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Finances Presentation templates

Download free finances powerpoint templates and google slides themes for presentations with compelling slide designs that will help you win over potential investors..

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Economics thesis.

If numbers, exchange rates, money and trading are your forte, odds are you’re already working on an economics thesis for your master’s degree. Defending your dissertation is the last step and the most difficult one, but Slidesgo can help you. Here’s our new free presentation template with a focus on...

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How to Plan and Budget for a Family Vacation

Download the "How to Plan and Budget for a Family Vacation" presentation for PowerPoint or Google Slides and prepare to receive useful information. Even though teachers are responsible for disseminating knowledge to their students, they also embarked on a learning journey since the day they decided to dedicate themselves to...

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Writing tone, number of slides, economics subject for middle school - 8th grade: spending and using credit.

Download the Economics Subject for Middle School - 8th Grade: Spending and Using Credit presentation for PowerPoint or Google Slides. If you’re looking for a way to motivate and engage students who are undergoing significant physical, social, and emotional development, then you can’t go wrong with an educational template designed...

Falling Money Background Animation

Money calls money, so, let's try it with this exclusive PowerPoint template, where we have added backgrounds with falling money animations. The green background is reminiscent of the color of banknotes, and the illustrations add the final touch to this multipurpose presentation that you can adapt to talk about different...

US National Dollar Day Minitheme

The dollar is the name of the official currency of various countries, dependencies and regions. The US dollar is the most widely circulated money in the world. August 8 marks its national day in the United States, and we wanted to be part of this important celebration with this complete...

Community Bank Business Plan

Register all your liabilities, earnings, and balance your finances out with this modern template for banks! It includes all the resources needed for a good business plan: graphs, tables, charts, diagrams… the information must be as clear as possible! The modern design combining simple geometrical forms and fun orange tones...

Practical Life Subject for High School: Money Management

Money, money, money, must be funny... Wouldn't the problems be solved if we printed more cash? If only it were that easy, but it must be said that we have all thought of that solution at some point in our lives. Learning how to manage money and, ultimately, understand the...

Business Cost Analysis

When it comes to analyzing your business costs, you want a professional presentation that gets straight to the point. That's where this template for Google Slides and PowerPoint comes in. With its clean and simple design in cream tones, this template will help you present your findings in a clear...

Tax Considerations in your Business

Download the "name" presentation for PowerPoint or Google Slides. The world of business encompasses a lot of things! From reports to customer profiles, from brainstorming sessions to sales—there's always something to do or something to analyze. This customizable design, available for Google Slides and PowerPoint, is what you were looking...

Economics Subject for Middle School - 8th Grade: Introduction to Financial Literacy and Planning

Download the Economics Subject for Middle School - 8th Grade: Introduction to Financial Literacy and Planning presentation for PowerPoint or Google Slides. If you’re looking for a way to motivate and engage students who are undergoing significant physical, social, and emotional development, then you can’t go wrong with an educational...

Digital Banking Consulting

More and more people pay now with cards or with the phone. Digital banking is the choice of many, especially among younger generations. Financial institutions seek to update their operations and stay competitive among peers, so they need the help of consultants. Provide your expertise and advice on the best...

Current French Economy Thesis

You've been working on your thesis on the French economy for some time and now you start thinking about how you could present it in a way that will capture your audience's attention and surprise them. Voilà! Here's the solution. This template with an elegant purple background and illustrations from...

Financial Blueprint Business Meeting on World Financial Planning Day

Entrepreneurs: it's your lucky day, because we have something for your business meetings. As the World Financial Planning Day (which takes place on the first Wednesday of October) is approaching, we have prepared a very modern template. It can be used for finance presentations at business meetings where data with...

Cryptocurrency Today

Cryptocurrencies have experienced an enormous boom in recent times. They have emerged with different types and names, and are becoming more and more important in the financial world. We have been inspired by them to create this marketing newsletter design, in which cartoon-style illustrations related to finance predominate. The typography...

History Subject for High School: Capitalism

The history of capitalism is rich and complex, spanning centuries and continents. It's a story of innovation, entrepreneurship, and economic growth, but some argue that it's also a story of inequality, exploitation, and crisis. Tired of teaching about the Renaissance, or World War II, or the rule of Sejong the...

Economic Activity Meeting

Download the Economic Activity Meeting presentation for PowerPoint or Google Slides. Gone are the days of dreary, unproductive meetings. Check out this sophisticated solution that offers you an innovative approach to planning and implementing meetings! Detailed yet simplified, this template ensures everyone is on the same page, contributing to a...

World Financial Planning Day

Ask your acquaintances about their main stressor. We are sure one of the common answers must be "money". The first Wednesday of October is World Financial Planning Day, and because having a financial plan and managing your economic resources is of utmost importance, you might be interested in giving a...

Business Cost Analysis Infographics

Download the "Business Cost Analysis Infographics" template for PowerPoint or Google Slides and discover the power of infographics. An infographic resource gives you the ability to showcase your content in a more visual way, which will make it easier for your audience to understand your topic. Slidesgo infographics like this...

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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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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.

Free Finance PowerPoint Templates

Free Calculation Report PowerPoint Template

The Free Calculation Report PowerPoint Template is a fully customizable presentation tool designed for anyone who needs to present complex calculations and numbers in a visual way. The slide design includes a picture of a scientific calculator and a business report in the background. Whether you’re delivering financial reports, teaching mathematical concepts, or outlining business …

Download free finance PowerPoint templates and finance slide designs for presentations with awesome backgrounds and graphics to use in your PowerPoint presentations. You can download finance PowerPoint templates to prepare awesome financial reports in PowerPoint and other business presentation slides. Free Finance PPT templates can be used in Microsoft PowerPoint.

Free Market Trend Analysis PowerPoint Template

Free Economic Recession PowerPoint Template

Free Finance PowerPoint Template

Free 5 Concept Business PowerPoint Template

Free Business Leadership PowerPoint Template

Free Piggy Bank PowerPoint Template

Free Personal Finance PowerPoint Template

Free Time is Money PowerPoint Template

Free Pure Gold PowerPoint Template

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Finance Powerpoint templates and Google Slides themes

Discover the best Finance PowerPoint templates and Google Slides themes that you can use in your presentations.

An Introduction to Financial Technology

Monthly or Quarterly Investitor Update

Gold Coins Finance PowerPoint Templates

Credit Card Finance PPT Templates

Stock Market Rates-Finance PPT Templates

Dollar Key-Finance PPT Templates

Transparent Dollar Sign-Finance PPT Templates

One Dollar Bill-Finance PPT Templates

Profit Key-Finance PPT Templates

Risk Blocks-Finance PPT Templates

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Finance PowerPoint Template Collection

•   Financial Summary PowerPoint Template 5 - 4x3  –  $6.99
•   Financial Summary PowerPoint Template 5 - 16x9  –  $6.99

Financial Summary PowerPoint Template 5

The Financial Summary Template is a visual-heavy and organized presentation template that can be used for budget-related aspects of a project or ....

•   Product Budget Pricing Proposal - 4x3  –  $6.99
•   Product Budget Pricing Proposal - 16x9  –  $6.99

Product Budget Pricing Proposal PowerPoint Template

This Product Budget Pricing Proposal Template is a business proposal template that highlights the product budget and product pricing of a company....

•   Key Financial Assumptions Powerpoint Template 2 - 4x3  –  $6.99
•   Key Financial Assumptions Powerpoint Template 2 - 16x9  –  $6.99

Key Financial Assumptions 2 PowerPoint Template

Use this Key Financial Assumptions template to create visually appealing presentations in any professional setting. Its minimalistic design and r....

•   Annual-Budget-Allocation - 4x3  –  $6.99
•   Annual-Budget-Allocation - 16x9  –  $6.99

Annual Budget Allocation PowerPoint Template

Use this Annual Budget Allocation template to create visually appealing presentations in any professional setting. Its minimalistic design and re....

•   Cost-Benefit-Analysis - 4x3  –  $6.99
•   Cost-Benefit-Analysis - 16x9  –  $6.99

Cost Benefit Analysis PPT Template

Use this Cost Benefit Analysis template to create visually appealing presentations in any professional setting. Its minimalistic design and ready....

•   Income Statement PowerPoint Template-4x3  –  $4.99
•   Income Statement PowerPoint Template-16x9  –  $4.99

Income Statement PowerPoint Template

Use this Income Statement template to create visually appealing presentations in any professional setting. Its minimalistic design and ready-to-u....

•   Project Cost Estimate PowerPoint - 4x3  –  $6.99
•   Project Cost Estimate PowerPoint - 16x9  –  $6.99

Project Cost Estimate PowerPoint Template

Use this Project Cost Estimate template to create visually appealing presentations in any professional setting. Its minimalistic design and ready....

•   Financial Statement 06 - 4x3  –  $4.99
•   Financial Statement 06 - 16x9  –  $4.99

Financial Statement 06 PowerPoint Template

Use this Financial Statement template to create visually appealing presentations in any professional setting. Its minimalistic design and ready-t....

