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How to Make a Financial Presentation [Templates + Examples]

In the corporate world, many professionals excel at generating reports and financial plans, but we talk about a whole different thing regarding financial presentations. Much like report presentations , they are an entirely different discipline where overloading slides with information tends to be a common bad practice. Hence, acquiring good slide design habits from day one is important.

A financial presentation’s primary goal is to communicate a company’s financial health and performance clearly and compellingly. It goes beyond displaying numbers and charts; it requires a deep understanding of the data and the ability to weave it into a narrative that tells the story of the company’s financial journey and which is its next expected destination. In this article, you will learn how to effectively present financial results so financial professionals and stakeholders without financial education can make informed decisions based on your slides. Additionally, we will list a series of financial presentation templates to make this task easier, taking the design decisions off our hands to concentrate on content generation.

Table of Contents

What is a Financial Presentation?

What are the elements of a financial presentation, how to extract and present data from financial plans and reports, presenting financial data in visual formats, how financial presentation templates save time, recommended financial presentation ppt templates, final words.

A financial presentation is a strategic tool used within a corporate setting to convey important financial data to stakeholders. The primary purpose of these presentations is to inform decision-making processes, showcase company performance, and strategize future operations based on financial insights.

At its core, a financial presentation serves to bridge the gap between what’s understood as complex financial data and strategic business decisions . From a knowledge standpoint, it provides a framework to display financial achievements, highlight areas that need attention, and generate traction on future business decisions. 

Introduction and Executive Summary

Every financial presentation should start with a clear introduction slide that outlines the objectives and what the audience can expect. This is followed by an executive summary , which offers a concise overview of the company’s financial status.

Check out our article on how to start a presentation for more ideas to break the ice at the initial stages of your financial presentation.

Financial Statements Overview

The financial statements to list are the balance sheet, income statement, and cash flow. Those three are critical; depending on the presentation’s objectives, we can add more if required. This overview is not about showing the tables but includes a brief explanation of each component, highlighting significant changes and trends that are required for the audience’s understanding.

Key Performance Indicators and Ratios

From previously defined KPIs, the presentation must list the observed changes, if the metrics meet the success criteria, and where the situation drifts from expected. Examples of KPIs are profitability, liquidity, efficiency, and leverage ratios.

If you prefer to work with the OKR approach, we invite you to check our guide on presenting objectives and key results .

Analysis of Financial Performance

After introducing all the previous data, the presenter must now examine that data, explaining trends, identifying performance drivers, and examining the variances between projected and actual numbers. The core objective is to answer why the results occurred, what they mean for the business, and which corrective measures must be implemented—if required.

Forecasting

Financial projections are presented and discussed based on current market conditions, the current financial situation, and historical data. If the data set is large enough, revenue forecasts, expenditure forecasts, and cash flow forecasts are typically displayed on individual slides. The periods to project depend on whether we are talking about an annual financial forecast, quarterly, etc.

Strategic recommendations for these future scenarios should also be included, as they give decision-makers actionable insights.

Conclusion and Call to Action

We can end the presentation with a summary of the key points discussed (especially if it was a lengthy presentation), the outlook for the company, and the core KPIs of financial health. The call to action to implement depends on the expected action to take out of the information: if making a decision, approving a strategy, or revisiting a budget, for example.

Appendices and supporting information can be delivered in handout for presentation format or include a hyperlink in the slide to access a cloud drive where all those documents can be seen.

Gathering Raw Information

The first step in preparing a financial presentation is to gather relevant data, which includes planned financials and the actual performance metrics. The planned financials refer to budget forecasts or financial targets, which are the blueprint against which actual data performance will be measured.

Data Analysis and KPIs

The data analysis is done in three stages. The first one is a Variance Analysis, which identifies the differences between planned and actual figures. We calculate the variance for each financial metric by subtracting the planned value from the actual value, and with this procedure, positive values indicate over-performance, whereas negative variances suggest under-performance.

Next comes the Trend Analysis, which helps to understand how certain metrics evolve over time. A positive trend is set if the revenue has increased consistently over the last few quarters.

The final analysis is the Ratio Analysis, in which some key ratios are:

• Profitability Ratios: Such as Gross Profit Margin, Net Profit Margin, and Return on Equity (ROE).
• Liquidity Ratios: Such as Current Ratio and Quick Ratio, which measure the company’s ability to meet short-term obligations.
• Efficiency Ratios: Such as Inventory Turnover and Receivables Turnover, which assess how efficiently the company is using its assets.
• Leverage Ratios: Such as Debt-to-Equity Ratio, which indicates the company’s reliance on debt financing.

To determine which KPIs to present, opt for this approach: define their relevance to the target audience and the objectives of the presentation. Provide context for each KPI and its importance, then select a visual aid (charts, graphs, etc.). Compare the KPIs against industry standards, previous periods, or budget targets.

Consolidate Financial Data

This stage involves a detailed examination of where the company has met the targets and where objectives weren’t achieved. The reasons for the variance must be exposed and clarified if they are internal or external. Then, we select the visual format to visualize such data in a way that helps our presentation’s narrative.

Presenting financial data effectively requires the use of visual aids that clarify trends and comparisons. Column charts are ideal for depicting changes over time, allowing the audience to grasp growth patterns, cyclical trends, or inconsistencies quickly. Line charts can be used to denote trends more smoothly, particularly useful for presenting earnings trends or stock price movements over multiple periods.

Comparative Analysis

Business professionals can use formats like column charts listing the previous period or budget to discuss the variations with the actual data. This approach simplifies the process by juxtaposing different datasets rather than understanding two sets of graphs on separate slides.

If you opt for charts, we can implement color coding in legends to distinguish between historical, budget, and actual data. This solution’s advantage is that the audience can visually appreciate growth rates or anomalies, which you can then explain in a second slide and apply the same color scheme for faster memory association.

A preferred option for their versatile usage, dashboard templates for PowerPoint helps us consolidate various financial metrics into a single slide, with plenty of visual cues to maximize retention rate. The best part is that dashboards can be customized, or we can mix & match PPT templates to curate unique slide decks with all the tools required for our financial presentation.

Consistent Aesthetic and Efficiency

The need to dwell on design decisions is minimized when working with financial presentation templates. Those pre-made slide layouts are the byproduct of professional graphic designers and seasoned presenters, meaning they carry an appropriate white balance, color scheme, font pairing, etc. The areas in which you can include images are clear to access in the slide deck, leaving no room for polluted slides with excess content.

On an aesthetic side, since the templates are crafted by professional designers, the color palette is consistent across different slides, and the same applies to font size, font pairing, icon style, etc. All slides look like they belong to the same slide deck, even if you customize the templates with the native tools in your presentation software. The aesthetic remains cohesive, projecting an air of professionalism across your work.

Customization and Reusability

Working with PowerPoint templates for financial presentations has the advantage that we only need to pick our design once. We can continuously update a presentation template with newer data, save it as a new version of the presentation, and deliver it to our audience. This means updating text placeholder areas, graphs, charts, and images as required, a process that takes no longer than half an hour for extensive presentations.

Presenters can also adapt the presentation templates with their company’s branding color scheme, add logos, add more placeholder areas, and tweak any slide aspect as required. We offer plenty of guides on our blog for PowerPoint tutorials and Google Slides tutorials to come up with amazing results. 

This section lists our selected financial presentation templates for PowerPoint and Google Slides, which can make your work much easier.

1. Expense Report for Financial Presentations PowerPoint Template

Easily track and report expenses with a clean, professional layout. Ideal for clear, concise communication with stakeholders. Save time and ensure accuracy in your reporting. Perfect for sales, finance, and management teams.

Use This Template

2. Performance Review Financial Results PPT Template

A slide deck containing all the tools required for the presentation of financial information. Annual performance review, quarterly performance review, strategic slides, and more. This template simplifies the evaluation process with a structured, easy-to-use format. It clearly presents employee information, performance metrics, and goals achieved.

3. Annual Report Finance Presentation Slide Deck

A compendium of tools from timelines, corporate governance, charts, bar charts, and plenty more options if you are wondering how to present financials. 23 slides to deliver transparency into any financial meeting. Check them out!

4. Finance & Investment PowerPoint Template

If you are browsing for an attractive PowerPoint template to engage potential investors, this is the slide deck to use in your upcoming financial presentation. 25 slides containing a broad range of visual cues, graphics, chart, tables, and anything else you can imagine a financial presentation might require.

5. Financial Savings Infographic PPT Template

This is the slide deck to check whenever a financial presentation requires infographics to break complex concepts into easy-to-recall cues. It contains five infographic slides, a detailed circular wheel chart with bar chart and donut chart companion graphics, and suitable icons to express any kind of situation with a deep level of detail.

A financial presentation should typically have around 15-20 slides, depending on the complexity and depth of the information. Ensure that each slide serves a clear purpose and contributes to the overall narrative.

Use clear and concise language, visual aids, and storytelling techniques to make your presentation engaging. Focus on the narrative behind the numbers, explaining the implications and strategic recommendations.

Avoid cluttering slides with too much information, using overly complex jargon, neglecting to explain variances, and failing to align your presentation with the audience’s interests and knowledge level.

Update financial presentations regularly, ideally every quarter, to reflect the most recent financial data and performance. This ensures stakeholders have access to current and relevant information.

Storytelling helps connect the data with the audience by providing context and narrative. It makes the presentation more engaging and highlights the significance of the financial information.

Reinforce confidentiality by only sharing necessary information and using discretion when discussing sensitive topics. If required, anonymize data or use aggregated figures to protect specific details.

Incorporate interactive dashboards, use scenario analysis to show potential outcomes, and apply predictive analytics to forecast future performance. Advanced visualizations like heat maps or waterfall charts can add depth to your presentation.

Enhancing your financial presentation skills is not just about mastering the use of tools and techniques; it’s about effectively interpreting and communicating financial data to influence business decisions. With this tutorial’s tools and presentation structure, we are confident you can transform your financial presentations into strong strategic business guidance.

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Financial Presentation Templates

Create your next data-driven slide deck with Visme's financial presentation templates. Choose from dozens of data widgets, more than 16 chart types, millions of images and thousands of high-quality vector icons. Choose the backgrounds that suit you best, and edit them with ease right from your browser.

Risk Analysis Presentation

Walk your audience through conducting a risk analysis with this finance presentation template.

