Use this sample and step by step explanation to craft a meaningful employee performance feedback review for a cpa. Find the right words with quality phrases.

A CPA is very vital in any organization as they play a diverse and complex financial management role! All types of businesses rely on the Certified Public Accountant to budget, audit and analyze the company's financial status due to their extensive knowledge of the finance department.

Their main tasks are: preparing and analyzing financial reports, Auditing financial reports for compliance, reviewing the company's financial status to ensure there are no discrepancies, overseeing the budget and financial management, preparing bookkeeping records, government audits, taxes, and fiscal planning, Recommending methods for organizations to save money, ensuring tax returns are submitted on time

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.

Not willing to do proper research and relies on outdated data and information.

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

1

INNOVATION: Innovation is the process of translating new invention into a service that creates value or brings better solutions that meet the requirements.

Recognizes other people's ideas and abilities by demonstrating trust in them.

Demonstrates good listening skills and always pays attention when other people express their ideas.

2

ACCURACY: Accuracy refers to the closeness of a measured value to a known value or standard that is passed by the governing laws.

Always overloads with work and ends ups doing the task incorrectly due to the pressure of beating the deadline.

Works in a haphazard manner without following the designed procedure.

1

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

Does not show the willingness to look for new ways that add value beyond a customer's immediate request

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.

Uses the evaluation feedback to motivate and encourage employees to better their skills

Respects the company code and delivers the feedback within the set deadlines

2

INITIATIVE: An initiative is the ability to assess and initiate things independently often done without any managerial influence offered.

Shows high energy in undertaking challenges related to the assigned tasks

Highly committed to maintaining punctuality that has contributed to a large extent to the overall success of the team

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.

Shares confidential information about the company or colleagues with other employees or on social media

Builds work relationships with only the people in one's peer group or people one is similar to, which limits own career path

1

DEADLINES - ON TIME: Deadlines - On time is the ability to prioritize the important tasks and setting up a plan on how to work on them first to deliver within the set period.

Allows oneself to feel overwhelmed with the thought of completing a large project instead of breaking the project down into smaller, manageable tasks

Does not know how to improve own concentration when one is faced with distractions

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.

Does not know when one should invest the profits made from the company or when one should plow the profits back to the company

Allows the bookkeeper to write checks for the employees without making sure that everything involved in the payroll process is streamlined

1

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.

Rarely checks the currency of knowledge and does not put any effort into staying alerted for new information

Demonstrated unwillingness to share own skills, experience, and knowledge with colleagues and does not assist others when they need knowledge

1

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]
INNOVATION:

Give an instance that you had to fall on your plan B when things did not work out as intended?

How well do you work with a group or team to come up with innovative ideas?

[employee comments]
ACCURACY:

Give an instance you overloaded yourself with work and how you would rate the work you submitted.

Describe an instance you made an error that led to significant problems and what did you learn afterward?

[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]
APPRAISAL AND EVALUATION SKILLS:

How do you balance quality and quantity in terms of the performance?

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

[employee comments]
INITIATIVE:

Are you prepared to learn new skills and incorporate them into your work?

How well do you handle work pressure, deadlines, and coworkers?

[employee comments]
PERSONAL RELATIONSHIPS:

How do you establish rapport with other employees? What are some of the things that you have done to gain their confidence?

Describe a time when a colleague asked you to keep something confidential. How did you go about building this trust?

[employee comments]
DEADLINES - ON TIME:

Is there a time when you have failed to meet an important deadline? What was the problem and how did you go about it?

What are some of the tools that you have used to prioritize your tasks? How has this helped meet your deadlines?

[employee comments]
FINANCIAL MANAGEMENT:

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

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]
KNOWLEDGE MANAGEMENT:

What are you doing to improve your understanding on when to seek for new knowledge?

What efforts are you making to stay alerted with new knowledge?

[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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