•   Revenue Trends Financial Analysis 1 - 4x3  –  $6.99
•   Revenue Trends Financial Analysis 1 - 16x9  –  $6.99

Revenue Trends Financial Analysis 1 PowerPoint Template

Use this Revenue Trends Financial Analysis template to create visually appealing presentations in any professional setting. Its minimalistic desi....

•   Planned Vs Actual Expenses - 4x3  –  $6.99
•   Planned Vs Actual Expenses - 16x9  –  $6.99

Planned Vs Actual Expenses PowerPoint Template

Use this Planned Vs Actual Expenses template to create visually appealing presentations in any professional setting. Its minimalistic design and ....

•   Financial Statement 05 - 4x3  –  $4.99
•   Financial Statement 05 - 16x9  –  $4.99

Financial Statement 05 PowerPoint Template

Editable Inverted Bell Curve template for PowerPoint & Google Slides

The Editable Inverted Bell Curve Template presents data in a distribution pattern. It shows the distribution that falls to a trough between two p....

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What Is A Finance Presentation?

A finance presentation clearly communicates financial data and analysis to an audience. It can cover income statements, balance sheets, forecasts, investor pitch decks, and loan proposals.

Who Can Use Our Finance PowerPoint Templates?

Our financial presentation template collection empowers business professionals across industries to create impactful presentations . Here are some of the common use cases: 

• Managers: Clearly communicate financial performance to stakeholders with professional layouts and visuals.
• Investors: Analyse potential opportunities with the help of impactful chart and graph diagrams , confidently making informed decisions.
• Financial Analysts: Craft clear and concise presentations for clients, saving time and ensuring your message resonates effectively.
• Entrepreneurs: Impress potential investors with compelling financial narratives that showcase your business’s potential.

Why Choose Our Financial PowerPoint Templates? 

With SlideUpLift ’s templates, you can get the most out of your presentation with our:

• Pre-Designed Layouts: Our finance PPT template collection features pre-designed layouts specifically tailored for various financial presentations, from income statement analysis to financial forecasts. This eliminates the need to build financial slides from scratch, allowing you to focus on inserting your key financial data and analysis.
• 100% Customizable : Tailor the content, colors, fonts, and visuals to match your brand identity and ensure a cohesive presentation.
• Software Compatible : Use the templates on your preferred platform: Microsoft PowerPoint or Google Slides .
• Presentation Design Services: Need to build a finance powerpoint template that stands out? With our customised presentation services , let our experts do the heavy-lifting while you focus on achieving your business objectives.
• AI-Powered Slide Editor: Not sure where to begin? Our innovative AI Slide Editor allows you to generate your financial presentations within seconds by providing relevant instructions.

Product Pricing

What should be included in a financial presentation.

Financial presentations can be powerful tools, but ensuring they resonate requires a strategic content mix. Here’s what to include:

• Financial Statements: Form the bedrock of your presentation. Include income statements , balance sheets , or cash flow statements , depending on your focus.
• Key Ratios: Go beyond raw numbers. Present key financial ratios like profitability, liquidity, solvency, and activity ratios to provide deeper insights into your financial health.
• Funding Updates: Are you seeking investment? Briefly discuss your debt and equity funding goals based on your financial analysis.
• Clear Explanations: Don’t just present data – explain it! Highlight trends, analyze performance, and provide insights for your audience.
• Concise Conclusion: Summarize your key points, reiterate your message, and leave a lasting impression.

How To Present Financials In A Presentation?

Transform your financial data into a captivating presentation:

• Utilize pre-designed finance templates to save time and ensure a professional look.
• Balance data with clear explanations and visuals (charts, graphs, and finance icons ). Avoid overwhelming your audience with text.
• Prioritize income statements, balance sheets, or cash flow statements depending on your goals.
• Don’t just present numbers – tell a story with your data. Highlight trends, analyze performance, and provide insights.
• Limit bullet points and visuals to maintain focus.
• Rehearse your delivery beforehand and ensure your finance slides are visually appealing and support your spoken points.

How Do You Write A Financial Presentation?

Craft a winning financial presentation by following these steps:

• Tailor your content to their financial literacy and interests.
• Grab attention with a clear introduction and outline your presentation’s goals.
• Highlight relevant financial statements (income statement, balance sheet, etc.) and key ratios to showcase financial health.
• Extract valuable insights from the data and share them with your audience.
• Weave your data into a compelling narrative that connects with your audience.
• Use clear charts, graphs, and visuals to effectively communicate complex information.
• Conclude by summarizing your key points and leaving a clear next step for your audience.

How To Conduct A Finance Presentation Well?

Delivering a compelling financial presentation requires confidence, clarity, and a focus on your audience. Here are some presentation tips on how to hit all the right notes:

• Know Your Numbers Inside Out:  Confidence starts with mastery of your material.  Triple-check your figures and be prepared to answer questions. Consider practising a mock presentation with your manager to anticipate potential inquiries.
• Be Their Guide, Not a Data Dump: Financial data can be overwhelming. Think of yourself as a guide, using clear explanations, “wayfinding” language (e.g., “Let’s focus on”), and visuals to illuminate key points and empower leaders to make informed decisions.
• Grab Their Attention, Then Focus: Hook your audience from the start with a thought-provoking statement or surprising fact.  Clearly state your presentation’s goal and outline your 3 main points using concise language and visuals.
• Less is More: Refrain from overloading slides with information.  A clear point, 6 bullets or less, and one key chart will keep your audience engaged and focused on your message.
• Preparation is Key: Practise your delivery beforehand and try to overcome your fear of public speaking . Speak slowly and confidently, allowing room for questions.  Make eye contact with key audience members and use gestures strategically to emphasize points. 
• Structure Matters:   Begin with introduction slides summarizing your presentation and end with takeaways and next steps.  This “tell them, tell them, tell them” approach ensures clarity and reinforces your message.
• Seek Feedback and Refine:   Don’t be afraid to ask trusted colleagues for honest feedback after your presentation.  Use it to continuously improve your communication skills and become a confident and impactful financial presenter.

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Home PowerPoint Templates Financial

Financial PowerPoint Templates

Download Financial PowerPoint Templates to create presentations related to business, finance, economics, financial institutions, academic topics and more.

These PowerPoint Templates can help you display your financial data using editable charts and diagrams which are not only easy to customize but also help in presenting data and figures in an easy to grasp layout.

The various layouts offered by these templates include dashboards, layouts for making financial statements (e.g. Income Statement and Balance Sheet), diagrams, tables and 3D slides where you can add your important titles to emphasize on them using attractive 3D illustrations.

Money Management PowerPoint Template

Expense Report PowerPoint Template

Buy Now Pay Later PowerPoint Template

Balanced Scorecard PowerPoint Template

Business Performance Review Presentation Template

Customer Pain Points PowerPoint Template

Annual Report Slides for PowerPoint

Strategy Diamond Slide Template for PowerPoint

Strategy Map PowerPoint Template

One Pager Annual Report PowerPoint Template

Robo-Advisor PowerPoint Template

3D 5 Steps Dollar Sign Infographic Diagram

Download unlimited content, our annual unlimited plan let you download unlimited content from slidemodel. save hours of manual work and use awesome slide designs in your next presentation..

40+ Finance PowerPoint Templates (+ Personal Finance PPT Slides)

There is nothing more stressful in the world of finance than a presentation. It’s important to always craft your financial presentations in a way that not only lands clients but solidifies your experience in the field.

The best way to cut out a lot of backend work on this front is through a finance PowerPoint template that presents your information in a desirable fashion.

It can be a struggle to get your hands on the best personal finance PowerPoint presentation templates. So, we’ve decided to compile a list of finance PowerPoint themes, and templates, to help you nail those personal finance PowerPoint presentations or business pitch meetings.

Our list is compiled of both premium and free finance PowerPoint templates making sure to provide you with enough different options that you’ll always have the tools at your disposal to get the job done right.

Read on to see our list of the best free and premium finance PowerPoint templates!

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Clean Business PPT

Analysiz Powerpoint

Agency Portfolio PPT

The X Note Template

Bolo PPT Template

Ciri PPT Template

Accounting finance powerpoint template.

This PowerPoint template comes with a modern design for creating all kinds of presentations related to finance and accounting. It includes 45 different slides with sleek layouts. You can fully customize each slide however you like.

Growth – Investment & Financial PowerPoint Template

If you’re creating a presentation to showcase growth and investment opportunities, this PowerPoint template is perfect for your project. It comes with 30 different slides featuring a beautiful dark design.

Steina – Finance PowerPoint Templates

Steina is another modern finance-themed PowerPoint template. It uses a stylish slide design full of colorful layouts. There are 45 unique slides in this template and you can easily edit its shapes, colors, and fonts to your preference.

