Use this step by step explanation to craft a good employee performance feedback review for an accountant. Find the right words with quality phrases.

An accountant is overall known to provide financial advice to all businesses ranging from government bodies, multinational organizations to small independent firms specializing in particular areas that are highly critical to any business which includes: auditing, management consultancy, recovery, taxation, assurance, forensic accountancy and corporate finance.

Though the primary task is well-known as examining and preparing accurate financial records for both individuals and businesses; their is more work that includes, organizing and maintaining financial records, preparing statements and documents that comply with the laws and regulations, preparing tax returns while ensuring prompt payments are made and updating accounting systems to keep them up to date.

Employee Performance Review Sample

Employee's Name: Title:
Review Period: __/__/__ to __/__/__ Employee SSN:
Work Location: Supervisor's Name:

Instructions

  1. Rating: Rate the employee against the core skills based on how well he/she demonstrates each skill. Give scores 1, 2, or 3 for each rating depending on the employee's performance.
  2. Comments: Use this area to give examples of employee's performance phrases. The phrases should describe how well an employee has performed on previously set goals based on the given core skill.
  3. Summary: Use this section to give a summary of the employee's strengths and areas for improvement or development. Recommend a step increase for an employee who has met the expectations and performance improvement plans for one who doesn't meet expectations.
  4. Human Resources Review: Human resources manager must examine and indicate whether he/she concurs with the evaluation and comments. If the manager agrees, then he/she must sign the evaluation form. If he/she doesn't concur, then he/she must provide reasons explaining why this is so.
  5. Signatures: Sign the evaluation form and give it to the employee to go through and answer the Self Evaluation Questions. Ask him/her to sign and date the evaluation form before giving it back to the human resources for filing.

Rating Meaning

The employee fails to perform the most important aspects of the job satisfactorily. Requires close guidance to carry out routine jobs. He/she needs significant improvement in all areas. Meetings should be held between the employee and the supervisor to discuss performance deficiencies.

1

Employee routinely meets and exceeds expectations in all areas of responsibility. Produces high-quality work that at times exceeds expectations. Consistently meets the most critical annual goals. Occasionally produces timely and accurate results.

2

The employee consistently and significantly exceeds the communicated expectations by producing exceptionally high-quality work. He/she demonstrates exceptional knowledge of his/her duties and is highly recognized by others as an authority in his/her area of work.

3

Supervisor's Feedback

Skill

Comments

Rating

PRESENTATION SKILLS: Presentation Skills are useful in getting your message or opinion out there in many aspects of life and work, though they are mostly used in businesses, sales, teaching, lecturing, and training.

Gives a clear and well-structured delivery when making a presentation.

Responds well to questions and issues raised by the audience.

3

CRITICAL THINKING: Critical Thinking is the ability to think clearly and rationally while understanding the logical connection between ideas in a reflective and independent thinking.

Highly demonstrates assertive and decisive ability when finding solutions for problems.

Examines the implications and possible consequences to any particular action carefully.

3

ADMINISTRATIVE SKILLS: Administrative Skills are all the services related to the running of a business or keeping an office organized while supporting the efforts of the management team.

Possesses superior administrative skills and knowledge and effectively applies them to the various work related assignments.

Promotes a peaceful and productive working environment for all staff members.

3

JUDGMENT SKILLS: Judgment is the ability to make a decision or form an opinion wisely especially in matters affecting action, good sense and discretion.

Considers the best interests of all parties, in situations where the facts or evidence is not clear-cut or widely agreed, when making a decision

Conducts a comparative analysis of proposals from two advertising agencies in order to select the best firm to lead a campaign

3

KNOWLEDGE OF JOB: Knowledge of Job is essential to every employee who needs to have a clear understanding of how their jobs fit into the overall organization to eliminate carelessness and laxity.

Looks for new ways and ideas to improve a task one has been assigned, or a project one is working on

Behaves professionally and does not fool around wasting one's time and that of other employees

3

MANAGEMENT CONTROL: Management Control is a system that collects and uses the information to evaluate the performance of different organizational resources like the financial, physical and the organization performance as a whole.

