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Where can I find excel-based financial modeling templates?

Sara Larsen's Profile

excel financial modeling templatesHello everybody, Where can I find excel-based financial modeling templates? Thank you for your time! Sara


Topic Expert
Charley Kyd
Title: Founder
Company: ExcelUser
(Founder, ExcelUser) |

Because whatever templates you find probably won't meet your needs exactly, you'll need to change them. You'll also need to explain their conclusions to others. And both of those activities means you'll need to understand the models really well.

Therefore, you might want to visit a good book store to find some books with models that might suit your needs. Or else, go to and search their Books category for: excel financial modeling.

I recommend that you get several books and then compare their methods.

Topic Expert
Moshe Kravitz
Title: Director of Finance
Company: IDT Telecom
LinkedIn Profile
(Director of Finance, IDT Telecom) |

Joseph Rubin, CPA, Principal of wrote a book called Financial Statements.xls. He provides an Excel add-in to download all the files shown in the book.

Jeff Durbin
Title: Chief Financial Officer
Company: F. Gavina and Sons, Inc.
(Chief Financial Officer, F. Gavina and Sons, Inc.) |

Sara, I am nearing the completion of my evaluation of CPM solutions. As Tim mentions above, Tidemark is one of them but there are many, many others. Their cost is scalable in the case of SaaS providers.

Keep in mind that the price they quote can be negotiated down. Dont' settle for the quoted price.

Besides Tidemark, consider Adaptive Insights, Host Analytics, Prophix, and many others. Google Gartner Magic Quadrant for CPM and look at their review.

Also, BPM Partners helps companies acquire this type of software and the CEO will do the first hour free so that could be a good first stop to even determine if you want to go this route.

Good luck.

Mickey Boguslavsky
Title: C.F.O
Company: Benish Group
(C.F.O, Benish Group) |

You might check the following web-page:

Debi Choi
Title: Blue Ridge Business Services Owner
Company: Blue Ridge Business Services
(Blue Ridge Business Services Owner, Blue Ridge Business Services) |

Here is a site with a wide range of excel spreadsheets for financial use.

Sara Laidlaw
Title: President
Company: Accounting Services Bureau Inc
LinkedIn Profile
(President, Accounting Services Bureau Inc) |

I'm glad I found this thread. I have limited knowledge of Excel, but I'd like to learn how to create financial statement models. I had a utility written for QuickBooks that exports trial balances with extra features such as, net change and expenses by class (department). Most people use it to obtain monthly history when migrating away from QuickBooks, but Excel power users use it for analytics. I would like to develop a model template that clients can use with TBX. Or maybe just pay someone to make some sample templates for me. Any ideas?

(Sr. Growth Business Finance Specialist) |

As someone who bought and still uses/references the products, the Breaking into Wall Street program is hands down the best bang for your buck. It is geared toward investment banking analysts, but you get all the tutorials for the concepts plus "empty" and "complete" models (which is great when you need to drill through).


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