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Performance Review Templates → Finance → Director

Finance Director Performance Review Template

Built specifically for finance director roles. Covers the competencies that actually matter at this level — not a generic form with your job title swapped in.

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Other seniority levels for Finance:
Individual Contributor Manager VP All Finance templates
Director Track · Finance

Finance Director Performance Review Template

Financial Planning Ownership

Owning the company's annual budgeting, forecasting, and planning cycles.

Exceeds Planning cycles are streamlined, accurate, and trusted by the exec team.
Meets Planning process runs on schedule. Budget is well-structured. Forecasts are reliable.
Below Planning is disorganized. Budget is frequently revised. Forecast reliability is low.
Example phrases:
  • "Annual planning cycle completed in 3 weeks — 40% faster than prior year, cited as best-run process by CFO."

Business Decision Support

Quality of financial analysis supporting major business decisions (M&A, fundraising, pricing).

Exceeds Financial analysis is consistently the deciding input in major strategic decisions.
Meets Provides solid financial support for business decisions. Analysis is clear and actionable.
Below Financial analysis arrives late or lacks depth. Decisions are made without adequate financial input.
Example phrases:
  • "Pricing analysis they led resulted in a 15% ACV increase with no measurable churn impact."

Compliance & Controls

Strength of financial controls, audit readiness, and regulatory compliance.

Exceeds Proactively identifies and closes control gaps. Audit findings are zero material items.
Meets Controls are in place and maintained. Audit is clean or near-clean.
Below Material weaknesses identified in audit. Controls are not consistently enforced.
Example phrases:
  • "SOC 2 Type II audit passed with zero exceptions — first time in company history."

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More Finance templates

Finance Individual Contributor → Finance Manager → Finance VP → All Finance Templates → All Departments →

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