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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.

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 Report

Used 4,997 times

Reviewed by Denis Malkov

Design your financial presentation using our free customizable template with financial data slides.

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Financial Report Presentation

Prepared for:

​ [Client.Company] ​

Prepared by:

​ [Sender.FirstName] [Sender.LastName] [Sender.Title] [Sender.Company] ​

Executive summary

Revenue over time

Balance sheet

Revenue over Customer

Revenue by key products

P&L (Profit

Financial analysis

Revenue by region

Table of Contents

Executive summary

Add your executive summary here with financial goals, market analysis, and a preview

of the data that this presentation is going

Financial metrics

Including financial metrics in your presentation will give the report credibility

and help everyone visualize the underlying data.

Metrics to include:

Earnings per share.

Earnings before interest, taxes, depreciation, and amortization.

Operating income

Revenue minus operating expenses.

Profit margins

Net income divided by revenue.

Operating income minus non-operating expenses.

Financial results

Present financial outcomes (both positive and negative) on a weekly, monthly, quarterly, or annual basis.

Financial analysis

Financial analysis helps you spot trends, set policies, and create long-term plans for your business.

Revenue and profit

Add your revenue and profit data to give shareholders a clear picture of gross margins for the business.

Your revenue

Your profit

Revenue over time

Add your revenue over time (on a monthly, quarterly, and/or annual basis) to show how fast your company is growing.

Revenue over customer segments

Present revenue for each customer segment to identify the highest-value groups.

Revenue by key products

Segment revenue by your key products to identify the highest-grossing offerings of your business.

Revenue by region

Split revenue up by region to see which regions are performing best and which regions may need additional expansion efforts and support.

Revenue analysis

Add revenue analysis to see if sales growth is in line with forecasts and goals.

Add your company's balance sheet with its total assets and liabilities.

Add your company's cash flow — the total amount of money moving in and out of your business.

P&L (Profit and Loss)

Summarize the revenue, costs, and expenses for the period covered in your financial report.

Add your company's financial expenses.

Example expenses:

Fixed expenses such as utility bills, insurance, and office space rent

Variable expenses like production and labor

Intermittent expenses like tax repayments or repair costs

Discretionary expenses such as event hosting and software subscriptions

Highlight the key elements of your report such as the percentage of revenue growth, the degree to which profit margins have improved, or the rise in operating income as a result of reducing costs.

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Your rating will help others.

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35+ Best Finance PowerPoint PPT Templates (Financial Presentations)

Big numbers and data play an important role in every financial PowerPoint presentation. It’s how you validate and prove your claims.

But the way you present the data in your PowerPoint slides is the key to delivering a successful presentation.

Whether it’s a pitch deck for a financial project, a yearly financial report, or promoting a finance consulting firm, your presentation slides need to be designed in a way that makes your statements and data easy to understand.

Of course, not everyone has the time or the experience to design over-the-top presentations. And thanks to pre-made PowerPoint templates, you don’t have to.

We handpicked a collection of financial PowerPoint presentation examples that you can use to find inspiration for your slideshow designs. The best part is you can download these templates to make amazing finance presentations within minutes. Have a look.

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Startup pitch deck.

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Clean & clear.

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Corporate & pro.

Mystify Presentation

Explore PowerPoint Templates

Investor – Financial Consulting PowerPoint Template

This PowerPoint template is designed with financial consulting firms and agencies in mind. It’s perfect for making presentations for showcasing your business as well as for promoting your services. The template includes 30 unique slide layouts with useful designs including pricing tables, charts, editable graphics, and more.

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 30 must-have slides for every pitch deck presentation. And you can easily download and customize each slide to make your own pitch decks as well.

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 flexible designs. You can edit them to make unique layouts for financial reports, agency portfolios, business profiles, and much more. You’ll also find editable graphics, device mockups, and charts for making your presentations more convincing.

Investment & Financial Consulting PowerPoint Template

Making slides with a clean and minimal design makes it easier to give more attention to the text, quotes, and data in a presentation. This PowerPoint template is designed with that goal in mind. It features 32 different slides with clean designs. The slides also include editable graphics, image placeholders, and more.

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 PowerPoint template that features a collection of financial dashboard layouts. Each slide in the template has fully customizable charts and graphs for showcasing data with attractive designs.

Sales Planning – Free Finance PowerPoint Template

This is a free PowerPoint template you can use to create presentations related to the sales planning process. It gives you 35 different slides to choose from to create powerful and effective presentations. It also features charts, graphs, and infographics as well.

Financo – Financial Technology PowerPoint Template

Financo is a modern PowerPoint template you can use to craft presentations related to finance and technology. It comes with 25 different slides with colorful and highly visual designs. You can easily edit them to change colors, fonts, and images too.

Finance Company PowerPoint Template

This PowerPoint template is made for financial companies. It has 20 unique slides you can use to make various types of presentations for financial reports and monthly meetings. The template has master slides and image placeholders as well.

