The monthly profit and loss template is perfect for small, medium, and large businesses as it can easily be adjusted to add or eliminate detail as required.
#2 Annual Profit and Loss template (P&L template)
For businesses that have been in operation for several years, it may be helpful to show an annual (full year or year to date) statement. The annual profit and loss template below follows the same format and structure as the monthly version, however, it doesn’t have a total column at the end that sums up each of the periods.
This template is ideal for any size business and can easily be changed by adding or removing line items (rows) as necessary.
More Free Templates
For more resources, check out CFI’s Business Templates Library to download numerous free Excel modeling, PowerPoint presentation, and Word document templates.
Below is a break down of subject weightings in the FMVA® financial analyst program. As you can see there is a heavy focus on financial modeling, finance, Excel, business valuation, budgeting/forecasting, PowerPoint presentations, accounting and business strategy.
A well rounded financial analyst possesses all of the above skills!
Additional Questions & Answers
CFI is the global institution behind the financial modeling and valuation analyst FMVA® Designation. CFI is on a mission to enable anyone to be a great financial analyst and have a great career path. In order to help you advance your career, CFI has compiled many resources to assist you along the path.
In order to become a great financial analyst, here are some more questions and answers for you to discover:
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