOR2,815
199
The model compares the net value generated by buying a home vs. renting one, until mortgage pay-off, assuming availability of…
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Personal Financial Planner2,482
178
A simple & flexible personal financial planner with all you need to plan your future cash flow decisions in one…
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By SAAD YASEEN
ASSET PORTFOLIO REBALANCING TOOL1,589
103
THIS TEMPLATE MAKES IT EASY TO PERFORM PORTFOLIO REBALANCING CALCULATIONS, IN ORDER TO DETERMINE QUANTITIES TO BE PURCHASED OR SOLD…
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TRADING SYSTEM2,226
105
This model is designed to support medium term traders who hold onto positions for days, weeks or even months. It is not intended…
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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!
Financial Ratios Calculator22,353
7528
Simple calculation & Visual representations of the different financial liquidity, solvency, price, return & cash flow ratios. Just feed in…
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Beneish M Score Calculator16,773
2436
The Beneish M Score calculator is used to determine if a company has manipulated its reported earnings in its financial…
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By Victor Ho
Leverage Ratios Excel Model Template11,205
1744
Leverage ratios are types of financial ratios used to show the level of debt that a business may have against…
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Return on Investment (ROI) Excel Template11,660
1617
Return on investment (ROI) is a financial metric intended for the measurement of benefits an investor receives for the amount…
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Quick Ratio Excel Calculator9,698
1276
This is a ready-to-use Quick Ratio Excel template, which helps to indicate how well a company can pay off its…
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Debt/Equity Ratio Excel Template9,332
1276
This Debt to Equity Excel Template Ratio is an educational resource that shows you an example on how to calculate…
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Operating Cash Flow Ratio Template8,520
1184
Operating cash flow ratio is a liquidity ratio used to assess a company's ability to meet its short-term obligations with…
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Return on Invested Capital (ROIC) Template7,862
1194
This Return on Invested Capital (ROIC) Template shows how to arrive at the value of the previous period book of…
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Cash Conversion Ratio Excel Template8,113
1129
This Cash Conversion Excel Template is a financial management tool used to determine the ratio of the cash flows of…
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Return on Assets Excel Template9,228
1013
Return on assets (ROA) is a financial metric used to assess how profitable a company is in relation to its…
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Cash Ratio Excel Template8,970
1002
Cash ratio, also known as the cash asset ratio, is a liquidity ratio used to measure how well a company…
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Debt/Asset Ratio Excel Template7,731
1001
The debt to asset ratio is a type of leverage financial ratios that measure the proportion of a company's assets…
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