Financial Investment PowerPoint Presentation

This PowerPoint template is designed for professional presentations, especially for financial and investment projects. It comes with a clean and minimal slide design across 30 different slide layouts.

Financial Technology PowerPoint Template

You can use this PowerPoint template to design attention-grabbing presentations for your finance startups and businesses. It has 20 unique slides that are designed for showcasing businesses in the technology and finance industries.

Carta – Finance PowerPoint Template

Carta is a colorful and creative PowerPoint template that’s also been designed for making engaging finance reports and presentations. There are 30 unique slides included in this template that also come in 3 different color schemes.

Business & Economic PowerPoint Pitch Deck

A modern and stylish presentation template for crafting pitch decks for economic and financial projects. This PowerPoint template has 30 different slide layouts to choose from and it includes free fonts and editable graphics as well.

Consultant – Personal Finance PowerPoint Template

Consultant is a great choice for anyone looking to hunt down the best finance PowerPoint templates. It features a clean, and professional design, 34 custom slides, 16:9 wide screen ratio, drag and drop picture placeholder functionality, and free fonts.

Alaza – Finance PowerPoint Theme

Alaza is a fantastic template that will help you prepare modern, and eye-catching personal finance PowerPoint presentations with ease. It offers a range of slide designs that can be fully molded to your specific requirements. It’s superior to many free finance PowerPoint templates that you might find across the internet.

Finnant – Finance PowerPoint Template

An excellent contender for your cash, Finnant has everything that you might ever need to deliver standout personal finance PowerPoint presentations. It consist a total of 30 slides, vector icons, free fonts, and fully editable shapes.

Investa – Personal Finance PowerPoint Theme

One of the best finance PowerPoint templates, Investa exude elegance, and professionalism in each of its 30 slides. It offers a multitude of amazing features that really should be seen to be fully appreciated. Don’t hesiste to take this personal finance PowerPoint theme for a spin.

Accounting & Finance PowerPoint Template

When looking for the best finance PowerPoint templates, this product is hard to pass up. It’s a perfect option for anyone looking to create a modern, and minimal accounting or personal finance PowerPoint presentation without having to spend too much time on the design aspects.

Corrado – Finance PowerPoint Template

Corrado is a premium finance PowerPoint template that comes loaded with features. Equipped with over forty custom slides, a range of master slides, placeholder graphics, and unique mock-up previews, Corrado is a gold standard in the finance presentation format. The aesthetic is a nice balance between strict professionalism and a trendy creative design.

Financy – Finance Power Point Presentation

Financy is a pitch deck presentation template for PowerPoint, providing you with a solid foundation to present your next pitch. The template provides you with a sleek modern aesthetic, forty premium slides, a range of master slides, image placeholders, and much more!

Modern Finance PowerPoint Template

The Finance PowerPoint template does one thing, and one thing only, and that’s finance presentations. An ultra-modern design melds with the extensive features under the hood, including fifty unique slides, multiple themes, and a range of vector icons to use as you see fit.

Vixa Finance PowerPoint Template

Vixa Finance is a finance presentation format that uses a red-on-white design to capture attention and help you display information in a catchy and lasting fashion. The template provides you with thirty custom slides, as well as many other features.

Finance PowerPoint Template

Sometimes you need to display very specific information in a graphic format, and that’s where this collection of infographic slides for PowerPoint comes in. This package covers all of your infographic needs with thirty-five different infographic slides to choose from. A must-have resource for any financial presentation.

The Finance PowerPoint template is a modern and creative take on the financial presentation format. Providing you with a foundational template that is great for pitch meetings, business discussions, road mapping, and much more.

Create a captivating pitch for your next investment meeting with this Investment and Finance PowerPoint template. Fashioned in a sleek blue on white, this template provides you with thirty unique custom slides, a range of image placeholders, master slides, and much more!

Criptask is a modern finance PowerPoint template that is perfect for presentation use, internal pitch deck, investor pitch deck, weekly meetings, annual reports, and even business reports. A truly versatile template, providing you with thirty unique slides, a range of image placeholders, and much more.

WINGS is a clean and modern presentation template for finance, providing you with a business-style white with gorgeous yellow bordering. The thirty custom slides within WINGS cover all applications you could possibly need, as well as a range of alternate color schemes for those looking for some customization.

FINCASH is a professional and ultra-modern finance and consulting template, equipped to provide you with the complete pitch deck experience. The template consists of forty unique slides, a range of image placeholders, a free font and icon pack, and much more!

Getting your pitch or presentation across in a minimalist fashion is often a proven way to succeed. Simplex provides exactly that, a minimalistic template designed around providing concise and clear financial information. It includes thirty custom slides, a range of image placeholders, master slides, and even multiple themes for you to customize.

Shuffle is a multi-purpose finance PowerPoint template that comes with an impressively sleek and modern design. A great choice for business meetings, weekly road maps, pitch meetings, and internal presentations. The template provides thirty unique slides, as well as a range of other features to make your presentation task much easier.

Libraries is an interesting take on the Finance PowerPoint template. With sleek modern red borders and wide-open slide designs, this template is sure to grab attention in your next pitch, business, or investor meeting. It includes thirty custom slides, a range of themes, image placeholders, and much more!

Succed is a multi-purpose finance and business PowerPoint template. Designed to provide you with the complete professional foundation for your presentations, pitch meetings, investor conferences, and much more. The template provides seventy unique custom slides, image placeholders, master slides, and multiple themes to choose from.

Solutia is a modern and clean Finance PowerPoint template, equipped with everything you need to make a finance presentation with ease. It is fashioned in a sleek white with green border options and comes with a range of captivating image and vector designs that sets it apart from the rest.

Create an impressive finance presentation with this Finance PowerPoint template. A multi-purpose business-styled template that comes with thirty custom slides, as well as a range of theme customization options to choose from.

Finzo is a sleek and ultra-modern Finance PowerPoint template. Consisting of thirty custom slides, a range of placeholder graphics, icons, a free font pack, and a range of master slides for you to customize. A great option for those looking for a versatile finance presentation format.

Free Finance PowerPoint Templates

If you work in finance, then you know the value of saving a few extra dollars. Let’s take a look at some free finance PowerPoint templates that you can get your hands on right now.

Free Investment Fund Company Profile PPT

This free PowerPoint template comes loaded with beautiful illustrations and creative slides for creating a profile for an investment company. It includes 34 unique slides with icon packs and editable graphics.

Tax Agency – Free Financial PowerPoint Template

This free financial PowerPoint template is made with tax-related agencies in mind. You can use it to create a powerful slideshow to showcase your services and benefits to clients. The template has 21 slides.

Digital Banking Consulting Free PowerPoint Template

Another free PowerPoint template for financial projects. This template includes 50 different slides you can use to create all kinds of presentations related to digital banking and finance consulting.

Free Finance PowerPoint Template

Wanting to add a few free finance PowerPoint templates to your collection? Look no further than this template that features custom slides, drag and drop picture placeholder, free fonts, and standard, and widescreen aspect ratios. Check it out.

Free Finance Template for PowerPoint

Whether you’re preparing a presentation on risk management, investment banking, or stock market, this free personal finance PowerPoint template will come in super handy. It’s one of those free finance PowerPoint templates that can easily give nearly any premium product a run for its money.

Free Finance PowerPoint Theme

This is one of those free finance PowerPoint templates that you definitely should get your hands on if you truly value standing out from the pack. It would be remiss of you not to take a closer look at this truly impressive free finance PowerPoint theme.

If you’re looking to craft an investment business plan, then this PowerPoint template will cut out a lot of the preparation work. Comprised of over fifteen custom slides, this template provides a perfect foundation to build a comprehensive investment business plan with ease.

Financial consulting is the backbone of a good portion of the finance world, and with this Financial Consulting PowerPoint template, you have everything you need to create a consulting presentation with ease.

Build a gorgeous company profile with this Investment Fund Company Profile PowerPoint template. With over twenty custom slides to choose from, and a range of placeholder images, icons, and slide themes, you’ll be well on your way to drafting up an impressive profile in no time.

Get A Head Start with These Financial PowerPoint Templates!

Whilst nothing comes easy in the finance world, that doesn’t mean a good finance PowerPoint template has to be a struggle. With this wide range of different financial templates at your fingertips, you have everything you need to craft a wide range of presentations with ease!

• Collections

Financials Presentation Templates

Manage your finance presentation like a pro with our free financial google slides themes and powerpoint templates. featuring sleek designs and professional layouts, they're perfect for presenting financial reports, investment strategies, and more..

