1. FY15 Review
Richard has continued to expand his skills and has become more comfortable and knowledgeable in his DFS
role during this past year. He was able to takeon new and additional responsibilities while delivering good
results.
Below are a few of his accomplishments this past year:
1. Richard shared the responsibility of processing the daily rollforward out of PACS (prior to GL Link) on
a daily basis. He worked very closely with his team and IT to resolve issues as they arose. I was very
impressed with how Richard took responsibility over the daily rollforward, especially when issues
arose. He worked diligently to ensure that the issues were resolved, and communicate to everyone
involved.
2. Richard was very helpful during the testing period of GL Link and ReconNet. He worked with his
team to write test cases and perform the tests in the UAT environment of Infolease. He was also
involved in the cutover of PACS into GL Link – he took direction very well, and supported the
transition.
3. With the implementation of GL Link and ReconNet, Richard collaborated with his teamlead and was
able to adapt his processes and reporting, such as with his residual reconciliations, rebill reserve
entry, and his responsibilities related to operating leases. I appreciate that even when Richard had
questions or ran into problems that he needed help with, he puts forth the effort to figure it out on
his own and then raises the concern to me or his teamlead in order to make the best decision as
possible. He’s not quick to make a rash decision that could turn into a bigger problem later.
Following is a comment provided during his peer review –
A. “Richard is always very pleasantto work with. He responds to requests quickly.In my experience, he has
always been willingto sharehis expert knowledge and is open and willingto adaptto any changes that may
come his way. Richard is very reliable.I never feel the need to followup with him on action items because I
know he will get it done!”
B. “Richard has a very friendly personality thatmakes him approachable.I had to request some “flux analysis”
comments from him several times and I would always receivea very thorough draft explaininghisGLaccounts
fluxes.Richard also seemed to always havea sense of urgency when those requests hithis inbox.”
C. “Richard always completed his portion of the cash book timely and accurately. When I did need to contact
him, he was always responsiveand helpful. He has always been professional when dealingwith me.”
Moving forward, I would encourage Richard to be more proactive – I would encourage him to work gain a
better understanding of the Infolease portfolio, GL Link, and Novora. I encourage Richard to increase his
focus on efficiency and accuracy in situations of uncertainty and ambiguity as he continues to expand his
skills within the DFS business.
I have truly enjoyed working with Richard this past year and appreciate all his hard work.

2. FY16 Review
Richard has continued to expand his skills this past year. Richard is a very hard worker and is always eager to
help, which is always very much appreciated by his team, and takes the opportunity to showcase his abilities.
Below are a few of his accomplishments this past year:
4. Richard is pretty much the sole owner of US ReconNet. Since taking it over earlier in the year and
working to better understand the tool, he clearly understands his role in the process and monitors it
to ensure there are no material out of balances for the month. He reviews it on an on-going basis
and timely communicates to the teams when an issue arises.
5. Richard has always been responsible for the US charge-off process but has most recently taken over
the Canada process as well. Though the process is automated, he’s learned a lot about the end-to-
end process this past year and speaks for it when questions arise. Along with performing his
responsibilities, he’s also provided information to PWC and other groups within the organization as
needed.
6. Richard takes his responsibilities very seriously and works well with other team member to better
understand it – I encourage Richard to spend more time on identifying the pieces when an issue arise
or when he has a question so that he is better equipped with makes decisions on his own. Due to
the recent transition of our portfolio team, and the analytics required with most of the
responsibilities on the teamI’ve noticed it’s been a challenge for Richard to make that transition as
well. I think Richard should try different way to approach an issue/process to him in his
development.
Following are comments provided during his peer review –
1. “Richard is alwayseagerto learn and is alwaysasking questionsto broaden hisknowledge. He
alwaysprovidesdatatimely and is quick to respond to questions. Heputs thoughtinto his
responsesand isalwayswilling to sharehis knowledge.”
2. “Very thorough – documents everything.Eagernessto do a good job.”
3. AreasforImprovement: “Problemsolving –taking thingsto the nextlevel, beyond just
identifying a problem.”
4. “I havewitnessed Richard growin his role over this pastyear.Afterthe USIL NetInvestwas
stabilized in ReconNET,Richard worked to understand theprocessand whatexactly ReconNET
wasdoing.Although itwasnotfamiliar territory forhim, heworked hard to understand itand
asked relevantquestions.In recentmonths,hemonitorstheoutstanding itemsreportand he
respondsquickly to let usknowif something doesn’tseemright.”
5. “Richard is a kind person who offershisassistanceand welcomeschangewith little pushback.
Richard is a pleasureto workwith.”
6. “Worked hard to “re-invent”himself in a world withoutPACS.”
Moving forward, I would encourage Richard to be more proactive – I would encourage him to work to gain a
better understanding of the business. I encourage Richard to increase his focus on efficiency and accuracy in
situations of uncertainty and ambiguity as he continues to expand his skills within the DFS business.
I have truly enjoyed working with Richard this past year and appreciate all his hard work.