Fintech Finance PowerPoint Template

You can use this PowerPoint template to design presentations for fintech startups and businesses. There are 40 different slides in this template that come in both light and dark color themes. They include editable graphics and changeable colors.

Coins – Finance PowerPoint Template

This PowerPoint template includes a set of professional slides that are ideal for making corporate finance presentations. It has 30 different slides that have modern and simple designs. The slides are available in 3 different color themes and in light and dark versions.

Financial Meeting Free PowerPoint Template

This is a free PowerPoint template you can use to create attractive presentations for your financial meetings. There are 20 slides included in this template and it comes in Google Slides format too.

Fintech – Payment Finance PowerPoint Template

Just as the title suggests, this PowerPoint template is made with fintech startups and businesses in mind. It has a modern and attractive design you can leverage to create attention-grabbing slideshows to talk about finance tech topics.

Investment – Finance PowerPoint Template

This PowerPoint template has the perfect design for making presentations for investment-related topics. There are 30 unique slides in this template with fully editable layouts, changeable colors, image placeholders, and more.

PerfectPitch – Investor Pitch Deck Powerpoint Template

The colorful design and its sleek layouts make this PowerPoint template a great choice for creating pitch decks for finance-related projects. It includes 40 unique slides with editable graphics and free fonts.

Finova – Financial & Business PowerPoint Template

A bold and professional PowerPoint template for creating business and finance presentations. This template comes with more than 27 unique slides with master slides, free icons, and editable graphics.

Tax Agency – Free Finance PowerPoint Template

Download this PowerPoint template for free to create slideshows for all kinds of tax-related presentations. It includes 21 different slides with colorful designs and an icon pack with 500 icons.

Financial & Data Consulting Free PowerPoint Template

This PowerPoint template includes a complete toolkit for creating presentations for financial consulting firms. In addition to its unique style of slide design, this template comes with a total of 51 slides full of editable graphics and icons.

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 financial plans in an attractive way. You can choose from 30 different slide layouts to create various types of financial pitch presentations.

Finzo – Finance PowerPoint Presentation

Finzo is a PowerPoint template for making company profiles and portfolio presentations. And it’s specially designed for finance-related businesses. The template has 30 slides with fully customizable layouts, editable graphics, image placeholders, as well as master slide layouts.

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 total of 40 slide designs with editable colors, vector icons, device mockups, master slides, and vector graphics. You can also change the images and fonts to your preference as well.

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 slides will surely help make your presentations stand out from the crowd. It includes 40 slides with fully customizable layouts as well as editable graphics, image placeholders, and more.

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 charts and graphs for presenting statistics on profits and losses. Each slide is available in 12 different color schemes and you can also change colors and text with just a few clicks.

Microfinance – Free Financial PowerPoint Template

Just as the name suggests, this free PowerPoint template is designed with microfinance presentations in mind. It includes 12 different slide layouts that you can easily customize to create your own beautiful presentations.

Finance & Investment – Free PowerPoint Template

With 25 different slides to choose from, this free PowerPoint template includes everything you need to design an effective presentation for your financial meetings and events. Each slide can be easily customized to your preference as well.

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 more for creating effective financial report presentations. It includes a total of 130 slide designs that are available in 50 different XML color themes, as well as light and dark designs.

Finanza – Finance PowerPoint Template

This PowerPoint template is perfect for making company profile presentations for showcasing your financial consultancy firms, agencies, and businesses. It lets you choose from 45 different slide layouts that include changeable colors, editable vector graphics, image placeholders, and more.

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 you. It features lots of highly visual and colorful slides for showcasing stats and data in creative ways. There are 65 different slide designs included in this template.

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 layouts. There are lots of charts, graphs, and infographics for visualizing data. You can also choose from more than 60 different slides to create unique presentations.

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. It comes with a total of 60 infographic slides with charts and timelines for presenting your data in different ways. Each slide is available in light and dark color themes and they can be easily customized to your preference.

Investment Business Free Financial PowerPoint Template

This free PowerPoint template uses a simple and minimal design for making financial and investment presentations. It includes 30 unique slides with minimal colors. You can also edit the slides to change colors and images as well.

Free Finance Infographics PowerPoint Templates

This PowerPoint template includes a collection of creative and colorful infographic slides for presenting different types of data and statistics. There are 30 different slides included in this free template. And it’s also available in Google Slides format.

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 layouts that include company profile slides, team management slides, charts, graphs, and more.

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 presentations related to the latest trends in finance, cryptocurrency, trading, and more. The template has a total of 150 slides, featuring 30 slides in 5 different color schemes.

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 with fully editable designs. You can also include pyramid charts, graphs, timelines, and more in your presentations with pre-made slides in the template.

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 10 carefully crafted slides that are useful in presenting your data and ideas.

For more professional templates, you can check out our best business PowerPoint templates collection.

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Home Blog Business How to Make a Financial Presentation [Templates + Examples]

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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