Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for an accounting manager.

An accounting manager is responsible for every area that relates to financial reporting. He/She is the supervisors and evaluators of everyday activities in the financial field ensuring that every detail is implemented well enough. Though the primary responsibility is very straight forward, there are more responsibilities attached to them.

These responsibilities include, ensuring that both monthly and quarterly bank compliance activities are all performed in a timely and precise manner, establishing financial status through developing systems for collecting, verifying, analyzing and reporting information, maintaining a thorough understanding of the financial reporting and general ledger structure, supporting budgets and prediction activities as well as ensuring precise and timely processing of positive connections.

Employee Performance Goals Sample

Employee's Name: Title:
Review Period: __/__/__ to __/__/__ Employee SSN:
Work Location: Supervisor's Name:


  1. Setting Goals: List specific goals in the space provided below each competency under "Performance Goals". Assign an appropriate timeline for each goal as well as numeric or financial terms to measure the goal.
  2. Employee Comments: The employee must comment next to each goal under "Employee Comments" with "Okay" for goals which he/she feels comfortable working with, and "Needs Clarification" for goals which he/she believes need to be discussed further. An employee who is comfortable with all the goals can sign the goals at this stage.
  3. Summary: Give a summary of the total time estimated for the employee to have achieved the goals. State action plans and specific milestones to track the goals. Any additional comments agreed between the employee and the supervisor should be noted here.
  4. Human Resources Review: Human resources personnel must confirm that the goals are specific, measurable, achievable, relevant, and time-bound. He/she must then sign the goals in the "Human Resource" section provided under "Signatures".
  5. Signatures: When discussion of the goals has been completed and consensus has been reached, sign the goals and let the employee sign too. Send the final copy to the human resources for inclusion in the employee's professional records.

Performance Goals for Next Period

Performance Goals

Employee Comments


Learn to figure out different possible options of solving problems on a short, medium and long-term range.

To be prepared at all times to change strategy or tact when things seem not to work.

[employee comments goal]

To be accommodative of other people's ideas and views and to be willing to take them on board.

Keep a cool head when dealing with more pressing and exhausting issues.

[employee comments goal]

Stay aware of the company objectives and monitor current trends and developments that may affect implementation of its programs and plans

Manage compliance, ethical and other issues in order to protect the company's reputation and respect its obligations

[employee comments goal]

Be clear and upfront about what the company expects from the remote workers with some formal documentation if possible

Establish bonds for friendship and empathy in order to understand the team members better and make it easier to collaborate as a team

[employee comments goal]

Make decisions that favor all the employees instead of some

Listen to the feedback from employees and take it into consideration

[employee comments goal]

Adhere to the rules provided for a smooth relationship with the management

Avoid falling back into old habits that have already been sighted

[employee comments goal]

Start feeling more comfortable when making a decision and standing firm by it

Make a list of one's successes and read it aloud to yourself or colleagues whenever fear and panic set in

[employee comments goal]

Identify what one likes about own job and start focusing on those positive aspects in order to start enjoying own job

Look at the bigger picture and stop focusing on minor issues at work such as making a mistake

[employee comments goal]

Evaluate the resources one have that could be used to solve the situation and test their effectiveness

Ask questions and look at different angles of the problem in order to better understand it and be equipped to generate solutions

[employee comments goal]

Work with an experienced money manager in order to know when one should invest profits or when one should plow the profits back to the business

Come up with ways to reduce expenses; look for products that one can reduce the costs without affecting their quality or impact

[employee comments goal]


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


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:

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