Provides accounting and financial support to property management teams. Responsible for financial record-keeping, accounts payable, accounts receivable, and financial reporting.
Performance Areas:
Financial Record-Keeping
How effectively does the employee maintain accurate financial records for properties and accounts?
Does the employee ensure that financial transactions are properly documented and recorded?
Does the employee organize financial records for easy access and retrieval?
Accounts Payable and Receivable
How well does the employee manage accounts payable and accounts receivable processes?
Does the employee process invoices, payments, and vendor bills accurately and timely?
Does the employee handle rent collection, deposits, and tenant accounts receivable efficiently?
Financial Reporting and Analysis
How does the employee contribute to financial reporting and analysis?
Does the employee prepare accurate financial statements, reports, and summaries?
Does the employee assist in analyzing financial data to identify trends and opportunities for cost savings?
Budgeting and Expense Tracking
How effectively does the employee assist in budgeting and tracking property-related expenses?
Does the employee contribute to the preparation of annual budgets and forecasts?
Does the employee monitor expenses and variances, providing insights to property management?
Financial Software Proficiency
How well does the employee use financial software and tools for accounting tasks?
Does the employee adapt to changes in accounting software and technology?
Does the employee ensure data accuracy and compliance with accounting standards?
Financial Audits and Compliance
How does the employee support financial audits and compliance efforts?
Does the employee assist in preparing documentation and records for audits?
Does the employee ensure that financial transactions adhere to regulatory and internal policies?
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.
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