Portfolio Analysis Presentation

Use this presentation template to analyze the performance of your portfolio and potential returns.

Expense Management Presentation

Share your annual expense data with stakeholders using this presentation template.

Sales Budget Presentation

Present your project's financial plans and ambitions with this sales budget presentation template.

Construction Budget Presentation

Break down your project goals, strategies and budget with this professional presentation template.

Financial Analysis Presentation

Share important financial information visually with stakeholders using this presentation template.

Accounting Presentation

Use this presentation to break down key accounting metrics, financial statements and ratios.

Shareholder Presentation

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Financial Statements Presentation

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Financial Report Presentation

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Balance Sheet Presentation

Convey your financials more effectively with the help of this balance sheet presentation template.

Police Department Budget Presentation

Draw attention towards the pressing need of a budget increment using this presentation template.

Debt Collection Strategy Presentation

Present your debt collection strategy with this professional-looking presentation template.

Marketing Budget Presentation Modern IT

Manage your marketing budget more effectively with this all-inclusive Marketing Budget Presentation Modern IT template.

Coffee Lover Statistics Presentation Modern

Take your audience on a caffeinated journey with this modern presentation template.

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Free Financial Presentation Templates by Visme

Financial presentations are always difficult to put together because you're trying to service a number of critical masters, all at the same time. Yes, you need thinks to look sleek and professional – but you're also trying to tell a story as well. You have to keep people interested in what you're saying and you must play to the strengths of visual communication, which are all things that Visme's presentation software was designed from the ground up to help you do.

With hundreds of features, thousands of free images and countless terrific financial presentation templates to help get you started, you finally have all of the tools you need to broadcast your message in the most exceptional way possible to the entire financial world. Just choose the backgrounds that fall in line with what you're trying to accomplish and edit them with ease right from your Web browser - it doesn't have to be any more difficult than that.

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Financial performance presentation: A comprehensive guide

Learn to choose the right data, visuals, and storytelling techniques to impress your audience.

Raja Bothra

Building presentations

Welcome to the ultimate guide on crafting a stellar financial performance presentation.

In this comprehensive article, we'll delve into the world of financial presentations, covering everything from the basics to advanced techniques. Whether you're a seasoned financial analyst or a newbie in the field, we've got you covered.

What is financial performance?

Before we dive into the nitty-gritty, let's establish a clear understanding of what financial performance entails. Financial performance refers to the evaluation of a company's fiscal health and efficiency. It encompasses a range of critical elements, including revenue, profitability, and financial stability.

Benefits of financial performance presentation

A well-structured financial performance presentation offers numerous advantages. It serves as a powerful tool for communicating your organization's financial story effectively. Here are some key benefits:

• Clarity and transparency : A compelling presentation ensures that your financial information is presented clearly, fostering transparency.
• Informed decision-making : Stakeholders can make informed business decisions based on the insights provided in your presentation.
• Engaging stakeholders : Engage your audience with visually appealing slides that convey complex financial data in an understandable manner.
• Demonstrate expertise : Show your expertise in financial matters by crafting a presentation that reflects your knowledge.

KPIs and metrics to include in financial performance presentation

Now, let's get into the meat of the matter - the key performance indicators (KPIs) and metrics that should feature prominently in your financial performance presentation.

These metrics provide a snapshot of your organization's financial health:

• Revenue analysis : Start by showcasing your revenue growth over time. Use graphs to illustrate quarterly and annual revenue trends.
• Profitability Metrics : Discuss your profitability with metrics like gross profit margin and net income. Use charts and tables for a visual impact.
• Balance sheet insights : Dive into your balance sheet to highlight assets and liabilities. Ensure that you represent this information in an illustrative manner.
• Cash flow statement : Explain your cash flow with clarity. This is vital for demonstrating liquidity and solvency.
• Financial ratios : Incorporate key financial ratios like debt-to-equity and return on investment to give a comprehensive view.
• Income statement details : Present your income statement data, emphasizing operating income and net sales.

How to structure an effective financial performance presentation

To create an impactful financial performance presentation that conveys complex financial information efficiently, follow these steps:

1. Introduction:

Begin your presentation with a captivating introduction that sets the stage for what's to come. Start by highlighting the purpose of your presentation, the key financial metrics you'll be discussing, and provide a brief overview of your company's financial performance.

2. High-level overview of financial performance:

Start with a high-level overview of your company's financial performance. This should include key metrics such as revenue, profit, and cash flow. Make sure to compare your current performance to prior periods and industry benchmarks. Use this section to give your audience a snapshot of where your company stands financially.

3. Key trends and developments:

Dive deeper into your company's financial performance by discussing any key trends or developments. This could encompass a wide range of factors, from new product launches to market expansion and changes in customer behavior. Utilize charts, graphs, and tables to illustrate these trends and make the data more digestible.

4. Financial outlook:

Provide insights into your company's financial outlook for the future. This should include your expectations for revenue, profit, and cash flow. Additionally, discuss any significant risks or opportunities that could impact your financial performance down the line. It's crucial to offer a forward-looking perspective to guide your audience's understanding of your company's financial trajectory.

5. Conclusion:

Summarize the key points of your presentation in a concise and impactful manner. Reinforce the main takeaways and leave your audience with a positive impression of your company's financial health.

Additional tips for delivering an effective financial performance presentation:

• Clear and concise language: Avoid using technical jargon or acronyms that your audience may not understand. Communicate your message in plain, straightforward language to ensure clarity.
• Visual support: Incorporate visuals such as charts, graphs, and tables to support your presentation. Visual representations of data can enhance understanding and engagement.
• Q&A preparation: Anticipate questions from your audience and be well-prepared to address them. Clear and concise responses will reinforce your expertise.

Sample presentation structure:

Slide 1: Title slide

Slide 2: Introduction

• Purpose of the presentation
• Key financial metrics
• Brief overview of the company's financial performance

Slide 3: High-level overview of financial performance

• Comparison to prior periods and industry benchmarks

Slides 4-6: Key trends and developments

• Discussion of significant trends or developments
• Use of charts, graphs, and tables for visual support

Slide 7: Financial outlook

• Future expectations for revenue, profit, and cash flow
• Discussion of key risks and opportunities

Slide 8: Conclusion

• Summary of key presentation points
• Leaving the audience with a positive impression of the company's financial health

Remember that you can adjust this structure to suit your specific audience and purpose. Whether presenting to investors, employees, or other stakeholders, tailoring your approach will enhance the effectiveness of your financial performance presentation.

Do's and don'ts of a financial performance presentation

To ensure your presentation hits the mark, here are some do's and don'ts to keep in mind:

• Know your audience: Tailor your presentation to the specific needs and interests of your audience. Consider what they need to know about your company's financial performance and anticipate the questions they are likely to have.
• Be clear and concise: Avoid using technical jargon or acronyms that your audience may not understand. Explain complex concepts in a simple and straightforward manner, ensuring that everyone can follow along.
• Use visuals: Visual aids, such as charts, graphs, and tables, can significantly enhance the understandability and engagement of your presentation. Visuals provide a clear and visual representation of data.
• Tell a story: Don't just present numbers and metrics; use your presentation to weave a narrative about your company's financial performance. Highlight key trends and developments and discuss their implications for the future.
• Be prepared: Anticipate questions from your audience and be well-prepared to answer them. Clarity and confidence in your responses reinforce your expertise.

Don'ts:

• Avoid information overload: Resist the temptation to overwhelm your audience with an excess of information. Focus on the most critical metrics and trends that provide valuable insights.
• Steer clear of jargon: Refrain from using industry-specific jargon or acronyms without clear definitions. If you must use technical terms, ensure they are explained clearly for everyone's understanding.
• Don't over-depend on slides: Your presentation should go beyond the slides. Use them as aids to explain the data and provide context, but don't let them do all the talking. Your spoken words should complement the visuals.
• Admit when you don't know: It's okay not to have all the answers. If you're asked a question during the presentation that you cannot answer, acknowledge it, and offer to follow up with the individual afterward.

Summarizing key takeaways

• Financial performance involves assessing a company's fiscal health.
• Benefits of a presentation include clear communication, informed decisions, and engagement.
• Key metrics to include are revenue, profitability, balance sheet, cash flow, ratios, and income statement data.
• An effective presentation structure includes an intro, overview, trend analysis, financial outlook, and conclusion.
• Presentation tips: Use clear language, visuals, prepare for questions, and adapt to your audience.
• Do tailor to your audience, be clear, use visuals, tell a story, and be prepared.
• Don't overload with information, use jargon, rely solely on slides, or hesitate to admit when you don't know an answer.

1. What is a financial performance presentation, and how does it differ from a traditional powerpoint presentation?

A financial performance presentation, often referred to as a financial report presentation or financial powerpoint presentation, focuses specifically on showcasing the financial results and overall financial health of a company. Unlike a typical powerpoint presentation ppt, which may cover various topics, this presentation is dedicated to presenting financial information, including important financial data and performance data.

2. Can I use prezent to create a financial performance presentation with editable templates and financial slides?

Yes, Prezent offers a range of editable templates designed for financial presentations deck. These templates make it easy to present financial data and make your slides visually compelling. Whether you need a dashboard slide or a pie chart to display financial kpi information, Prezent has you covered.

3. How can I effectively display financial information, such as revenue and profit, in my financial performance presentation?

To effectively display financial information, consider using charts and graphs, such as pie charts and doughnut charts, which are available in Prezent's presentation templates. These visually compelling ways of presenting financial data can help your audience understand the performance data at a glance.

4. What should be included in an executive summary of a financial performance presentation?

An executive summary in your financial performance presentation should provide a concise overview of the financial results, including turnover, profit and loss (P&L) statements, and KPIs. It's essential to make your presentation easy to understand, especially for shareholders and creditors who may need additional information presented in a clear and straightforward manner.

5. How can I turn complex financials into a one slide presentation that drives results?

Transforming complex financial information into a single, impactful slide is a skill that Prezent can help you develop. With Prezent's templates and tools, you can create a dashboard slide or a presentation template that condenses many numbers into an easy-to-understand format. This can be especially useful for presenting financial data in meetings or during slide shows.

Create your project financial performance presentation with prezent

Now that you've gained insights into crafting an impactful financial presentation, it's time to put your knowledge into action. Utilize Prezent's powerful features, including slide templates and a plethora of design options, to create presentations that truly represent your financial data.