Free Financials PowerPoint Templates and Google Slides Themes: Simplifying Your Finance Data

• Wide Range of Themes: Our templates cover themes like return on investment measurement, revenue model, financial audit, earning statement, financial analysis, and many more. Plus, we’ve got special slides for Tax Day and beyond. 
• Design Excellence: No more dull spreadsheets! With vibrant colors and eye-catching layouts, your audience will stay engaged from start to finish.
• Editable Graphics and Text: Customize your slides effortlessly. Change fonts, colors, and content to match your brand. Our templates offer editable graphics and text placeholders, ensuring flexibility without compromising aesthetics.
• Multiple Node Selections: Navigate complex financial concepts with ease. Our templates include multiple node selections, allowing you to break down intricate ideas step by step. Whether it’s a revenue model or investment strategy, we’ve got you covered.
• Royalty-Free and 100% Editable: No hidden fees! Our slides are royalty-free, so you can use them without worrying about licensing. Plus, they’re 100% editable, giving you full control over your content.
• Available in Multiple Formats and Orientations: Choose the format that suits your needs. Our templates come in both 4:3 and 16:9 ratios, ensuring compatibility with various devices and screens. Need a portrait or landscape orientation? We’ve got you covered.
• Free Slides: Some of our best slides are completely free. Download them, explore their potential, and level up your financial presentations.

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How To Make Finance Growth PPT Template

We're here to help you, what is finance.

Finance studies and manages money, investments, and other financial assets. It includes banking, investments, and creating financial plans. Finance is essential to any business or organization used to generate revenue, manage risk, and provide capital for expansion.

What are finance PowerPoint Templates?

Finance PowerPoint Templates are a type of template designed specifically for presentations related to finance and business. These templates often feature graphs, charts, and other visuals to help explain financial concepts.

Where can we use these finance Slides?

Anyone can use these finance slides in various settings, such as in a classroom, a business meeting, or a presentation to investors or clients. They can also be used to create reports or to explain financial concepts and strategies.

How can I make finance PPT Slides in a presentation?

Start by searching online for finance PowerPoint templates. A variety of websites offer a range of templates you can customize to your needs. Choose a unique design or layout to showcase your data in an easy-to-understand format. If you want to create the finance PPT Slides by yourself, visit our tips and tricks page to make your custom PowerPoint.

Who can use finance PPT Templates?

Finance PPT templates can be used by anyone who likes to create a unique-looking presentation related to finance, such as a business plan or budget presentation. These templates are handy for students, business owners, and financial advisors.

Why do we need finance PowerPoint Slides?

Finance PowerPoint slides are essential because they allow people to present various topics, such as budgeting, investments, taxes, etc. They provide a way to quickly communicate financial concepts and data to an audience, making them easier to understand and remember.

Where can I find finance PPT Templates for free?

The great sources for free finance PPT templates are slide egg. Our websites have a selection of uniquely designed templates that you can customize and modify to suit your needs.

October Special: Business Transformation PPT Templates

8 PowerPoint Templates for Informative & Powerful Financial Presentations

• October 7, 2022
• Financial , PowerPoint templates for download

Financial presentations usually contain dense series of numeric information, that makes it hard for the audience to stay focused. The way you present the content is essential in this case. People will follow your presentation only if they are not lost and can clearly understand the meaning behind those numbers.

Visual aids can help you make your presentations more pleasing to the eye and professional-looking by using graphics. With that in mind, have a look at the following PowerPoint templates. They can be inspiration for you how to illustrate topics like investment risks, company performance, annual budget planning, and more.

Get any of the decks below – click on the pictures to see and download the presentation. See more in our Finance and Business Performance PowerPoint Templates collection.

8 Recommended PowerPoint Templates for Uplifting Financial Presentations

These eight decks will help you create high-quality financial presentations and illustrate various finance-related topics visually:

• Financial report and performance indicators
• Annual budget
• Investment risk pyramids
• Finance data charts
• Trade finance concepts
• Due diligence process and types
• Stock financial report

Financial Report and Performance Indicators Report

Financial reviews full of data usually contain dozens of tables and are typically hard to understand. Half of the job is to put all figures in one place, and another is to visualize them in a way that is clear for non-financial audiences. Copying your Excel table into PowerPoint as is, is not enough if you want to create a visually appealing presentation.

If you need to prepare such a comprehensive financial performance report, including income statements, balance sheets, cash flow, profit and loss reports, revenue and profit snapshots, a financial report and metrics PPT graphics template is the one to go with. It includes slides for presenting all mentioned topics and you can use these slides to present key financial information to both internal and external stakeholders by covering every aspect of financial affairs.

You can use financial report visuals to:

• Design a financial summary overview with easy-to-track key metrics
• Create revenue and profit snapshots
• Illustrate sales distribution
• Describe your revenue key growth drivers
• Present your profit and loss statement
• List key factors influencing your gross margin
• Describe your main profit drivers – factors impacting your bottom line
• Present your balance sheet including assets, liabilities, and equity details
• Design clean cash flow statements

See how to prepare structured and professional financial slides using PowerPoint tools.

Listed Company Financial Report Presentation

Similar to the first financial report mentioned in this blog, the listed company financial report template features a layout collection for creating income statements, balance sheets, cash flow, cost breakdown, financial ratios analysis slides, and more.

A few ways you can use the graphics from this deck:

• Capture key financial facts and present basic information about the publicly traded company
• Provide an insight into company revenue highlights and annual revenue growth and profit drivers
• Share the profit and loss statement of a listed company
• Showcase the financial, growth, and profitability performance metrics
• Present the share price fluctuation and yearly earnings per share
• Illustrate capital market ratios and put together a performance dashboard

Annual Budget Financial Presentation

It can be challenging to persuade people into certain financial decisions. If you are presenting the estimation of revenue and expenses and want to make an impression on your executives, put the content into visual form to support your thoughts. Turning default budget tables to a more infographics-like format will definitely help engage your listeners.

The annual budget PPT slides collection contains templates for presenting financial forecasts, executive summaries, revenue, expenditure, strategic goals, OPEX and CAPEX investment, marketing budget, risk analysis calculations, sensitivity analysis, and more.

This deck contains templates for illustrating the following subtopics, which are usually a part of a corporate budget:

• Revenue budget, with main revenue sources, sales distributions, and key growth drivers
• Expenditure budget with operational cost presentations, key cost drivers, OPEX, and capital expenditures
• Marketing budget allocation
• Sensitivity analysis and risk assessment
• Organization costs and structure

Investment Risk Pyramids

If you want to present various financial investment options, pyramid visualization will help you successfully explain various risk levels and the potential rewards. Such a diagram allows seeing the hierarchy of certain parameters better. Therefore, it will help stakeholders understand the risk profile assessment or risk mitigation approach clearly.

Risk pyramids PPT graphics collection contains diagrams with various levels to illustrate financial investment risk levels related to your business, factors influencing risk, reward dependencies, risk tools, and hazard control.

Company Finance Data Charts

Charts are a great visual tool if you need to show dependencies or time trends of specific financial concepts, like cost distribution, explain company profitability, break down CAPEX and OPEX costs, focus on KPIs, or combine financial information on one slide to show a nig picture.

To create a clear and informative financial report, try to enhance it using graphics from the finance PPT data charts deck .

You can use these data charts to illustrate the following topics:

• Company profitability trends
• Cost distribution
• CAPEX and OPEX comparison
• Company revenue monthly review
• Return of company assets over a year (or any other period)
• Operating profit margin
• Goal completion degree dashboard
• Performance diagram

To enhance charts even further, see ideas on how radar diagrams , gauges , and radial charts can be used in presentations.

Trade Finance Diagrams

If you will be talking about trade finance or global trading concepts, visual diagrams can help illustrate these concepts and show how mechanisms work.

The trade finance PowerPoint template includes slides for explaining relations between sellers, buyers and intermediaries, providers and users, methods of payment, trade world map, commodity finance trade cycle, and more.

Due Diligence Presentation

Usually, topics like due diligence are presented with long text boxes and raw bullet points. Breaking the complex topic into multiple sections helps the audience to understand the topic more effectively.

The due diligence PPT slide deck includes templates for describing its definition, processes, types, checklists, M&A process, action plans, and frameworks.

Stock Financial Annual Report

If you are working on a comprehensive stock financial performance report for investors or the company board, you need to make sure this information is presented in a clear structured way. Plain slides containing lots of figures and without any accents will make it harder for you to talk to your audience.

The stock financial annual report contains layouts for illustrating product sales volume, executive leadership team, market relevance statements, financial charts and tables with main fiscal data, company values, world and US maps, and more.

Summary of the essential graphics for financial presentations

Presentations and documents on finance-related topics are often complex. Visuals will help your listeners or readers understand the meaning behind the data better and therefore make the right conclusions and decisions. You don’t need to overcomplicate it and spend hours preparing the deck, start with adding icons or transforming text into a simple diagram. Having a collection of editable PowerPoint templates can make your work easier.

