ตำแหน่ง Account and Finance Manager, หรือตำแหน่ง Accounting Manager or Financial Manager เป็นตำแหน่งระดับ senior-level professional ที่รับผิดชอบดูแลเกี่ยวกับงานด้าน financial planning, budgeting, forecasting, and accounting functions
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ตัวอย่างของ Job Description ของตำแหน่งนี้
1. Financial Planning and Budgeting:
Develops and manages the company’s financial plans, budgets, and forecasts to ensure alignment with business objectives.
2. Accounting Operations:
Oversees the day-to-day accounting activities, including accounts payable, accounts receivable, payroll, and general ledger maintenance.
3. Financial Reporting:
Prepares and analyzes financial reports, such as balance sheets, income statements, cash flow statements, and other relevant financial data.
4. Budgetary Control:
Monitors and controls expenses to ensure they stay within budgeted levels, identifying areas for cost reduction or optimization.
5. Forecasting and Planning:
Develops and maintains financial models to forecast future performance, identifying trends, opportunities, and potential risks.
6. Compliance and Risk Management:
Ensures compliance with accounting standards, regulatory requirements, and internal policies, while mitigating financial risks.
7. Team Leadership:
Manages a team of accountants and finance professionals, providing guidance, coaching, and training to ensure effective execution of responsibilities.
8. Strategic Planning:
Collaborates with senior leadership to develop strategic plans and recommendations for business growth, expansion, or cost reduction initiatives.
9. Financial Analysis:
Analyzes financial data to identify areas for improvement, opportunities for growth, and potential risks, providing insights to inform business decisions.
10. Stakeholder Communication:
Communicates financial performance and plans to stakeholders, including senior management, investors, and external auditors.
โดยปกติแล้ว ตำแหน่ง Account and Finance Manager เป็นตำแหน่งที่สำคัญมากในองค์กร โดยจะรับผิดชอบต่อสุขภาพทางการเงินและความมั่งคั่งในองค์กร นอกเหนือจากนั้นยังจะต้องคอยดูแลด้านงาน strategic insights เพื่อที่จะสนับสนุนการเจริญเติบโตขององค์กรอีกด้วย
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KPI and Competency
ตัวอย่าง Key Performance Indicators (KPIs) สำหรับ Account and Finance Manager position อาจจะแตกต่างกันไปสำหรับแต่ละธุรกิจ แต่ก็มักจะมีส่วนที่เหมือนกันดังต่อไปนี้
ตัวชี้วัดทางด้าน Financial Management
1. Revenue growth:
Monitor the increase in revenue generated by the manager’s accounts.
2. Expense management:
Track the effective management of expenses to ensure they remain within budget.
3. Cash flow management:
Measure the ability to manage cash inflows and outflows efficiently.
4. Financial forecasting accuracy:
Assess the accuracy of financial forecasts made by the manager.
5. Budgeting compliance:
Ensure that budgets are set and managed in accordance with organizational goals.
ตัวชี้วัดทางด้าน Account Management
1. Customer satisfaction:
Monitor customer feedback and satisfaction rates for accounts under management.
2. Account growth:
Track the expansion of accounts and revenue generated from existing customers.
3. Retention rate:
Measure the percentage of accounts retained over a specific period.
4. Sales pipeline development:
Assess the manager’s ability to develop and maintain a healthy sales pipeline.
5. Cross-selling and upselling:
Monitor the success of cross-selling and upselling initiatives for accounts under management.
ตัวชี้วัดทางด้าน Operational Efficiency
1. Process efficiency:
Measure the effectiveness of financial processes and systems implemented by the manager.
2. Automation rate:
Track the percentage of tasks automated using technology or software.
3. Cycle time reduction:
Assess the manager’s ability to reduce cycle times (e.g., invoicing, payment processing).
4. Compliance with regulatory requirements:
Ensure that all financial transactions and reporting are compliant with relevant regulations.
5. Team productivity:
Monitor the productivity of the finance team under the manager’s supervision.
ตัวชี้วัดด้าน Strategic Planning
1. Strategic plan development:
Assess the quality and relevance of strategic plans developed by the manager for accounts and finance.
2. Goal setting:
Measure the effectiveness of goal setting and achievement for individual accounts and finance teams.
3. Risk management:
Evaluate the manager’s ability to identify, assess, and mitigate financial risks.
4. Budgeting for growth:
Monitor the manager’s ability to budget for growth initiatives and investments.
5. Financial planning and forecasting:
Assess the quality of financial plans and forecasts developed by the manager.