The process of highlighting the financial status of an organization by checking the availability and regular flow of funds in the organization is known as financial analysis.
A financial analysis template gives an idea about the contents to be included in the analysis process in order to assess whether a certain projects or business deals made by the organization are financially worthwhile as well as profitable or not. The template is an important tool to analyse the financial conditions and an accurate template is necessary for correct assessment.
Sample Financial Analysis Template
Financial Analysis Template
Download Financial Analysis Template
FINANCIAL ANALYSIS TEMPLATE
Name of the organization: ___________________ [name of the financial organization for which analysis is being done]
Year of conducting the financial analysis: from ____________ to __________ [the financial year for which analysis is being performed]
Financial analysis is being done by: _________________ [name of the individual conducting the financial analysis]
Date of submitting the financial analysis: _____________ [dd/mm/yy]
Reason for conducting the analysis: [the actual purpose of conducting the financial analysis]
- Reason 1 [first reason]
- Reason 2 [second reason]
- Reason 3 [third reason]
| Circumstances of the analysis:[description of the various events under which the analysis is being carried out and the factors being taken into account]
|
Analysis of impact [the consequences that can take place if
the event happens] |
Findings related to each event [the outcome of each event] |
Conclusion: _________________________ [state an effective conclusion so that the authority can evaluate the current financial status]
Authorization of the organization ______________ [permission given by the higher authority to conduct the analysis]
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