Performance Goals and Objectives for Employee Success

Performance Goals and Objectives Examples

Accounting Administrator: Performance Goals
  • 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.
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.