• Templates and designs : Access brand-approved designs and templates for a professional look.
• Time efficiency : Utilize a vast library of pre-made elements to save time on creation.
• Data visualization : Easily incorporate charts and graphs to visualize financial data.
• Collaboration : Collaborate in real-time with team members for input and review.
• Compliance : Ensure 100% compliance with brand guidelines for consistency.
• Document management : Organize and manage presentation materials efficiently.
• Customization : Personalize presentations to match project needs and goals.
• Overnight service : Get a polished presentation overnight to meet tight deadlines.

Try our free trial or book a demo today with Prezent!

Start impressing your audience today!

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Financial Presentation Template

Use this Financial Statement Presentation Template to create a complete overview of your organization's current financial status and future objectives.

About the Financial Presentation Template

This Financial Presentation Template provides effective formatting, structure, and organization for a corporate financial presentation. Use it to show your company’s current financial status and its progress toward future financial objectives. 

What is a financial presentation?

Every organization needs to keep a stringent record of its financial accounts over time. A financial statement presentation informs relevant team members of a company’s economic situation and updates them on the status of reaching fiscal targets.

Companies that hold monthly, seasonal, and annual financial presentations will have a much better grasp of their financial health. This helps with financial decision-making and ensures that funds flow in the direction they are needed most.

For example, an organization may be spending a large amount of money on advertising, while other areas like customer support suffer due to a lack of funds. 

A financial presentation sheds light on irregularities. It also ensures that cash flow is being distributed effectively.

What should a financial presentation include?

A financial presentation should include a multi-tier analysis of a company’s financial situation. It should clarify fiscal goals, solutions, and objectives for the upcoming year or other stipulated length of time. 

The more thorough and meticulous a financial presentation is, the more efficiently a company can use its access to funds. Using a Financial Presentation Template can help bring necessary structure and formality to the presentation, ensuring that no information gets overlooked. 

In order to give a successful financial presentation, there are several key elements that must be included. Some of them are: 

Salary, benefits, and tax costs

Long and short-term liabilities

Revenue and comprehensive income

Financial statements, such as the profit and loss and cash flow statements

Equity and assets

Future financial goals and objectives

A financial statement presentation aims to take a hard look at a company’s spending and earning patterns on every level. Based on these business insights, the team can assess whether these patterns are cohesive and sustainable. 

There are almost always some fiscal areas that need an improved approach, which is why these presentations are so important. Once a company is aware of its financial inconsistencies, it can start to take conscious steps toward a more economically sustainable system. 

Poor cash flow management is one of the most common causes of failure in the corporate world. Whether your company is a start-up or an international franchise, having a grasp of your company’s financials is the key to leading a successful business in the long term.

Tips for a successful financial presentation

Just like with any presentation, there are certain guidelines you can follow to make it more stimulating for your audience. 

Here are some helpful tips for giving a financial presentation: 

Come prepared – The financial information you present to your audience needs to be accurate, thorough, and comprehensive. It should cover a wide variety of financial elements and communicate a strong understanding of fiscal patterns.

Be concise – Not everyone understands financial jargon, so try to use accessible language in your financial reporting. Be as straightforward and concise as possible, and use illustrative examples to avoid confusing your audience.

Listen as much as you talk – In any presentation, there needs to be some level of give and take. Your audience is bound to have questions or concerns, so make sure you allow some time for feedback before the presentation concludes.

Use visuals – Not everyone is an auditory learner, nor does everyone know how to interpret raw data. Using visuals in tandem with factoids can dramatically improve how much your audience understands what you are talking about. 

Financial data and presentations tend to have a reputation for being boring and hard to grasp. But with visually-stimulating charts, your audience will hang on your every word — and number.

How to use the Financial Presentation Template

The Financial Presentation Template by Miro is designed to be straightforward, and easy to use. Teams from any business sector can utilize Miro’s templates for a direct and effective approach to giving presentations. 

Complete with helpful slides, formatting, and customizable elements, Miro’s Financial Presentation Template makes it simple to get started. Create a thorough and professional financial presentation for any audience, from marketing to economics. Here’s how to use it:

1) Fill in your template  

The Financial Presentation Template contains blank slides that can be filled in with information relevant to your company. The structure is there — all you need to do is gather relevant data around your company’s financials and insert them into the template. 

2) Edit and customize your template 

Miro’s templates are fully customizable, so you can curate your presentation exactly as you like. With the features that come alongside this template, feel free to add, remove, or change slides at will. 

3) Use presentation mode

Presentation mode helps you present your finances without a glitch. This feature allows you to set up the frames in a more accessible way while presenting your slides in full-screen mode. Once you’ve started your presentation, navigate between the slides using arrow icons or keys.

4) Share with your team

Collaborate with other team members by easily giving the relevant people access to your financial presentation. To share your presentation, invite collaborators from your dashboard, or invite team members via a private link. It’s also simple to keep your financial presentation confidential by setting up access rights .

How long should a financial presentation be?

The average financial presentation can go on for anywhere between 20 minutes and 1 hour. While keeping things brief and to the point, your team should take however long it needs to deliver information accurately.

How do you make a financial presentation interesting?

Like any other business presentation, you can use ice-breakers, analogies, and visual charts to enhance the audience’s learning experience. The more stimulating and energized your presentation is, the more effective its message will be.

How do you present financials to employees?

To present your company’s financials to employees, use accessible language and visual aids and be open to plenty of questions and feedback. Not everyone is built with an innate understanding of economics, so enter the discussion with patience and an open mind.

Get started with this template right now.

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30 Best Finance PowerPoint Templates in 2024

Best Premium Finance PPT Templates

If you're creating business and finance presentations, a great finance PowerPoint template can help. Use a premium finance PowerPoint template to win over potential investors.

Find the best business finance PowerPoint templates for your presentation. Check out Envato Elements to find premium finance templates like the ones mentioned below:

Finance - PPT Financial Template

The finance PPT background features three premade color schemes. It also includes 12 master slides, slides for your business history and financial information, placeholders, and more.

Clean Finance Powerpoint Template

With this finance PPT template, you'll get more than 30 multipurpose slide designs, and they're all easy to customize. Choose one of the five pre-made color schemes as a starting point for your design.

Paycheck - Finance PowerPoint Template

This finance PPT template uses yellow as an accent color, but you can customize it to match your brand. You'll find a total of 33 slides and image placeholders for easy editing. This finance template comes with vector graphics.

Minimalist PPT Finance Template

By downloading this finance PPT template you'll get 30 unique slide designs. You'll also find image placeholders to make your next finance presentation better. It's one of the best PowerPoint templates for finance presentation.

Beautiful Finance PowerPoint Template

You'll get 50 unique slides in light and dark versions, 6 PPT files, vector icons, elements and maps, full documentation, and plenty of other perks that will help you produce a clean and professional finance presentation.

Epurse - Technology and Finance Template

Create a creative and engaging finance presentation. It's one of the best PowerPoint templates for finance presentation. Comes with 30 slides, HD format, 300 free icons, and more. 

Green Finance Presentation Template

If you're looking for 30 beautifully-designed slides that will help you tell your financial story accurately, this PPT financial template is fully editable and has other premium features.

Gocash - Finance PowerPoint Template

This is a versatile, multipurpose PPT financial template thanks to its 97 slides in light and dark versions, customizable graphics, drag and drop editing, and unique mockup devices.

Succed - Business and Finance PowerPoint Template

Take advantage of the 70 master slide layouts, easily editable elements, and professional design in this finance PowerPoint template for your finance presentations.

Cashie - Finance PowerPoint Template

For a cool, stylish, and effective finance PPT template, download the Cashie finance presentation template. Its 97 master slides in dark and light versions will make it worth your while.

Crypto - Finance Presentation Template

Are you looking for the newest finance presentation template? 30 creative, unique slides and over 500 vector icons make Crypto a fantastic option to spread your message across.

Club - Finance PPT Template

Create an electrifying finance presentation with this out-of-the-box PPT financial template. Its exciting design, 12 files, 3 pre-made color themes, and other incredible features make it a must.

Blockchain Infographic - PPT Financial Template

Stop looking for the best finance PPT templates free download. Instead, consider the premium assets of this finance presentation template: 30 slides, fully editable content and free fonts.

Approach - Finance Presentation Template

This finance template PPT shows the best way to present data in a visual way. Its over 100 slides, colorful style, effective dashboards, and speed charts will do you well.

Globe - PPT Finance Template

Pitch your sale or share your business history with the Globe PPT finance template. You'll have the chance to do it with 32 versatile slides, standard and widescreen dimensions and 5 color variations.

Company Profile - PPT Finance Template

Use its 1,200 total slides, 30 unique slides, and 5 pre-made color palettes for financial consulting, business portfolio, corporate presentation or any professional purpose.

Vegapunk - Pitch Deck PowerPoint Template

This finance PPT presentation is a full package with 60 total slides, 30 unique slides, 2 color variations, and drag and drop editing to make your life easier.

Transform - Finance Presentation Template

You will need nothing else when you get this download with its 1,200 slides, 5 pre-made color variations, and unique and modern layouts for infographics, testimonals, mockups, and other slides.

50:50 - Finance PowerPoint Template

Pictoral, infographic, photo layouts, process, team, maps, charts, device, among other slides are just some examples of what you can do with the over 50 unique slides in this template.

Creatic - Finance PowerPoint Template

For a unique, multipurpose, clean, creative, and simple presentation, go for the Creatic template. You can do anything you want with over 50 slides that are fully and easily editable.

Business Consulting - Finance PPT Template

Don't stress about having to customize your presentation to make it your own. You can grab this template and bend every one of its 1,200 slides to your needs and preferences.

Oriola - Business PowerPoint Template

Let's say you don't have any experience with any editing software. No worries! You can edit this template and its 50 professional slides entirely in Microsoft PowerPoint. It's one of the best templates for a finance presentation.

Investment & Financial Consulting PowerPoint

Whether you are in finance, technology, consulting, marketing, banking, accounting, and similar fields, get this finance PPT template. With drag and drop editing, you can adapt this template in a few minutes.

Forlios - Portfolio and Finance PowerPoint Template

To captivate your audience with a bold design, try Forlios. You can use this modern layout to present your data in a visually appealing way. It comes with 30 slides and master slides, free fonts, and more.

Geldeen – Technology and Finance PPT

A great presentation needs premium graphics, a professional design, and high-quality content. Make it happen with the Geldeen PPT financial template.

Avedo - Business PowerPoint Template

Create a pitch deck that will dazzle your audience. This PPT financial template comes with 16 files, green purple and orange color schemes in light and dark versions, among other premium features.

Alaza - Finance PowerPoint Template

Interesting shapes, electrifying colors, 40 master slides, free fonts, free support, mockup devices, and vector-based icons make up this download. Grab it and start exploring it today!

Business Finance - Finance Presentation Template

The infographics, visual elements, and focus of this template are meant for a financial presentation. You can search for free finance presentation templates, but you may not find this level of design.

Finco - Finance PowerPoint Template

This level of customization is unmatched! Finco has 65 unique slides and over 90 color themes. This means you can express yourself and your brand accurately and professionally with this finance presentation template.

Mony - Finance PPT Presentation

Finally, there's this feature-rich beauty. The Mony finance PPT presentation template comes with 40 premium slides, drag and drop editing, free fonts, documentation, and all you could wish for.

Premium finance PowerPoint templates feature easy-to-customize elements for high finance concepts. They'll also include a variety of slides, as well as charts, graphs, icons, maps, and more. You can't go wrong with them!

Check out our business and finance PowerPoint templates over on Envato Elements. Get access to all of them and tons of other premium digital assets for a low monthly fee!

Editorial Note: This article has been completely rewritten to make it more usable for the reader.

15+ Best Finance Presentation Templates

Present financial data clearly with our finance presentation templates. These tools help you visualize financial data in an understandable way, enhancing the effectiveness of your financial presentations.

Financie Finance PowerPoint Presentation Template

With this PowerPoint template, you can create modern slide decks for delivering powerful presentations. It’s especially suitable for creating pr...

Financial Pitch PowerPoint Presentation Template

If you’re working on a pitch deck design for presenting a financial project, you can take inspiration from this PowerPoint template. It includes...

FINCASH Finance & Consulting PowerPoint Template

Fincash is a PowerPoint template made with modern finance consulting firms in mind. It features a set of beautiful slide layouts with professional lay...

Investor Financial Consulting PowerPoint Template

Giving advice and consultations on finance-related topics is one of the most difficult things to do. This PowerPoint template will help make the proce...

Alaza Financial PowerPoint Templates

This PowerPoint template comes with a creative layout that allows you to make presentations for financial consulting firms and agencies. It includes a...

Financial Report PowerPoint Presentation Template

Creating financial reports usually involves lots of diagrams, pie charts, and timelines. The good news is this PowerPoint template has them all and mo...

Apollo Modern Finance PowerPoint Template

Apollo is another colorful finance PowerPoint template that comes with slides full of gradient colors. The creative and colorful design of these slide...

Finanza Finance PowerPoint Template

This PowerPoint template is perfect for making company profile presentations for showcasing your financial consultancy firms, agencies, and businesses...

Financial Planning & Investment PowerPoint Template

You can use this PowerPoint template to create more sophisticated presentations for financial planning and investment management meetings. It includes...

Finzo Finance PowerPoint Presentation

Finzo is a PowerPoint template for making company profiles and portfolio presentations. And it’s specially designed for finance-related business...

Financy Financial PowerPoint Template

Financy is a multipurpose PowerPoint template that you can use for all kinds of finance-related presentations. It includes 40 unique slides with flexi...

Profit & Loss Finance PowerPoint Infographics Slides

This slides template pack is a must-have for showcasing your data in visual form. It includes 33 different infographic slides you can use to create ch...

Finance Infographics PowerPoint Template

Looking for clean and professional infographic templates for showcasing your data in visual form? Then be sure to download this PowerPoint template. I...

Banc Business & Financial PowerPoint Template

Banc is a professional PowerPoint template designed for making all kinds of business and financial presentations. It comes with 30 different slide lay...

Dashi Financial Dashboard PowerPoint Template

If you want to create financial dashboard slides to showcase data and statistics in visual form, this template will come in handy. Dashi is a PowerPoi...

Investment & Financial Consulting PowerPoint Template

The clean and minimal design of this finance consulting presentation makes it a great choice for making slideshows that attracts more attention to you...

Fund Investing Finance PowerPoint Template

If you’re working on a PowerPoint slideshow to present the financial data related to investing or funding rounds, this template is made just for...

Finance Pitch Deck PowerPoint Template

Another minimal and clean PowerPoint template for designing effective pitch presentations. This template is ideal for presenting your ideas and financ...

Annual Report – Business & Finance PowerPoint Template

This PowerPoint template is great for making various annual report presentations, including financial reports. It features a total of 34 unique slides...

FAQs About Finance Presentation Templates

What are finance presentation templates.

Finance presentation templates are pre-designed templates specifically tailored for presentations focused on finance, such as financial reports, budget updates, investment proposals, and more. These templates often include charts, graphs, and tables that can be easily edited to display financial data.

Usefulness of these templates lies in their designed efficiency for presenting complex financial data in an easily understandable format. Besides, they also save a significant amount of time, as they reduce the need to create presentations from scratch.

Which software commonly allows the use of Finance Presentation Templates?

Most common software packages that support these templates are Microsoft PowerPoint, Apple's Keynote, and Google Slides. Many of these platforms have built-in finance templates, but you can also find numerous third-party templates available online.

These templates come with diverse design options and customizable features, allowing you to modify color schemes, text format, graphics, and more according to your company's branding and presentation needs.

Who can benefit from using Finance Presentation Templates?

Finance presentation templates are ideal for professionals and businesses that frequently work with financial data. They're particularly beneficial for finance departments, accountants, financial analysts, investment firms, banks, and even small businesses.

These templates can also be used for academic purposes. For instance, students studying finance or related fields might find them useful for presenting research projects or class assignments.

What types of finance topics can these templates cover?

Finance presentation templates cover a broad range of finance-related topics. They can be used for presenting success metrics, financial reports, budgeting data, financial forecasts, investment plans, business valuations, and much more. Some templates are even specialized for certain industries or sectors.

For instance, there are finance templates specifically designed for real estate, technology businesses, retail, and so on. The variety of templates available makes it easy to find a template that aligns with any particular finance topic you need to present.

Are Finance Presentation Templates customizable?

Yes, finance presentation templates are highly customizable. They are designed with flexibility in mind so you can modify almost every element to fit your specific needs. This includes changing colors, fonts, graphics, data display formats, and even the overall structure of the presentation.

By customizing the template, you can align the presentation with your company's visual identity and your specific communication style. Therefore, even though you're working off a template, the end result can be unique and personalized.

September special: Business Transformation PPT Templates

8 PowerPoint Templates for Informative & Powerful Financial Presentations

• October 7, 2022
• Financial , PowerPoint templates for download

Financial presentations usually contain dense series of numeric information, that makes it hard for the audience to stay focused. The way you present the content is essential in this case. People will follow your presentation only if they are not lost and can clearly understand the meaning behind those numbers.

Visual aids can help you make your presentations more pleasing to the eye and professional-looking by using graphics. With that in mind, have a look at the following PowerPoint templates. They can be inspiration for you how to illustrate topics like investment risks, company performance, annual budget planning, and more.

Get any of the decks below – click on the pictures to see and download the presentation. See more in our Finance and Business Performance PowerPoint Templates collection.

8 Recommended PowerPoint Templates for Uplifting Financial Presentations

These eight decks will help you create high-quality financial presentations and illustrate various finance-related topics visually:

• Financial report and performance indicators
• Annual budget
• Investment risk pyramids
• Finance data charts
• Trade finance concepts
• Due diligence process and types
• Stock financial report

Financial Report and Performance Indicators Report

Financial reviews full of data usually contain dozens of tables and are typically hard to understand. Half of the job is to put all figures in one place, and another is to visualize them in a way that is clear for non-financial audiences. Copying your Excel table into PowerPoint as is, is not enough if you want to create a visually appealing presentation.

If you need to prepare such a comprehensive financial performance report, including income statements, balance sheets, cash flow, profit and loss reports, revenue and profit snapshots, a financial report and metrics PPT graphics template is the one to go with. It includes slides for presenting all mentioned topics and you can use these slides to present key financial information to both internal and external stakeholders by covering every aspect of financial affairs.

You can use financial report visuals to:

• Design a financial summary overview with easy-to-track key metrics
• Create revenue and profit snapshots
• Illustrate sales distribution
• Describe your revenue key growth drivers
• Present your profit and loss statement
• List key factors influencing your gross margin
• Describe your main profit drivers – factors impacting your bottom line
• Present your balance sheet including assets, liabilities, and equity details
• Design clean cash flow statements

See how to prepare structured and professional financial slides using PowerPoint tools.

Listed Company Financial Report Presentation

Similar to the first financial report mentioned in this blog, the listed company financial report template features a layout collection for creating income statements, balance sheets, cash flow, cost breakdown, financial ratios analysis slides, and more.

A few ways you can use the graphics from this deck:

• Capture key financial facts and present basic information about the publicly traded company
• Provide an insight into company revenue highlights and annual revenue growth and profit drivers
• Share the profit and loss statement of a listed company
• Showcase the financial, growth, and profitability performance metrics
• Present the share price fluctuation and yearly earnings per share
• Illustrate capital market ratios and put together a performance dashboard

Annual Budget Financial Presentation

It can be challenging to persuade people into certain financial decisions. If you are presenting the estimation of revenue and expenses and want to make an impression on your executives, put the content into visual form to support your thoughts. Turning default budget tables to a more infographics-like format will definitely help engage your listeners.

The annual budget PPT slides collection contains templates for presenting financial forecasts, executive summaries, revenue, expenditure, strategic goals, OPEX and CAPEX investment, marketing budget, risk analysis calculations, sensitivity analysis, and more.

This deck contains templates for illustrating the following subtopics, which are usually a part of a corporate budget:

• Revenue budget, with main revenue sources, sales distributions, and key growth drivers
• Expenditure budget with operational cost presentations, key cost drivers, OPEX, and capital expenditures
• Marketing budget allocation
• Sensitivity analysis and risk assessment
• Organization costs and structure

Investment Risk Pyramids

If you want to present various financial investment options, pyramid visualization will help you successfully explain various risk levels and the potential rewards. Such a diagram allows seeing the hierarchy of certain parameters better. Therefore, it will help stakeholders understand the risk profile assessment or risk mitigation approach clearly.

