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:


  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


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]

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]

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]

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]

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]

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]

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]

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]

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]

Put extra effort in creating effective and reliable project schedules

Maintain an updated list of activities and track all project schedules

[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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