Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for an accountant.
An accountant is overall known to provide financial advice to all businesses ranging from government bodies, multinational organizations to small independent firms specializing in particular areas that are highly critical to any business which includes: auditing, management consultancy, recovery, taxation, assurance, forensic accountancy and corporate finance.
Though the primary task is well-known as examining and preparing accurate financial records for both individuals and businesses; their is more work that includes, organizing and maintaining financial records, preparing statements and documents that comply with the laws and regulations, preparing tax returns while ensuring prompt payments are made and updating accounting systems to keep them up to date.
Employee Performance Goals Sample | |
|---|---|
| Employee's Name: | Title: |
| Review Period: __/__/__ to __/__/__ | Employee SSN: |
| Work Location: | Supervisor's Name: |
Instructions |
|
Performance Goals for Next Period | |
Performance Goals | Employee Comments |
|---|---|
| PRESENTATION SKILLS: Build and show high confidence at all times when delivering a presentation. Speak with great clarity and in a concise way that the audience can comprehend. | [employee comments goal] |
| CRITICAL THINKING: To carefully analyze and interpret information collected to draw reasonable inferences. Show more assertiveness and decisiveness when dealing with problems and coming up with solutions. | [employee comments goal] |
| ADMINISTRATIVE SKILLS: Show willingness to learn new ways to perform my administrative functions professionally. To improve on my problem solving and negotiation skills so that I may perform my administrative roles well enough. | [employee comments goal] |
| JUDGMENT SKILLS: Make sure that every employee is aware of the big picture and how each one of them can contribute well Divide a problem into smaller manageable problems and brainstorm solutions for them separately or try to find a resemblance with a previously solved problem | [employee comments goal] |
| KNOWLEDGE OF JOB: Learn to anticipate problems and try one's best to prevent them in order to avoid getting stressed when they arise Volunteer for extra tasks and projects when one feels they can handle more work alongside their regular tasks | [employee comments goal] |
| MANAGEMENT CONTROL: Balance out the strategy of the organization with daily tactical tasks Be wise to plan for the future using both short and long term planning | [employee comments goal] |
| MANAGING EXPENSES: Uncover any overpayments, past or present and work hard to obtain refunds Implement daily reporting to the financial manager with the day's goals met | [employee comments goal] |
| CONCEPTUAL THINKING: Work closely with one's manager during performance discussions in order to see how own targets are derived from the company's objectives Always ask oneself what the context is around the task or project at hand, before handling it | [employee comments goal] |
| PROBLEM/SITUATION ANALYSIS: Break the problem down into smaller problems that are easily solvable until one is left with the actual cause of the problem Talk with people who are experts in solving problems or those who are attached to the situation at hand and try to get a solution to the problem | [employee comments goal] |
| FINANCIAL MANAGEMENT: Develop a financial plan to make sure that cash flows seamlessly and that revenue ends up where it is needed Regularly deposit some of the company's earnings into a savings account in order to build a cash reserve that the company can fall back on in case of unexpected expenses | [employee comments goal] |
Summary |
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Sections 1-2: To be completed by the supervisor Section 3: To be completed by the employee |
1. Goals completed since last performance feedback |
2. Goals for next period |
3. Employee comments |
Signatures | |
| I acknowledge that I discussed this performance feedback with my supervisor. My signature does not mean that I agree or disagree with this appraisal. | |
| Employee: | Date: |
| Supervisor: | Date: |
| Human Resources: | Date: |