Top 10 Financial Report Templates with Examples and Samples (2024)

Without accurate and well-presented financial reports, business decision-making is akin to shooting in the dark. Balance sheets, income statements, cash flow statements, and other financial records are all needed to ensure rational, well-informed decisions are made.

Whether you’re an experienced financial professional or a young entrepreneur, your effectiveness increases when you have these reports as the background. Yet, creating these valuable reports from scratch can be tedious and time-consuming.

You are better off getting these templates, ready to use, with just use data to be keyed in. On balance, this is a cost-effective way to take better decisions and meet some of the legal and regulatory requirements of running a business as well.

Each of the templates that SlideTeam offers you is 100% editable and customizable. Each slide captures relevant economic parameters and gives you valuable information about your company's financial health.

You will also learn essential lessons about the best practices for financial reporting, the significance of visual presentation, and how these templates can turn complex data into aesthetically attractive presentations that appeal to stakeholders.

Template 1: Financial Report of Information Technology Company Complete Deck

This PPT Template is an introduction for employees, investors, clients, and partners. It gives them a 360-degree overview of your business, including operations, finances, and gross profit.

The 52-slide complete deck includes topics such as an overview of the business, its products and services, history, mission, and vision. Apart from this traditional aspect, these slides also cover financial comparisons and strategic details such as long-term objectives, acquisitions, SWOT analysis, and risk management using this slide. Download this presentation template immediately to acquire this powerful tool to deliver a compelling financial report about your IT company.

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Template 2: Example Presentation of Financial Reports PPT Presentation Slides

Use this presentation template to give your creditors, investors, and analysts a thorough rundown of your company's financial situation so they can judge its viability. You may use this template to make intelligent business decisions by presenting your financial results in an understandable format. Thanks to our practical design, you can visually showcase your financial details. This ensures that you effectively communicate your voice in the competitive market. Use this template to captivate your audience through engaging charts and infographics. Get it now and let your data speak for the health of your business.

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Template 3: Information Technology Company Financial Report

This comprehensive package provides a aesthetically-pleasing slides, themes, forms, and visuals. You can improve audience comprehension and decision-making with this deck, which covers financial statistics, revenue distribution, business expenses, balance sheets, cash flow analyses, income statements, and employee budgets. This adaptable presentation can be customized to suit your business goals and objectives. This deck contains 21 editable slides compatible Google Slides. This gives the user flexibility to use them per their requirements and deliver a lucid presentation.

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Template 4: Financial Reporting To Measure Company Financial Performance

This deck is the most effective tool available, with a selection of styled slides leading you to the study of significant topics. Make the presentation unique and thought-provoking by customizing the text and graphics. You can alter and modify each of the 43 slides so that they meet your unique business demands. This PPT design helps businesses provide a transparent view of their financial health to their stakeholders. The in-depth reports provide information on cash flow, earnings, capital, and sales. This presentation encompasses a wide range of slides, covering essential aspects of businesses. Download this template to analyze your business's performance with ease.

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Template 5: Financial Reporting to Disclose Related Information To Management PPT Presentation

This PPT Template allows an in-depth examination of sales, expenses, earnings, capital, and cash flow in a structured and visually appealing manner. Our experts’ carefully prepared reports will provide a thorough picture of your company’s financial situation. It includes sales, expenses, earnings, capital, and cash flow. The slides cover in-depth information on the company, essential data, goods, and services. Access this comprehensive deck of 41 slides that are fully customizable by downloading it from our website. The template provides a straightforward yet all-inclusive approach to communicating financial results and information to management.

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Template 6: Healthcare Company Financial Report PPT Template Bundles

Use this presentation report to give more authority and impact to your presentation. This deck has excellent visuals, photos, and icons to emphasize your point. It provides a robust framework for expressing your thoughts and encouraging teamwork. You may also use this template to effectively exhibit many forms of information, such as statistics. Cover gross profit and margin, revenue by regions, yearly comparison of growth across business segments using this PPT Template. Income statement with forecast, and cash flow analysis is also covered. Download this template and elevate your presentation to new heights.