Risk pyramids PPT graphics collection contains diagrams with various levels to illustrate financial investment risk levels related to your business, factors influencing risk, reward dependencies, risk tools, and hazard control.

Company Finance Data Charts

Charts are a great visual tool if you need to show dependencies or time trends of specific financial concepts, like cost distribution, explain company profitability, break down CAPEX and OPEX costs, focus on KPIs, or combine financial information on one slide to show a nig picture.

To create a clear and informative financial report, try to enhance it using graphics from the finance PPT data charts deck .

You can use these data charts to illustrate the following topics:

• Company profitability trends
• Cost distribution
• CAPEX and OPEX comparison
• Company revenue monthly review
• Return of company assets over a year (or any other period)
• Operating profit margin
• Goal completion degree dashboard
• Performance diagram

To enhance charts even further, see ideas on how radar diagrams , gauges , and radial charts can be used in presentations.

Trade Finance Diagrams

If you will be talking about trade finance or global trading concepts, visual diagrams can help illustrate these concepts and show how mechanisms work.

The trade finance PowerPoint template includes slides for explaining relations between sellers, buyers and intermediaries, providers and users, methods of payment, trade world map, commodity finance trade cycle, and more.

Due Diligence Presentation

Usually, topics like due diligence are presented with long text boxes and raw bullet points. Breaking the complex topic into multiple sections helps the audience to understand the topic more effectively.

The due diligence PPT slide deck includes templates for describing its definition, processes, types, checklists, M&A process, action plans, and frameworks.

Stock Financial Annual Report

If you are working on a comprehensive stock financial performance report for investors or the company board, you need to make sure this information is presented in a clear structured way. Plain slides containing lots of figures and without any accents will make it harder for you to talk to your audience.

The stock financial annual report contains layouts for illustrating product sales volume, executive leadership team, market relevance statements, financial charts and tables with main fiscal data, company values, world and US maps, and more.

Summary of the essential graphics for financial presentations

Presentations and documents on finance-related topics are often complex. Visuals will help your listeners or readers understand the meaning behind the data better and therefore make the right conclusions and decisions. You don’t need to overcomplicate it and spend hours preparing the deck, start with adding icons or transforming text into a simple diagram. Having a collection of editable PowerPoint templates can make your work easier.

Resources: PowerPoint Decks to Use for Financial Presentation s

The above slide decks are PowerPoint templates for finance-related talks that can help you express complicated topics more effectively and appealingly. If you find any of the above decks useful, you can download all the source illustrations below. All mentioned presentation slides are available here: 

To try out how those graphics work, get  a sample of free PowerPoint diagrams and icons  that you can use to play with these visuals.

infoDiagram Co-founder, Visual Communication Expert

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How to make a financial presentation interesting in 7 steps

Let’s face it; financial data has a reputation for being boring and a financial presentation can fill even the most devoted professionals with dread.  

To change this perception, you need to create a financial data presentation you’re excited to give . Hold the interest of your audience instead of making them feel like they are being held captive. Use these tips to make a financial presentation interesting and make sure people listen to what you have to say.

1. Communicate the story behind the data

People respond to stories better than data and figures. When you plan your business presentation, plan to tell the who, what, when, where and why behind the numbers. Data will appeal to people's analytical brains, but to maintain their interest you also have to use examples to explain who the numbers affect, where the figures come from and why they are important.

You don't need to be a born storyteller to do this, you just have to go a bit deeper. So rather than simply saying 'These are the projections for next year' or 'these are our business goals', go further and and talk about where that projection has come from, what has and can still influence it, and why it's important for your audience to know.

But, remember this: keep it simple. In the words of the great Steve Jobs :

'That’s been one of my mantras – focus and simplicity.'

2. Follow the 10-20-30 rule

PowerPoint presentations used to be great, but overused and, quite frankly, poorly-made presentations have branded them an instrument of evil in meeting rooms around the world.

But, there is hope.

Guy Kawasaki's 10-20-30 rule is simple: a presentation should include:  ten slides , last twenty minutes, and use thirty point font .

By following this process, you keep the presentation concise and it forces you to get to the point. This sets up ideal conditions for your audience to tune in to what you're saying.

3. Hide your notes and bullet points

There’s nothing wrong with a handout or takeaway, but if you put your whole business presentation on the handout or on the screen behind you, your audience will read ahead and then tune you out. It's a fact of human nature and we've all done it at least once in our careers.

Make sure your handouts and slides don’t detract from what you're saying. Remember that you and what you have to say are the main event. Keep your slides simple and then expand and explore with your own commentary.

In the words of Mary Angelou : 

'People will forget what you said, people will forget what you did, but people will never forget how you made them feel.'

4. Make it picture perfect

Too much text will kill any presentation. People just don't respond to blocks of uninterrupted information. To make a financial presentation interesting, slides ensure you have at least a few interesting and relevant graphics. A well-designed, simple presentation will catch your listeners’ eyes and attention.

If design isn’t your thing, apps for finance like Roambi  or Collabmobile turn data into attractive visuals that will back up what you have to say. And, if it's appropriate, throw in a funny picture or gif to illustrate a point. We're all human and making us crack a smile during a data-heavy presentation can be refreshing.

5. Channel the pros

Once you’ve planned what to say and what materials you will use, you have to know how you're going to say it. This means learning to communicate with your audience by taking some tips from the masters .

Warren Buffet, financial investment guru, talks about finances all the time, and if you watch his talks online, he’s a charming, relatable speaker , not boring at all. When Steve Jobs spoke , he took technical information and made it interesting.

How you talk affects how people listen, so work on your public speaking abilities even if you only present in the meeting room.

6. Arrange for discussion

People are more interested in conversation than a speech. To engage your audience in your presentation, allow time for discussion. They might have plenty to say or nothing at all, but it's always good to offer the floor for comments, questions and suggestions for improvement. Interaction reigns in the attention of the audience since they have to participate and prove they've been listening.

7. Open and close

Steve Jobs began keynotes with ‘I have four things I want to talk about today.’ Guy Kawasaki's talks always consist of ten points. By doing this, they are letting their audience know how long their talk is going to last so that the audience know how long they have to concentrate for.

Letting them know what to expect in terms of how much material you have to cover gives your audience something to watch out for and helps them to follow along, knowing there's a fixed endpoint. On your final point, include a ‘and just one more thing’ to let them know you're coming to a close.

If you have a lot to cover, try to find a way of condensing it down into fewer points because if you start your presentation by telling the audience you have 25 things to cover then you're in for a collective groan and disengagement (plus, it's not good for business productivity ).

Make a financial presentation interesting

Financial presentations don’t have to be boring and a meeting about finance no longer has to fill your colleagues with dread.

Giving meaning to your numbers, making your financial information visual and interesting to look at and engaging with your audience will help ensure your finance meetings become the highlight of your colleagues calendars, not the dread of their diaries.

You might not get it right the first time, but as long as you're always trying to improve, you'll get there - and your audience will thank you for it.

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What Is A Finance Presentation?

A finance presentation clearly communicates financial data and analysis to an audience. It can cover income statements, balance sheets, forecasts, investor pitch decks, and loan proposals.

Who Can Use Our Finance PowerPoint Templates?

Our financial presentation template collection empowers business professionals across industries to create impactful presentations . Here are some of the common use cases: 

• Managers: Clearly communicate financial performance to stakeholders with professional layouts and visuals.
• Investors: Analyse potential opportunities with the help of impactful chart and graph diagrams , confidently making informed decisions.
• Financial Analysts: Craft clear and concise presentations for clients, saving time and ensuring your message resonates effectively.
• Entrepreneurs: Impress potential investors with compelling financial narratives that showcase your business’s potential.

Why Choose Our Financial PowerPoint Templates? 

With SlideUpLift ’s templates, you can get the most out of your presentation with our:

• Pre-Designed Layouts: Our finance PPT template collection features pre-designed layouts specifically tailored for various financial presentations, from income statement analysis to financial forecasts. This eliminates the need to build financial slides from scratch, allowing you to focus on inserting your key financial data and analysis.
• 100% Customizable : Tailor the content, colors, fonts, and visuals to match your brand identity and ensure a cohesive presentation.
• Software Compatible : Use the templates on your preferred platform: Microsoft PowerPoint or Google Slides .
• Presentation Design Services: Need to build a finance powerpoint template that stands out? With our customised presentation services , let our experts do the heavy-lifting while you focus on achieving your business objectives.
• AI-Powered Slide Editor: Not sure where to begin? Our innovative AI Slide Editor allows you to generate your financial presentations within seconds by providing relevant instructions.

Product Pricing

What should be included in a financial presentation.

Financial presentations can be powerful tools, but ensuring they resonate requires a strategic content mix. Here’s what to include:

• Financial Statements: Form the bedrock of your presentation. Include income statements , balance sheets , or cash flow statements , depending on your focus.
• Key Ratios: Go beyond raw numbers. Present key financial ratios like profitability, liquidity, solvency, and activity ratios to provide deeper insights into your financial health.
• Funding Updates: Are you seeking investment? Briefly discuss your debt and equity funding goals based on your financial analysis.
• Clear Explanations: Don’t just present data – explain it! Highlight trends, analyze performance, and provide insights for your audience.
• Concise Conclusion: Summarize your key points, reiterate your message, and leave a lasting impression.

How To Present Financials In A Presentation?

Transform your financial data into a captivating presentation:

• Utilize pre-designed finance templates to save time and ensure a professional look.
• Balance data with clear explanations and visuals (charts, graphs, and finance icons ). Avoid overwhelming your audience with text.
• Prioritize income statements, balance sheets, or cash flow statements depending on your goals.
• Don’t just present numbers – tell a story with your data. Highlight trends, analyze performance, and provide insights.
• Limit bullet points and visuals to maintain focus.
• Rehearse your delivery beforehand and ensure your finance slides are visually appealing and support your spoken points.

How Do You Write A Financial Presentation?

Craft a winning financial presentation by following these steps:

• Tailor your content to their financial literacy and interests.
• Grab attention with a clear introduction and outline your presentation’s goals.
• Highlight relevant financial statements (income statement, balance sheet, etc.) and key ratios to showcase financial health.
• Extract valuable insights from the data and share them with your audience.
• Weave your data into a compelling narrative that connects with your audience.
• Use clear charts, graphs, and visuals to effectively communicate complex information.
• Conclude by summarizing your key points and leaving a clear next step for your audience.

