Financial Analysis Techniques Assessment Form
Please complete this assessment to help us understand your familiarity and practical experience with key financial analysis techniques. All responses are confidential and used solely for skill evaluation.
How would you rate your overall familiarity with financial analysis techniques?
*
Not familiar
1
2
3
4
Highly familiar
5
1 is Not familiar, 5 is Highly familiar
How often do you apply financial analysis techniques in your current role?
*
Daily
Weekly
Monthly
Rarely
Never
Please indicate your level of familiarity and practical experience with the following financial analysis techniques.
*
Rows
Not familiar
Somewhat familiar
Familiar with theory
Occasionally use
Regularly use
Ratio Analysis
1
2
3
4
5
Trend Analysis
6
7
8
9
10
Cash Flow Analysis
11
12
13
14
15
Variance Analysis
16
17
18
19
20
Break-even Analysis
21
22
23
24
25
Which financial statements do you most frequently analyze?
*
Income Statement
Balance Sheet
Cash Flow Statement
Statement of Changes in Equity
Other
Which of the following tools/software do you use for financial analysis?
Microsoft Excel
Google Sheets
Power BI
Tableau
SAP
Other
How confident are you in interpreting financial ratios (e.g., liquidity, profitability, solvency)?
*
Not confident
1
2
3
4
Highly confident
5
1 is Not confident, 5 is Highly confident
Which financial analysis technique do you consider your strongest?
*
Ratio Analysis
Trend Analysis
Cash Flow Analysis
Variance Analysis
Break-even Analysis
Other
Have you received any formal education or certification in financial analysis?
*
Yes, degree in finance/accounting
Yes, professional certification
Yes, completed online courses
No formal education/certification
How would you rate the importance of financial analysis in your current organization?
*
Not important
1
2
3
4
Extremely important
5
1 is Not important, 5 is Extremely important
Please share any additional comments or areas of interest in financial analysis.
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