Intermediate Accountant Goals and Objectives Examples
Prepare and analyze financial reports accurately.
Maintain accurate records of account transactions.
Ensure compliance with accounting standards and regulations.
Assist in the preparation of audit files for external auditors.
Provide support to internal auditors as required.
Develop and maintain financial models to support business decisions.
Analyze variances between actual and budgeted results.
Monitor cash flow and forecast future needs.
Reconcile bank statements and general ledger accounts.
Post journal entries and perform month-end close procedures.
Prepare tax returns and ensure compliance with tax laws.
Support the development of financial policies, procedures, and controls.
Respond to inquiries from stakeholders, including vendors and customers.
Assist in the preparation of annual budgets and forecasts.
Monitor fixed assets and depreciation schedules.
Review contracts and ensure proper recognition of revenue and expenses.
Participate in cost analysis and control initiatives.
Identify opportunities for process improvements and implement changes as necessary.
Manage accounts receivable and collections activities.
Process accounts payable invoices accurately and on time.
Perform ad-hoc analysis as required by management.
Assist in the implementation of new accounting systems or software.
Train new staff members on accounting policies and procedures.
Collaborate with other departments to ensure accurate reporting of financial data.
Assist in the preparation of financial presentations for senior management.
Participate in meetings with stakeholders to discuss financial performance.
Develop and maintain relationships with key business partners.
Support the preparation of grant applications and reports.
Manage prepaid expenses and deferred revenue accounts.
Conduct research on accounting issues as required by management.
Ensure proper recording of stock-based compensation expenses.
Participate in inventory accounting processes.
Review payroll records for accuracy and completeness.
Prepare and distribute financial statements to internal stakeholders.
Create and maintain cash forecasts and projections.
Analyze and reconcile accounts related to prepaid expenses and accrued liabilities.
Develop and maintain cost allocation methodologies.
Evaluate internal controls and provide recommendations for improvement.
Ensure proper recognition of revenue on customer contracts.
Prepare detailed account reconciliations.
Manage intercompany transactions and reconciliations.
Assist in the development of key performance indicators (KPIs) for the finance department.
Support the implementation of a new ERP system.
Monitor accounts payable aging reports and follow up on outstanding balances.
Prepare and file sales tax returns accurately and on time.
Participate in the preparation of annual financial statements.
Monitor compliance with borrowing covenants and prepare required reporting.
Evaluate expenses against budgeted amounts and identify areas for improvement.
Prepare schedules for quarterly reviews and annual audits.
Monitor inventory levels and perform inventory reconciliations.
Manage foreign currency transactions and fluctuations.
Assist in the preparation of regulatory filings as required by law.
Collaborate with business partners to develop forecasting models.
Review and approve employee expense reports.
Maintain accurate activity-based costing models.
Ensure proper classification of assets and liabilities on the balance sheet.
Support the implementation of new accounting policies and procedures.
Assist in the preparation of monthly financial statements.
Monitor compliance with grant requirements and reporting obligations.
Participate in ad-hoc projects as assigned by management.
Collaborate with IT department to ensure accurate recording of financial data.
Manage the chart of accounts and ensure proper coding of transactions.
Develop and maintain relationships with external auditors and tax advisors.
Ensure that all financial transactions are properly recorded and reported.
Review general journal entries for accuracy.
Participate in the development of annual operating plans.
Monitor and analyze budget-to-actual variances on a regular basis.
Maintain accurate payroll records and ensure compliance with labor laws.
Perform financial analysis to support decision making.
Develop and maintain balance sheet reconciliations.
Monitor accounts receivable aging reports and identify areas for improvement.
Analyze and interpret financial data to identify trends and patterns.
Assist in the preparation of cash flow forecasts.
Monitor compliance with internal policies and procedures.
Collaborate with cross-functional teams to improve business processes.
Develop and deliver training programs on accounting principles and practices.
Ensure that all financial data is securely stored and protected.
Develop effective communication strategies to keep stakeholders informed of financial performance.
Maintain accurate schedules for prepaid expenses and deferred revenue.
Ensure timely payment of invoices and proper documentation of expenses.