How To Conduct A Finance Presentation Well?

Delivering a compelling financial presentation requires confidence, clarity, and a focus on your audience. Here are some presentation tips on how to hit all the right notes:

• Know Your Numbers Inside Out:  Confidence starts with mastery of your material.  Triple-check your figures and be prepared to answer questions. Consider practising a mock presentation with your manager to anticipate potential inquiries.
• Be Their Guide, Not a Data Dump: Financial data can be overwhelming. Think of yourself as a guide, using clear explanations, “wayfinding” language (e.g., “Let’s focus on”), and visuals to illuminate key points and empower leaders to make informed decisions.
• Grab Their Attention, Then Focus: Hook your audience from the start with a thought-provoking statement or surprising fact.  Clearly state your presentation’s goal and outline your 3 main points using concise language and visuals.
• Less is More: Refrain from overloading slides with information.  A clear point, 6 bullets or less, and one key chart will keep your audience engaged and focused on your message.
• Preparation is Key: Practise your delivery beforehand and try to overcome your fear of public speaking . Speak slowly and confidently, allowing room for questions.  Make eye contact with key audience members and use gestures strategically to emphasize points. 
• Structure Matters:   Begin with introduction slides summarizing your presentation and end with takeaways and next steps.  This “tell them, tell them, tell them” approach ensures clarity and reinforces your message.
• Seek Feedback and Refine:   Don’t be afraid to ask trusted colleagues for honest feedback after your presentation.  Use it to continuously improve your communication skills and become a confident and impactful financial presenter.

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Financials Presentation Templates

Manage your finance presentation like a pro with our free financial google slides themes and powerpoint templates. featuring sleek designs and professional layouts, they're perfect for presenting financial reports, investment strategies, and more..

Free Financials PowerPoint Templates and Google Slides Themes: Simplifying Your Finance Data

• Wide Range of Themes: Our templates cover themes like return on investment measurement, revenue model, financial audit, earning statement, financial analysis, and many more. Plus, we’ve got special slides for Tax Day and beyond. 
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• Multiple Node Selections: Navigate complex financial concepts with ease. Our templates include multiple node selections, allowing you to break down intricate ideas step by step. Whether it’s a revenue model or investment strategy, we’ve got you covered.
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• Free Slides: Some of our best slides are completely free. Download them, explore their potential, and level up your financial presentations.

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How To Make Finance Growth PPT Template

We're here to help you, what is finance.

Finance studies and manages money, investments, and other financial assets. It includes banking, investments, and creating financial plans. Finance is essential to any business or organization used to generate revenue, manage risk, and provide capital for expansion.

What are finance PowerPoint Templates?

Finance PowerPoint Templates are a type of template designed specifically for presentations related to finance and business. These templates often feature graphs, charts, and other visuals to help explain financial concepts.

Where can we use these finance Slides?

Anyone can use these finance slides in various settings, such as in a classroom, a business meeting, or a presentation to investors or clients. They can also be used to create reports or to explain financial concepts and strategies.

How can I make finance PPT Slides in a presentation?

Start by searching online for finance PowerPoint templates. A variety of websites offer a range of templates you can customize to your needs. Choose a unique design or layout to showcase your data in an easy-to-understand format. If you want to create the finance PPT Slides by yourself, visit our tips and tricks page to make your custom PowerPoint.

Who can use finance PPT Templates?

Finance PPT templates can be used by anyone who likes to create a unique-looking presentation related to finance, such as a business plan or budget presentation. These templates are handy for students, business owners, and financial advisors.

Why do we need finance PowerPoint Slides?

Finance PowerPoint slides are essential because they allow people to present various topics, such as budgeting, investments, taxes, etc. They provide a way to quickly communicate financial concepts and data to an audience, making them easier to understand and remember.

Where can I find finance PPT Templates for free?

The great sources for free finance PPT templates are slide egg. Our websites have a selection of uniquely designed templates that you can customize and modify to suit your needs.

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Finances Presentation templates

Download free finances powerpoint templates and google slides themes for presentations with compelling slide designs that will help you win over potential investors..

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Economics thesis.

If numbers, exchange rates, money and trading are your forte, odds are you’re already working on an economics thesis for your master’s degree. Defending your dissertation is the last step and the most difficult one, but Slidesgo can help you. Here’s our new free presentation template with a focus on...

Falling Money Background Animation

Money calls money, so, let's try it with this exclusive PowerPoint template, where we have added backgrounds with falling money animations. The green background is reminiscent of the color of banknotes, and the illustrations add the final touch to this multipurpose presentation that you can adapt to talk about different...

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Writing tone, number of slides, us national dollar day minitheme.

The dollar is the name of the official currency of various countries, dependencies and regions. The US dollar is the most widely circulated money in the world. August 8 marks its national day in the United States, and we wanted to be part of this important celebration with this complete...

Community Bank Business Plan

Register all your liabilities, earnings, and balance your finances out with this modern template for banks! It includes all the resources needed for a good business plan: graphs, tables, charts, diagrams… the information must be as clear as possible! The modern design combining simple geometrical forms and fun orange tones...

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Economics Subject for Middle School - 8th Grade: Introduction to Financial Literacy and Planning

Download the Economics Subject for Middle School - 8th Grade: Introduction to Financial Literacy and Planning presentation for PowerPoint or Google Slides. If you’re looking for a way to motivate and engage students who are undergoing significant physical, social, and emotional development, then you can’t go wrong with an educational...

How to Plan and Budget for a Family Vacation

Download the "How to Plan and Budget for a Family Vacation" presentation for PowerPoint or Google Slides and prepare to receive useful information. Even though teachers are responsible for disseminating knowledge to their students, they also embarked on a learning journey since the day they decided to dedicate themselves to...

Business Cost Analysis

When it comes to analyzing your business costs, you want a professional presentation that gets straight to the point. That's where this template for Google Slides and PowerPoint comes in. With its clean and simple design in cream tones, this template will help you present your findings in a clear...

Financial Blueprint Business Meeting on World Financial Planning Day

Entrepreneurs: it's your lucky day, because we have something for your business meetings. As the World Financial Planning Day (which takes place on the first Wednesday of October) is approaching, we have prepared a very modern template. It can be used for finance presentations at business meetings where data with...

Tax Considerations in your Business

Download the "name" presentation for PowerPoint or Google Slides. The world of business encompasses a lot of things! From reports to customer profiles, from brainstorming sessions to sales—there's always something to do or something to analyze. This customizable design, available for Google Slides and PowerPoint, is what you were looking...

Practical Life Subject for High School: Money Management

Money, money, money, must be funny... Wouldn't the problems be solved if we printed more cash? If only it were that easy, but it must be said that we have all thought of that solution at some point in our lives. Learning how to manage money and, ultimately, understand the...

Cryptocurrency Today

Cryptocurrencies have experienced an enormous boom in recent times. They have emerged with different types and names, and are becoming more and more important in the financial world. We have been inspired by them to create this marketing newsletter design, in which cartoon-style illustrations related to finance predominate. The typography...

Digital Banking Consulting

More and more people pay now with cards or with the phone. Digital banking is the choice of many, especially among younger generations. Financial institutions seek to update their operations and stay competitive among peers, so they need the help of consultants. Provide your expertise and advice on the best...

Economics Subject for Middle School - 8th Grade: Spending and Using Credit

Download the Economics Subject for Middle School - 8th Grade: Spending and Using Credit presentation for PowerPoint or Google Slides. If you’re looking for a way to motivate and engage students who are undergoing significant physical, social, and emotional development, then you can’t go wrong with an educational template designed...

World Financial Planning Day

Ask your acquaintances about their main stressor. We are sure one of the common answers must be "money". The first Wednesday of October is World Financial Planning Day, and because having a financial plan and managing your economic resources is of utmost importance, you might be interested in giving a...

History Subject for High School: Capitalism

The history of capitalism is rich and complex, spanning centuries and continents. It's a story of innovation, entrepreneurship, and economic growth, but some argue that it's also a story of inequality, exploitation, and crisis. Tired of teaching about the Renaissance, or World War II, or the rule of Sejong the...

Economic Activity Meeting

Download the Economic Activity Meeting presentation for PowerPoint or Google Slides. Gone are the days of dreary, unproductive meetings. Check out this sophisticated solution that offers you an innovative approach to planning and implementing meetings! Detailed yet simplified, this template ensures everyone is on the same page, contributing to a...

Current French Economy Thesis

You've been working on your thesis on the French economy for some time and now you start thinking about how you could present it in a way that will capture your audience's attention and surprise them. Voilà! Here's the solution. This template with an elegant purple background and illustrations from...

Business Cost Analysis Infographics

Download the "Business Cost Analysis Infographics" template for PowerPoint or Google Slides and discover the power of infographics. An infographic resource gives you the ability to showcase your content in a more visual way, which will make it easier for your audience to understand your topic. Slidesgo infographics like this...

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20 Best Finance PowerPoint PPT Templates for 2024

Are you fed up with humdrum, monotonous financial slides? Explore our Best Finance PowerPoint PPT Template for a compelling PowerPoint Presentation. Whether a businessman or a company manager, you need Finance presentation slides to win over the investors. Finance templates for PowerPoint presentations will aid you in attracting investors by showing your company’s fundraising plans and current fiscal position.

This finance PPT template combines 19 Best Finance pitch decks with various designs, including PPT graphs, charts, and diagrams for an end-to-end finance presentation. Use them with your finance PPT collections and give stunning information about financial matters. Apart from the business managers, academic experts can download the best finance PowerPoint Templates for 2024 . Hoping that you might find one that suits your requirements! Discover our extensive collection of finance presentation templates, including our captivating finance PowerPoint template and innovative green and black PowerPoint template , offering diverse options to elevate the impact of your presentations!

1. Animated finance pitch deck for PowerPoint

USE THIS TEMPLATE

Animated finance pitch deck PowerPoint is a futurist design that contains 60 slides of finance presentation templates to overview the annual report in a single deck presentation. Starting from the company intro PPT to the thank you presentation, PowerPoint allows the user to imprint all data with modern graphical items.

