Five-year career plan for accountants

Five-year career plan for accountants:

Key points of work for each accounting position in the enterprise:

1. The main work points of fixed asset accounting positions generally include:

(1) Work with relevant departments to formulate accounting and management methods for fixed assets;

(2) Participate in the preparation of fixed asset renewal and renovation plans Repair plan;

(3) Responsible for detailed accounting of fixed assets and preparation of relevant statements;

(4) Calculation and extraction of depreciation and overhaul funds for fixed assets;

(5) Participate in the inventory of fixed assets.

2. The key points of the material and material accounting position generally include:

(1) Work with relevant departments to formulate accounting and management methods for materials and materials;

(2) Review and compile the procurement fund plan for materials and materials;

(3) Responsible for detailed accounting of materials and supplies;

(4) Work with relevant departments to prepare planned cost catalog of materials and supplies;

(5) Cooperate with relevant departments Establish consumption quotas for materials and supplies;

(6) Participate in the inventory of materials and supplies.

3． The main work points of the inventory commodity accounting position generally include:

(l) Responsible for the detailed classification accounting of inventory commodities;

(2) Work with relevant departments to prepare the planned cost catalog of inventory commodities;

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(3) Cooperate with relevant departments to set the minimum and maximum limits for inventory goods;

(4) Participate in the inventory of inventory goods.

4. The main work points of the salary accounting position generally include:

(1) Supervise the use of salary funds;

(2) Review the payment of wages and bonuses;

(3 ) Responsible for the detailed accounting of wages;

(4) Responsible for the accounting of wage distribution;

(5) Provision of payable welfare fees, union funds and other expenses.

5. The main work points of cost accounting positions generally include:

(1) Formulate cost accounting methods;

(2) Formulate cost and expense plans;

(3) Responsible Basic work of cost management;

(4) Calculate product costs and period expenses;

(5) Prepare and analyze cost expense reports;

(6) Assist in the management of in-process products and self-made semi-finished products.

6. The main work points of income and profit accounting positions generally include:

(1) Responsible for preparing income and profit plans;

(2) Handling sales settlement business;

(3) Responsible for the detailed accounting of income and profits;

(4) Responsible for the detailed accounting of profit distribution;

(5) Preparation of income and profit statements;

(6) Assist relevant departments to conduct inventory of finished products.

7． The main work points of fund accounting positions generally include:

(1) Formulate fund management and accounting methods;

(2) Prepare fund revenue and expenditure plans;

( 3) Responsible for fund scheduling;

(4) Responsible for detailed and classified accounting of fund raising;

(5) Responsible for detailed and classified accounting of various investments of the enterprise.

8. The main work points of the current settlement position generally include:

(l) Establish a system for the settlement of current accounts;

(2) Handle the settlement business of current accounts;

(3) Responsible for the detailed accounting of current accounts settlement.

9. The main work points of the general ledger report position generally include:

(l) Responsible for registering the general ledger;

(2) Responsible for preparing balance sheets, income statements, cash flow statements and other relevant financial accounting statements ;

(3) Responsible for managing accounting vouchers and financial accounting statements.

10． The main work points of the audit position generally include:

(l) Review the financial cost plan;

(2) Review various financial revenues and expenditures;

(3) Review accounting documents and financial accounting statements.

Examples of career planning for accounting majors:

Ms. He graduated from a university with a bachelor's degree in accounting. I took a second major in college: English. And passed the insurance agent certificate. She is studious, motivated, and has strong ability to take the initiative to learn.

After graduating from university, Ms. He came to Shanghai alone to seek career development. She found a junior accounting position and took the first step in her career. However, after working for about a year, Ms. He discovered that she preferred the accounting profession, but her current professional environment was really difficult to satisfy. For example, in the face of irregularities in the company's accounting operations, Ms. He not only was unable to make corrections, but had to implement them against her will; the company relied on nepotism; the company had no training system, and employees lacked promotion paths, etc.

As a result, the confidence when entering the workplace turned into confusion. Ms. He was in a negative mood: Is this the life of a newcomer in the workplace? How can you plan your career to be closer to success? How to adjust your mentality to find and determine the correct career goals?

Ms. He was confused: "Is this what life is like for a newcomer in the workplace?"

To change the status quo, two options provide guidance

What to face? After comprehensively analyzing the professional environment and problems faced by Ms. He, the career planner gave a positive answer to the young lady’s question: Newbies in the workplace don’t have to live like this.

The planners proposed two major plans.

Plan 1: Based on the accounting industry and seek higher development

The first step: short-term goal - to work steadily and seek development based on the existing accounting positions.

