Templates
Finance
Bank Balance Sheet Template
💰

Bank Balance Sheet Template

Efficiently streamline your financial processes with our comprehensive 'Bank Balance Sheet Template'. Perfect for accurate data gathering, reviewing, and approvals.
1
Identify applicable line items for the balance sheet
2
Gather financial data
3
Calculate total assets
4
Calculate total liabilities
5
Calculate shareholders' equity
6
Input the data and calculations into the balance sheet template
7
Review the numbers for errors
8
Approval: Financial Analyst for preliminary review
9
Update the balance sheet with any necessary corrections
10
Confirm final financial figures
11
Ensure all items reconcile correctly
12
Draft a summary of the data and significant points
13
Prepare supporting documents and notes to the balance sheet
14
Approval: Senior Accountant for detailed review
15
Prepare for auditor review and provide necessary data
16
Approval: Internal Auditor red flag check
17
Prepare final balance sheet presentation for management
18
Approval: CFO for final review and sign off
19
Archive the current balance sheet and supporting documents
20
Communicate the approved balance sheet to relevant departments