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Template 7: Annual Audited Financial Report PDF Doc, PPT

We are pleased to present the Annual audited financial report PowerPoint Template, a valuable tool for companies to highlight their financial success. This report thoroughly reviews the business's operations over the year. It is an essential tool allowing businesses to capture prospective investors and other interested parties. Multiple pages of the template include the CEO's message, outlining future corporate governance and operational compliance goals.

The template also covers the financial highlights from the past three to five years, including revenues, EPS, operating cash flow, and EBITDA. Learn to showcase the company’s milestones, business sector analysis, industry trends, vision, purpose, and values. Risk management, financial statements, the global leadership team, corporate governance procedures, and sustainability projects are also part of the template.

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Template 8: Financial Reporting Dashboard Snapshot With Assets and Liabilities

Discover our Financial Reporting Dashboard Snapshot With Assets And Liabilities slides, a powerful resource covering liquidity ratios, working capital ratios, and current liabilities.

This PPT Presentation allows you to tailor it effortlessly to your audience needs. Download now to deliver a convincing and impactful presentation that provides valuable financial insights. This template allows you to examine the key financial measures and statistics. Use this template to learn more about your resources, obligations, and working capital. This allows you to explain your financial information while showcasing your knowledge and thoroughly comprehending the economic situation.

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Template 9: Monthly Financial Report With Budget And Variance

Presenting the Monthly Financial Report with Budget and Variance, this slide showcases metrics such as Compounded Annual Growth Rate (CAGR), profit and loss, balance sheet, revenue, expenses, net income statements, return on assets, cash, current ratio, accounts payable, and accounts receivable. Our premium set of slides simplifies the interpretation of profit-loss and balance sheet metrics.

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Template 10: One-Page Business Quarterly Financial Report Presentation Report Infographic PPT PDF

This one-pager pre-developed performance evaluation template helps business owners to evaluate their team's quarterly performance. They can incorporate their company's name and logo to give it a more personalized touch. Using this template, business owners can highlight essential KPIs such as gross profit, net profit, OPEX margin, and operating profit margin visually, to enhance recall and create an impact. Pie-charts are used in this preset. Enjoy the freedom of complete customization regarding colors, diagrams, and fonts. Download this presentation template today to streamline your reporting.

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KNOW YOUR NUMBERS, MAKE BETTER DECISIONS

These templates are the ultimate financial tools for businesses of all sizes. They allow them to analyze their financial summary more accurately and efficiently, which is crucial to stay ahead in this competitive environment.

Professionals with vast industry experience have designed this template, ensuring that they have a high degree of adaptability and usage. They are user-friendly, customizable, and have rich and compelling visuals, which can help the presenter capture their audience. Choose the template that best suits your needs and elevates your reporting.

FAQs on financial reports

What is an example of a financial report?

A profit and loss statement, alternatively known as an income statement, illustrates a financial report. It is an overview of a company's earnings for a period, usually quarterly or yearly, including revenues, costs, and net income. By displaying a company's capacity to make profits or suffer losses, the income statement aids in evaluating a company's profitability and financial performance.

What are fourtypes of financial reports?

The for types of financial reports are

  • The balance sheet
  • The income statement
  • The cash flow statement, and
  • The statement of owner’s equity.

Each of these reflect upon the management of a particular facet of business. A consolidated reading of all is needed to decide, remember. Example, you can have a good cash flow statement, but no profit. Then, it is the top management’s call to interpret these financial statements and take a business path.

What are the 5 financial reports?