Resources: PowerPoint Decks to Use for Financial Presentation s

The above slide decks are PowerPoint templates for finance-related talks that can help you express complicated topics more effectively and appealingly. If you find any of the above decks useful, you can download all the source illustrations below. All mentioned presentation slides are available here: 

To try out how those graphics work, get  a sample of free PowerPoint diagrams and icons  that you can use to play with these visuals.

infoDiagram Co-founder, Visual Communication Expert

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Top 7 Finance Department Presentation Templates with Samples and Examples

Sarnali Dey

In a world where finance departments grapple with increasing complexity and demand for precision, the transformative power of automation emerges not just as an option but a necessity. This blog delves into the heart of finance operations, uncovering the stark challenges that arise from a lack of automation—challenges that encumber processes like accounts reconciliation, journal entries, and the meticulous crafting of financial statements. 

Concentrating intently on the smooth incorporation of automated solutions, we highlight a route to unmatched precision, productivity, and clear operational visibility. Through this exploration, finance leaders are invited to reimagine their departments, not as realms of daunting manual tasks but as engines of strategic innovation empowered by automation.

 Join us as we unveil the blueprint for a future where finance departments transcend traditional boundaries, setting new benchmarks for excellence in the digital era.

Compelling finance reports require data and the right template to present it clearly and effectively. Dive into our blog to elevate your reporting to the next level.

Template 1: Year-End Review For Finance Department PPT Template Bundle

Maximize your finance department's year-end review with this detailed PowerPoint template tailored to evaluate Research Managers. It simplifies assessing KPIs, achievements, and qualitative targets, highlighting areas of strength and improvement. This tool enables a focused review of project completions, research quality, and timely deliverables, facilitating a strategic action plan for growth. Ideal for those aiming for a clear, organized evaluation, this presentation enhances insight and fosters development within teams. Download now for a streamlined and impactful evaluation.

DOWNLOAD NOW

Template 2: Finance Accounting Flowchart Showing Department Tax Report PPT Template 

Streamline your finance department's reporting process with our Finance Accounting Flowchart PowerPoint template, focusing on tax report procedures. This well-designed slide set provides a visually engaging backdrop and a logical flow, covering stages from invoicing to payment, including government security protocols. It is ideal for presenting complex tax reporting workflows in a simplified manner, ensuring clarity and compliance. This flexible template is essential for professionals seeking to improve efficiency and precision in their financial reporting.

Download now to transform your finance presentations into models of clarity and precision.

Template 3: Functional Org Chart for Finance Department PPT Template Bundle

Simplify your finance department's structure with our Functional Org Chart PowerPoint template. Designed to showcase the finance department's hierarchy and roles, including Capital Management, Compensation, Purchase Accounting, and Internal Audits, this template brings clarity and organization to your team. Its easy-to-edit features ensure that you can customize it to fit your organization's unique structure, making it an essential tool for Finance Directors and team leads aiming to streamline processes and improve communication. Download this functional org chart template to define roles and responsibilities within your department clearly.

Template 4: Finance Department Gap Analysis Of Workforce Strategy PPT Template Bundle

Unveil the potential of your finance department with our Gap Analysis Of Workforce Strategy PowerPoint slides. This set provides a strategic framework for identifying skill gaps within your finance team, enabling precise hiring and targeted training programs. By analyzing categories, roles, current workforce capabilities, and future needs, this template guides you in aligning your workforce with organizational goals. Ideal for finance leaders looking to optimize team performance through strategic hires and skill development, these slides offer a clear path to a more competent and efficient department. Transform your finance team's capabilities and readiness for future challenges. Download our gap analysis template today and start building a stronger, more skilled workforce tomorrow.

Template 5: Finance Department Employee Skill Assessment Survey PPT Template Bundle

Empower your finance team with our Employee Skill Assessment Survey PowerPoint slides, designed to evaluate and enhance the skills of your financial department staff. This template facilitates a thorough comparative assessment across key financial skills, including financial statement preparation, bookkeeping, and taxation, providing clear insights into training needs. This tool is ideal for finance managers seeking to tailor training programs to specific employee skill gaps. It helps develop a more proficient and knowledgeable finance team capable of tackling complex financial challenges. Download now to identify and bridge the skill gaps within your team.

Template 6: Circular organization Chart with Research and Finance Department PPT Template

Revolutionize how your organization visualizes departmental structures with our circular organization chart for the research and finance departments. This innovative PowerPoint template simplifies understanding of the complex interrelationships between departments: Production, Human Resources, Finance, Marketing, and Purchasing. Ideal for managers and team leads aiming to foster cross-departmental collaboration, this template offers a clear, holistic view of organizational roles and connections in an engaging circular layout, ensuring a comprehensive grasp of the company’s operational framework. Download our circular organization chart now and visualize your company structure more effectively.

Template 7: Challenges Faced by Finance Department Due to Lack of Automation 

Discover the pivotal role of automation in overcoming finance department challenges with our PowerPoint summary layouts. This collection showcases significant obstacles, including accounts reconciliation, journal entries, and the preparation of financial statements, arising from insufficient automation. By highlighting these areas, our slides advocate adopting automated systems to enhance accuracy, efficiency, and visibility within finance operations. Perfect for finance leaders aiming to streamline processes and reduce human error, this editable presentation paves the way for a more efficient and transparent finance department. Download our presentation now and take the first step towards operational excellence in your finance department.

Unlock the power of financial insights with the perfect dashboard. Explore our blog to transform your financial data into a strategic advantage.

As we conclude our exploration of the critical role automation plays within the finance department, it's clear that the digital transformation journey is beneficial and imperative for the modern finance professional. The templates and examples showcased provide a tangible starting point for this transformation, each designed to address specific challenges and enhance key processes within your finance operations. 

From enhancing year-end evaluations to simplifying tax reporting and bolstering team composition and capabilities, these instruments serve as your partners in maneuvering through the intricacies of the current financial environment. They stand as a testament to the power of automation in overcoming challenges and unlocking new opportunities for efficiency, accuracy, and strategic insight. As finance departments evolve, these resources will serve as invaluable assets in your quest to lead with innovation and precision. Embrace these solutions, and step confidently into a future where your finance department sets new benchmarks for success in the digital era.

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How to Show Financials in Your Pitch Deck: A Comprehensive Guide

Learn how to effectively present financials in your pitch deck using key components and MagicSlides for a professional, polished presentation.

Why Financials Matter in a Pitch Deck

• Demonstrates Viability : Investors need to see that your business has the potential for profitability. Financial projections provide evidence of this potential.
• Informs Decision-Making : Clear financial data allows investors to make informed decisions about their potential investment.
• Shows Growth Potential : Well-prepared financials highlight your business’s growth trajectory and scalability.
• Builds Credibility : Accurate and detailed financial presentations enhance your credibility as a founder and reassure investors of your business's soundness.

Key Financial Components to Include

• Historical Financial Performance : If applicable, include past revenue, profit margins, and expenses. This data provides context and shows your business's growth over time.
• Revenue Model : Clearly outline how your business generates revenue. Include different revenue streams, pricing strategies, and customer acquisition methods.
• Financial Projections : Provide forecasts for the next three to five years. This should include projected revenue, gross profit, operating expenses, and EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization).
• Break-even Analysis : Indicate when you expect your business to break even. This information is critical for investors to understand your timeline for profitability.
• Funding Requirements : Clearly state how much funding you are seeking and how you plan to use the capital. Break down the allocation of funds to various aspects of your business.
• Key Metrics : Highlight key performance indicators (KPIs) such as customer acquisition cost (CAC), lifetime value (LTV), and churn rate. These metrics give investors insight into your business model's efficiency.

How to Create a Financials Slide Using MagicSlides

Step 1: visit magicslides, step 2: access the ai-powered ppt feature, step 3: create a pitch deck, step 4: enter your website url, step 5: fetch information, step 6: review and add details, step 7: generate your pitch deck, best practices for presenting financials.

• Be Clear and Concise : Use bullet points and visual aids like charts or graphs to present data in a digestible format.
• Highlight Key Takeaways : Ensure that the most important financial metrics stand out so that investors can easily grasp your business's financial health.
• Use Professional Visuals : Maintain a consistent and professional design throughout your pitch deck, especially on financial slides, to enhance credibility.
• Be Prepared for Questions : Investors may have questions regarding your financials, so be ready to provide detailed explanations and justifications.
• Cite Sources : When presenting data, always reference credible sources to enhance the reliability of your information.

Create PPT using AI

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Exxonmobil announces third-quarter 2024 results.

• Improved earnings power from enterprise-wide transformation drove industry-leading third-quarter earnings of $8.6 billion 1
• Achieved highest liquids production in over 40 years with 3.2 million barrels per day 2 
• Delivered record high-value product sales volumes in Product Solutions, up 10% over prior year-to-date 
• Returned $9.8 billion to shareholders in the quarter and increased fourth-quarter dividend to $0.99 per share
• Leading carbon capture and storage development; new customer agreement increases CO 2 offtake under contract to 6.7 million metric tons per year, more committed volume than any other company has announced 3

Results Summary

“We delivered one of our strongest third quarters in a decade,” said Darren Woods, chairman and chief executive officer. 

