Your questionnaire: Finance & accounting
17 questionsRate each question: 1 = not well … 5 = extremely well
Accuracy and reliability
- How accurate and well-checked is this person's work?
- How reliably do they meet month-end, reporting and payment deadlines?
- How well do they document their work so others can review or pick it up?
- How early do they flag issues that could affect a deadline or a reported figure?
Explaining the numbers
- How clearly does this person explain financial information to people without a finance background?
- How well do they highlight what matters in a report instead of listing every number?
- How well do they answer the question that was actually asked?
Business partnering
- How well do they understand the needs of the teams they support?
- How helpful is their analysis when others need to make a decision?
- How well do they balance control and compliance with practical solutions?
- How responsive are they to requests from budget holders and managers?
Teamwork and improvement
- How willingly do they help colleagues during busy periods such as year-end?
- How actively do they suggest ways to simplify or automate processes?
- How open are they to questions about their figures?
Open-ended questions
Answer in a few sentences.
- What does this person do that makes finance easier to work with?
- What is one thing that would make their reports or advice more useful?
- Describe a recent situation where their work helped, or could have helped, a decision.
Tick at least one skill to build your questionnaire.