As a business owner or financial analyst, you need accurate financial information to make informed decisions. However, gathering this information can be a time-consuming and tedious process. That’s where the Financial Information Request Template Word comes in.

This template is designed to help you request financial information from your team or clients in a clear and organized manner. It includes a comprehensive list of financial documents and information that you may need, such as balance sheets, income statements, and cash flow statements.

The Financial Information Request Template Word is easy to use and customizable to fit your specific needs. You can add or remove sections as necessary, and the template is compatible with Microsoft Word, making it easy to edit and share with others.

Using this template can save you time and ensure that you receive all the necessary financial information in a timely manner. It can also help you identify any potential issues or discrepancies in the financial data, allowing you to address them before they become bigger problems.

Overall, the Financial Information Request Template Word is an essential tool for anyone who needs accurate financial information. It can help you streamline your financial reporting process and make informed decisions based on reliable data. Get your copy today and start improving your financial analysis and reporting.

Financial Information Request Template

Upon receiving a phone or in-person request for financial information, the Accounting or Finance Department manager/employee should complete a Financial Information Request Template, and forward the request to the CFO. FS1050-1 FINANCIAL INFORMATION REQUEST includes company/person making request, reason for requesting financial information, contact information, and more.

All requests for financial information shaould be forwarded to the CFO. The CFO should have sole authority to decide what information may be released according to the context and situation of the request, and should direct the release of financial information or direct a denial response. Those who request financial information should typically receive a reply as soon as possible, and always within thirty days.

Financial Information Request Template Details

Pages: 01
Words: 58
Format: Microsoft Word 2013 (.docx)
Language: English
Manual: Finance
Category: Financial Statements
Procedure: Financial Information Release Procedure FS1050
Type: Form