Assistant Manager, Accounting

Assistant Manager, Accounting (Word Version)

Value-Added Results/Weights Performance Standards How to Track

Accurate/ timely financial data (30%) Reporting meets all deadlines (including headquarters 5 day close):

Positive comments are received from external auditors.
Internal and external users say that the information is relevant to their needs.
Exceeds = Reporting is completed before deadlines.

Asst. General Manager (AGM) or Executives say data is accurate and in time to be useful.
Report tracking log.Audit Management letter.Survey of users.

Knowledgeable staff and associates (20%) Associates receive training as defined in performance development plan.

Exceeds = Associates receive more training, or sooner than planned.

AGM or other departments say data received is accurate and in time to be useful.
Training logSurvey of AGM or other departments.

Documented policies and procedures (15%) 50 — 74% of approved policies and procedures entered.

Exceeds = 75 — 90%

80 — 90% of policies are entered using standard format.

Exceeds = 90 — 100%
Follow number of policies added to Lotus Notes database.Verify format of how policies are input.

Improved associate morale (10%)

All exempt associates have written performance standards.
Increase in % of celebration funds utilized compared to prior year.

Exceeds = Consume 85% of budget.

New tasks are assigned as defined in performance development plan.

Exceeds = Additional duties are delegated.

Associates have feedback by HR deadlines.

Exceeds = Quarterly feedback meetings.

Performance plans submitted to HR.
Follow Celebration funds spent on budget.
Follow task assignments and training.
Follow submission of performance reviews to HR and frequency of meetings with associates.

Value-Added Results/Weights	Performance Standards	How to Track
Accurate/ timely financial data (30%)	Reporting meets all deadlines (including headquarters 5 day close): Positive comments are received from external auditors. Internal and external users say that the information is relevant to their needs. Exceeds = Reporting is completed before deadlines. Asst. General Manager (AGM) or Executives say data is accurate and in time to be useful.	Report tracking log.Audit Management letter.Survey of users.
Knowledgeable staff and associates (20%)	Associates receive training as defined in performance development plan. Exceeds = Associates receive more training, or sooner than planned. AGM or other departments say data received is accurate and in time to be useful.	Training logSurvey of AGM or other departments.
Documented policies and procedures (15%)	50 — 74% of approved policies and procedures entered. Exceeds = 75 — 90% 80 — 90% of policies are entered using standard format. Exceeds = 90 — 100%	Follow number of policies added to Lotus Notes database.Verify format of how policies are input.
Improved associate morale (10%)	All exempt associates have written performance standards. Increase in % of celebration funds utilized compared to prior year. Exceeds = Consume 85% of budget. New tasks are assigned as defined in performance development plan. Exceeds = Additional duties are delegated. Associates have feedback by HR deadlines. Exceeds = Quarterly feedback meetings.	Performance plans submitted to HR. Follow Celebration funds spent on budget. Follow task assignments and training. Follow submission of performance reviews to HR and frequency of meetings with associates.