Workflow Templates: Performance Review checklist (Accounting Staff)

Review the accounting staff's understanding and application of accounting principles and standards.

Assess the accuracy and timeliness of financial reports prepared by the staff.

Examine the staff's proficiency with accounting software and other relevant systems.

Evaluate the staff's ability to meet deadlines and manage their workload effectively.

Analyze the staff's efficiency in completing tasks and their ability to prioritize work.

Assess how well the staff maintains productivity levels during peak periods or when handling complex tasks.

Review the staff's ability to communicate financial information clearly to both financial and non-financial colleagues.

Assess the effectiveness of the staff's collaboration with other team members and departments.

Evaluate the staff's contribution to team meetings and their receptiveness to feedback and constructive criticism.

Analyze the staff's approach to identifying and resolving accounting discrepancies or issues.

Evaluate the staff's ability to analyze financial data and provide insights or recommendations.

Assess how the staff addresses unexpected challenges and their adaptability to changing circumstances.

Review the staff's efforts to stay current with accounting regulations and industry best practices.

Evaluate the staff's initiative in seeking out professional development opportunities.

Assess the staff's progress towards achieving personal career goals and objectives.

Examine the staff's understanding of and adherence to internal controls and compliance requirements.

Review the staff's role in identifying and mitigating potential risks to the organization.

Evaluate the staff's ability to maintain confidentiality and handle sensitive financial information responsibly.

Performance Review checklist (Accounting Staff)