Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a comptroller/controller.
A Comptroller/Controller is in charge of overseeing the daily accounting operations in an organization by preparing information to help with strategic financial planning. The controller looks for helpful ways to help organizations reduce costs while evaluating new opportunities and possible acquisitions.
Other primary responsibilities includes overseeing the preparations of financial statements that includes balance sheets, income statements, revenue and expenses projections and auditing, guiding financial decisions through authorizing, monitoring and enforcing policies and procedures, protecting the company's assets by establishing and enforcing internal controls, maximizing returns while limiting risks on cash by minimizing bank balances, preparing budgets by developing schedules as well as consolidating the financial data.
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 |
|---|---|
| INNOVATION: Respect more the ideas and opinions of others and try to accommodate them. To plan in particular ways and to come up with potential alternative solutions to problems. | [employee comments goal] |
| ACCURACY: Do proper research to get accurate facts and figures before undertaking any task. Always to gather data and information in a correct and appropriate manner. | [employee comments goal] |
| MULTI-TASKING: Use tools and apps such as tangible reminders that help one to keep focused on the tasks at hand Give full attention to the task that one is doing to avoid spending more time than estimated and increase efficiency | [employee comments goal] |
| FLEXIBILITY: Set consistent goals that can be easily achieved without much stress Receive feedback and labor for it to become a better employee | [employee comments goal] |
| INITIATIVE: Plan on what to do each day without necessarily getting a schedule from the management Set daily targets and ensure they are completed before the close of each working day | [employee comments goal] |
| ORIENTATION TO WORK: Plan each day ahead and have all the goals written down Don't be hasty with solutions, conclusions or statements but try to analyze a situation before issuing an answer entirely | [employee comments goal] |
| SELF CONFIDENCE: Try an affirmation such as "I live authentically" or "My opinion matters" in order to avoid backing down during a conversation Make a list of one's successes and read it aloud to yourself or colleagues whenever fear and panic set in | [employee comments goal] |
| FINANCIAL MANAGEMENT: Create a budget for cash flow to make sure that the company can pay its expenses comfortably and that revenues and expenses are managed proactively Review the company's accounts payable schedule regularly in order to determine how well the company is keeping up with its credit obligations | [employee comments goal] |
| TIME MANAGEMENT: Avoid constant interruptions and distractions that waste time meant for working on a project Keep a well-organized record of upcoming deadlines and major events | [employee comments goal] |
| SCHEDULING: Put extra effort in creating effective and reliable project schedules Maintain an updated list of activities and track all project schedules | [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: |