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

  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

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

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.

Communicates or articulates issues in an obvious and concise way that people can easily understand.

Always portrays enough knowledge of the problem and its feasible solutions.

2

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.

Proposes different ways to do things and understands the value of other ideas and ways of doing things

Understands the general environment in which the company operates and respects its Code of Conduct, values, and networks

2

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.

Recruits people that one can trust to complete their tasks on time and stay productive even under pressure

Provides metrics around the stated goals and describes how each team member's contribution fits into the overall company's goal

2

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.

Pays careful attention to important details when assessing and appraising an employee or staff

Takes actions that lead to marked improvements in the fulfillment of the employees

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.

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.

Seeks out positive colleagues and mentors when feeling down and avoids naysayers and jealous types who want to see one fail

Speaks one's mind during meetings in order to see the reactions of other employees to one's viewpoint and adjust appropriately

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 way to share credit with others; does not feel the need to hoard credit to prove one's worth

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 at the problem from different directions in order to identify the root cause rather than getting sidetracked by the symptom

Sets a deadline for when a situation should be solved and a schedule for reporting in order to stay on track and know when one is falling apart

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.

Considers renting equipment rather than buying in order to avoid maintenance costs and overpaying on equipment that is only required for a certain period of time

Is always ready for risky times; ensures that the company has a risk strategy in place just in case there is a problem in the business environment

2

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 an instance you solved a problem, and it was successful.

How well do you brainstorm before setting out to solve a problem?

[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 deal with a remote worker who constantly fails to deliver projects on time or delivers work, which is poorly done?

[employee comments]
APPRAISAL AND EVALUATION SKILLS:

Do you find fault with some of the employees you assess?

Do you treat the employees the same even the weak ones?

[employee comments]
FLEXIBILITY:

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

Are you consistent in following the descriptions given to finish tasks?

[employee comments]
SELF CONFIDENCE:

Can you describe a time you thought you were going to fail in a task? What did you do to succeed?

Is there a time you had to lead other employees in a certain direction, but you had some doubts? What did you do?

[employee comments]
ENJOYMENT OF THE JOB:

Describe a time when you felt your work was unmanageable and were unable to meet deadlines. What did you do about it?

Are there times when you have helped other employees love their jobs? How did you go about it?

[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 a time when you have found a creative way to solve a problem. How did you feel?

[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?

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]

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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