“Our industry-leading results 1 continue to demonstrate how our enterprise-wide transformation is improving the structural earnings power of the company. In the Upstream, we've doubled the profitability of the barrels we produce on a constant price basis 5 . In Product Solutions, we've high-graded our refining footprint and increased high-value product sales. And across the entire company, we’ve achieved $11.3 billion of structural cost savings since 2019. Our strategy is delivering leading returns of 20% so far this year for our shareholders, and we are continuing that growth with a 4% increase in our quarterly dividend payment announced today. We’ve now increased our annual dividend for 42 years in a row, a claim that less than 4% of the S&P 500 companies can make. Furthermore, we lead industry in total shareholder returns for the past 3, 5 and 10 years.”

1 Earnings and cash flow for the IOCs are actuals for companies that reported results on or before October 31, 2024, or estimated using Bloomberg consensus as of October 31. IOCs include each of BP, Chevron, Shell and TotalEnergies. 2 Upstream 3Q production compared to historical annual production from 1984 to 2024. 3 Based on contracts to move up to 6.7 MTA CO2 starting in 2025, subject to additional investment by ExxonMobil and receipt of government permitting for carbon capture and storage projects. 4 Assuming dilution. 5 Upstream unit earnings ($/oeb), which doubled since 2019, exclude identified items and are adjusted to 2022 $60/bbl real Brent; Upstream unit earnings exclude Pioneer contributions.

Financial Highlights

• Year-to-date earnings were $26.1 billion versus $28.4 billion in the same period last year. Earnings decreased as industry refining margins and natural gas prices declined from last year's historically high levels, partially offset by favorable timing effects mainly from derivatives mark-to-market impacts. Strong advantaged volume growth from Guyana and Permian assets including Pioneer, and increased high-value product sales more than offset lower base volumes from divestments of non-strategic assets and scheduled maintenance. Structural cost savings partly offset higher expenses from depreciation, scheduled maintenance, development of new businesses and 2025 project start-ups. 
• Achieved $11.3 billion of cumulative Structural Cost Savings versus 2019, including an additional $1.6 billion of savings during the year and $0.6 billion during the quarter. The company is on track to deliver cumulative savings totaling $15 billion through the end of 2027 versus 2019.
• Generated strong cash flow from operations of $42.8 billion and free cash flow of $26.4 billion in the first nine months of the year. Industry leading year-to-date shareholder distributions 1  of $26.1 billion included $12.3 billion of dividends and $13.8 billion of share repurchases. The company plans to repurchase over $19 billion of shares in 2024. ExxonMobil leads industry with total shareholder return of 20% year-to-date 2 , and also for the past three, five and ten-year periods.  
• The Corporation declared a fourth-quarter dividend of $0.99 per share, an increase of 4%, payable on December 10, 2024, to shareholders of record of Common Stock at the close of business on November 14, 2024. The company has increased its annual dividend for 42 consecutive years, a claim that less than 4% of the S&P 500 companies can make.
• The company's debt-to-capital ratio was 13% and the net-debt-to-capital ratio was 5% 3 , reflecting year-to-date debt repayment of $4.7 billion and a period-end cash balance of $27.0 billion. 

1 Leading measures for the IOCs are actuals for companies that reported results on or before October 31, 2024, or estimated using Bloomberg consensus as of October 31. IOCs include each of BP, Chevron, Shell and TotalEnergies. 2 Year-to-date total shareholder return is as of the last business day of the most recent fiscal quarter. 3 Net debt is total debt of $42.6 billion less $26.9 billion of cash and cash equivalents excluding restricted cash. Net-debt to-capital ratio is net debt divided by the sum of net debt and total equity of $276.4 billion.

ADVANCING CLIMATE SOLUTIONS

Hydrogen 

• ADNOC acquired a 35% equity stake in the company's hydrogen production facility in Baytown, Texas. The proposed project is expected to produce virtually carbon-free hydrogen, with approximately 98% of carbon dioxide (CO 2 ) captured and stored.
• ExxonMobil also signed a Project Framework Agreement with Mitsubishi Corporation for the offtake of low-carbon ammonia and equity participation in the Baytown project. It joined JERA, Japan’s largest power generator, which signed a similar agreement in March.
• Contingent on the U.S. federal government implementing regulations that are consistent with the Inflation Reduction Act's legislative intent, the Baytown facility is expected to be the world’s largest of its kind upon startup, capable of producing up to 1 billion cubic feet of hydrogen per day and more than 1 million tons of low-carbon ammonia per year. A final investment decision is expected in 2025 with anticipated startup in 2029.

Carbon Capture and Storage

• ExxonMobil signed its fifth CCS agreement to transport and store up to 1.2 million metric tons of CO 2 per year from the New Generation Gas Gathering (NG3) project being built in Louisiana. NG3 will gather and treat natural gas produced in east Texas and Louisiana for delivery to U.S. Gulf Coast markets, including for LNG export. This is ExxonMobil's first agreement with a natural gas processing customer and brings the total contracted CO 2 to store for customers up to 6.7 million metric tons per year. No other company has more announced CO 2 offtake under contract than ExxonMobil 1 .
• The company secured the largest offshore CO 2 storage site in the United States through an agreement with the Texas General Land Office. The 271,000-acre site complements the onshore CO 2 storage portfolio the company is developing and further solidifies ExxonMobil as the company of choice for carbon capture, transport and storage across the U.S. Gulf Coast. Proceeds from the agreement directly benefit the Texas Permanent School Fund, which enhances education for Texas children.

Products Supporting a Lower-Emissions Future

• ExxonMobil acquired the exclusive overseas licensing rights for Neuvokas Corporation’s proprietary composite rebar manufacturing process. ExxonMobil’s Proxxima TM polyolefin thermoset resin system paired with this patented process delivers a cost-effective, corrosion free, lightweight, and long-lasting rebar as an alternative to steel. This collaboration marks a significant step towards expanding the global market of composite rebar. Proxxima TM resin is made by transforming lower-value gasoline molecules into a high-value, lower-emission product that can be used in high-performance coatings, light-weight construction materials, and advanced composites for cars and trucks – including battery boxes for electric vehicles. The company estimates a total potential addressable market of $30 billion dollars by 2030 for Proxxima TM2 .
• As part of its Carbon Materials Venture, ExxonMobil has developed proprietary technology that allows the company to produce feedstock for next-generation graphite at scale for the electric vehicle (EV) battery market. Carbon material products are made by transforming the molecular structure of low-value heavy fuel oil from the company's refining process into high-value products, resulting in a thousands-of-dollars-per-ton uplift. This next-generation graphite potentially provides a 30% improvement in EV battery range as well as faster charges. This market could grow at 25% per year and reach $30 billion dollars by 2030 3 .

  1 Based on contracts to move up to 6.7 MTA CO2 starting in 2025, subject to additional investment by ExxonMobil and receipt of government permitting for carbon capture and storage projects. 2 EM estimate calculated based on volumetric displacement of epoxy resin on a cradle-to-gate basis. Source: Comparative Carbon Footprint of Product - ExxonMobil’s Proxima™ Resin System to Alternative Resin Systems, June 2023, prepared by Sphera Solutions, Inc. for ExxonMobil Technology and Engineering Company. The study was confirmed to be conducted according to and in compliance with ISO 14067:2018 by an independent third-party critical review panel. https://www.materia-inc.com/what-do-we-do/our-products/creating-sustainable-solutions/lca-executive-summary . Total addressable market in 2030 based on internal estimates of projected growth rates in target thermoset segments and estimates of further penetration of composite solutions. 3 Total addressable market in 2030 based on internal estimates of demand in existing applications and markets.

Earnings and volume summary by segment: Upstream

• Upstream year-to-date earnings were $18.9 billion, $1.7 billion higher than the same period last year. The prior-year period was negatively impacted by tax-related identified items. Excluding identified items, earnings increased $1.5 billion due to advantaged assets volume growth from record Guyana, heritage Permian and Pioneer production, and structural cost savings. These factors were partly offset by higher depreciation expense, and lower base volumes from divestments of non-strategic assets and government-mandated curtailments. Year-to-date net production was 4.2 million oil-equivalent barrels per day, an increase of 14%, or 534,000 oil-equivalent barrels per day.
• Third-quarter earnings were $6.2 billion, a decrease of $916 million from the second quarter driven by lower crude realizations and higher exploration expenses, partly offset by production, which included the highest liquids volumes in 40 years, and structural cost savings. Net production in the third quarter of 4.6 million oil-equivalent barrels per day was up 5%, or 224,000 oil-equivalent barrels per day versus the prior period. A full quarter of Pioneer volumes was partially offset by lower Guyana volumes as Liza phases 1 and 2 were taken offline to complete planned facility tie-ins for the country's gas-to-energy project.

