- Review and approve employee expense claims.
- Develop and implement efficient accounting processes.
- Ensuring that all accounting deadlines are met on time.
- Leading the development and implementation of process improvements within the accounting department.
- Establish and maintain relationships with clients, vendors, and other stakeholders.
Performance Goals and Objectives Examples
Accounting Administrator: Performance Goals
Accounting Analyst: Performance Goals
- Assist in the development of budgets and forecasts.
- Review contracts to ensure compliance with accounting standards.
- Conduct ad hoc analysis as requested by management.
- Support the monthly close process by preparing necessary accruals and adjustments.
- Participate in system implementations and upgrades.
Accounting Assistant: Performance Goals
- Ensure all expenses are properly recorded.
- Research and resolve billing issues in a timely manner.
- Keep up-to-date with relevant tax laws and regulations.
- Verify invoices and purchase orders to ensure accuracy.
- Participate in the annual budgeting process.
Accounting Associate: Performance Goals
- Review and reconcile general ledger accounts.
- Create and maintain accounting procedures manuals.
- Identify areas for cost savings and suggest solutions.
- Provide support for internal and external audits.
- Prepare monthly financial statements.
Accounting Auditor: Performance Goals
- Perform risk assessments to identify areas of high risk.
- Provide guidance and training to junior staff members.
- Attend professional development courses to enhance skillset.
- Use technology efficiently, including audit software and data analytics.
- Write clear and concise audit reports.
Accounting Clerk: Performance Goals
- Assist in the preparation of financial statements on a monthly or quarterly basis.
- Maintain confidentiality of financial information and restrict access to authorized personnel only.
- Provide support for audits and other regulatory compliance requirements.
- Collaborate with other departments to resolve cross-functional issues.
- Maintain physical records of financial transactions and ensure their safekeeping.
Accounting Consultant: Performance Goals
- Conduct audits of client accounts to ensure accuracy and compliance.
- Manage multiple projects simultaneously while meeting project deadlines.
- Respond promptly and professionally to client inquiries and concerns.
- Provide guidance to clients on proper bookkeeping procedures.
- Perform detailed analyses of financial data to support key business decisions.
Accounting Coordinator: Performance Goals
- Assist in the preparation of monthly, quarterly, and annual financial reports.
- Streamline accounting processes to improve efficiency.
- Assist with the preparation of financial statements.
- Maintain current knowledge of tax laws, regulations, and reporting requirements.
- Prepare and submit government forms, such as W-9s, 1099s, and 1040s.
Accounting Director: Performance Goals
- Review journal entries and reconcile general ledger accounts.
- Monitor financial performance against budget and forecasts.
- Identify and resolve accounting discrepancies and irregularities.
- Participate in the development of strategic plans for the organization.
- Ensure effective communication with other departments.
Accounting Manager: Performance Goals
- Deliver informative financial reports to senior management.
- Train new accounting staff on company policies and procedures.
- Develop and maintain relationships with vendors and external auditors.
- Develop cost-effective strategies to manage inventory levels.
- Develop key performance indicators (KPIs) and monitor progress toward achieving them.