Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a staff accountant.
Staff Accountant provides the administration with financial information through researching and analyzing accounts and preparing accurate financial statements. They work under the supervision of a controller, a director or a certified public accountant.
Their responsibilities come in a wide range and includes, preparing combined external and internal financial statements and analyzing information from the ledger system, and other departments makes accounting entries while sustaining records and files, reconciling accounts, preparing payments by increasing expenses and assigning account numbers and reconciling accounts, promoting and implementing accounting procedures by analyzing current procedures, maintaining and balancing automated systems by inputting the right 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 |
|---|---|
| PRESENTATION SKILLS: Show the willingness to learn new ways of delivering presentations. Attend more presentation meetings and seminars to try to learn from others. | [employee comments goal] |
| INNOVATION: Accept and provide constructive feedback to other people and to take corrections easily. Try to adapt to the ever-changing needs or circumstances that might arise. | [employee comments goal] |
| MULTI-TASKING: Bundle related tasks together in order to move fluidly between them Give each task a specific deadline or short amount of time in order to remain focused | [employee comments goal] |
| GIVING FEEDBACK: Focus on the employee's behavior rather than on his/her personality traits Divide feedback into positive and negative columns for personal use and to ensure that it is fair and balanced | [employee comments goal] |
| APPRAISAL AND EVALUATION SKILLS: Make decisions that favor all the employees instead of some Take some coaching for better skills in performing assessments and appraisals | [employee comments goal] |
| FLEXIBILITY: Help others to perform tasks that are provided without feeling shortchanged Receive feedback and labor for it to become a better employee | [employee comments goal] |
| PERSONAL GROWTH: Set workable personal goals that will help met the company goals Learn to spend your time and resources well to ensure minimum wastage | [employee comments goal] |
| FOLLOWING DIRECTIONS: Learn to concentrate on written directions; highlight the main points and summarize lengthy documents into bullet points Take time to understand the steps and their purpose and run through the process mentally before handling it physically | [employee comments goal] |
| PROBLEM/SITUATION ANALYSIS: Make a list of what needs to be done and when it needs to be done instead of just jumping in and hoping for the best 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] |
| KNOWLEDGE MANAGEMENT: Comply with the set standards, processes, and guidelines for managing knowledge and encourage colleagues to adhere to these standards Check the experience and knowledge of others before starting new tasks | [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: |