Use this step by step explanation to craft a good employee performance feedback review for an accounting manager. Find the right words with quality phrases.
An accounting manager is responsible for every area that relates to financial reporting. He/She is the supervisors and evaluators of everyday activities in the financial field ensuring that every detail is implemented well enough. Though the primary responsibility is very straight forward, there are more responsibilities attached to them.
These responsibilities include, ensuring that both monthly and quarterly bank compliance activities are all performed in a timely and precise manner, establishing financial status through developing systems for collecting, verifying, analyzing and reporting information, maintaining a thorough understanding of the financial reporting and general ledger structure, supporting budgets and prediction activities as well as ensuring precise and timely processing of positive connections.
Employee Performance Review Sample | |
|---|---|
| Employee's Name: | Title: |
| Review Period: __/__/__ to __/__/__ | Employee SSN: |
| Work Location: | Supervisor's Name: |
Instructions |
|
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 |
|---|---|---|
| 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. | Evaluates ideas and opinions in an unbiased manner without favoritism. Demonstrates excellent problem-solving skills by accessing a problem and devising the best possible solution for it. | 3 |
| PROBLEM SOLVING: Problem Solving is the skill of defining a problem to determine its cause, identify it, prioritize and select alternative solutions to implement in solving the problems and reviving relationships. | Seeks to brainstorm on problems to try to find the right solutions. Breaks a problem down before starting to analyze it in a more detailed manner. | 3 |
| KNOWLEDGE OF COMPANY PROCESSES: Knowledge of Company Processes is the in-depth understanding of a collection of related, structured activities that serve a particular goal for a group of customers or clients who are valuable to the enterprise. | Works not only with own workgroups but also with groups and teams across and outside the company in order to share ideas that would benefit the company Is able to understand both internal and external client's needs and concerns and to provide sound solutions or recommendations | 3 |
| MANAGING REMOTE TEAMS: Managing Remote Teams is working under no physical supervision from your manager or supervisor while staying on task and communication to report on the daily progress. | Leaves chat rooms open in order to enable team members to discuss important issues and to make them feel like they are connected as one team Uses tools that enable one to share own screen virtually and allow others to control another computer remotely | 3 |
| APPRAISAL AND EVALUATION SKILLS: Appraisal and Evaluation Skills are services that allow employers to assess their employees? contributions to the organization for the period they have been working with them. | Maintains a positive outlook even when performance is not very pleasing Shows lots of initiative and takes the lead on projects | 3 |
| FLEXIBILITY: Flexibility is an important skill that allows employers and employees to make an arrangement about working on maintaining a work/life balance to help organizations improve the productivity and efficiency of their balance. | Embraces change with renewed energy to work hard and deliver as per requirements Always knows how to apply new and more efficient approaches to making a better team | 2 |
| SELF CONFIDENCE: Self Confidence is the ability to know who you are and what you are capable of doing which shows in your behavior, your body language, how you speak, etc. | Volunteers for a task or project that feels like a stretch but matches one's own interests Speaks assertively in order to get people to listen and deliver one's own ideas with conviction | 2 |
| ENJOYMENT OF THE JOB: Enjoyment of the Job is the ability to enjoy what you do rather than enjoying what you earn from it. | Takes an introspective look at one's own performance, production ability and how well a task is completed and works to improve on the weak areas Looks for solutions instead of griping about problems; comes up with suggestions about ways to make things better and run smoothly | 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. | Looks for the solution that highlights the most positive effects as well as that, which produces the mildest consequences Defines own goals specifically and makes them as realistic and as attainable as possible | 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. | Hires a good bookkeeper or uses an accounting software to keep accurate and timely track of the company's income and costs Keeps business trips' costs minimal; does not overspend on luxurious traveling or accommodation | 3 |
Self Evaluation | |
Self Evaluation Question | 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] |
| PROBLEM SOLVING: Give a situation that you solved a problem, and it was unsuccessful. How well are you keen on everything that is happening around you? | [employee comments] |
| KNOWLEDGE OF COMPANY PROCESSES: How do you demonstrate your understanding of the general environment in which your company operates? What steps have you taken to encourage other employees to keep up-to-date with the company's rules, structures, networks, and systems? | [employee comments] |
| MANAGING REMOTE TEAMS: What do you require in your physical workspace to be able to manage remote teams effectively? How do you prepare for and facilitate meetings with your remote workers? How do you make sure every worker attends these meetings? | [employee comments] |
| APPRAISAL AND EVALUATION SKILLS: How do you balance quality and quantity in terms of the performance? Do you give the employees a chance to explain their performance or is your word final? | [employee comments] |
| FLEXIBILITY: Are you adaptable to a new working environment with new people? Are you consistent in following the descriptions given to finish tasks? | [employee comments] |
| SELF CONFIDENCE: Is there someone who has contributed to your self-confidence? What did that person do to build up your feeling of self-worth? Do you feel full of self-confidence or do you wish you had more of it? | [employee comments] |
| ENJOYMENT OF THE JOB: Describe a time when you went beyond your employer's expectations in order to get the job done If you find yourself working with a "boring" team, how do you keep yourself and others motivated? | [employee comments] |
| PROBLEM/SITUATION ANALYSIS: Your manager wants to buy a program that will improve the customer service and asks you for a recommendation. How would you reply? 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: Describe a time when your company has faced an unexpected expense. What was the expense and how did you handle it? What factors do you consider when making a major purchasing decision? Give an example of the last time this happened | [employee comments] |
Summary |
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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: |