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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 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.