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I have little experience demonstrating this competency and need substantial direction to perform it effectively

I have some experience demonstrating this competency but still need guidance

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I have a good amount of experience demonstrating this competency independently

I always demonstrate this competency and could provide guidance/ training to others

Leadership Skills ✔

Strategic Thinking Skills

People Management Skills

Change Management Skills

Communication Skills

Ethical Practice ✔

Tech Savvy /Computer Skills

Fostering Teamwork

Visioning ✔

Self-Awareness and Emotional Intelligence (EQ)

Cross-Cultural Awareness

Learning Agility ✔

Title: Accounting Manager Job Summary Manages accounting functions, including analyzing various accounting functions (A/R, A/P, cost, and accounting) to understand what makes clients profitable, ensures accurate transaction records, evaluates financial processing, and controls transaction processes. Manages sub-ledger agreements (inventory, AR, sales, COGS) to the general ledger and investigates and corrects any variances. This person sets the example of integrity, ensuring monies and assets are protected against unauthorized use or removal and loss due to a criminal act or breach of trust. Works cross-functionally, multitasks, problem solves, thinks of the big picture, and focuses on process improvements to improve efficiency and follow generally accepted accounting principles (GAAP). Coaches accounting associates and works with operating managers to ascertain their need for accounting data. Accounting Manager Self-Assessment: After taking the time to evaluate my performance, I would like to highlight a few of my best achievements from the past year. At the beginning of the period, I Initiated corrective actions for maintaining accounting records, improving record accuracy by 75%. The accounting team implemented an accounting records maintenance system, replacing the old, inefficient one. I spearheaded our organization’s new digital timekeeping system, replacing the outdated process and eliminating “paper” timekeeping. We continuously met audit standards this year, and this is for two years in a row, owing to exceptional account management skills. This quarter, I noticed that I have not been delegating enough work to other team members and have challenges communicating strategic goals to our team. Passing more projects to the accounting team will help me become more efficient while also providing them more opportunities for skill building and career development. By the end of next quarter, my goal is to streamline the accounting systems by implementing standard operating procedures for each subsystem. It is important not to build silos and understand the big picture and our team goals. I am working on transactional accounting improvement, but I also think a strategic approach is necessary. I have worked closely with the customer success coordinator/team leader, but I would like to address with top leadership the communication breakdown, the top-down approach, and ways to collaborate more frequently. I can offer my professional opinion on where best to align finance and accounting programs to the strategic plan and on building action plans to support overall business success.

Skill Level: Not Skilled:

Minimally Skilled:

Somewhat Skilled:

Skilled: Very Skilled:

Your level of experience demonstrating each competency

I have not learned this skill

I have little experience demonstrating this competency and need substantial direction to perform it effectively

I have some experience demonstrating this competency but still need guidance

I have a good amount of experience demonstrating this competency independently

I always demonstrate this competency and could provide guidance/ training to others

Leadership Skills ✔

Strategic Thinking Skills

People Management Skills

Change Management Skills

Communication Skills

Ethical Practice ✔

Tech Savvy /Computer Skills

Fostering Teamwork

Visioning ✔

Self-Awareness and Emotional Intelligence (EQ)

Cross-Cultural Awareness

Learning Agility ✔

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