Earnings and volume summary by segment: Energy Products

• Energy Products year-to-date earnings were $3.6 billion compared to $8.9 billion in the same period last year due to significantly weaker industry refining margins, which declined from historically high levels as supply from industry capacity additions outpaced record global demand. Earnings improvement from structural cost savings and advantaged projects, including incremental volumes from the Beaumont refinery expansion, partially offset the impacts from higher scheduled maintenance and non-core refinery divestments. Favorable timing effects, mainly from the absence of prior year unfavorable derivatives mark-to-market impacts, provided a partial offset to the earnings decline.
• Third-quarter earnings totaled $1.3 billion, an increase of $0.4 billion from the second quarter. Lower scheduled maintenance and favorable derivatives mark-to-market timing effects more than offset lower industry refining margins and impacts from a tornado-related shutdown at the Joliet refinery in Illinois, which had a safe and rapid restart ahead of expectations.

Earnings and volume summary by segment: Chemical Products

• Chemical Products year-to-date earnings were $2.5 billion, an increase of $1.0 billion versus the first nine months of 2023. Despite bottom-of-cycle market conditions, overall margins increased from the prior year as a result of the company's advantaged North America footprint, which benefited from lower ethane feed costs, and improved high-value product realizations. Record high-value product sales, which grew 9% year-over-year, and structural cost savings more than offset higher expenses from planned maintenance and strategic growth projects that start up in 2025.
• Third-quarter earnings were $893 million, the highest quarter in over two years, compared to $779 million in the second quarter driven by improved margins from lower North America feed costs and growth in high-value product sales.

Earnings and volume summary by segment: Specialty Products

• Specialty Products delivered consistently strong earnings from its portfolio of high-value products. Year-to-date earnings were a record $2.3 billion 1 , an increase of $242 million compared with the first nine months of 2023 driven by improved basestock and finished lubes margins, structural cost savings, and higher sales volumes including record Mobil 1 TM sales. These factors were partly offset by unfavorable foreign exchange impacts and higher expenses including marketing activities and spending to build Proxxima TM resin and carbon material products – new high-growth, high-margin businesses.
• Third-quarter earnings were $794 million, compared to $751 million in the second quarter. Higher industry basestock margins were partly offset by unfavorable tax and foreign exchange effects.

1 Highest Specialty Products first-nine-months earnings on record. Records date back to 2017 per recast of Product Solutions five years back from formation in 2022.

Earnings and volume summary by segment: Corporate and Financing

• Year-to-date net charges of $1,216 million were comparable to last year. 
• Corporate and Financing third-quarter net charges of $544 million increased $234 million versus the second quarter driven by unfavorable foreign exchange impacts and higher financing costs.

Cash flow from operations and asset sales excluding working capital

Free cash flow 1, calculation of structural cost savings.

This press release also references Structural Cost Savings, which describes decreases in cash opex excluding energy and production taxes as a result of operational efficiencies, workforce reductions, divestment-related reductions, and other cost-savings measures, that are expected to be sustainable compared to 2019 levels. Relative to 2019, estimated cumulative Structural Cost Savings totaled $11.3 billion, which included an additional $1.6 billion in the first nine months of 2024. The total change between periods in expenses above will reflect both Structural Cost Savings and other changes in spend, including market factors, such as inflation and foreign exchange impacts, as well as changes in activity levels and costs associated with new operations, mergers and acquisitions, new business venture development, and early-stage projects. Estimates of cumulative annual structural savings may be revised depending on whether cost reductions realized in prior periods are determined to be sustainable compared to 2019 levels. Structural Cost Savings are stewarded internally to support management's oversight of spending over time. This measure is useful for investors to understand the Corporation's efforts to optimize spending through disciplined expense management.

Selected Earnings Factor Definitions  

Advantaged volume growth. Represents earnings impact from change in volume/mix from advantaged assets, strategic projects, and high-value products. See frequently used terms on page 11 for definitions of advantaged assets, strategic projects, and high-value products. 

Base volume . Represents and includes all volume/mix factors not included in Advantaged volume growth factor defined above. Structural cost savings . Represents after-tax earnings effect of Structural Cost Savings as defined on page 8, including cash operating expenses related to divestments that were previously included in "volume/mix" factor.  Expenses. Represents and includes all expenses otherwise not included in other earnings factors. Timing effects. Represents timing effects that are primarily related to unsettled derivatives (mark-to-market) and other earnings impacts driven by timing differences between the settlement of derivatives and their offsetting physical commodity realizations (due to LIFO inventory accounting).  

Cautionary Statement

Statements related to future events; projections; descriptions of strategic, operating, and financial plans and objectives; statements of future ambitions, future earnings power, potential addressable markets, or plans; and other statements of future events or conditions in this release, are forward-looking statements. Similarly, discussion of future carbon capture, transportation and storage, as well as biofuels, hydrogen, ammonia, lithium, direct air capture, and other low carbon business plans to reduce emissions of ExxonMobil, its affiliates, and third parties, are dependent on future market factors, such as continued technological progress, policy support and timely rule-making and permitting, and represent forward-looking statements. Actual future results, including financial and operating performance; potential earnings, cash flow, or rate of return; total capital expenditures and mix, including allocations of capital to low carbon investments; realization and maintenance of structural cost reductions and efficiency gains, including the ability to offset inflationary pressure; plans to reduce future emissions and emissions intensity; ambitions to reach Scope 1 and Scope 2 net zero from operated assets by 2050, to reach Scope 1 and 2 net zero in heritage Upstream Permian Basin unconventional operated assets by 2030 and in Pioneer Permian assets by 2035, to eliminate routine flaring in-line with World Bank Zero Routine Flaring, to reach near-zero methane emissions from its operated assets and other methane initiatives, to meet ExxonMobil’s emission reduction goals and plans, divestment and start-up plans, and associated project plans as well as technology advances, including the timing and outcome of projects to capture and store CO 2 , produce hydrogen and ammonia, produce biofuels, produce lithium, create new advanced carbon materials, and use plastic waste as feedstock for advanced recycling; cash flow, dividends and shareholder returns, including the timing and amounts of share repurchases; future debt levels and credit ratings; business and project plans, timing, costs, capacities and returns; resource recoveries and production rates; and planned Pioneer and Denbury integrated benefits, could differ materially due to a number of factors. These include global or regional changes in the supply and demand for oil, natural gas, petrochemicals, and feedstocks and other market factors, economic conditions and seasonal fluctuations that impact prices and differentials for our products; changes in law, taxes, or regulation including environmental and tax regulations, trade sanctions, and timely granting of governmental permits and certifications; the development or changes in government policies supporting lower carbon and new market investment opportunities such as the U.S. Inflation Reduction Act or policies limiting the attractiveness of future investment such as the additional European taxes on the energy sector and unequal support for different methods of emissions reduction; variable impacts of trading activities on our margins and results each quarter; actions of competitors and commercial counterparties; the outcome of commercial negotiations, including final agreed terms and conditions; the ability to access debt markets; the ultimate impacts of public health crises, including the effects of government responses on people and economies; reservoir performance, including variability and timing factors applicable to unconventional resources and the success of new unconventional technologies; the level and outcome of exploration projects and decisions to invest in future reserves; timely completion of development and other construction projects; final management approval of future projects and any changes in the scope, terms, or costs of such projects as approved; government regulation of our growth opportunities; war, civil unrest, attacks against the company or industry and other political or security disturbances; expropriations, seizure, or capacity, insurance or shipping limitations by foreign governments or laws; changes in market strategy by national oil companies; opportunities for potential acquisitions, investments or divestments and satisfaction of applicable conditions to closing, including timely regulatory approvals; the capture of efficiencies within and between business lines and the ability to maintain near-term cost reductions as ongoing efficiencies; unforeseen technical or operating difficulties and unplanned maintenance; the development and competitiveness of alternative energy and emission reduction technologies; the results of research programs and the ability to bring new technologies to commercial scale on a cost-competitive basis; and other factors discussed under Item 1A. Risk Factors of ExxonMobil’s 2023 Form 10-K.  

Actions needed to advance ExxonMobil’s 2030 greenhouse gas emission-reductions plans are incorporated into its medium-term business plans, which are updated annually. The reference case for planning beyond 2030 is based on the Company’s Global Outlook research and publication. The Outlook is reflective of the existing global policy environment and an assumption of increasing policy stringency and technology improvement to 2050. Current trends for policy stringency and deployment of lower-emission solutions are not yet on a pathway to achieve net-zero by 2050. As such, the Global Outlook does not project the degree of required future policy and technology advancement and deployment for the world, or ExxonMobil, to meet net zero by 2050. As future policies and technology advancements emerge, they will be incorporated into the Outlook, and the Company’s business plans will be updated accordingly. References to projects or opportunities may not reflect investment decisions made by the corporation or its affiliates. Individual projects or opportunities may advance based on a number of factors, including availability of supportive policy, permitting, technological advancement for cost-effective abatement, insights from the company planning process, and alignment with our partners and other stakeholders. Capital investment guidance in lower-emission investments is based on our corporate plan; however, actual investment levels will be subject to the availability of the opportunity set, public policy support, and focused on returns.

