89-slide PowerPoint
$49.00
$49.00, 89-slides, Best for: Finance analysts and executives performing in-depth financial statement analysis for strategic decision-making.
EDITOR'S REVIEW
This deck stands out by offering a practitioner-friendly walk-through of the income statement, balance sheet, and cash flow statement, augmented with embedded DuPont equation models that decompose ROI for actionable insight. It is well suited for finance analysts and executives responsible for strategic financial decisions, and for consultants who train clients on interpreting financial performance. [Learn more]
43-slide PowerPoint
$39.00
$39.00, 43-slides, Best for: Financial analysts and executives preparing quarterly reviews, benchmarking performance, and investor-facing financial presentations
EDITOR'S REVIEW
This deck stands out by grounding financial statement analysis in ratio-based diagnostics while linking them to the hierarchy of accounting qualities, making it more decision-oriented than a pure theory guide. A concrete detail is that it explicitly explains the cost principle and the materiality principle in detail to illuminate relevance and reliability in numbers. It's especially useful for finance teams and executives preparing quarterly reviews and investor-facing presentations, as well as external lenders and analysts evaluating performance relative to peers and prior years. [Learn more]
1324-slide PowerPoint
$89.00
$89.00, 1324-slides, Best for: CFOs and FP&A leaders standardizing KPI libraries and building KPI‑driven dashboards for finance transformation
EDITOR'S REVIEW
This deck stands out for marrying a curated 600+ KPI library with an accompanying OKR set and dashboard templates, all curated by McKinsey-trained executives. It includes an explicit Integrated Business Planning (IBP) framework and a KPI-to-OKR mapping that translates strategy into measurable finance metrics. This deck is particularly useful for CFOs and FP&A leaders aiming to standardize KPI libraries and build KPI-driven dashboards during finance transformation. [Learn more]
22-slide PowerPoint
$39.00
$39.00, 22-slides, Best for: Executives and financial analysts benchmarking peers’ performance with 20 key financial ratios.
EDITOR'S REVIEW
This deck stands out for its consulting-grade framing and the inclusion of a Dupont Tree model that visually ties the 20 financial ratios to shareholder value. It delivers a structured overview of profitability, liquidity, solvency, and investment metrics, complemented by illustrative outputs and practical case examples. The resource is especially useful for corporate executives and finance teams engaged in benchmarking against peers or preparing investor-facing analyses, where clear ratio interpretation informs strategic decisions. [Learn more]
$39.00, Excel workbook, Best for: Financial analysts and valuation specialists running 3-statement models, Dupont decomposition, and valuation multiple analysis
EDITOR'S REVIEW
This deck stands out by pairing a detailed 3-statement financial model with a granular Dupont Analysis displayed as a Pyramid Chart and a built-in dashboard, offering an execution-ready toolkit for financial analysis. Its user-friendly layout guides users to fill the blue-number inputs in the Inputs tab and delivers structured outputs across profitability, efficiency, leverage, liquidity, and valuation multiples. It’s particularly useful for financial analysts and valuation specialists who regularly run modeling and valuation work across industries and need a holistic view that ties performance metrics to ROE drivers. [Learn more]
Excel template, ZIP
$45.00
$45.00, Excel workbook + supplemental tools, Best for: Accountants and finance teams preparing GAAP-compliant monthly, quarterly, and annual statements from transaction-level data
EDITOR'S REVIEW
This template stands out because it uses a transaction log that acts as a live general ledger and drives GAAP-compliant monthly, quarterly, and annual statements automatically in Excel or Google Sheets. It ships with 3 files—a completed accrual-basis example, a cash-basis example, and a blank template—and includes accrual lifecycle entries such as sales on account, bad debt allowances, and depreciation. It is particularly useful for small to mid-size finance teams handling low-volume, high-value transactions who need straightforward, auditable reporting without a full ERP. [Learn more]
48-slide PowerPoint
$49.99
$49.99, 48-slides, Best for: Finance teams and MBA students using ratio analysis for training, forecasting, and strategic insights.
