Future of Financial Modelling - Where do you stand?

Please take 5 minutes to share your comments. (13 questions)

This survey is to help The Outperformer and our team explore the most appropriate content, learning experiences and support to around the space of financial modeling. The work we do with thought-leaders in the financial modeling area, such as Lance Rubin, will continue in 2018 and be shaped by this research.

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* 1. Please share some basic personal details to help us refine our research. Your details will be kept private and used by The Outperformer team.

Name

Company

City/Town

Country

Email Address

Phone Number

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* 2. Current Job Title

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* 3. Years of Experience Building Financial Models used for business requirements

0-1 years

1-3 years

3-6 years

6 - 10 years

10 + years

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* 4. Core reason for most of your financial modeling activity (you or your team)?

Transactions (Deals, Refinance, Valuations etc)

Exploring & supporting key management decisions

Strategic Planning (Forecasts)

Supporting business stakeholders to explore scenarios

Budget Models

Contract Evaluations or Business Cases

Foreign Exchange

Logistics (scheduling and planning)

CAPEX and other investments

Pricing and related scenarios

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* 5. In a few short words, what types of decisions do you influence with financial models in your current role?

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* 6. On a scale of 0 to 10, how do you currently rate your financial model building skills? (0 being "Non-existent", to 10 being "Exceptional")

0 (Non-Existent)

5 (Effective)

10 (Exceptional)

Clear

i We adjusted the number you entered based on the slider’s scale.

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* 7. If you were asked to build a three-way model to the current your division or organisation, how long would this take?

A few hours

About one day

Between one day and a week

One to two weeks

Over two weeks

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* 8. How often do you use charts or graphs reflecting your financial model in presentations or reports?

Very regularly

Sometimes

On occasions

Almost never

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* 9. How often are your forecasts or financial models re-cut, changed or manipulated by others involved in decisions?

Every time

Almost always

Sometimes

On a few occasions

Never

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* 10. What are frustrations you have with financial modeling in general (you can answer more than one)?

The time it takes to build a quality financial model

The accuracy of my financial model

Picking up others financial models and dealing with their logic and changes

The manual nature of financial modelling

The changes that occur when using financial models for decisions, presentations or general reporting

The lack of security of models

The learning involved to build financial modelling skills

The lack of relevance financial modelling has to my role or career

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* 11. How important do you believe data visualisation (charts, graphs, interactive visuals) is for influencing business/ financial decisions? (0 being not important at all and 10 being extremely important)

Clear

i We adjusted the number you entered based on the slider’s scale.

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* 12. In the next twelve months, what decisions or scenarios is likely to require you or your business to build or re-build a bespoke financial model? (Please provide high level comments; the detail or confidential information is not important)

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* 13. Who or where do you go to for support or advice around financial modelling? (e.g. advisory companies, experts, internal resources, online material)