360 Feedback Questions for Finance Teams

17 ready-to-use questions, example comments and tips — plus a free tool that runs the survey and writes the report for you.

Finance work is measured by accuracy and deadlines, so mistakes get noticed and good work often does not. Colleagues in other departments see something different: whether a finance partner explains the numbers clearly, answers questions in time and helps them make decisions. A 360 brings both views together. These questions fit accountants, financial analysts, controllers and finance business partners.

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Accuracy and reliability

  1. How accurate and well-checked is this person's work?
  2. How reliably do they meet month-end, reporting and payment deadlines?
  3. How well do they document their work so others can review or pick it up?
  4. How early do they flag issues that could affect a deadline or a reported figure?

Explaining the numbers

  1. How clearly does this person explain financial information to people without a finance background?
  2. How well do they highlight what matters in a report instead of listing every number?
  3. How well do they answer the question that was actually asked?

Business partnering

  1. How well do they understand the needs of the teams they support?
  2. How helpful is their analysis when others need to make a decision?
  3. How well do they balance control and compliance with practical solutions?
  4. How responsive are they to requests from budget holders and managers?

Teamwork and improvement

  1. How willingly do they help colleagues during busy periods such as year-end?
  2. How actively do they suggest ways to simplify or automate processes?
  3. How open are they to questions about their figures?

Open-ended questions

  1. What does this person do that makes finance easier to work with?
  2. What is one thing that would make their reports or advice more useful?
  3. Describe a recent situation where their work helped, or could have helped, a decision.

Example feedback comments

Good comments are specific, describe behaviour rather than personality, and explain the impact. A few examples:

Not sure your feedback is fair and specific? Paste it into our free feedback bias checker.

Tips for a useful 360

  • Invite finance colleagues and the people they support: budget holders, department managers and sometimes auditors.
  • Avoid sending the survey during month-end or year-end close, when finance reviewers have no time.
  • Look at the gap between how finance colleagues and other departments rate communication. It often points to the most useful change.

Frequently asked questions

Who should give 360 feedback to an accountant?

Colleagues in the finance team, their manager or financial controller, and managers in other departments who rely on their reports or support. Five to eight reviewers is usually enough.

What should a 360 for finance professionals measure?

Accuracy and reliability, how clearly they explain financial information, how well they support decisions in the business, and teamwork. Technical accounting knowledge is better assessed by a manager or through qualifications.

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