Senior Accountant Goals and Objectives Examples
Complete accurate and timely month-end close processes.
Ensure compliance with GAAP and company policies in all accounting activities.
Prepare financial statements for accuracy and completeness.
Manage accounts payable and accounts receivable processes.
Reconcile balance sheet accounts on a monthly basis.
Collaborate with external auditors to ensure successful audits.
Implement and improve internal controls to mitigate risk.
Analyze financial data to identify trends and make recommendations for improvement.
Create forecasts and budgets to support effective decision-making.
Maintain accurate fixed asset records and depreciation schedules.
Provide guidance and support to junior accounting staff.
Develop and maintain documentation for accounting procedures.
Monitor cash flow to ensure sufficient liquidity for operational needs.
Review and approve journal entries and reconciliations prepared by junior accounting staff.
Respond to requests for financial information from management, investors, or other stakeholders.
Participate in the development of financial policies and procedures.
Assist with the implementation of new accounting software or systems.
Conduct research on accounting issues or best practices.
Develop and maintain productive relationships with internal and external stakeholders.
Review and prepare tax returns, including income tax, sales tax, and property tax.
Monitor compliance with tax regulations and provide guidance to management on tax implications of business decisions.
Participate in special projects or initiatives as assigned by management.
Manage payroll processing and ensure compliance with applicable laws and regulations.
Prepare and submit required financial reports to regulatory authorities.
Evaluate financial performance against key performance indicators (KPIs).
Identify opportunities for process improvements in accounting procedures.
Stay up-to-date on changes in accounting regulations, standards, and best practices.
Prepare ad hoc financial analyses as needed by management.
Maintain accurate and complete general ledger records.
Develop and maintain accurate inventory cost accounting records.
Monitor compliance with grant requirements for government-funded programs.
Prepare accurate and timely billing invoices for customers or clients.
Manage treasury functions such as investments, cash management, and debt financing.
Monitor compliance with loan covenants and prepare required reports for lenders.
Review contracts for financial implications and recommend changes if necessary.
Participate in the preparation of long-term financial plans and projections.
Ensure compliance with lease agreements and accurately record lease transactions.
Provide training to staff on accounting principles or software systems.
Develop and maintain effective departmental policies and procedures manuals.
Assist with due diligence activities related to mergers or acquisitions.
Participate in the development of pricing strategies based on cost analysis.
Manage the chart of accounts to ensure proper classification of transactions.
Monitor credit card usage to ensure compliance with policy and reconcile statements regularly.
Participate in the budgeting process by preparing budget reports or analyzing budget variances.
Establish and maintain effective vendor relationships to ensure timely payment of invoices.
Coordinate with other departments to ensure timely resolution of accounting-related issues.
Develop and maintain procedures for documenting intangible assets such as patents or trademarks.
Collect data for insurance renewals and assist in obtaining quotes from carriers.
Assist with the preparation of SEC filings as needed.
Develop and maintain effective communication channels with executive management regarding financial performance.
Monitor compliance with transfer pricing policies for international transactions.
Ensure compliance with employee expense reimbursement policies and guidelines.
Develop and maintain accurate cost accounting records for products or services.
Participate in physical inventory counts of fixed assets or inventory items.
Reconcile intercompany transactions between subsidiaries or affiliates.
Assist with the preparation of annual reports or other regulatory filings as required by law.
Develop and maintain goodwill impairment analyses for reporting purposes.
Monitor compliance with environmental regulations that may impact financial statements, such as remediation costs or liabilities for hazardous waste disposal.
Analyze feasibility studies for new product launches or capital expenditures.
Review financial models for accuracy and reasonableness of assumptions used in forecasting future financial performance.
Develop and maintain effective communication channels with external auditors regarding financial statement preparation or audit-related matters.
Develop and maintain effective communication channels with bank representatives regarding cash management or borrowing needs.
Assist with the preparation of financial presentations for board meetings or investor conferences.
Monitor compliance with labor laws related to payroll processing or employee benefits.
Develop and maintain effective communication channels with tax advisors regarding tax planning strategies.
Review long-term contracts for revenue recognition criteria under GAAP.
Assist with the preparation of credit applications or other financing documents.
Monitor compliance with export control regulations that may impact financial statements.
Participate in negotiations related to joint ventures, licensing agreements, or other strategic alliances.
Develop and maintain effective communication channels with external consultants regarding accounting or tax matters.
Assist with the preparation of financing proposals or pitches to investors.
Monitor compliance with Dodd-Frank regulations related to financial reporting requirements.
Develop and maintain effective communication channels with regulatory authorities regarding financial reporting concerns.
Assist with the preparation of disclosures related to environmental or social responsibility matters.
Analyze customer profitability by product line or service offering.
Monitor compliance with transfer pricing regulations that may impact financial statements.
Assist with the preparation of business plans for new product launches or market expansions.
Develop and maintain effective communication channels with industry peers regarding emerging issues or best practices.
Review lease agreements for classification as operating leases versus capital leases under GAAP.
Assist with the preparation of legal documents related to corporate governance matters.