Performance Review Example

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Accounting Firm

Accounting Manager

Job Description:

Accounting managers oversee the day-to-day financial operations of the firm or client accounts. They manage accounting staff, financial reporting, and ensure compliance with accounting standards and regulations.

Performance Areas:

Financial Reporting

1. How effectively does the employee oversee the preparation of financial statements and reports?
2. Does the employee ensure accurate and timely financial reporting in compliance with accounting standards?
3. How well does the employee analyze financial data for trends and insights?

Team Leadership

1. How well does the employee lead and manage accounting staff?
2. Does the employee provide guidance and mentorship to team members for their professional development?
3. How effectively does the employee delegate tasks and responsibilities within the team?

Compliance Oversight

1. How well does the employee ensure compliance with accounting standards, regulations, and internal policies?
2. Does the employee implement and enforce internal controls to prevent financial irregularities?
3. How effectively does the employee manage external audits and examinations?

Budget Management

1. How effectively does the employee develop and manage financial budgets for the firm or clients?
2. Does the employee monitor budget performance and make adjustments as needed?
3. How well does the employee provide financial insights to support budget decisions?

Process Improvement

1. How well does the employee identify opportunities for process improvement in financial operations?
2. Does the employee implement changes that enhance efficiency and accuracy in accounting processes?
3. How effectively does the employee streamline financial workflows?

Client Relations

1. How well does the employee manage client relationships and serve as a primary point of contact for financial matters?
2. Does the employee effectively communicate financial insights and recommendations to clients?
3. How well does the employee address client inquiries and concerns related to financial reporting?

Overall Performance:

• Summarize the employee's performance during the review period.
• Highlight key strengths and areas for improvement.

Goals and Development:

• Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
• Identify areas for professional development and training opportunities.

Additional Comments:

• Provide any additional comments or feedback about the employee's performance.