Financial Forecasting Checklist Template
The Financial Forecasting Checklist Template should list all of the required items and information needed to complete the financial forecast process, and note the date and other relative information when these items are received. As forecast items are completed, the CFO should note information on each document, forecast, and forecasted statement listed on FS1000-1 FINANCIAL FORECAST CHECKLIST, including:
- The date on which the item was completed;
- The required submission date for that item;
- The organization/person/agency requiring (requesting) the item;
- The actual submission date; and
- Any relevant notes regarding the item.
The CFO should complete and release the final versions of the forecasted financial statements listed on the Financial Forecast Checklist. After receiving requested revisions/updates, the CFO should revise pro forma statements and related forecast documents listed on FS1000-1 FINANCIAL FORECAST CHECKLIST. The checklist should be reviewed near the end of each fiscal year, verifying that all required forecast documents are listed and that all listed documents are created and submitted, as required.
Financial Forecasting Checklist Template Details
Format: Microsoft Word 2013 (.docx)
Category: Financial Statements
Procedure: Financial Forecasting Procedure FS1000
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