Financial Management Questionnaire


A financial management questionnaire is a kind of a questionnaire that is used by certain organizations to assess whether a company is able to benefit from its financial management strategies or policies or not. These questionnaires may have both closed ended or open ended questions.

Any financial management questionnaires puts focus on the financial management techniques of different companies and based on the different results, a general conclusion is drawn. If you are looking for a sample of a financial management questionnaire, then the following given example shall prove to be of help.

Sample Financial Management Questionnaire:

Name of respondent:

Age of the respondent:

Gender of the respondent:

Official address of the respondent:

Contact number of the respondent:

Email ID of the respondent:

Position in the company:

The following is a financial management questionnaire. Kindly answer all of the questions which are given below. Please write in the spaces provided.

Q1. How often do you complete your financial statements?

a)      Everyday

b)      Weekly

c)      Monthly

d)     Yearly

Q2. Do you have an update of the revenue and order forecast?

a)      Yes

b)      No

Q3. How often do you update these forecasts?

a)      Weakly

b)      Monthly

c)      Yearly

Q4. Do you prepare profit as well as loss forecasts and review these forecasts with other members of the team?

a)      Yes

b)      No

Q5. Has your company employed the policy of capital budgets and departmental expenses?

a)      Yes

b)      No

Q6. Are you satisfied with all the financial management techniques employed by your company?

a)      Yes

b)      No

Q7. Has your company prepared any annual goals in financial terms?

a)      Yes

b)      No

c)      Roughly, yes

Q8. Do you have a clear idea about the costs that will be needed by your company to reach its goals?

a)      Yes

b)      No

c)      Roughly, yes

Category: Management Questionnaire

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