Provides teams and individuals with the support they require to accomplish goals

Acknowledges the accomplishment of employees and recognizes each person's contributions

2

MANAGING EXPENSES: Managing Expenses refers to the systems deployed by a business to process, pay and audit the employee-initiated expenses that may include travel, entertainment, telephone, etc.

Performs all the financial duties with consistent accuracy ensuring every detail is captured to avoid fraud

Ensuring all the important details are captured and stored for future reference

3

CONCEPTUAL THINKING: Conceptual Thinking is the ability to recognize a situation or problem by identifying patterns or connections while addressing the underlying issues.

Identifies and shares with other employees short-term strategies to overcome problems or take advantage of opportunities

Integrates complex and diverse data to create concepts that are entirely new but helpful to the company

2

PROBLEM/SITUATION ANALYSIS: Problem/Situation Analysis is the ability to solve problems and assess situations to know what kind of solution is required to calm it down.

Concentrates on the solution that can lead one to achieve the set goals and anticipates possible challenges associated with this solution

Opens own mind to a solution that may work and tries it out instead of making snap judgments based on little experience and information

3

FINANCIAL MANAGEMENT: Financial Management is the skill of learning how to handle accounting, finance, and organizational management through providing daily data on the operations that take place every day.

Keeps track of all the company's expenses in order to fine-tune where the company's money goes

Makes sure that expansions are made carefully and steadily; avoids pushing too much money into expansions

3

Self Evaluation

Self Evaluation Question

Employee Comments

PRESENTATION SKILLS:

What was the highest score or reviews you received for any presentation that you have made so far?

How can you rate your experience level when it comes to giving presentations?

[employee comments]
CRITICAL THINKING:

Elaborate on a given occasion that you made the best decision. How did you feel about it?

When expressing your ideas do you deliver them in a logical manner?

[employee comments]
ADMINISTRATIVE SKILLS:

How well do you encourage your employees to be the best they can be and to trust in their abilities?

How well do you manage the pressures of your administrative position?

[employee comments]
JUDGMENT SKILLS:

Describe a time when you had to be relatively quick in solving a problem. How did you do it? What was the outcome?

Is there a time when you have made a terrible mistake due to poor judgment? What was the mistake? How was it fixed?

[employee comments]
KNOWLEDGE OF JOB:

How have you improved your knowledge of the job? In what ways have you helped other employees improve their knowledge of the job?

Can you give two or three examples of times when you have worked with groups of people to accomplish tasks? What was your role?

[employee comments]
MANAGEMENT CONTROL:

Do you network with other leaders to build key alliances that could be vital to the growth of the business?

Do you allow employees to seek your advice about matters concerning them both personal and professional?

[employee comments]
MANAGING EXPENSES:

Do you keep daily, weekly or monthly data on every expense from all teams?

Do you quickly notice errors, omissions or additions that are irregular from the registers?

[employee comments]
CONCEPTUAL THINKING:

Describe a time when you identified customer's needs on a particular project. What resources did you call on to help?

Give an example of a problem you solved when important facts were unavailable. What was the outcome? How was this problem affecting other employees?

[employee comments]
PROBLEM/SITUATION ANALYSIS:

What information do you research when analyzing a problem and how do you use it?

Describe the most difficult situation/problem you have ever solved. What steps did you take to diagnose it and what was the outcome?

[employee comments]
FINANCIAL MANAGEMENT:

What are some of the methods you have used to help your company manage its finances effectively?

Describe a time when your company was successful in reducing its expenses. What are some of the strategies you used and how did the company benefit from this?

[employee comments]

Summary

Sections 1-4: To be completed by the supervisor

Section 5: To be completed by the employee

1. Exceeds Job Related Expectations

2. Areas to improve

3. Goals completed since last performance feedback

4. Goals for next period

5. Employee comments

Signatures

I acknowledge that I discussed this performance feedback with my supervisor. My signature does not mean that I agree or disagree with this appraisal.
Employee: Date:
Supervisor: Date:
Human Resources: Date:

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