← Controllership / Accounting Management — M2

Goal templates — Controllership / Accounting Management — M2

Accounting · Controllership / Accounting Management · M2 — Manager II

These are canon-derived frames, not advice: every line is either verbatim JobFrame canon text or a fixed template wrapping it. ⟨target⟩ / ⟨baseline⟩ / ⟨date⟩ are placeholders for the manager to fill in. Nothing here is generated by AI — rows are omitted, never invented, when the canon lacks the underlying field.

SMART goals

One row per canon core output / responsibility this level owns.

JFM responsibility (M2)

Leads a skilled accounting team and junior supervisors, owning tactical outcomes for the full month-end and year-end close cycle

Specific: Deliver: "Leads a skilled accounting team and junior supervisors, owning tactical outcomes for the full month-end and year-end close cycle"
Measurable: Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
Achievable: Scoped to this level's jfm complexity/problem-solving rubric: "Resolves complex but defined accounting issues across the close cycle, exercising judgment within established frameworks."
Relevant: Advances the Accounting · Controllership / Accounting Management mandate for a M2 — Manager II.
Time-bound: ⟨date⟩

JFM responsibility (M2)

Handles complex US GAAP areas such as ASC 606 (revenue recognition) and ASC 842 (leases) for the team's transactions, resolving judgments within known accounting factors

Specific: Deliver: "Handles complex US GAAP areas such as ASC 606 (revenue recognition) and ASC 842 (leases) for the team's transactions, resolving judgments within known accounting factors"
Measurable: Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
Achievable: Scoped to this level's jfm complexity/problem-solving rubric: "Resolves complex but defined accounting issues across the close cycle, exercising judgment within established frameworks."
Relevant: Advances the Accounting · Controllership / Accounting Management mandate for a M2 — Manager II.
Time-bound: ⟨date⟩

JFM responsibility (M2)

Reviews and monitors execution of established accounting procedures across AP, AR, and general ledger, enforcing consistency in reconciliations and close tasks

Specific: Deliver: "Reviews and monitors execution of established accounting procedures across AP, AR, and general ledger, enforcing consistency in reconciliations and close tasks"
Measurable: Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
Achievable: Scoped to this level's jfm complexity/problem-solving rubric: "Resolves complex but defined accounting issues across the close cycle, exercising judgment within established frameworks."
Relevant: Advances the Accounting · Controllership / Accounting Management mandate for a M2 — Manager II.
Time-bound: ⟨date⟩

JFM responsibility (M2)

Coordinates cross-functionally with FP&A, AP, and Treasury to gather inputs and reconcile intercompany and accrual balances on schedule

Specific: Deliver: "Coordinates cross-functionally with FP&A, AP, and Treasury to gather inputs and reconcile intercompany and accrual balances on schedule"
Measurable: Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
Achievable: Scoped to this level's jfm complexity/problem-solving rubric: "Resolves complex but defined accounting issues across the close cycle, exercising judgment within established frameworks."
Relevant: Advances the Accounting · Controllership / Accounting Management mandate for a M2 — Manager II.
Time-bound: ⟨date⟩

JFM responsibility (M2)

Supports internal and external audit preparation, reviewing account information, supporting schedules, and audit selections for the team's scope

Specific: Deliver: "Supports internal and external audit preparation, reviewing account information, supporting schedules, and audit selections for the team's scope"
Measurable: Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
Achievable: Scoped to this level's jfm complexity/problem-solving rubric: "Resolves complex but defined accounting issues across the close cycle, exercising judgment within established frameworks."
Relevant: Advances the Accounting · Controllership / Accounting Management mandate for a M2 — Manager II.
Time-bound: ⟨date⟩

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1. Leads a skilled accounting team and junior supervisors, owning tactical outcomes for the full month-end and year-end close cycle  [source: JFM responsibility (M2)]
   Specific:    Deliver: "Leads a skilled accounting team and junior supervisors, owning tactical outcomes for the full month-end and year-end close cycle"
   Measurable:  Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
   Achievable:  Scoped to this level's jfm complexity/problem-solving rubric: "Resolves complex but defined accounting issues across the close cycle, exercising judgment within established frameworks."
   Relevant:    Advances the Accounting · Controllership / Accounting Management mandate for a M2 — Manager II.
   Time-bound:  ⟨date⟩

2. Handles complex US GAAP areas such as ASC 606 (revenue recognition) and ASC 842 (leases) for the team's transactions, resolving judgments within known accounting factors  [source: JFM responsibility (M2)]
   Specific:    Deliver: "Handles complex US GAAP areas such as ASC 606 (revenue recognition) and ASC 842 (leases) for the team's transactions, resolving judgments within known accounting factors"
   Measurable:  Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
   Achievable:  Scoped to this level's jfm complexity/problem-solving rubric: "Resolves complex but defined accounting issues across the close cycle, exercising judgment within established frameworks."
   Relevant:    Advances the Accounting · Controllership / Accounting Management mandate for a M2 — Manager II.
   Time-bound:  ⟨date⟩

3. Reviews and monitors execution of established accounting procedures across AP, AR, and general ledger, enforcing consistency in reconciliations and close tasks  [source: JFM responsibility (M2)]
   Specific:    Deliver: "Reviews and monitors execution of established accounting procedures across AP, AR, and general ledger, enforcing consistency in reconciliations and close tasks"
   Measurable:  Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
   Achievable:  Scoped to this level's jfm complexity/problem-solving rubric: "Resolves complex but defined accounting issues across the close cycle, exercising judgment within established frameworks."
   Relevant:    Advances the Accounting · Controllership / Accounting Management mandate for a M2 — Manager II.
   Time-bound:  ⟨date⟩

4. Coordinates cross-functionally with FP&A, AP, and Treasury to gather inputs and reconcile intercompany and accrual balances on schedule  [source: JFM responsibility (M2)]
   Specific:    Deliver: "Coordinates cross-functionally with FP&A, AP, and Treasury to gather inputs and reconcile intercompany and accrual balances on schedule"
   Measurable:  Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
   Achievable:  Scoped to this level's jfm complexity/problem-solving rubric: "Resolves complex but defined accounting issues across the close cycle, exercising judgment within established frameworks."
   Relevant:    Advances the Accounting · Controllership / Accounting Management mandate for a M2 — Manager II.
   Time-bound:  ⟨date⟩

5. Supports internal and external audit preparation, reviewing account information, supporting schedules, and audit selections for the team's scope  [source: JFM responsibility (M2)]
   Specific:    Deliver: "Supports internal and external audit preparation, reviewing account information, supporting schedules, and audit selections for the team's scope"
   Measurable:  Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
   Achievable:  Scoped to this level's jfm complexity/problem-solving rubric: "Resolves complex but defined accounting issues across the close cycle, exercising judgment within established frameworks."
   Relevant:    Advances the Accounting · Controllership / Accounting Management mandate for a M2 — Manager II.
   Time-bound:  ⟨date⟩

OKRs

Objectives from this level's core outputs; key results only where a real dimension or capability backs them.

JFM responsibility (M2)

Leads a skilled accounting team and junior supervisors, owning tactical outcomes for the full month-end and year-end close cycle

From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Leads a skilled accounting team and junior supervisors, owning tactical outcomes for the full month-end and year-end close cycle"
Evidence at this level's scope bar: "An established team or sub-function" — ⟨target⟩ by ⟨date⟩

JFM responsibility (M2)

Handles complex US GAAP areas such as ASC 606 (revenue recognition) and ASC 842 (leases) for the team's transactions, resolving judgments within known accounting factors

From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Handles complex US GAAP areas such as ASC 606 (revenue recognition) and ASC 842 (leases) for the team's transactions, resolving judgments within known accounting factors"
Evidence at this level's autonomy bar: "Owns planning for the group" — ⟨target⟩ by ⟨date⟩

JFM responsibility (M2)

Reviews and monitors execution of established accounting procedures across AP, AR, and general ledger, enforcing consistency in reconciliations and close tasks

From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Reviews and monitors execution of established accounting procedures across AP, AR, and general ledger, enforcing consistency in reconciliations and close tasks"
Evidence at this level's complexity bar: "Cross-project coordination and priorities" — ⟨target⟩ by ⟨date⟩

JFM responsibility (M2)

Coordinates cross-functionally with FP&A, AP, and Treasury to gather inputs and reconcile intercompany and accrual balances on schedule

From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Coordinates cross-functionally with FP&A, AP, and Treasury to gather inputs and reconcile intercompany and accrual balances on schedule"
Evidence at this level's impact bar: "Group delivery and development" — ⟨target⟩ by ⟨date⟩

JFM responsibility (M2)

Supports internal and external audit preparation, reviewing account information, supporting schedules, and audit selections for the team's scope

From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Supports internal and external audit preparation, reviewing account information, supporting schedules, and audit selections for the team's scope"
Evidence at this level's decision rights bar: "Owns staffing, priorities, performance for the group" — ⟨target⟩ by ⟨date⟩

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Objective 1: Leads a skilled accounting team and junior supervisors, owning tactical outcomes for the full month-end and year-end close cycle  [source: JFM responsibility (M2)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Leads a skilled accounting team and junior supervisors, owning tactical outcomes for the full month-end and year-end close cycle"
  KR2. Evidence at this level's scope bar: "An established team or sub-function" — ⟨target⟩ by ⟨date⟩

Objective 2: Handles complex US GAAP areas such as ASC 606 (revenue recognition) and ASC 842 (leases) for the team's transactions, resolving judgments within known accounting factors  [source: JFM responsibility (M2)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Handles complex US GAAP areas such as ASC 606 (revenue recognition) and ASC 842 (leases) for the team's transactions, resolving judgments within known accounting factors"
  KR2. Evidence at this level's autonomy bar: "Owns planning for the group" — ⟨target⟩ by ⟨date⟩

Objective 3: Reviews and monitors execution of established accounting procedures across AP, AR, and general ledger, enforcing consistency in reconciliations and close tasks  [source: JFM responsibility (M2)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Reviews and monitors execution of established accounting procedures across AP, AR, and general ledger, enforcing consistency in reconciliations and close tasks"
  KR2. Evidence at this level's complexity bar: "Cross-project coordination and priorities" — ⟨target⟩ by ⟨date⟩

Objective 4: Coordinates cross-functionally with FP&A, AP, and Treasury to gather inputs and reconcile intercompany and accrual balances on schedule  [source: JFM responsibility (M2)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Coordinates cross-functionally with FP&A, AP, and Treasury to gather inputs and reconcile intercompany and accrual balances on schedule"
  KR2. Evidence at this level's impact bar: "Group delivery and development" — ⟨target⟩ by ⟨date⟩

Objective 5: Supports internal and external audit preparation, reviewing account information, supporting schedules, and audit selections for the team's scope  [source: JFM responsibility (M2)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Supports internal and external audit preparation, reviewing account information, supporting schedules, and audit selections for the team's scope"
  KR2. Evidence at this level's decision rights bar: "Owns staffing, priorities, performance for the group" — ⟨target⟩ by ⟨date⟩

MBO areas

Key result areas from this level's responsibilities, each with a standard grounded in the canon leveling rubric where one exists.

Area	Standard	Target	Due
Leads a skilled accounting team and junior supervisors, owning tactical outcomes for the full month-end and year-end close cycle	Consistent with this level's jfm knowledge-application rubric: "Applies deeper technical knowledge including ASC 606 and ASC 842 to guide skilled accountants; makes judgments within known accounting factors."	⟨target⟩	⟨date⟩
Handles complex US GAAP areas such as ASC 606 (revenue recognition) and ASC 842 (leases) for the team's transactions, resolving judgments within known accounting factors	Consistent with this level's jfm knowledge-application rubric: "Applies deeper technical knowledge including ASC 606 and ASC 842 to guide skilled accountants; makes judgments within known accounting factors."	⟨target⟩	⟨date⟩
Reviews and monitors execution of established accounting procedures across AP, AR, and general ledger, enforcing consistency in reconciliations and close tasks	Consistent with this level's jfm knowledge-application rubric: "Applies deeper technical knowledge including ASC 606 and ASC 842 to guide skilled accountants; makes judgments within known accounting factors."	⟨target⟩	⟨date⟩
Coordinates cross-functionally with FP&A, AP, and Treasury to gather inputs and reconcile intercompany and accrual balances on schedule	Consistent with this level's jfm knowledge-application rubric: "Applies deeper technical knowledge including ASC 606 and ASC 842 to guide skilled accountants; makes judgments within known accounting factors."	⟨target⟩	⟨date⟩
Supports internal and external audit preparation, reviewing account information, supporting schedules, and audit selections for the team's scope	Consistent with this level's jfm knowledge-application rubric: "Applies deeper technical knowledge including ASC 606 and ASC 842 to guide skilled accountants; makes judgments within known accounting factors."	⟨target⟩	⟨date⟩

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1. Area: Leads a skilled accounting team and junior supervisors, owning tactical outcomes for the full month-end and year-end close cycle  [source: JFM responsibility (M2) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Applies deeper technical knowledge including ASC 606 and ASC 842 to guide skilled accountants; makes judgments within known accounting factors."
   Target:   ⟨target⟩   Due: ⟨date⟩

2. Area: Handles complex US GAAP areas such as ASC 606 (revenue recognition) and ASC 842 (leases) for the team's transactions, resolving judgments within known accounting factors  [source: JFM responsibility (M2) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Applies deeper technical knowledge including ASC 606 and ASC 842 to guide skilled accountants; makes judgments within known accounting factors."
   Target:   ⟨target⟩   Due: ⟨date⟩

3. Area: Reviews and monitors execution of established accounting procedures across AP, AR, and general ledger, enforcing consistency in reconciliations and close tasks  [source: JFM responsibility (M2) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Applies deeper technical knowledge including ASC 606 and ASC 842 to guide skilled accountants; makes judgments within known accounting factors."
   Target:   ⟨target⟩   Due: ⟨date⟩

4. Area: Coordinates cross-functionally with FP&A, AP, and Treasury to gather inputs and reconcile intercompany and accrual balances on schedule  [source: JFM responsibility (M2) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Applies deeper technical knowledge including ASC 606 and ASC 842 to guide skilled accountants; makes judgments within known accounting factors."
   Target:   ⟨target⟩   Due: ⟨date⟩

5. Area: Supports internal and external audit preparation, reviewing account information, supporting schedules, and audit selections for the team's scope  [source: JFM responsibility (M2) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Applies deeper technical knowledge including ASC 606 and ASC 842 to guide skilled accountants; makes judgments within known accounting factors."
   Target:   ⟨target⟩   Due: ⟨date⟩

Scorecard

Only perspectives with real canon backing are shown — no Financial or Customer perspective, since nothing in the canon grounds business-financial or customer measures for a role alone.

Internal process

"Leads a skilled accounting team and junior supervisors, owning tactical outcomes for the full month-end and year-end close cycle"→ ⟨target⟩ by ⟨date⟩
"Handles complex US GAAP areas such as ASC 606 (revenue recognition) and ASC 842 (leases) for the team's transactions, resolving judgments within known accounting factors"→ ⟨target⟩ by ⟨date⟩
"Reviews and monitors execution of established accounting procedures across AP, AR, and general ledger, enforcing consistency in reconciliations and close tasks"→ ⟨target⟩ by ⟨date⟩
"Coordinates cross-functionally with FP&A, AP, and Treasury to gather inputs and reconcile intercompany and accrual balances on schedule"→ ⟨target⟩ by ⟨date⟩
"Supports internal and external audit preparation, reviewing account information, supporting schedules, and audit selections for the team's scope"→ ⟨target⟩ by ⟨date⟩

Role calibration

Meets the scope bar: "An established team or sub-function"→ ⟨target⟩ by ⟨date⟩
Meets the autonomy bar: "Owns planning for the group"→ ⟨target⟩ by ⟨date⟩
Meets the complexity bar: "Cross-project coordination and priorities"→ ⟨target⟩ by ⟨date⟩
Meets the impact bar: "Group delivery and development"→ ⟨target⟩ by ⟨date⟩
Meets the decision rights bar: "Owns staffing, priorities, performance for the group"→ ⟨target⟩ by ⟨date⟩
Meets the leadership bar: "Manages a team; sometimes manages leads"→ ⟨target⟩ by ⟨date⟩

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Internal process
  - "Leads a skilled accounting team and junior supervisors, owning tactical outcomes for the full month-end and year-end close cycle"  →  ⟨target⟩ by ⟨date⟩   [source: JFM responsibility (M2)]
  - "Handles complex US GAAP areas such as ASC 606 (revenue recognition) and ASC 842 (leases) for the team's transactions, resolving judgments within known accounting factors"  →  ⟨target⟩ by ⟨date⟩   [source: JFM responsibility (M2)]
  - "Reviews and monitors execution of established accounting procedures across AP, AR, and general ledger, enforcing consistency in reconciliations and close tasks"  →  ⟨target⟩ by ⟨date⟩   [source: JFM responsibility (M2)]
  - "Coordinates cross-functionally with FP&A, AP, and Treasury to gather inputs and reconcile intercompany and accrual balances on schedule"  →  ⟨target⟩ by ⟨date⟩   [source: JFM responsibility (M2)]
  - "Supports internal and external audit preparation, reviewing account information, supporting schedules, and audit selections for the team's scope"  →  ⟨target⟩ by ⟨date⟩   [source: JFM responsibility (M2)]

Role calibration
  - Meets the scope bar: "An established team or sub-function"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Scope)]
  - Meets the autonomy bar: "Owns planning for the group"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Autonomy)]
  - Meets the complexity bar: "Cross-project coordination and priorities"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Complexity)]
  - Meets the impact bar: "Group delivery and development"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Impact)]
  - Meets the decision rights bar: "Owns staffing, priorities, performance for the group"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Decision rights)]
  - Meets the leadership bar: "Manages a team; sometimes manages leads"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Leadership)]