Get full access to our templates
Please share some background info to unlock the library
Welcome to the template library
We’re glad to have you onboard!
Let us know if you can't find what you're looking for.
Close
View Templates
Oops! Something went wrong while submitting the form.
Accounting Firm

Forensic Accountant

Performance Review Example

Don't copy/paste.
Write this review right now.
For Free.

Use our web-builder to draft and export your review, using AI to speed up the process.

Start Writing
Accounting Firm

Forensic Accountant

Job Description:
Forensic accountants specialize in investigating financial discrepancies, fraud, and irregularities. They use their accounting expertise to uncover financial misconduct and provide expert testimony in legal proceedings.
Performance Areas:
Forensic Investigation
  1. How effectively does the employee conduct forensic investigations to uncover financial irregularities?
  2. Does the employee provide expert testimony and support in legal cases involving financial matters?
  3. How well does the employee detect and prevent fraudulent financial activities?
Legal Support
  1. How effectively does the employee provide expert testimony and support in legal cases involving financial matters?
  2. Does the employee communicate complex financial concepts clearly in legal proceedings?
  3. How well does the employee handle cross-examination and scrutiny in court?
Fraud Detection
  1. How well does the employee detect and prevent fraudulent financial activities?
  2. Does the employee use data analysis and investigative techniques to identify financial misconduct?
  3. How effectively does the employee provide recommendations for preventing future fraud?
Financial Analysis
  1. How skilled is the employee in financial analysis to identify irregularities or discrepancies?
  2. Does the employee accurately interpret financial data and statements during investigations?
  3. How well does the employee assess the financial impact of fraudulent activities?
Client Communication
  1. How effectively does the employee communicate investigative findings to clients or stakeholders?
  2. Does the employee maintain confidentiality and sensitivity when sharing investigation results?
  3. How well does the employee provide guidance to clients on legal actions and next steps?
Legal Compliance
  1. How well does the employee ensure compliance with relevant laws and regulations during investigations?
  2. Does the employee keep abreast of changes in financial regulations that may impact their work?
  3. How effectively does the employee provide advice on legal compliance to clients?
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.

Write and export this review. Right now, for free.

Hop into our editor to write your review, with the help of our AI tools, before exporting it as a PDF.

Write your review

Whenever you’re ready, here are 4 ways WorkStory can help you:

  1. The WorkStory Platform: Our all-in-one performance management solution. WorkStory makes it easy to gather continuous feedback, run 360 reviews, and track team progress—all in one place. Perfect for teams looking to move beyond traditional performance reviews.
  2. The Performance Review Builder Tool: Create customized performance reviews that fit your organization’s unique needs. Tailor the reviews to each role, streamline the review process, and focus on growth-oriented feedback.
  3. Performance Review Templates: Access a library of pre-built, best-in-class performance review templates that are ready to use. Whether you need templates for leadership, team members, or cross-functional roles, we’ve got you covered.
  4. HR Document Templates: From onboarding checklists to change management guides, our HR templates are designed to save time and ensure consistency across your organization. Simply download, customize, and implement.

Other 

Accounting Firm

Job Titles

Cost Accountant

Cost accountants focus on analyzing and controlling costs within the organization. They track and optimize expenses, evaluate product or service profitability, and provide financial insights to support cost-effective decision-making.
View

Financial Planner

Financial planners work closely with clients to develop comprehensive financial plans. They provide advice on investment strategies, retirement planning, estate planning, and tax optimization to help clients achieve their financial goals.
View

Tax Consultant

Tax consultants specialize in providing expert advice on tax planning, compliance, and strategies to minimize tax liabilities for individuals and businesses. They stay updated on tax laws and regulations to help clients optimize their tax positions.
View

Forensic Accountant

Forensic accountants specialize in investigating financial discrepancies, fraud, and irregularities. They use their accounting expertise to uncover financial misconduct and provide expert testimony in legal proceedings.
View

Internal Auditor

Internal auditors assess the effectiveness of internal controls, risk management, and compliance within the firm or client organizations. They identify areas of improvement and help enhance internal processes.
View

Accounting Manager

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.
View

Payroll Specialist

Payroll specialists are responsible for processing payroll for employees, calculating wages, deductions, and ensuring compliance with tax laws and regulations. They also handle payroll-related inquiries from employees.
View

Audit Manager

Leads audit teams in conducting financial and compliance audits for businesses and organizations. Responsibilities include audit planning, risk assessment, report generation, and client communication.
View

Financial Analyst Accounting Firm

Analyzes financial data, market trends, and investment opportunities for clients. Responsibilities include financial modeling, investment research, risk assessment, and performance reporting.
View

Tax Accountant

Specializes in tax planning and preparation for individuals and businesses. Responsibilities include conducting tax research, preparing tax returns, and advising clients on tax strategies.
View

Related Performance Review Example Collections

Entertainment and Media

An entertainment/media company creates, produces, and distributes content across various platforms to entertain and engage audiences.
View

Construction

A construction company is responsible for planning, designing, and overseeing the building of structures, from homes to commercial properties.
View

Logistics and Transportation

A logistics/transportation company manages the movement of goods from origin to destination, ensuring efficient and timely delivery.
View

Schools

A school is an educational institution designed to provide learning spaces and learning environments for the teaching of students under the direction of teachers.
View

Hotels

Hotels offers comfortable accommodations, amenities, and hospitality services for travelers. They provide a convenient and enjoyable stay experience for guests, whether they are visiting for business or leisure.
View

Architectural Design Firm

Architecture design firms specialize in creating innovative and aesthetically pleasing building designs and plans. Their team of architects, designers, and engineers collaborates to turn architectural visions into reality.
View

We’ve collected hundreds of thousands of feedback comments for our users, giving them a better idea of how well they're performing and saving them countless hours on performance reviews. We hope you’ll join us.

© 2024 GetSpeedBack, LLC

hello@workstory.team

Contact Us
Get started
How WorkStory works
Pricing
Schedule a demoLog In
Resources
BlogNewsletterFAQsReview templatesHR documentsReview writing tool
Compare
vs Latticevs 15Fivevs Culture Ampvs BambooHRvs Leapsome
vs Gustovs Trakstarvs PerformYardvs Spreadsheetsvs HRIS
Our software
IntegrationsAbout us
Legal
Privacy policy
Terms of service
Referrals