ตัวอย่าง Job Description และ KPI ของตำแหน่ง Account and Finance Manager

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.



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