Ms. He needs to seize the time to fully learn and fully master relevant accounting professional skills in her current position. After this, switch the work environment. You can plan to leave your current family-run company and seek junior accounting positions in large and medium-sized enterprises. It should be reminded that in the early stages of working in a large company, the salary may not be significantly improved, but as long as the cultural atmosphere of the company is conducive to the development of one's professional skills, the purpose of changing the professional environment and further seeking development will be achieved. After that, Ms. He tried to take one year to establish a firm foothold in the new company.

Step 2: Mid-term goal - become an accounting expert within three years

The mid-term goal is to become an expert in accounting and related professions. Ms. He’s main tasks at this stage are to obtain the CPA certificate and be able to use English proficiently; to extensively read psychology and management books to broaden her knowledge and skills and prepare for the next step of achieving her goal of entering management.

The specific suggestions are as follows:

Learn and master the entire accounting process work skills at work. Based on accounting information, learn to analyze the development trends of enterprises and the entire industry. Pay attention to national macro policies. Learn tax law thoroughly.

Aim to pass the CPA exam within two to three years.

Pay attention to the continued improvement of English. Ms. He should pay attention to maintaining her advantage of being good at English and keeping and making friends with classmates, teachers and friends who can help her.

Maintain an optimistic mental state and reject the interference of bad emotions. Read some psychology books, learn to adjust yourself, love yourself, and learn to be grateful.

Choose to read some management books, and if necessary, participate in some training for professional managers, which can not only increase your knowledge, but also develop your connections.

Option 2: Accumulate knowledge, wealth and social experience, and look for opportunities to start a business

During the consultation, Ms. He also expressed her interest in the fitness industry and her desire to invest and start her own business. The career planner thus proposed plan two, which is a "three-step" action plan for investing in the fitness industry and becoming a "small boss".

The first step: achieve the short-term goal - apply for a job as a financial accountant in a large-scale fitness company

The salary at the first appointment may be less than 2,000 yuan, so don’t worry too much. I just want to gain a firm foothold in the company and strive to be fully familiar with the financial management of fitness companies within the year.

Step 2: Accumulate relevant experience - Accumulate fitness industry information

On the premise of doing a good job in daily work, pay attention to accumulating fitness industry information and master the details of the company's operations. To achieve this goal, you can also work part-time as a fitness instructor in your spare time to lay the foundation for future business management.

The third step: Achieve the medium and long-term goal - complete the accumulation of experience and become your own boss

Accumulate knowledge, experience and wealth, and be a caring person everywhere. After completing the above two-step plan, start your own business and become your own boss and enter a new development channel.

Expert Analysis and Comments

How newcomers can get out of the career "difficulty period"

1. Seize the first three years of employment and plan your career rationally

After the guidance of a career planner and personal efforts, Ms. He has now left the small company where she originally worked, joined a multinational company as a junior accountant, and began to prepare for the CFA exam. Today, she has successfully emerged from the "difficulty period", has full confidence in her future development, and has entered a healthy development path.

Career planners believe that in order to seek healthy career development, newcomers in the workplace must seize the first three years of employment and carry out reasonable planning, and put forward three suggestions:

(1) Shen Be determined to lay the foundation. Three years is an important stage for growth and maturity. It is the three years for laying the foundation and the three years for cultivating good psychological quality and psychological endurance. You must be able to calm down, work hard to adapt to society and the company environment, learn to think and act independently, learn to endure and be patient, learn to observe words and emotions, and speak less and do more. Master some skills that you like and that society needs, to add weight to yourself in future career competitions, and to lay a solid foundation and pave the way for achieving your goals.

(2) Think more about rational planning. Think more, and if you encounter difficulties that are difficult to solve, you may wish to seek help from a professional career planner. Set goals rationally and take firm and effective actions to slowly move towards your goals.

(3) Maintain a good attitude. Success is the goal that everyone pursues, but we must avoid rushing for quick success. Behind every successful person there is a bitter story and a painful experience. Mental adjustment is particularly necessary at this time. You must constantly adjust yourself, stay calm, careful, patient, focused, and treat your work and life with optimism and confidence.

2. Avoid falling into two misunderstandings

Newcomers in the workplace must achieve reasonable positioning and planning, and pay special attention to avoiding two misunderstandings:

The misunderstanding of paying too much attention to the level of income. For newcomers who have just started working, low income is a common problem. It is recommended that you should not place too much emphasis on salary income at this stage, but seize opportunities to improve yourself.

The misunderstanding of “interest comes first”. Interest does not represent ability. Just because you are interested in a specific profession does not mean that you will be able to do it well. Therefore, you must handle the relationship between personal interests and work. Only when you are interested in a certain occupation and have the skills required for that occupation can you do a good job and be successful.

