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

A Forensic Accounting Manager reviews financial documents to identify any inaccuracies while analyzing financial data and tracing all the records to avoid any discrepancies and forecast preventable financial frauds. To be successful in this role, you must combine investigative skills with accounting procedures so that you can easily organize economic evidence into small detailed reports.

More responsibilities include performing regular financial record audits to ensure they comply wit the law, reviewing financial documents to identify inaccuracies, investigating complex business cases to minimize any risks, reporting on revenue losses and damages from contract breaches, forecasting and preventing financial frauds, ensuring all the accounting procedures follow legislation.

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.

Exhibits excellent skill when it comes to expressing ideas and opinions with clarity.

Creates a very lively and positive outlook when delivering a presentation.

3

MOTIVATING OTHERS: Motivating is using persuasion, incentives and mental or physical stimulants to influence the way people think or behave individually or in groups.

Thinks about why one is working and why one is well-suited for the job in order to stay motivated

Quickly replaces negative thoughts with positive ones; stays positive even when things are not working as expected

3

MANAGEMENT SKILLS: Management Skills are also known as leadership skills and involve planning, decision making, delegation, time management and time management to ensure optimum organization in focus and the technical of how and why of accomplishing tasks.

Uses personal skill and ability to manage a messy team to emerge one of the best

Ability to understand each personal attitude and deal with it professionally

3

PERSONAL GROWTH: Personal Growth is the improvement of one's awareness, identity, developing talents and potential to facilitate the growth of oneself and the position they handle at the workplace.

Prepares a well written out action plan on how to execute even the toughest goals

Welcomes coaching and training that brings out more hidden ability

2

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

Demonstrates to colleagues that one is listening carefully by paraphrasing what they have said and asking follow-up questions

Copes with conflicts by listening actively and making sure to address the situation only after both parties have had a chance to calm down

3

PROJECT AND GOAL FOCUS: Project and Goal Focus is setting your mind and heart on things that matter and add value to your life against those things that add no value at all or of little value.

Regularly checks the progress of own goals in order to stay on track and know whether or not to tweak own actions

Writes down own goals with actionable commitments in order to make them real

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.

Hires a good bookkeeper or uses an accounting software to keep accurate and timely track of the company's income and costs

Keeps track of the company loans from banks and makes sure to pay back the loans first before using the remaining profit on the company's expenses

3

TIME MANAGEMENT: Time Management is the capacity for an individual to assign specific time slots to activities as per their importance and urgency to make the best possible use of time.

Knows what has to be done and what should not be done

Follows proven time-management systems and appreciates that time is money

2

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.

Recognizes the vital importance of current knowledge and puts mechanisms in place for alerts to new knowledge

Appreciates the importance of sharing knowledge appropriately and initiates activities that facilitate and encourage sharing of knowledge

3

MECHANICAL SKILLS: Mechanical Skills are the abilities to solve problems that arise in the workplace, although it may vary from one company to another.

Demonstrates excellent math skills and applies them effectively when analyzing problems and designing solutions

Leads in developing designs that meet safety requirements and legal guidelines

3

Self Evaluation

Self Evaluation Question

Employee Comments

PRESENTATION SKILLS:

How frequently do you engage your audience during any presentation?

What presentation method do you like and why do you like it?

[employee comments]
MOTIVATING OTHERS:

What types of tasks or projects do you enjoy doing the most? Why?

Is there a time when you have not accomplished a task due to lack of motivation? What led to your lack of motivation? How did you fix it?

[employee comments]
MANAGEMENT SKILLS:

How have you led the efforts of your team to ensure they emerge the best?

Have you been able to create agreement and a shared purpose in your team without a difference in opinion?

[employee comments]
PERSONAL GROWTH:

Are you fully committed to remaining an active part of the company?

Do you find it hard to work with the management in certain areas?

[employee comments]
PERSONAL RELATIONSHIPS:

In your opinion, what are the key ingredients in building and maintaining a successful business relationship? How have these worked for you?

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

[employee comments]
PROJECT AND GOAL FOCUS:

Is there a time when you have missed goals? What were those goals and why did you miss them?

How do you differentiate goals that are urgent from those that are important? Give an example

[employee comments]
FINANCIAL MANAGEMENT:

Describe a time when your company has made a huge profit. What do you think made this possible?

In your opinion, when do you think is the best time for a company to borrow a loan from the bank? Explain your answer

[employee comments]
TIME MANAGEMENT:

Do you maintain a plan and say no to constant interruptions while working?

What attempts are you making to speed up your productivity without compromising on the quality of work?

[employee comments]
KNOWLEDGE MANAGEMENT:

What are you doing to improve your capabilities of reviewing knowledge requirements for new tasks?

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

[employee comments]
MECHANICAL SKILLS:

What efforts are you making to improve your communication skills when explaining complex machines to clients?

How often do you rely on sketches, verbal instructions, and notes to complete project designs?

[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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