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.

Organizes a good, balanced and dynamic presentation with high impact results.

Knows how to use true stories in between the presentation to pass across a point or to grab the audience's attention.

2

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.

Demonstrates well assertive and decisive ability when it comes to handling problems.

Always feels comfortable and confident when seeking help or advice whenever stuck on solving any issue.

2

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.

Demonstrates good knowledge of technology issues and can comfortably use and maintain technology related equipment.

Shows good customer service abilities and knows how to make a visitor feel at ease and comfortable.

2

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.

Does not stock one's work; prioritizes and schedules own tasks and delivers quality work without missing deadlines

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.

Studies and uses cheaper quality methods that lessen the company higher expenses

Ensures all the team leaders receive, document and account for all the resources received

2

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

Sees trends, patterns and missing pieces when looking at information and tries to draw links between the information and the context

Anticipates, understands and acts upon the forces that will help improve one's working environment

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.

Keeps own motivation up by rewarding oneself after successfully completing a phase of the problem

Takes full responsibility for mistakes made from solutions that one has implemented and refrains from blaming other people

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.

Looks at the company's financial performance and compares it with financial statements from the past in order to project the future of the company, its expenses, and cash flow

Follows up sent invoices using text messages or emails; creates set templates for SMS and email follow-ups

2

Self Evaluation

Self Evaluation Question

Employee Comments

PRESENTATION SKILLS:

Give an instance your presentation backfired and what was your backup plan?

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

[employee comments]
CRITICAL THINKING:

How well do you research and gather facts and information before solving an issue?

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

[employee comments]
ADMINISTRATIVE SKILLS:

Being in a leadership role, do you feel you influence those around you positively?

How objectively are you when handling issues and are you governed by reason or emotions when performing your administrative roles?

[employee comments]
JUDGMENT SKILLS:

Is there a time you have made a difficult decision? How did you handle the feedback? Is there a way you could have handled the situation differently?

Can you describe step by step, how you would brainstorm possible themes for a fundraising campaign in your company?

[employee comments]
KNOWLEDGE OF JOB:

Can you describe two instances when you have demonstrated knowledge of job at work?

What techniques do you use to plan your daily tasks? How effective have they been?

[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 balance your personal life and work life in a way that your employees admire?

[employee comments]
MANAGING EXPENSES:

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

Are you confident with the systems you are currently using to keep the data?

[employee comments]
CONCEPTUAL THINKING:

Describe a problem you were solving where you had to work with a concept that was abstract rather that tangible and concrete. What was the outcome?

Is there a time when you had to analyze information and make a recommendation? How did you go about that?

[employee comments]
PROBLEM/SITUATION ANALYSIS:

Describe a time when you solved a problem without all the necessary information about it in hand. How did you go about it and what was the outcome?

Describe a time when you have anticipated a problem. What did you do about it?

[employee comments]
FINANCIAL MANAGEMENT:

What tools/techniques have you used to keep track of the company's cash flow? How have these tools/techniques helped the accounts department?

Describe a time when you have had to deal with a customer who had exceeded the company's payment term. How did you go about it?

[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: