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Performance Review Templates → Finance → Manager

Finance Manager Performance Review Template

Built specifically for finance manager 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 Director VP All Finance templates
Manager Track · Finance

Finance Manager Performance Review Template

Team Accuracy & Reliability

Quality, accuracy, and reliability of the finance team's outputs under this manager.

Exceeds Zero material errors in close cycle. Deliverables are on-time and accurate. Audit prep is smooth.
Meets Close cycles complete on time. Errors are caught and corrected quickly. Audit prep is manageable.
Below Errors in reporting. Close cycle delays. Audit prep reveals systematic gaps.
Example phrases:
  • "Q4 close completed 2 days early with zero material adjustments — finance audit gave clean report."

Cross-Functional Finance Partnership

How well the finance team serves the business. Speed of response, quality of insights.

Exceeds Business leaders consider finance a strategic partner, not an administrative function.
Meets Finance is responsive and helpful. Business unit partners are generally satisfied.
Below Finance is seen as a bottleneck. Business leaders find requests slow or unhelpful.
Example phrases:
  • "Reduced finance request SLA from 5 days to same-day for standard analyses — business unit NPS for finance went up 40 points."

Team Development

Growth and career progression of finance team members.

Exceeds Multiple analysts are promotion-ready. Retention is high. Skills are growing.
Meets Team is developing. Members have clear growth paths.
Below High attrition. Team is not growing. Promotion pipeline is empty.
Example phrases:
  • "Two analysts earned promotions this cycle — both cited this manager's mentorship."

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More Finance templates

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

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