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!
Project Finance Model - Advanced Ratios1,174
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 Plan1,238
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 - Land Development Model1,214
1
This financial model can be used to evaluate a real estate investment opportunities such as a land development project. It’s…
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By Jair
Real Estate Multi Family Development Excel Model1,443
1
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
Measuring and Modelling Seasonality3,041
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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 Contracting3,366
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General overview The importance of steady fund income is crucial in construction projects. Cash flow can procure material, pay…
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Startup Business Plan5,551
1
This model has been constructed for startup business plan to support general trading. This model is very simple to use…
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Online Retail Business IPO-Financial Model4,344
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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)5,596
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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
CFO Excel Template Bundle (10 complete templates)191
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This CFO excel template bundle is of great value to serious financial modelers and chief financial officers. It includes templates…
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Authority Matrix Excel Template479
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Authorities and Responsibilities Matrices Authorities and Responsibilities Matrices are considered important to organizations due to their role in identifying…
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Mortgage Calculator383
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The unique tool will help you to make the optimal decision and pick the best mortgage. The model follows the…
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By Samir Asadov
Van Westendorp’s Pricing Method1,320
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Introduced in 1976, this method has now become one of the most popular approaches to perform pricing analysis. The method…
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Real Estate Condo Development Model - With Pre-sold units1,216
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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
Live Portfolio Investor's Model
1,672
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This is a live equity portfolio model based on US Equities to understand the growth and returns of the stock…
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Loan Amortization Schedule with Prepayment1,623
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Hi All, This Loan Amortization Schedule Template will help you analyze your loan along with the Prepayment option. Regards, Shashi
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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 Template42,603
15685
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 Template15,634
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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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Cash Budget Template10,314
1748
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 Calculator7,835
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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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Advanced Personal Budget Template7,898
666
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
Actual vs. Budget by Department (Fully Dynamic)8,532
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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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Monthly Finance Report (Pivot Table)8,542
454
The file presents the actual vs budget results using pivot table. Unlike my previous budget vs. actual comparison, this file…
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Personal Budget Template6,510
445
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
Daily Cash Flow Template5,689
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Free Daily Cash Flow Template Excel. 1 Click to Get It! Free Daily Cash Flows Projection Template. Free daily…
Simple Cash Flow Statement Template3,124
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Free Cash Flow Statement Excel Template. 1 Click to Get It! Free Cash Flow Statement Excel Template. Free Cash Flow…
WEEKLY CASH FLOW TEMPLATE - 9 WEEKS4,594
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Free Weekly Cash Flow Template. 1 Click to Get It! Free Weekly Cash Projections Excel Template. Free Cash Flow Spreadsheet.…
Cash Flow Dashboard Template5,912
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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 Template17,184
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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
Project Budget Excel Template10,192
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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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Multi-Criteria Analysis (Balance Scorecard) Template10,886
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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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Cost-Volume-Profit (CVP) Analysis Excel Template9,971
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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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Year over Year Analysis (YoY) Excel Template8,476
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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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Supply Chain Template9,203
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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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Gantt Chart Template7,185
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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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Financial model Free Excel Template to fight COVID-196,110
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The coronavirus has turned many small and big companies upside down. Check this Video Tutorial The decrease in sales,…
Revenue Run Rate Template7,498
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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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Discounted Cash Flow Model Excel Template7,642
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DCF MODEL - DISCOUNTED CASH FLOW EXCEL CALCULATOR Free DCF Model - Discounted Cash Flow Excel Calculator Template. 1…
Value Added Excel Template7,316
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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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3 YEAR CASH FLOW PROJECTION TEMPLATE5,951
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Free 3 Year Cash Flow Projection Template in Excel. 1 Click to Get It! Free 3 Year Cash Flow Projection…
Personal Finance Templates
Browse and download free personal finance templates from CFI Marketplace.
Personal Financial Statement Excel Template13,299
1294
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 Template8,992
755
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 Template7,193
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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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Home Equity Line of Credit (HELOC) Calculator7,961
465
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 Template6,488
452
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 Calculator6,040
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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
Investment feasibility analysis4,727
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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)3,288
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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 CALCULATOR1,807
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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 Planner1,363
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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
Option Profit Calculator4,780
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This template will help you analyse the profitability of your Option Trading strategies. The template works with MarketXLS.com product which…
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TRADING SYSTEM1,042
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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 Calculator18,273
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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 Calculator13,990
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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 Template9,325
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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 Template9,669
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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 Calculator8,203
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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 Template8,045
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This Debt to Equity Excel Template Ratio is an educational resource that shows you an example on how to calculate…
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Return on Invested Capital (ROIC) Template6,600
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This Return on Invested Capital (ROIC) Template shows how to arrive at the value of the previous period book of…
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Operating Cash Flow Ratio Template7,142
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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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Cash Conversion Ratio Excel Template6,889
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This Cash Conversion Excel Template is a financial management tool used to determine the ratio of the cash flows of…
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Cash Ratio Excel Template7,597
875
Cash ratio, also known as the cash asset ratio, is a liquidity ratio used to measure how well a company…
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Return on Assets Excel Template7,790
870
Return on assets (ROA) is a financial metric used to assess how profitable a company is in relation to its…
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Debt/Asset Ratio Excel Template6,544
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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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