Performance review

2017 Performance Review for (New Accountant)

Preliminary Draft and Notes

2017 Work Goals

· 30% Resolve all Planed Giving Partnership billings >30 days before FYE

· 25% Complete Early and Late Closing Tasks per Schedule Deadlines

· 20% Facilitate Quarterly Spending Variance Analysis

· 15% Generate monthly CTD commitments and Planned Gifts by 10th

· 10% Generate Monthly JOBKEY Reports by 15th

· Personal: Basic Orientation reports, export reports to Excel, understand monthly/quarterly variance analysis, effectively utilize intranet resources, preparation of journal entries (JEs), preparation of payment requests,

2018 Work Goals

· Quarterly PGP billings completed within the first half of the first month of the quarter (including fine-tuning the posting process with Office of treasure colleagues to accommodate early payments and the resulting credit balances).

· Supporting Foundation CFO and OT colleagues so that no PGP billing exceeds 30 days past due in the month-end aging.

· Effective review and follow-up of monthly Fund 1 spending variances to minimize quarterly variances.

· Learn and support the process to build the Fund 1 spending budgets for the following fiscal year (including revisions), so that budget times lines and goals are met, and the budget is an effectives tool.

· Personal: