Originally published: 26/03/2021 17:18
Last version published: 02/04/2021 08:28
Publication number: ELQ-15623-2
View all versions & Certificate
Last version published: 02/04/2021 08:28
Publication number: ELQ-15623-2
View all versions & Certificate
CFO Excel Template Bundle (12 complete templates)
You can use the bundle if you have landed a job as a CFO and need to prepare a deep and comprehensive financial analysis
Description
This CFO excel template bundle is of great value to serious financial modelers and chief financial officers. It includes templates that provide an overall view of a company as well as extra-detailed models, making them available for everyday use. The CFO excel template bundle offers 11 different models and an e-book for financial planning.
You can use the bundle if you have landed a job as a CFO at your firm and need to prepare deep and comprehensive financial analysis. If you need any assistance or adjustments for the templates used please reach us via Private Message.
When downloading the bundle, you will receive a coupon for download of the investment calculator as well as the industry budget template so that you are free to choose any industry, which suits you best.
What is included in the CFO Excel Template Bundle?
- Express Evaluation Template for a New project
- Free Cash Flow Valuation Template
- Payroll calculator
- Balanced Scorecard
- Investment Calculator
- Break-even analysis
- Full cost analysis (lb)
- Cash flow Budget – Any Industry
- E-Book Financial Planning for SMEs
- Industry Budget Template
- Profitability Model
- Inventory Analysis
Express Evaluation Template for a New project.
Express Evaluation Template is a great tool for Project Owners or Business Decision Makers to quickly evaluate the project profitability and financial health. The model includes all the relevant financial statements to forecasts the return of investment and calculate the project pay-off. The financial model will help you quickly make any adjustments and see the results. For example, you can change the sales growth rate and see the NPV of the project already in seconds!
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 free 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.
When downloading the bundle, you will receive a coupon for download of the investment calculator as well as the industry budget template so that you are free to choose any industry, which suits you best. 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. The Investment template is very easy to use. In our core business, we frequently work with clients from the industry. We have tried to fill the model with the most important functionality that one who is about to open a new shop would need.
Break-even analysis.
Break-even analysis is an important tool for project owners and financists 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 (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.
E-Book Financial Planning for SMEs.
Financial Planning for SMEs is written for business owners, managers or start-up entrepreneurs. You have a great business or a good business idea, have a great understanding of your industry, but lack financial knowledge and do not have a CFO in your team. “There is a great need for good financial planning among SME’s. Still, only few of them can reasonably do it themselves or afford to hire a professional CFO. I thought that if I could share my experience with those entrepreneurs who need financial planning and analysis but just don’t know how to do it, then this book could be my input to help making businesses more successful and a bit more efficient.” – says Andrew Grigolyunovich.
Industry Budget.
When downloading the bundle, you will receive a coupon for download of the industry budget template so that you are free to choose any industry, which suits you best. The Industry Budget Template is a flexible financial planning tool in MS Excel for a manufacturing company. The template would suit any type of manufacturing business – from textile to chemicals and electronics – to plan its financials for one year. The functionality of the Budget Template makes it possible to project revenue by product groups and associated retail channels as well as estimate different types of costs and expenses (such as administrative payroll, marketing, taxes, rent, interest payment, and other). Additionally, there is a graphical analysis of the cash flows. Detailed instructions for filling in the input data are given on each worksheet.
Profitability Model.
Profitability Analysis template is an excellent and powerful analytical tool that is very useful for companies that want to evaluate their network. It is used to attribute all costs involved with the shops and to identify the underperformers, among many other uses. A vast amount of other analytical information is available within this template. This is an absolutely essential tool for any retail shop or chain owner. It is also great for the owner or manager of a number of franchises.
Inventory Analysis.
Inventory Analysis template is an excellent and powerful analytical tool that is very useful for distributors, retailers and other companies willing to evaluate the management of their inventory. It is used to attribute all costs involved with the products or product groups and to identify the underperformers, among many other uses. A vast amount of other analytical information is available within this template. This is an absolutely essential tool for those who are willing to understand the most profitable products of the company in terms of profit and inventory management.
This CFO excel template bundle is of great value to serious financial modelers and chief financial officers. It includes templates that provide an overall view of a company as well as extra-detailed models, making them available for everyday use. The CFO excel template bundle offers 11 different models and an e-book for financial planning.
You can use the bundle if you have landed a job as a CFO at your firm and need to prepare deep and comprehensive financial analysis. If you need any assistance or adjustments for the templates used please reach us via Private Message.
When downloading the bundle, you will receive a coupon for download of the investment calculator as well as the industry budget template so that you are free to choose any industry, which suits you best.
What is included in the CFO Excel Template Bundle?
- Express Evaluation Template for a New project
- Free Cash Flow Valuation Template
- Payroll calculator
- Balanced Scorecard
- Investment Calculator
- Break-even analysis
- Full cost analysis (lb)
- Cash flow Budget – Any Industry
- E-Book Financial Planning for SMEs
- Industry Budget Template
- Profitability Model
- Inventory Analysis
Express Evaluation Template for a New project.
Express Evaluation Template is a great tool for Project Owners or Business Decision Makers to quickly evaluate the project profitability and financial health. The model includes all the relevant financial statements to forecasts the return of investment and calculate the project pay-off. The financial model will help you quickly make any adjustments and see the results. For example, you can change the sales growth rate and see the NPV of the project already in seconds!
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 free 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.
When downloading the bundle, you will receive a coupon for download of the investment calculator as well as the industry budget template so that you are free to choose any industry, which suits you best. 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. The Investment template is very easy to use. In our core business, we frequently work with clients from the industry. We have tried to fill the model with the most important functionality that one who is about to open a new shop would need.
Break-even analysis.
Break-even analysis is an important tool for project owners and financists 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 (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.
E-Book Financial Planning for SMEs.
Financial Planning for SMEs is written for business owners, managers or start-up entrepreneurs. You have a great business or a good business idea, have a great understanding of your industry, but lack financial knowledge and do not have a CFO in your team. “There is a great need for good financial planning among SME’s. Still, only few of them can reasonably do it themselves or afford to hire a professional CFO. I thought that if I could share my experience with those entrepreneurs who need financial planning and analysis but just don’t know how to do it, then this book could be my input to help making businesses more successful and a bit more efficient.” – says Andrew Grigolyunovich.
Industry Budget.
When downloading the bundle, you will receive a coupon for download of the industry budget template so that you are free to choose any industry, which suits you best. The Industry Budget Template is a flexible financial planning tool in MS Excel for a manufacturing company. The template would suit any type of manufacturing business – from textile to chemicals and electronics – to plan its financials for one year. The functionality of the Budget Template makes it possible to project revenue by product groups and associated retail channels as well as estimate different types of costs and expenses (such as administrative payroll, marketing, taxes, rent, interest payment, and other). Additionally, there is a graphical analysis of the cash flows. Detailed instructions for filling in the input data are given on each worksheet.
Profitability Model.
Profitability Analysis template is an excellent and powerful analytical tool that is very useful for companies that want to evaluate their network. It is used to attribute all costs involved with the shops and to identify the underperformers, among many other uses. A vast amount of other analytical information is available within this template. This is an absolutely essential tool for any retail shop or chain owner. It is also great for the owner or manager of a number of franchises.
Inventory Analysis.
Inventory Analysis template is an excellent and powerful analytical tool that is very useful for distributors, retailers and other companies willing to evaluate the management of their inventory. It is used to attribute all costs involved with the products or product groups and to identify the underperformers, among many other uses. A vast amount of other analytical information is available within this template. This is an absolutely essential tool for those who are willing to understand the most profitable products of the company in terms of profit and inventory management.
This Best Practice includes
12 Complete Excel Templates