Forward-looking and other statements regarding environmental and other sustainability efforts and aspirations are not an indication that these statements are material to investors or requiring disclosure in our filing with the SEC. In addition, historical, current, and forward-looking environmental and other sustainability-related statements may be based on standards for measuring progress that are still developing, internal controls and processes that continue to evolve, and assumptions that are subject to change in the future, including future rule-making. The release is provided under consistent SEC disclosure requirements and should not be misinterpreted as applying to any other disclosure standards.

Frequently Used Terms and Non-GAAP Measures

This press release includes cash flow from operations and asset sales (non-GAAP). Because of the regular nature of our asset management and divestment program, the company believes it is useful for investors to consider proceeds associated with the sales of subsidiaries, property, plant and equipment, and sales and returns of investments together with cash provided by operating activities when evaluating cash available for investment in the business and financing activities. A reconciliation to net cash provided by operating activities for the 2023 and 2024 periods is shown on page 7.

This press release also includes cash flow from operations excluding working capital (non-GAAP), and cash flow from operations and asset sales excluding working capital (non-GAAP). The company believes it is useful for investors to consider these numbers in comparing the underlying performance of the company's business across periods when there are significant period-to-period differences in the amount of changes in working capital. A reconciliation to net cash provided by operating activities for the 2023 and 2024 periods is shown on page 7. 

This press release also includes Earnings/(Loss) Excluding Identified Items (non-GAAP), which are earnings/(loss) excluding individually significant non-operational events with, typically, an absolute corporate total earnings impact of at least $250 million in a given quarter. The earnings/(loss) impact of an identified item for an individual segment may be less than $250 million when the item impacts several periods or several segments. Earnings/(loss) excluding Identified Items does include non-operational earnings events or impacts that are generally below the $250 million threshold utilized for identified items. When the effect of these events is significant in aggregate, it is indicated in analysis of period results as part of quarterly earnings press release and teleconference materials. Management uses these figures to improve comparability of the underlying business across multiple periods by isolating and removing significant non-operational events from business results. The Corporation believes this view provides investors increased transparency into business results and trends and provides investors with a view of the business as seen through the eyes of management. Earnings excluding Identified Items is not meant to be viewed in isolation or as a substitute for net income/(loss) attributable to ExxonMobil as prepared in accordance with U.S. GAAP. A reconciliation to each of corporate earnings and segment earnings are shown for 2024 and 2023 periods in Attachments II-a and II-b. Earnings per share amounts are shown on page 1 and in Attachment II-a, including a reconciliation to earnings/(loss) per common share – assuming dilution (U.S. GAAP).

This press release also includes total taxes including sales-based taxes. This is a broader indicator of the total tax burden on the Corporation’s products and earnings, including certain sales and value-added taxes imposed on and concurrent with revenue-producing transactions with customers and collected on behalf of governmental authorities (“sales-based taxes”). It combines “Income taxes” and “Total other taxes and duties” with sales-based taxes, which are reported net in the income statement. The company believes it is useful for the Corporation and its investors to understand the total tax burden imposed on the Corporation’s products and earnings. A reconciliation to total taxes is shown in Attachment I-a.This press release also references free cash flow (non-GAAP) and free cash flow excluding working capital (non-GAAP). Free cash flow is the sum of net cash provided by operating activities and net cash flow used in investing activities excluding cash acquired from mergers and acquisitions. These measures are useful when evaluating cash available for financing activities, including shareholder distributions, after investment in the business. Free cash flow and free cash flow excluding working capital are not meant to be viewed in isolation or as a substitute for net cash provided by operating activities. A reconciliation to net cash provided by operating activities for the 2023 and 2024 periods is shown on page 7. 

References to resources or resource base may include quantities of oil and natural gas classified as proved reserves, as well as quantities that are not yet classified as proved reserves, but that are expected to be ultimately recoverable. The term “resource base” or similar terms are not intended to correspond to SEC definitions such as “probable” or “possible” reserves. A reconciliation of production excluding divestments, entitlements, and government mandates to actual production is contained in the Supplement to this release included as Exhibit 99.2 to the Form 8-K filed the same day as this news release.

The term “project” as used in this news release can refer to a variety of different activities and does not necessarily have the same meaning as in any government payment transparency reports. Projects or plans may not reflect investment decisions made by the company. Individual opportunities may advance based on a number of factors, including availability of supportive policy, technology for cost-effective abatement, and alignment with our partners and other stakeholders. The company may refer to these opportunities as projects in external disclosures at various stages throughout their progression.

Advantaged assets (Advantaged growth projects) includes Permian (heritage Permian and Pioneer), Guyana, Brazil and LNG.

Base portfolio (Base) in our Upstream segment, refers to assets (or volumes) other than advantaged assets (or volumes from advantaged assets). In our Energy Products segment, refers to assets (or volumes) other than strategic projects (or volumes from strategic projects). In our Chemical Products and Specialty Products segments refers to volumes other than high-value products volumes.

Debt-to-capital ratio is total debt divided by the sum of total debt and equity. Total debt is the sum of notes and loans payable and long-term debt, as reported in the consolidated balance sheet.

Government mandates (curtailments) are changes to ExxonMobil’s sustainable production levels as a result of production limits or sanctions imposed by governments.

Heritage Permian: Permian basin assets excluding assets acquired as part of the acquisition of Pioneer Natural Resources that closed in May 2024.

High-value products includes performance products and lower-emission fuels.

Lower-emission fuels are fuels with lower life cycle emissions than conventional transportation fuels for gasoline, diesel and jet transport.

Net-debt-to-capital ratio is net debt divided by the sum of net debt and total equity, where net debt is total debt net of cash and cash equivalents, excluding restricted cash. Total debt is the sum of notes and loans payable and long-term debt, as reported in the consolidated balance sheet.

Performance products (performance chemicals, performance lubricants) refers to products that provide differentiated performance for multiple applications through enhanced properties versus commodity alternatives and bring significant additional value to customers and end-users.

Strategic projects includes (i) the following completed projects: Rotterdam Hydrocracker, Corpus Christi Chemical Complex, Baton Rouge Polypropylene, Beaumont Crude Expansion, Baytown Chemical Expansion, Permian Crude Venture, and the 2022 Baytown advanced recycling facility; and (ii) the following projects still to be completed: Fawley Hydrofiner, China Chemical Complex, Singapore Resid Upgrade, Strathcona Renewable Diesel, Proxxima TM Venture, USGC Reconfiguration, additional advanced recycling projects under evaluation worldwide, and additional projects in plan yet to be publicly announced.

Total shareholder return (TSR) measures the change in value of an investment in common stock over a specified period of time, assuming dividend reinvestment. Shareholder return over a particular measurement period is calculated by: dividing (1) the sum of (a) the cumulative value of dividends received during the measurement period, assuming reinvestment, plus (b) the difference between the stock price at the end and at the beginning of the measurement period; by (2) the stock price at the beginning of the measurement period. For this purpose, dividends are assumed to be reinvested in stock at market prices at approximately the same time actual dividends are paid. Unless stated otherwise, total shareholder return is quoted on an annualized basis.

This press release also references Structural Cost Savings, for more details see page 8.

Unless otherwise indicated, year-to-date (“YTD”) means as of the last business day of the most recent fiscal quarter. 

Reference to Earnings

References to corporate earnings mean net income attributable to ExxonMobil (U.S. GAAP) from the consolidated income statement. Unless otherwise indicated, references to earnings, Upstream, Energy Products, Chemical Products, Specialty Products and Corporate and Financing earnings, and earnings per share are ExxonMobil’s share after excluding amounts attributable to noncontrolling interests.

Exxon Mobil Corporation has numerous affiliates, many with names that include ExxonMobil, Exxon, Mobil, Esso, and XTO. For convenience and simplicity, those terms and terms such as Corporation, company, our, we, and its are sometimes used as abbreviated references to specific affiliates or affiliate groups. Similarly, ExxonMobil has business relationships with thousands of customers, suppliers, governments, and others. For convenience and simplicity, words such as venture, joint venture, partnership, co-venturer, and partner are used to indicate business and other relationships involving common activities and interests, and those words may not indicate precise legal relationships. ExxonMobil's ambitions, plans and goals do not guarantee any action or future performance by its affiliates or Exxon Mobil Corporation's responsibility for those affiliates' actions and future performance, each affiliate of which manages its own affairs.  

Throughout this press release, both Exhibit 99.1 as well as Exhibit 99.2, due to rounding, numbers presented may not add up precisely to the totals indicated.

Condensed consolidated statement of income (Preliminary)

Other financial data, condensed consolidated balance sheet (preliminary), condensed consolidated statement of cash flows (preliminary), key figures: identified items, key figures: identified items by segment, key figures: upstream volumes, key figures: manufacturing throughput and sales, key figures: capital and exploration expenditures, key figures: earnings/(loss), key figures: earnings/(loss) by quarter.

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