2. Finance flat dollar coin icons PowerPoint presentation

The comparison diagram template for finance presentation has been created with a symbolic presentation icon representing money and finance’s overt character. In addition, the finance PPT template has a two-column list that is ideal for comparing financial matters with future year allocations.

3. Smart Bank Isometric PowerPoint Template

Do you want to show banking revolutions with animated vector ppt designs? The attractive finance presentation slides illustrate the smart banking options you provide for smart depositors. This is the best finance template focusing on digital banking with IT technology. So, don’t miss out on adding this smart banking isometric PowerPoint template to your banking website and your finance PowerPoint collections.

4. Annual report template PowerPoint

Do you need a clean and clear finance presentation template to display company history and financial status? Then this annual report template for PowerPoint presentation will save your time and effort as it is a pre-made presentation design. You’ll also get a complete finance slide with 48 templates that allow customizing to add your themes and contents on the PowerPoint. Furthermore, this annual report ppt template has graphs, charts, a Pie diagram, a SWOT analysis template, a comparison slide and many more essential vector images for a ppt finance presentation.

5. Financial growth PowerPoint Template

Get an intelligent and simple template that represents financial growth symbolically. The economic growth PowerPoint template is ready for your financial projections in 2024. Normally, growth could be displayed using organic substances. The plant PowerPoint design is ideal for showing financial development with the dollar coin metaphor. Business professionals, asset managers, or equity brokers can communicate their financial growth ideas through this 2- slide ppt fiancé template.

6. Revenue model PowerPoint template

The finance PowerPoint slide shows a stacked coin metaphor presentation. The minimal ppt template may be perfect for introducing company growth strategies with revenue outcomes. The revenue model template primarily features growth based on product and service demand. You can show the exact plan for revenue generation using the best finance presentation slides.

7. Business financing expansion ideas diagram for PowerPoint

A variety of designs will escalate your presentation to the pinnacle. Sometimes, a piece of silence may convey tons of meaning. Similarly, our designs will navigate the viewer to the next port of ecstasy. For example, the business expansion idea PowerPoint template is such a metaphoric template that it uses the bulb as the universal icon of idea generation. Likewise, the finance template is a perfect business PowerPoint design for transmitting finance expansion ideas.

8. Cryptocurrency PowerPoint Template

Trending images are best for PowerPoint presentations. For example, cryptocurrency is a hot trend in the financial market, so you can give a note on investments in cryptocurrency. The financial PowerPoint presentation template of cryptocurrency is the latest ppt design for fund managers.

9. Financial Management PowerPoint Template

Financial management in childhood might have started with piggy banks. So, Piggy bank images in PowerPoint are the best finance presentation slides for investment classes. The financial management Powerpoint and Keynote slides are ideal for displaying finance control and investment concepts. Download best finance ppt designs and make penetrating PowerPoint presentations on financial matters.

10. Financial report PowerPoint Template

Table PowerPoint templates enable the best financial PowerPoint presentation with facts and figures. The financial report template is a resizable vector graphic that helps detail company financial statements accurately displayed with the simple table ppt slide. Moreover, the intro slide is a common starting template that will make it suitable for any business presentation focusing on economic matters.

11. Data-Driven Line Chart PowerPoint Template

Often at times, PowerPoint presenters need a scatter plot or a line graph showing the growth of different items in a single graphical form. This data-driven line chart PowerPoint is not only a financial chart but will also help detail the organization’s overall development over the periods. However, it could be a financial presentation template since it shows different value points.

12. Accounting PowerPoint Template

The accounting PowerPoint template is an intro slide that comes as a single design. You can add this finance PPT template with your presentation slides to introduce your agenda in an easy-to-understand manner.

13. Comparison Bar Charts PowerPoint Templates

If you can add accurate data set to compare finance over time, your viewers may be impressed with your preciseness and accuracy. So, when going through the financial data presentation, you must add a comparison PowerPoint chart to display your cemented documents. Our financial presentation slides are combined with statistical PowerPoint designs that ease your knowledge transmission without distorting actual figures and facts.

14. Finance review template for PowerPoint and Keynote

Are you looking for the latest PowerPoint designs? Then, the finance review template is for you. This symbolic design will capture your audience even if it shows a typical investment layout such as a piggy bank and hand-dropping coin in the pot. In addition, the PowerPoint finance template contains a clustered bar chart that would make your data presentation helpful.

15. Business investment PowerPoint template

Complementary slides fit compiling with the rest of the designs you have. For example, the business investment PowerPoint template is designed to assist your following slides if they work for finance management PowerPoint presentations. You have many ways to account for this investment PowerPoint design since it denotes finance and money.

16. Investment pitch deck ppt template

The investment pitch deck PowerPoint template is an editable business profile presentation template that has doodle themes for finance PowerPoint presentations. In addition, the growth arrow, timeline template, and line chart create excellent PowerPoint themes for value creation. Finally, the customizable finance presentation PPT allows appearance changes and adds mockup presentation slides.

17. Dashboard PowerPoint Template

A dashboard PowerPoint template is an ideal finance presentation slide that shows a complete data presentation on one board. This is a great visual aid for the statistical presentation, enabling a quick view of KPIs and finance status. This dashboard ppt design contains line graphs, maps, bar charts, pie charts, scales, area charts and all components you need for finance data presentation.

18. Financial report metaphor PowerPoint presentation template

Try this financial report metaphor PowerPoint for a different presentation. The cartoon PPT design is a symbolic finance slides template on blue color background. It has plenty of text placeholders that may help create a detailed presentation about finance management. For example, income statement, cash flow statement, and balance sheet presentation could be a picture with the financial report metaphor.

19. Free 3d Pie Chart PowerPoint Template

DOWNLOAD FREE POWERPOINT

Are you looking for a free PowerPoint pie chart to show your budget allocations? Then, download a free 3d pie chart PowerPoint. Statistical diagrams are easily understandable, so you need not detail your data in texts. Instead, you can display proportions, ratios, and total sum using the 3d PowerPoint pie chart.

It won’t be hard to create the best finance PowerPoint templates if you would like to follow basic design principles. However, you may have time constraints to create professional PowerPoint designs. So, it would be best to have pre-designed slides to delineate your point. Please go through the SlideBazaar gallery and get your reward points after joining as our premium member.

At SlideBazaar, we help you create engaging and memorable presentations. Choose from our collection of professional templates or opt for our custom design services for a personalized touch. Your presentations deserve to be elevated to new heights, and we’re here to help you achieve just that!

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Budget Presentation Slides and PowerPoint template

• Post author By Bizinfograph Staff
• Post date September 23, 2024
• No Comments on Budget Presentation Slides and PowerPoint template

Introduction to Budget Presentation Slides and PowerPoint Templates

Overview of Budget Presentation Templates

Budget presentation templates are designed to help users convey financial data effectively, whether for internal reviews, stakeholder meetings, or financial planning sessions. A budget presentation often requires the use of clear, well-structured budget slides to present key financial information, such as revenues, expenses, and allocations. Using a PPT or Google  template, users can quickly create visually appealing budget idea without starting from scratch. These templates come pre-designed with charts, graphs, and placeholders for data, making it easy to update financial details and customize the presentation to fit the specific needs of the company or project.

Benefits of Using Budget PowerPoint Templates

Using a budget PowerPoint template saves time and ensures consistency across your financial presentations. With pre-made budget slides, you can easily input data, visualize it through charts and graphs, and customize the layout to suit your audience. These templates offer flexibility by allowing for quick adjustments and updates, making them suitable for both internal meetings and external presentations. By using a budget template that includes elements such as budget allocation, actual and budget, actual vs. planned budget comparisons, and performance tracking, you can focus on delivering insights rather than designing slides from scratch. Google Slides versions of these templates also allow for collaboration, making it easier for teams to work together on a budget idea.

Types of Budget Presentation Templates

Project budget and corporate budget templates.

Project budget templates are designed to present the financial scope of specific projects, outlining projected expenses, resource allocation, and timelines. These PowerPoint templates help project managers track their budget plan by including budget slides for comparing projected versus actual spending. In contrast, corporate budget templates focus on the entire organization, breaking down budget allocations by department or initiative. These templates are especially useful for quarterly or annual reviews where a comprehensive financial overview is required. By using a ppt template for either project-specific or corporate-wide budgets, companies can maintain clarity and focus in their financial presentations.

Marketing Budget Templates

Marketing budget templates are essential for outlining the financial resources allocated to marketing activities. These budget slides typically cover various categories such as advertising costs, social media spend, and content creation expenses. With a budget template, marketing teams can easily present the financial breakdown of their campaigns and projects, tracking ROI and performance. Using PowerPoint or Google Slides, marketing managers can customize the budget presentation to highlight the allocation of funds across different marketing channels. This helps demonstrate how the marketing spend aligns with overall business goals and contributes to achieving revenue targets.

Event Budget Templates

Event budget templates are tailored to the needs of event planners and organizers, helping them manage the financial aspects of conferences, workshops, or corporate events. These budget slides typically include line items for venue costs, catering, marketing, and logistics. By using an event budget PowerPoint template, organizers can clearly present estimated versus actual expenditures, ensuring that the event stays within the set budget. The templates also provide a way to compare past event costs, helping planners adjust future budgets accordingly. Google Slides versions offer the added benefit of collaborative planning, allowing teams to work together in real-time to fine-tune the event’s financial plan.

How to Create an Effective Budget Presentation

Step-by-step guide to building a budget presentation in powerpoint.

Creating an effective budget presentation slide in PowerPoint presentation Slides or Google Slides begins by selecting a budget template that matches your presentation needs. Start by outlining the key financial elements you want to cover, such as income, expenses, and variances. Once you have your data organized, choose a template with pre-designed budget and actual slides that include charts, graphs, and tables. Input your data into the budget analysis template and customize it with your company’s branding, colors, and fonts. Ensure that your budget  ppt includes a balance of textual explanations and visuals to make the data more engaging. You should also add summary slides to emphasize key takeaways from your financial analysis.

Customizing Budget Templates in PowerPoint and Google Slides

Once you have chosen a budget PPT template or Google Slides template, customization is key to making the presentation your own. You can modify the color schemes, fonts, and layout to align with your brand guidelines. It’s essential to personalize the budget slides template by adding company logos, relevant charts, and specific financial data. When presenting a budget plan, ensure that the visuals are clear and that you use graphs such as bar charts or pie charts to represent budget allocations or budget performance. Both PPT and Google Slides allow you to edit and update these templates easily, ensuring your financial data is always current and tailored to your audience’s needs.

