Free Financial Operations Questionnaire Template

Financial Operations Questionnaire

[Your Name]
[Your Company Name]

Dear participant, this questionnaire is designed to assess the financial operations within your company in a comprehensive manner. Your responses will help in enhancing our strategies and practices. We assure you that all your responses will be kept confidential. Thank you for your time and valuable inputs.

Please read through each question carefully and select the most applicable response.

I. Company's Financial Overview

1. What is the primary industry of your organization? _______

2. What is the approximate annual revenue of your company? ______

3. How many employees does your company currently have? ______

II. Financial Management Practices

4. How would you rate your company's current financial management practices on a scale of 1-5 (1 being poor, 5 being excellent)? _____

5. What financial management software does your company use for day-to-day operations? _____

III. Budget Planning and Analysis

6. Does your company prepare a financial budget annually? _____

7. Who is normally involved in the budget planning process in your organisation? _____

8. How often do you perform financial analysis in your company? _____

IV. Risk Management

9. Does your company have a dedicated team for financial risk management? _____

10. How would you rate your company's financial risk management on a scale of 1-5 (1 being poor, 5 being excellent)? _____

V. Demographic Information

11. Please provide your Job Title: _____

12. How long have you been working in this company? _____

We greatly appreciate your input. Your responses will contribute greatly to our research and development efforts. Thank you for your time.