EDITOR'S REVIEW
This deck stands out for its consulting-grade, McKinsey/Bain/BCG-style framing and its built-in, practice-focused exercises that turn ratio analysis into actionable steps. It goes beyond definitions with templates for calculating profitability, turnover, leverage, liquidity, and coverage ratios, and even includes a DuPont decomposition of ROE to illuminate the drivers of performance. It's particularly valuable for finance analysts, executives, and MBA students who need a structured training, forecasting, and strategic-analytics toolkit to assess performance over time and against peers. [Learn more]
Excel template, Excel template
$20.00
$20.00, Excel workbook + supplemental tools, Best for: Transaction services and M&A teams preparing QoE schedules, EBITDA bridges, and factbook-ready reconciliations
EDITOR'S REVIEW
This Excel-based QoE model stands out by embedding practical, on-sheet guidance—each tab includes a "What to do / What to know" box that walks users through the reconciliation and adjustment process. It provides transparent bridges for reclassifications, normalising adjustments and pro-forma items, and clearly separates cash vs. non-cash and recurring vs. non-recurring effects to the EBITDA narrative. This tool is especially useful for transaction services teams and deal professionals preparing QoE schedules and factbooks, where auditable, repeatable earnings adjustments are needed for due diligence and reporting. [Learn more]
96-slide PowerPoint
$99.99
$99.99, 96-slides, Best for: Strategic planning teams and consultants needing actionable financial analysis to guide client strategy and communication.
EDITOR'S REVIEW
This deck stands out for its graphics-led presentation of a structured strategic financial analysis framework, focusing on key drivers like revenue growth, operating margin, and asset efficiency to illuminate actionable insights. A concrete, not-guessable-from-the-title detail is the inclusion of a Best Buy case study and graphics tools such as Strategic Surveyor™, illustrating how TSR and peer/internal analyses are applied in practice. It’s most beneficial for strategic planning teams and client-facing consultants who need to integrate financial analysis into strategy development and communication. [Learn more]
1197-slide PowerPoint
$99.00
$99.00, 1197-slides, Best for: CFOs and corporate development teams preparing board-level valuation, capital budgeting, and M&A materials
EDITOR'S REVIEW
This deck stands out for its McKinsey-trained executive curation and a sweeping 1100+ slide PowerPoint toolkit. It includes a deep dive into the balance-sheet model of the firm—covering current assets, long-term debt, and shareholders’ equity—and practical exercises to reinforce concepts. The resource is especially valuable for finance leaders and deal teams who need board-ready valuation, capital budgeting, and M&A materials, offering a ready-to-use platform for training and presentations. [Learn more]
Financial Analysis Consulting and Advisory Models
Financial Analysis Consulting fills the gap between what internal finance teams can produce and what leadership needs for complex decisions. The typical engagement involves building or restructuring a financial model, conducting a valuation or due diligence analysis, or performing a financial performance review across business units.
Financial Analytics Consulting takes this further by layering predictive models, fluctuation analysis, and scenario planning onto the traditional financial review. The value of external Financial Analysis consultants is not that they know the business better than internal teams. It is that they bring structured methodologies and cross-industry benchmarks that internal teams rarely have time to develop.
The consulting firm's financial analysis deliverable typically follows a structured format. It leads with the key findings and recommendations, supports them with detailed financial models, and includes a sensitivity analysis on the variables that matter most. Financial Analysis templates and consulting frameworks on Flevy give internal teams the same structured approach, so they can produce consulting-grade analysis without the consulting engagement.
Financial Modeling and Template-Driven Analysis
Financial Analysis templates serve a specific purpose. They enforce structure and consistency across analytical workstreams that would otherwise vary by analyst. A well-designed competitor Financial Analysis template standardizes the data inputs, the comparison metrics, and the output format. That makes the analysis comparable across competitors and across time periods.
Credit analysis templates, cost-benefit analysis frameworks, and financial report interpretation guides all serve the same function. They reduce the setup time for each analysis and ensure that critical steps (like sensitivity testing or assumption documentation) are not skipped under time pressure.
Ready-made Financial Analysis and integrated financial models available on Flevy cover the most common analytical frameworks. They include competitor analysis matrices, economic feasibility models, scenario analysis models, sensitive analysis models, and financial performance dashboards designed for immediate deployment. The goal is to spend analyst time on judgment and interpretation, not on rebuilding the model from scratch for each new question.
PowerPoint (13)
Excel (8)
MS Word (1)
PDF (4)