Key Components of an Effective Budget Presentation

H3: budget allocation and comparison slides.

In any budget presentation, presenting a clear breakdown of the budget allocation is critical. Budget slides should highlight how funds are distributed across various departments, projects, or initiatives. A comparison slide is also useful for showing actual vs. planned budget figures, providing insights into whether spending is aligned with the initial projections. Using a PowerPoint template with pre-built comparison charts or graphs allows you to visualize financial variances effectively, making it easier for stakeholders to assess financial performance. These slides help decision-makers identify areas of over- or under-spending, allowing for better financial planning and management.

Budget Performance and Analysis

One of the most important elements of a budget presentation is the analysis of budget performance. Budget performance slides help present how closely actual spending aligns with the original budget plan. These slides often feature visual representations, such as graphs or trend lines, that show deviations from the projected budget. Using a PowerPoint template, you can highlight key financial performance metrics and suggest corrective actions if spending exceeds or falls short of expectations. Google Slides also allows for collaborative analysis, enabling teams to contribute to the financial review process by updating data and making adjustments in real-time.

Projected vs. Actual Budget Slides

A projected vs. actual budget slide is crucial in comparing the financial goals set at the beginning of a project or fiscal year with actual expenditures. These budget slides help present variances and provide a detailed breakdown of where adjustments were necessary. PowerPoint templates for this purpose often include side-by-side comparisons, using bar charts or tables to highlight discrepancies. This allows for a clear analysis of how well the financial plan was executed, offering insights into future budget planning and forecasting. Such slides are critical for performance reviews and identifying areas for financial improvement.

Best Practices for Presenting Budget Data

Visualizing budget data with charts and graphics.

Visual elements such as charts, graphs, and icons are essential for presenting financial data in an understandable format. Budget slides that feature visual representations of financial information make it easier for stakeholders to grasp key figures. When using a budget PowerPoint template or Google Slides, leverage bar charts for expense comparisons, pie charts for budget allocation, and line charts for tracking trends. This type of data visualization simplifies complex financial data and enhances engagement, ensuring that your audience can follow the presentation without becoming overwhelmed by numbers. Customizing the charts with brand-specific colors and labels also adds a professional touch.

Highlighting Key Financial Insights

A successful budget presentation does more than just display numbers; it communicates the story behind the data. Use budget slides to highlight key financial insights such as major variances, areas of cost savings, or overspending. By incorporating budget icons or using color-coded text, you can draw attention to the most critical elements of your financial review. Using a PowerPoint template with built-in features to emphasize key points can make your presentation more dynamic and impactful. This ensures that stakeholders leave the presentation with a clear understanding of the financial health of the project or organization and the necessary next steps.

Free and Editable Budget Templates for PowerPoint and Google Slides

Finding free budget powerpoint templates.

There are many online resources where you can find free budget PowerPoint templates to create a professional budget presentation. Websites like SlideModel, Slidesgo, and PresentationGo offer a wide selection of ppt templates tailored for various budget needs, including marketing, event budgets, and overall budget plans. These budget slides come pre-designed with charts, tables, and icons, allowing you to download and customize them according to your financial data. Using a free budget template helps save time while ensuring your presentation maintains a high standard of design and clarity.

Customizing Free Budget Templates

After downloading a free budget template, you can fully customize it using PowerPoint or Google Slides. Input your financial data into the template, adjusting colors, fonts, and layouts to suit your brand or presentation style. Customizing a budget slide to reflect your company’s specific needs allows you to present complex financial data in a clear and engaging way. For instance, you can modify the budget allocation chart to highlight key spending areas or customize a budget comparison slide to show differences between actual vs. planned budget performance. This flexibility ensures that your budget presentation is tailored to your audience.

Conclusion: Creating Effective Budget Presentations

Importance of clear budget presentations.

A clear and concise budget presentation is crucial for communicating financial data to stakeholders. Using a PowerPoint template or Google Slides template helps ensure that your presentation is both organized and visually appealing. Budget slides should be structured to highlight key financial takeaways, such as budget allocations, variances, and performance metrics. Visual aids, like charts and graphs, simplify complex data, making it easier for your audience to understand the overall financial picture. By ensuring clarity and structure in your presentation, you provide decision-makers with the information they need to make informed financial choices.

Final Thoughts on Effective Budget Presentation Templates

Using a well-designed budget PowerPoint template or Google Slides theme greatly enhances the effectiveness of your budget presentation. These templates allow you to focus on the financial data and insights while ensuring the design is professional and visually engaging. Customizing budget slides to reflect your organization’s needs and incorporating visuals such as charts, graphs, and icons will make your budget presentation stand out. Whether you’re presenting a marketing budget, event budget, or corporate financial plan, using a budget template ensures that your audience leaves with a clear understanding of the financial outlook and strategic recommendations.

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The professional association for healthcare finance

Briefing / Financial reporting watching brief 2024/25 and beyond

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2024/25 is a relatively quiet year for financial reporting changes. This briefing identifies the changes to accounting standards as well as public sector reporting requirements.

Introduction

The attached paper is intended to update HFMA members on developments in financial reporting that may affect them as finance professionals working in the NHS. This paper is based on the version of the one published in June 2024 – all references to the financial year 2023/24 have been removed. All major changes to that paper have been highlighted in bold italic.

While every care had been taken in the preparation of this briefing, the HFMA cannot in any circumstances accept responsibility for errors or omissions and are not responsible for any loss occasioned to any person or organisation acting or refraining from action as a result of any material in it.

When producing their annual report and accounts NHS bodies are required to comply with a range of standards and guidance. This briefing paper identifies the key changes that are on the horizon in those standards and guidance. 

Key developments that are likely to affect the NHS

• application of phase 2 of the TCFD as interpreted for NHS bodies
• implementation of IFRS 17 Insurance contracts
• proposed implementation of changes to non-investment asset valuation HM Treasury, Non-investment asset valuation - exposure draft 23(01), December 2023  - the latest FRAB papers are also helpful HM Treasury, FRAB minutes and associated papers: 21 March 2024, March 2024
• proposed implementation of guidance on accounting for social benefits HM Treasury, Accounting for social benefits (FRAB 152(05)), March 2024
• application of phase 3 of the TCFD as interpreted for NHS bodies
• implementation of IFRS 18 Presentation and disclosure in financial statements
• implementation of IFRS 19 Subsidiaries without public accountability: disclosures.

Structure of the paper

The standards and guidance considered in the attached paper are:

• accounting standards issued by the International Accounting Standards Board (IASB) (see Appendix 1: Accounting standards)
• public sector guidance including HM Treasury Financial reporting manual (FReM), papers issued by Financial Reporting Advisory Board (FRAB), the Department of Health and Social Care (DHSC) Group accounting manual (GAM) and NHS England’s NHS foundation trust annual reporting manual (ARM) (see Appendix 2: Public sector specific guidance)
• corporate reporting requirements issued by the Financial Reporting Council (FRC) (see Appendix 3: Corporate reporting requirements issued by the FRC)
• auditing standards and guidance (see Appendix 4: Key developments in audit).

Related content

The Institute’s annual costing conference provides the NHS with the latest developments and guidance in NHS costing.

This conference provided those responsible for financial reporting the opportunity to start to plan for the financial year-end.

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Protecting your wealth is crucial for providing a legacy for your family. Our St. Petersburg, FL wealth management professionals and financial advisors can help your family design a financial plan with lasting impact. With your family’s financial goals and future objectives in mind, our wealth management team can provide comprehensive risk management, asset management, estate, tax, philanthropic planning, cash flow planning and more.

Corporate Retirement Plans

Waverly Advisors offers corporate retirement plan solutions through 401(k) Complete, a comprehensive retirement plan solution that includes:

• Administration services
• Recordkeeping services
• Investment management

Waverly Advisors makes financial planning for retirement simple by providing a spectrum of business retirement plan services.

Institutional Consulting

Waverly Advisors offers the support institutions need to ensure ongoing strength and minimize risks. Waverly Advisors can provide institutions, such as religious foundations, academic institutions and community grant makers, with:

• Board education
• Investment policy analysis
• Spending analysis
• Investment planning
• Governance review
• All required reporting
• Cash management solutions
• Short and intermediate-term bond portfolios
• Portfolios constructed with specific targets in mind
• Preferred relationships for custody and safekeeping

What is Waverly Advisors' approach to providing wealth management services in St. Petersburg, FL?

St. petersburg fee only financial advisors.

Waverly Advisors’ St. Petersburg investment management team is dedicated to providing our clients with an independent and comprehensive asset management service. Waverly Advisors is a fee only financial advisor, which means that our St. Petersburg wealth management team is 100% independent, free from quotas, fund restrictions and proprietary products. Because of Waverly Advisors’ fee only status, every financial solution that is put into place for our clients is designed to serve their best interests.

At Waverly Advisors, our team of financial advisors understands that wealth management isn’t just about numbers. That’s why our team is committed to not only understanding data and trends; they’re committed to understanding you.

Our customized wealth management solutions are designed for our clients with their specific goals in mind because our advisors are dedicated to helping them thrive. At the end of the day, our mission and promise is to help you accomplish what’s most important to you. You have goals that are unique to you and your family. Our team believes that your financial planning should reflect that, and they are committed to helping you see those goals become reality. We believe that no one else will root harder for you than the financial advisors and wealth management professionals at Waverly Advisors.

Find us on Maps

• Wealthminder
• Saint Petersburg, FL

Rhonda Holifield

Rhonda Holifield (CRD# 4548912) is an Investment Advisor Representative working at Waverly Advisors, LLC in Saint Petersburg, FL and has over 24 years of experience in the finance industry. Rhonda Holifield has taken additional exams to become a Certified Financial Planner (CFP®) .

The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.

• Work History
• Financial Exams

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

• Total Assets Under Management 11,380 MILLIONS
• Total Number of Accounts 15,983 ACCOUNTS
• Average Account Value $711,991
• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)
• Financial planning services
• Portfolio management for individuals and/or small businesses
• Portfolio management for pooled investment vehicles (other than investment companies)
• Portfolio management for businesses (other than small businesses) or institutional clients
• Pension consulting services
• Selection of other advisers (including private fund managers)

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