Use this sample and step by step explanation to craft a meaningful 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.

Does not demonstrate a curious type of attitude to try to find out a little bit more on issues.

Looks at issues in a biased and unfair way by not evaluating all factors.

1

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.

Tries to be accommodative of other people's views and accepts them easily.

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.

Is not able to recognize what is acceptable and what is not, even when presented with the company's rules, structures, Code of Conduct and values

Is not able to bring together aspects of a policy or trend into a clear picture for other employees to understand

1

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.

Hires the wrong people for the wrong job thus ends up having problems managing them remotely

Ignores warning signs such as missing deadlines instead of meeting with the worker to determine what the problem is

1

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.

Have satisfactory standards of flexibility and proves to be of great use in such times

Knows how to remain calm and composed under the stressful situations

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.

Is indecisive and always needs the help of others even when making the most simple decisions

Is always afraid to say yes to new challenges for fear of making mistakes

1

ENJOYMENT OF THE JOB: Enjoyment of the Job is the ability to enjoy what you do rather than enjoying what you earn from it.

Finds oneself distracted by worrying about other things to be done thus, loses energy to tackle the task at hand

Often gets frustrated and depressed when a project does not turn out as expected or after making a mistake

1

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.

Does not take the time to create a plan that would help one stay on track when analyzing the situation at hand

Does not create time to do exercises that improve one's ability to think strategically and analytically

1

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 major purchasing decisions without first checking the company's budget or financial statements

Does not try to negotiate for better deals when contracting with suppliers or buying products from vendors

1

Self Evaluation

Self Evaluation Question

Employee Comments

CRITICAL THINKING:

How well do you consider all the factors available before making your decision?

How flexible are you when it comes to trying different ways of solving problems other than the intended way.

[employee comments]
PROBLEM SOLVING:

Give a situation that you solved a problem, and it was unsuccessful.

Are you in most cases conversant with what the problem is before you solve it?

[employee comments]
KNOWLEDGE OF COMPANY PROCESSES:

Can you give an example of one or two times when you have presented new information to key decision-makers to help them understand a situation?

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 prepare for and facilitate meetings with your remote workers? How do you make sure every worker attends these meetings?

[employee comments]
APPRAISAL AND EVALUATION SKILLS:

Can you be relied upon to deliver accurate and timely data?

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

[employee comments]
FLEXIBILITY:

Are you flexible enough to take on new urgent tasks that do not originally belong to you?

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

[employee comments]
SELF CONFIDENCE:

Is there a time you interjected a different side of an issue or a different point of view? How did you go about it?

Have you had times when others questioned your ability to handle a certain task? How have you handled such situations?

[employee comments]
ENJOYMENT OF THE JOB:

What techniques and processes have you come up with to make your job easier or to be more effective at work?

Can you describe a working environment that makes you happy and more productive?

[employee comments]
PROBLEM/SITUATION ANALYSIS:

What information do you research when analyzing a problem and how do you use it?

Describe the most difficult situation/problem you have ever solved. What steps did you take to diagnose it and what was the outcome?

[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?

What factors do you consider when making a major purchasing decision? Give an example of the last time this happened

[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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