The five financial reports are:

  • Income Statement: Better known as the profit and loss statement, it showcases a company's revenues, expenses, and net income or loss over a specific period.
  • Balance Sheet: It provides a snapshot of a company’s financial position by presenting its assets, liabilities, and shareholders’ equity at a particular time.
  • Cash Flow Statement: This report tracks the inflow and outflow of cash from operating activities, investing activities, and financing activities, offering insights into a company's cash flow management.
  • Statement of Retained Earnings: It outlines the changes in a company's retained earnings, reflecting profits, dividends, and other adjustments over a specific period.
  • Statement of Shareholders' Equity: This report illustrates the changes in shareholders' equity, including contributions, earnings, distributions, and any other modifications, providing a view of the shareholder interests.

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I bring a wealth of expertise in financial reporting, having a deep understanding of the intricacies involved in creating accurate and impactful financial reports. With hands-on experience and a comprehensive knowledge base, I am well-versed in the importance of financial statements such as balance sheets, income statements, and cash flow statements in facilitating rational and well-informed business decisions.

Now, let's delve into the concepts covered in the article you provided:

  1. Financial Report Templates by SlideTeam:

    • The article discusses the significance of using pre-designed financial report templates to save time and effort.
    • Emphasizes the importance of having reports for both financial professionals and entrepreneurs.
  2. Template 1: Financial Report of Information Technology Company Complete Deck:

    • A 52-slide deck providing a comprehensive overview of an IT company's business, including operations, finances, and gross profit.
    • Covers traditional aspects like business overview, products, services, history, mission, and vision.
    • Includes financial comparisons, strategic details (long-term objectives, acquisitions), SWOT analysis, and risk management.
  3. Template 2: Example Presentation of Financial Reports PPT Presentation Slides:

    • Designed for creditors, investors, and analysts to understand a company's financial situation for making intelligent business decisions.
    • Features practical design for visually showcasing financial details using engaging charts and infographics.
  4. Template 3: Information Technology Company Financial Report:

    • A comprehensive package with aesthetically pleasing slides covering financial statistics, revenue distribution, business expenses, balance sheets, cash flow analyses, income statements, and employee budgets.
    • Customizable deck with 21 editable slides compatible with Google Slides.
  5. Template 4: Financial Reporting To Measure Company Financial Performance:

    • A 43-slide deck offering a unique and thought-provoking presentation on significant financial topics.
    • Customizable slides covering cash flow, earnings, capital, sales, and essential aspects of businesses.
  6. Template 5: Financial Reporting to Disclose Related Information To Management PPT Presentation:

    • In-depth examination of sales, expenses, earnings, capital, and cash flow in a structured and visually appealing manner.
    • Comprehensive deck of 41 slides fully customizable for effective communication of financial results to management.
  7. Template 6: Healthcare Company Financial Report PPT Template Bundles:

    • Focuses on providing authority and impact to presentations for healthcare companies.
    • Covers gross profit and margin, revenue by regions, yearly comparison of growth, income statement with forecast, and cash flow analysis.
  8. Template 7: Annual Audited Financial Report PDF Doc, PPT:

    • Highlights the Annual Audited Financial Report PowerPoint Template as a valuable tool for companies.
    • Covers CEO's message, financial highlights, business sector analysis, industry trends, vision, purpose, values, risk management, and sustainability projects.
  9. Template 8: Financial Reporting Dashboard Snapshot With Assets and Liabilities:

    • A powerful resource covering liquidity ratios, working capital ratios, and current liabilities.
    • Customizable presentation providing valuable financial insights.
  10. Template 9: Monthly Financial Report With Budget And Variance:

    • Showcases metrics such as CAGR, profit and loss, balance sheet, revenue, expenses, net income statements, return on assets, cash, current ratio, accounts payable, and accounts receivable.
  11. Template 10: One-Page Business Quarterly Financial Report Presentation Report Infographic PPT PDF:

    • A one-pager pre-developed performance evaluation template for evaluating a team's quarterly performance.
    • Allows customization regarding colors, diagrams, and fonts to enhance reporting.

The article concludes by emphasizing the importance of knowing your numbers to make better decisions and highlights the templates as ultimate financial tools for businesses of all sizes.

Top 10 Financial Report Templates with Examples and Samples (2024)
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