Treasurer's Report
Docs + Word7 pages
FreeCFO report templates
4 templates
All templates
Treasury Report Deck
Slides + PowerPoint10 slides
Free
Finance Function Strategy
Docs + Word7 pages
Free
CFO Report
Docs + Word9 pages
Free- Browse all templates
Compare CFO report versions
 Treasurer's Report |  Treasury Report Deck |  Finance Function Strategy |  CFO Report | |
|---|---|---|---|---|
| Format | Document | Presentation | Document | Document |
| Works in | Google Docs and Word | Google Slides and PowerPoint | Google Docs and Word | Google Docs and Word |
| Length | 7 pages | 10 slides | 7 pages | 9 pages |
| Style | Editorial | Corporate | Corporate | Corporate |
What a CFO report should cover
A CFO report gives leaders a clear view of financial results, cash and risks, with the decisions those numbers call for.
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Cover headline results, budget variances, cash position, forecast, risks, and decisions needed.
Explain why each large variance happened, not just how big it was.
Compare Treasurer's Report, Treasury Report Deck, and Finance Function Strategy, all 7 to 10 pages long, then pick the closest match and replace the sample text with your own.
Questions
What is a CFO report?
A CFO report gives leaders a clear view of financial results, cash and risks, with the decisions those numbers call for.
What should a CFO report include?
Include headline results, budget variances, cash position, forecast, risks, and decisions needed. Explain why each large variance happened, not just how big it was.
Where should I start with a CFO report?
Start with Treasurer's Report: Seven pages that turn the month's ledger into a clear view of results, cash, forecast and the decisions needed. If that is not the right fit, compare it with Treasury Report Deck.
How many pages does a CFO report need?
The templates here are 7 to 10 pages long. Cut any section you do not need; each template explains what its sections are for.
Can I make a CFO report in Google Docs?
Yes. These CFO report templates work in Google Docs, Microsoft Word, Google Slides, and Microsoft PowerPoint. All 4 templates are free, with no account or email needed.
Who are these CFO report templates written for?
Mostly charities and non-profits. The sample text in each one is written for a specific situation, so replace it with your own details.