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

Forensic Accounting is the art of combining accounting knowledge with investigating skills in various litigation support and studying accounting settings. The public accounting firms, law firms, insurance companies and government organizations employ a forensic accountant in the forensic accounting divisions to specialize on risk consulting and forensic consulting.

Their duties include conducting forensic analysis of financial data, performing legal research to trace funds and identify assets for recovery, extracting data from the financial records, creating and manipulating spreadsheets, attending court when required, preparing analytical data for the court, traveling abroad for investigation purposes, understanding both the legal implications and wider economic of a case.

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

INNOVATION: Innovation is the process of translating new invention into a service that creates value or brings better solutions that meet the requirements.

Is adaptable and very flexible when trying to identify problems and to find solutions.

Keenly evaluates solutions and seeks to develop useful recommendations that achieve good results.

3

ACCURACY: Accuracy refers to the closeness of a measured value to a known value or standard that is passed by the governing laws.

Implements all procedures required and do not compromise on quality.

Gives constructive feedback and is always willing to receive and accept feedback.

3

TEAM BUILDING: Team Building represents various types of activities used to enhance social relations and define roles within the different teams at the workplace.

Treats every suggestion or request from any staff or management equally

Gives credit where it is due to anyone without showing any favoritism

3

APPEARANCE AND GROOMING: Appearance and Grooming are the way one presents themselves in a professional environment or the workplace with the aim of gaining positive impression and respect as well.

Presents a warm, unique look that attracts customers, coworkers, and staff

Work hard to ensure good looks, and hard work go together

2

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.

Encourages others to take the initiative when any window of opportunity is open

Persuades others to keep calm and keep the focus on the primary goals

3

PERSONAL RELATIONSHIPS: Personal Relationships is the relationship between individuals who have or have had a continuing relationship of any nature either professional or informal.

Writes notes of appreciation to employees who are doing exemplary work, makes positive contributions and goes beyond the call of duty

Participates in activities that do not involve work with other employees in order to establish more connection at work

2

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.

Makes clear financial projections in order to be able to foresee and address possible future problems

Manages legal fees by choosing the most cost-effective billing option for the company and making sure that the company's expectations are clear to the lawyer before paying for the services

3

PROJECT MANAGEMENT: Project Management is structuring a to-do list for your project or company containing tasks and responsibilities as well as creating a roadmap for the execution of those duties promptly.

Is able to control all the project's activities and its progress in a result-oriented manner

Understands the company and its line of business, and is able to translate the company vision into a project vision

3

KNOWLEDGE MANAGEMENT: Knowledge Management is the ability to manage knowledge and information that is presented to the company from different sources without overlooking any of them.

Understands the wide range of sources relevant to a task and demonstrates exceptional ability to select the best sources

Demonstrates exceptional responsibility for developing knowledge management skills and has the best ideas for improving the knowledge of colleagues

3

WRITING REPORTS AND PROPOSALS: Writing Reports and Proposals is the ability to record business reports and plans for the company or project following the policies and procedures of the company.

Demonstrates exceptional understanding of the appropriate writing styles when expressing ideas

Acknowledges cited works and demonstrates deep understanding of the appropriate referencing styles

3

Self Evaluation

Self Evaluation Question

Employee Comments

INNOVATION:

Give an instance that you had to fall on your plan B when things did not work out as intended?

How well do you work with a group or team to come up with innovative ideas?

[employee comments]
ACCURACY:

Which environment do you work comfortably well, noisy or quiet environment?

Are you someone who needs constant monitoring or supervision to deliver reliable work?

[employee comments]
TEAM BUILDING:

Should you take a more active role and contribute more to your future teamwork?

Do you easily cooperate with others when asked to or do you follow your own ideas without submission?

[employee comments]
APPEARANCE AND GROOMING:

Do you respect the professional boundaries that the company has set in regards to dressing?

Are you able to tell others to present themselves professionally without feeling guilty of doing the opposite?

[employee comments]
FLEXIBILITY:

Are you a fast learner willing to research and learn new tricks quickly?

Do you handle all tasks with the seriousness they deserve do you take some for granted?

[employee comments]
PERSONAL RELATIONSHIPS:

How do you establish rapport with other employees? What are some of the things that you have done to gain their confidence?

What have you done to improve the relationship between you and your bosses? How has this relationship benefited your career?

[employee comments]
FINANCIAL MANAGEMENT:

Which is one of the best deals you have ever negotiated with a vendor? How did the company benefit from this?

Describe a time when an important project has failed due to poor financial management. What was wrong with the finances and how did you fix it?

[employee comments]
PROJECT MANAGEMENT:

What communication plans have you used to convey an important message to your team? How have you confirmed the accuracy of information received or sent?

Describe the most difficult project that you have ever managed. What made it difficult and how did you go about it?

[employee comments]
KNOWLEDGE MANAGEMENT:

How often do you encourage others to share their knowledge and experience?

What efforts are you making to look for new ideas that can assist you in improving your knowledge capabilities?

[employee comments]
WRITING REPORTS AND PROPOSALS:

What are you doing to improve how you connect with target audience when writing reports and proposals?

What efforts are you making to understand all the components of reports and proposals?

[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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