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 |
|
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. | Not afraid to make mistakes and shows great resolve to learn from experiences. Shows great ability to assess and manage any form of risks that might arise. | 2 |
| ACCURACY: Accuracy refers to the closeness of a measured value to a known value or standard that is passed by the governing laws. | Gives other people the work to proofread before presenting it. Maintains detailed and accurate records at all times and does not entertain sloppy work. | 2 |
| TEAM BUILDING: Team Building represents various types of activities used to enhance social relations and define roles within the different teams at the workplace. | Manages relationships with co-workers and management in a professional manner Manages others by making all his relationships with staff and management professional | 2 |
| 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. | Maintains a high level of cleanliness and arrangement starting from the work desk Wears a bright smile every day that lights up the entire company | 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. | Handles each task with ease no matter how difficult the situations are Very flexible in times of immediate change or urgent project deliveries | 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. | Shares own knowledge, personality, and expertise at meetings in order to be more approachable and build relationships 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. | Asks for upfront payments from clients, introduces plans that give discounts for pre-payments or full payments, and adds late payments penalties where possible Sets payment terms of no more than seven days in order to ensure that payments are not lost in the process or forgotten | 2 |
| 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. | Keeps abreast of technological change and finds the easiest ways to develop knowledge and new skills needed to undertake new projects Facilitates discussions and resolves conflicts within the team and is able to develop lasting relationships with the key project stakeholders | 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. | Shows willingness to check for current knowledge before use and works with others to be updated about new knowledge Shows willingness to share own knowledge and makes contributions to team knowledge resources | 2 |
| 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. | Makes enough effort to use a reader-friendly writing style that meets the needs of the target audience Demonstrates willingness to learn how to integrate primary data and secondary sources accurately | 2 |
Self Evaluation | |
Self Evaluation Question | Employee Comments |
|---|---|
| INNOVATION: How well do you deal with pressure when it comes to developing workable solutions to problems? Do you delegate work and how has it benefitted you as an individual? | [employee comments] |
| ACCURACY: How well do you take in instructions and follow them to the letter? How much time do you dedicate to ensure you deliver an error free task? | [employee comments] |
| TEAM BUILDING: Where do you fit in the team work? What is your particular role in that team? What is the one particular lesson the team learned from you that they did not have before? | [employee comments] |
| APPEARANCE AND GROOMING: What are your personal motives behind your dressing and grooming? Are customers more attracted to your confidence, skills, and good grooming? | [employee comments] |
| FLEXIBILITY: Are you adaptable to a new working environment with new people? Are you able to handle more than one task within a given period? | [employee comments] |
| PERSONAL RELATIONSHIPS: Can you describe an experience that showcases your ability to work and relate well with other employees in the workplace? Describe a time when a colleague asked you to keep something confidential. How did you go about building this trust? | [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 you have had to deal with a customer who had exceeded the company's payment term. How did you go about it? | [employee comments] |
| PROJECT MANAGEMENT: What stress management techniques and problem resolution models have you used while managing a project? Illustrate your answer with a real life example What is the greatest challenge you faced on your last project? How did you overcome it? What lesson did you learn? | [employee comments] |
| KNOWLEDGE MANAGEMENT: What efforts are you making to improve your knowledge searching strategies? What efforts are you making to improve your skills in analyzing knowledge from different sources? | [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 meet the needs of the target audience when writing reports and proposals? | [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: |