In short, newcomers in the workplace can only improve their ability to understand society and themselves in a timely manner, get through the initial stage of contemporary college students entering society as soon as possible, adapt to the workplace environment as soon as possible, and find a career plan that suits them. Only by continuing to grow and mature can you stay calm in the face of change, avoid falling into career difficulties, and take steps towards success. Therefore, newbies in the workplace don’t have to live like this at all!

Career planning direction for financial personnel:

Finance is a very promising career, and it is also a career where it is easy to plan your own development path. In real life, many friends who study finance spit when it comes to finance, thinking that finance is meaningless. In fact, the main reason is that they do not look at this issue from a higher height. For every enterprise, people, finance, and market are all important factors. are the most critical factors.

More and more companies will move towards corporate management with financial control as the core, and finance is inextricably linked to investment, capital operation, finance, etc. Their career development can be said to have unlimited prospects.

From the perspective of occupational distribution, finance can be classified as the main battlefield of the enterprise. This is because finance can create very great value in large companies. The financial director of a company of a certain size can earn an annual salary of hundreds of thousands or even millions. At that time, such a company can create millions or even tens of millions through financial management such as tax planning, capital operations, internal control, etc. The value is, to some extent, not less than the value of the business department. For example, for real estate companies, financial capabilities may even become one of the company's core competitiveness. And with the development of management, finance will gradually get involved in business, and everyone will pay more and more attention to finance. Future senior managers who say they don't understand finance should not do so. The troika in the company should have a place in finance no matter what. It should be noted that the value and status of finance in an enterprise are closely related to the size of the enterprise. In some very small companies, the owner or proprietress of the leather bag company is equivalent to the financial manager. At most, there is a cashier. For larger companies, if they want to have a vice president, they usually have a business background, and the finance manager is a middle-level person. Because the business is limited, the finance manager The value that can be created is inherently limited.

The career planning of financial personnel can have the following directions:

Direction 1: Senior financial personnel of foreign companies or large enterprises

Finance itself is a profession It is a very strong and stable career. If you choose finance as your career direction, your first choice career goal is to be a senior financial staff member of a foreign company or a large enterprise. Most of the financial executives are at the core level of the company. They are not only required to understand the business operations of the company, but also provide constructive opinions on the company's business investment. According to the current economic environment, the senior financial personnel needed by such companies generally include financial vice presidents, financial directors, financial managers, senior financial analysis managers, financial directors, etc.

Of course, these positions will also have higher requirements on people. Generally required qualifications are at least an accountant or above, and no less than 5 years of financial management experience in large and medium-sized enterprises. For example, when a foreign company recruits a senior financial manager, the job requirements are: good educational background, fluent English, good communication skills, proficiency in Word and Excel, skilled financial business skills and management skills, good coordination skills, and familiarity with Western accounting , familiar with relevant Chinese laws.

For many junior financial personnel and those who are preparing to take this path, they should work hard in this direction from the day they graduate and join the workforce. Don't take it for granted that having two or three years of work experience will make it easier to find a job.

It is far from enough to be able to do pure accounting such as making vouchers, filing tax returns, and issuing statements. This is a lower level in the financial field. Only by comprehensively improving financial management, budgeting, analysis, decision-making, etc., focusing on improving communication skills and English ability, cultivating management vision and overall concept, and improving one's overall quality can one raise his career to a higher level.

Direction 2: Professional financial companies

Professional financial companies represented by the four major international accounting firms are also an employment field that attracts a large number of financial personnel. From a certain perspective, an accounting firm is a school that enables individuals to grow rapidly. Its training, work and management mechanisms will enable practitioners to learn a lot of professional knowledge and management concepts, and their auditing experience will also provide them with future financial management work. Provide a unique perspective.

However, the pressure of working in an accounting firm is often very great. Overtime and business trips are commonplace. The high-intensity work makes it difficult for many people to consider this as a lifelong career direction. This type of professional financial company is more suitable for two types of people: senior managers and young people. The former focuses on developing management capabilities, while the latter mainly focuses on learning and training. For young people who have just stepped out of college and are preparing to develop in finance, it would be a good choice to enter an accounting firm for a period of time and then move to an enterprise after accumulating work experience.

Direction 3: Banks, securities companies and other financial institutions

Capital operations play an increasingly important role in corporate operations and development. If you have a good financial knowledge background, join a bank , securities, venture capital, insurance and other financial industries, there will be broad room for development as professional financial personnel. For example, securities analysts with rich working experience earn quite a lot of money, while actuaries in the insurance industry, who have a lot of money to live in, can be said to have a golden career.

In short, my core suggestion is that no matter which direction you are engaged in financial work, you must strive for high-end development and become a professional and experienced person. Low-end financial personnel are almost everywhere, but senior financial talents are always in short supply in the industry.