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Performance Review Templates → Finance → VP

Finance VP Performance Review Template

Built specifically for finance vp 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 Director All Finance templates
VP / Executive Track · Finance

Finance VP Performance Review Template

Finance Strategy & Investor Readiness

Leading financial strategy for fundraising, board reporting, and investor relations.

Exceeds Finance is a competitive asset in fundraising. Investors cite financial clarity as a differentiator.
Meets Financial narrative is clear. Board materials are polished. Investor questions are answered confidently.
Below Financial story is unclear. Investors push back on financial rigor. Board prep is rough.
Example phrases:
  • "Series B deck built and presented by this VP — lead investor cited financial model quality as decisive."

CFO / Finance Leadership

Leading the finance function and executive credibility.

Exceeds Finance is seen as a strategic business partner at the executive table.
Meets Finance is well-run and trusted by the exec team.
Below Finance is seen as a cost center or bottleneck. Exec trust in finance is low.
Example phrases:
  • "CFO-equivalent role — CEO and board explicitly trust their financial judgment on all major decisions."

Capital Allocation

Ensuring company resources are allocated to highest-return activities.

Exceeds Resource allocation decisions are data-driven and consistently improve unit economics.
Meets Resource allocation is sound. ROI framework is in place. Budget process is rigorous.
Below Overspend in low-ROI areas. Capital allocation decisions are intuition-driven.
Example phrases:
  • "Identified $1.2M in underperforming spend, reallocated to demand gen, resulting in 25% more pipeline per dollar."

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More Finance templates

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

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