Signed in as
Daniel Foster
Director, Operations · Operations
Manager review
Review the employee, peer feedback, and evidence trail, then complete the same explanatory pattern before sending the case to HR.
Employee
Jonas Berg
Senior FP&A Manager
Workflow stage
Manager evaluation
Use direct managerial judgment and submitted evidence only.
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Self-assessment and workflow record
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Employee self-assessment
What agreed objectives and KPI outcomes did you deliver this cycle, and what evidence proves the results?
I led the budget reforecast and improved margin forecast accuracy from 87% to 94%. The team closed the plan two days faster than last cycle.
Which behaviors and values most shaped your execution quality, dependability, and judgment this cycle?
I balanced challenge with partnership, made tradeoffs visible, and kept assumptions transparent with business leads.
How did you create value for stakeholders through collaboration, partnership, or cross-functional execution?
Because I structured the tradeoff review around agreed decision criteria, budget rework fell by 22% and leaders aligned faster.
How did you learn, adapt, and turn feedback or changing conditions into better outcomes this cycle?
Each reforecast surfaced new assumptions, and I used that feedback to simplify the tradeoff pack and improve decision speed for leaders across the portfolio.
Where did you show initiative, ownership, or broader leadership beyond your core responsibilities?
I mentor two analysts and increasingly operate at a portfolio level, which positions me for a broader finance leadership scope.
Peer 1 Reviewer
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Peer 2 Reviewer
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