5 personal work summaries for financial personnel

Looking back on the past is to better face the future. Every specific practice has achievements and mistakes, experiences and lessons. If you sum up in time, you will gain experience and lessons in time and improve your understanding and work skills. Below I have compiled some content about the personal work summary of financial personnel. You are welcome to read it. The content is for reference only!

1. Personal work summary of financial personnel

During this year, I studied hard, studied hard, worked hard, and treated my job with a diligent and conscientious attitude. I also played a corresponding role in the financial position and achieved certain results. The summary is as follows:

1. Main tasks

1. Reflection is one of the basic functions of financial work. Financial staff must standardize and record every economic transaction that occurs in the company through different methods and methods, and reflect it in vouchers, account books and statements for reference at any time. Our company's finance department has mastered the daily work process and can make it clear and consistent. From the acquisition of original invoices to filling in accounting vouchers, from the preparation of accounting statements to the binding and storage of vouchers, all have been formalized and standardized. Achieve comprehensive, timely and accurate reflection.

2. Accounting, which is also the basic function of financial work. Accounting includes cost accounting, payroll accounting, expense accounting, etc. In terms of cost accounting, it can be combined with the characteristics of our company. In terms of production costs, the cost is calculated based on the actual raw materials issued and carried forward according to the first-in, first-out method, which is more suitable for the company's production products. In terms of wage accounting, the piece-rate system is adopted, which effectively speeds up productivity and employee performance. In terms of expense accounting, departmental accounting is adopted, and the actual expenses incurred by each department every month can be found out at any time, which strengthens expense management and saves expenses.

3. Supervision is another basic function of financial work. The first is to supervise the legality and rationality of every economic transaction in each department to ensure that the company does not suffer unnecessary economic losses, let alone unintentionally create an atmosphere for some staff to make mistakes. In this regard, the Finance Department strictly follows the relevant systems and never lets go of any unreasonable things; secondly, it supervises the company's overall assets and regularly conducts fixed asset inventory, inventory inventory, cash balance inventory, etc. to ensure that the company's property not violated.

4. Reports to evaluate and analyze the operating results and financial status of different periods or stages. The Finance Department can analyze and evaluate through accounting statements and financial auxiliary statements on a monthly, quarterly and yearly basis.

5. Management is an important function of financial work. The first is to provide accurate and reliable financial data for leadership management and decision-making. The company's finance department can complete the data provided by the company's leaders and other departments at any time; the second is to participate in the company's management and decision-making and respond to unreasonable phenomena that exist in the company. The Ministry has put forward rationalized recommendations, most of which have been adopted.

2. Other work

1. Through the general taxpayer annual inspection and industrial and commercial annual inspection in 20__.

2. Through the tax settlement work in 20__, no unreasonable expenses were recorded.

3. Cleaned up and inventoried the company's assets, and reasonably handled the scrapped raw materials.

3. Problems

1. The implementation of relevant systems and regulations is not strong enough.

2. The overall quality and professional level of the financial personnel are average.

3. The management functions of the Finance Department are not fully utilized.

4. Senior management lacks financial knowledge.

IV. Solutions

1. First determine the applicability and enforceability of the system and regulations. If there are any obstacles, raise them with the executive department, and then resolutely implement them to the end.

2. Financial personnel set learning goals, obtain professional titles and academic qualifications through examinations, and link them to performance to gradually improve themselves.

3. Participate in management and major business decisions of the company to give full play to the management functions of the Finance Department.

5. Some thoughts

1. Working methods and work efficiency are crucial, and you can fully experience the difference between getting twice the result with half the effort and getting twice the result with half the effort.

2. Do everything with enthusiasm and believe that endurance is omnipotent.

3. Teamwork spirit is very important.

In short, in this year's work, there are achievements and joy, but there are also shortcomings, but we will continue to work hard and improve in future work. I firmly believe that the company's finance department is a united and efficient working group, and each member can stand alone. I am confident that together with all the members of the finance department, we can achieve glory together with the company!

2. Finance Summary of personal work of personnel

Time flies, and half a year of work will become history in a blink of an eye. Today, standing at this speaking platform, I would like to say proudly: "A plowing world, a harvest" , I did not live up to the expectations of the leadership." However, the recent work inspection and the theoretical examination results of the warehouse administrator have allowed me to see many weaknesses in financial management. As the main leader of the Finance Department, I have an unshirkable responsibility. "Pragmatic, truth-seeking, and implementation", in accordance with the company's high standards and strict requirements of lean management, only by adjusting one's own ideas, completely changing concepts, and examining and reorganizing one's own work from a new perspective can all work be truly implemented. Reality.

The following problems I have found are as follows:

Firstly, since the beginning of the year, the entire line staff of the Finance Department have not been stable. They are burdened with big and small things, and they often pay attention to this end. But he neglected that end and was a little light-headed and failed to manage it in an all-round way.

Secondly, the lack of stability of personnel makes the work enter a state of fatigue and a vicious cycle, resulting in unclear work ideas and neglecting the business training of administrators.

Thirdly, subjectively, my thoughts have been shaken, I have not put pressure on myself, and I have not really entered the role.

Fourth, team management is ignored and there is a lack of communication with leaders at all levels and departments.

Fifth, there is no sense of innovation in work ideas. For example, the idea of ??goal management is not clear, the performance management is not strong enough, and the handling of problems after they occur is not strong enough.

The above points are the main sources of problems in our department and individuals. As a main functional supervision department of the company, the financial department should "be a good family, manage money well, and better serve the enterprise" is Responsibilities of the finance department. We have a great responsibility in strengthening the company's management, standardizing economic behavior, and improving corporate competitiveness. Only through continuous reflection and summary can management work be improved!

"Look for shortcomings, strengthen quality, and strive for advancement based on the position." At that time, the __ Group proposed "setting a model, learning from the advanced, promoting development, and striving for benefits." "Activities and machinery once again became the model enterprise of the entire group. Today, when "__enterprises compete with our company for matching red flags", as individuals we must realize our own personal value. The rise and fall of an enterprise is directly related to personal honor and disgrace. As an individual, In the financial management department, in order to achieve the same goal for the company, we must work hard to learn six spirits: the spirit of hard work and entrepreneurship, the spirit of reform and innovation, the spirit of market expansion, the spirit of lean management, the spirit of never being satisfied, and the spirit of taking the overall situation into consideration. The six spirits run through specific work. In the second half of the year, as the main leader of the Finance Department, I will continue to strengthen my study and improve myself in the required course "How to Improve Oneself and Serve the Enterprise", focusing on strengthening warehouse management and financial analysis. The following is a report to the conference on the work plan and ideas:

1. Improve the company’s internal management system

After nearly a year of implementation, there are still many unreasonable issues in the internal management system In order to make the enterprise's management system more perfect, the Finance Department will make revisions with relevant departments based on the requirements of group management.

Department leaders have a clear division of labor and responsibilities. According to the responsibility contract signed at the beginning of the year, the organization and implementation are strengthened. Leaders trust each other, do not shirk the blame when things happen, provide full assistance, and strengthen responsibility for the content in charge. Assessment efforts should be made to ensure clear rewards and punishments.

2. Reasonable adjustment and combination of human resources

Since this year, the personnel aspect has not been stabilized so far, and the financial department is relatively weak. Through recent surprise inspections and discussions with warehouse managers, For the surprise examination, we will recombine and match the personnel according to the characteristics of each warehouse manager to carry out efficient and orderly organization; on the other hand, we will continue to strengthen training so that every warehouse manager must be able to carry out various warehouse management tasks. If you are familiar with the business, you can truly take advantage of it, and your cultural quality and business management level must be qualitatively improved. In March this year, computers will be connected to the Internet. The computer operation level of administrators needs to be further improved. We will strengthen training in this regard so that every administrator can master computer operations and solidly improve the business management of each administrator. level. After the meeting, we will strictly implement goal management and performance management for warehouse managers, determine goals, strengthen assessment and supervision, and link them to wages to truly make rewards and punishments clear.

3. Strengthen team building

As the responsible leader of the Finance Department, he is both a financial staff member and the organizer of the financial management system. He must have a rigorous and honest work style and With a serious and meticulous work attitude, we must actively guide line personnel to achieve effective results and help line personnel solve problems. Give full play to the spirit of teamwork, learn from the advanced, catch up with the advanced, and surpass the advanced, carry out competition activities in the line, give full play to the strength of the team, and become a rope. While adhering to the principle, we adhere to the "three satisfactions and two reassurances". The three satisfactions are "to satisfy customers, to satisfy employees, and to satisfy the leaders of various departments." The company’s CEO and leaders at all levels are reassured.”

4. Strengthen the control of various expenses

This year is the year of lean management, the year of satisfactory results, and the year of scientific and technological innovation. We will continue to strengthen the control of various expenses and exercise financial supervision Functions, review and control various expenses, perform due diligence in financial accounting work, and carefully handle and review every business.

5. Do a good job in financial analysis

Reasonable and efficient financial analysis ideas and methods are an important way to improve the level of corporate management and decision-making, and will make our work more effective with half the effort. In terms of enterprise cost analysis, learn from the masters in the workshop and books, and conduct analysis on breakeven point, scale efficiency, sales pricing, etc. for the enterprise's production, operation and sales, quantitatively analyze specific financial data, and combine it with the enterprise's production, operation and sales. The overall strategy provides strong financial information support for corporate decision-making and management.

6. Strengthen the management of collection of receivables

Since the company's development, raising production funds has always been a headache. As we all know, funds are as important as the blood of the human body. The main characteristics of our company are large material purchases, large production batches, and large sales batches. Raising funds is a major function of finance. A good bank-enterprise relationship is the key to corporate financing. a tie. At present, we can only control receivables and inventory management, compress inventory, produce rationally, and control the flow of funds, so that raw and auxiliary materials in stock can be controlled to the bottom line while ensuring production. When funds are particularly tight, The Finance Department will effectively track the operation of funds from the purchase of materials and finished products.

7. Continue to do a good job in calculating wages and bonuses for each department

This year the company has signed a responsibility contract for each department, and the Finance Department will continue to be rigorous and meticulous in accordance with the responsibility contract. Review and settle wages and organize funds to ensure the payment of wages.

The above work is the main work of the Finance Department in the second half of the year, as well as a series of tasks such as transition and connection with the group, waste management, and standardization of financial accounting procedures, which are some of our own tasks.

"Look for shortcomings, strengthen quality, and strive for advancement based on the position." This is not an empty talk. When the trumpet sounds, we must put it into action and use team spirit to brainstorm. All personnel in the financial line will focus on how to innovate in management and how to implement it. Make a fuss about cost control!

In short, in the future work, I will still stick to the words I said at the responsible leadership meeting at the beginning of the year: I will continue to summarize and reflect, constantly push myself and enrich my energy, and improve my own quality. and business level, in order to adapt to the development of the times and enterprises, make progress with everyone, and grow with the company.

3. Personal work summary of financial personnel

From 20__.11.15 to 20__.3.15, it has been three months since I came to Beijing Resources Group to engage in financial work. During these three months, at the same time My colleagues in the office have spent a lot of time together and have given me a lot of inspiration and help. When I have been working in finance for three months, I would like to summarize it as follows:

For those who have participated in the work For people in the workplace, work is always the most important, so I’ll start with work! I remember when I first entered Resource Pharmaceutical Finance, even though I majored in accounting, I also had some so-called work experience before. , but for newbies in the workplace, there is still a lot of confusion, not only because they have never been exposed to "UFIDA New Century (UF NC Software) and BWP B2 ERP Management System (Blue and White Porcelain Software)" before, but even the "EPSONLQ-630" in the office , "HP Laser Jet 1020" printer and "168 Electric Binding Machine" have never been formally contacted. What's more, in an office environment that is the first time to contact them, it is inevitable that you will be a little overwhelmed. After a period of study, with the help of managers and colleagues, I gradually became familiar with my own work:

1. Through a year-end inventory, the work of "inventory account management" and inventory counting Gradually, I have a comprehensive understanding (but the inventory work of fixed assets and low-value consumables needs to be strengthened. At the same time, I will check the "inventory inventory table" after the inventory and the account number. This aspect is just my own After my colleagues finished the work, I simulated the operation on the computer myself, without any front-line practical experience).

2. I have also become proficient in daily accounting work such as the review of sales bills, review and printing of write-off forms, purchase bills, and payment write-offs (but only for the financial aspects that I am engaged in). After mastering the work, I also have a general grasp of the generation and circulation of bills, but the communication with various departments is not enough on specific issues).

3. During this period, I was engaged in the "cost and current account accounting position". After more than a month of study and work, based on my own study and understanding of the work, I I knitted the "monthly report flow chart" by myself (my monthly report flow chart was quoted by my colleagues when they weaved the "cost accounting work flow". When I saw it, I felt a great sense of achievement and pride).

4. The weaving of the "production cost sheet" was a difficulty for me at the beginning. Recently, through the accounting process of the "production cost sheet", I reversely derived the "production cost sheet" The data sources in "manufacturing overhead", "direct labor" and "direct materials" are constantly summarized by oneself. Now the ability to make "production cost sheet" has suddenly soared.

5. The "Internal Transaction Detailed List", "Inventory Comparative Analysis Table", "Accounts Receivable Detailed Table", "Finished Products Incoming and Outgoing Analysis Table", "Production Table" and other reports have been mastered, but There are some details in the "Purchase, Sales and Inventory Summary Table" that need to be improved. At the same time, the "Gross Profit Analysis Table" and "Manufacturing Expenses Detailed Table" are also the focus of the next step of work.

6. There are many areas that need improvement in the usual accounting and auditing work. However, in the process of accounting and auditing by myself, as well as under the inspiration and guidance of managers and colleagues, I will not be able to do it. Or I have never touched the accounts, and I can solve the current problems by checking the handling methods of similar accounts in previous years. I have benefited a lot from this.

As for the specific work matters of the work, I will report as above for the time being, but I still want to say a few more words about my feelings about the work. This is especially true for work. I think so now and in the future. I am very happy with the major I chose. After working in accounting for a period of time, I am even more happy! Financial work requires rigor and organization. I am also very happy to work with myself in such a financial office environment. , I also developed a good habit of writing a "work log" every day, especially during the period after returning from the Chinese New Year. I found that the habit of writing a "work log" allows me to reflect on myself every day, and from time to time. You can write down your thoughts or inspirations at all times, so that you can discover your own strengths and weaknesses, and then constantly improve yourself! I want to continue like this, and only in a few years will I have the courage and capital. "You have to drink and sing during the day. It’s good to return home with the company of youth”!

As for the work content and work experience, I feel that I have written a lot, but I always feel that something is missing. Yes, it is still in the life of resources, medicine and finance. I didn’t write! I really have something to say about my life during this period! Our financial office does not have the luxury and luxury of offices in the world’s top 100 companies. There is no high floor for us to stand by the window and have a long view. There is no bright floor like in "Du Lala's Promotion", but it is such an ordinary office, but it is like "people don't have water in a small pond, there might as well be a crouching dragon in the shallows"! Everyone has their own characteristics. !Our manager Wang is a typical "white-collar elite" (white-collar backbone elite), Sister Yao, calm and generous, strong in business; Comrade Xiao Jiang is even more agile in thinking, not to mention business ability... In this way, I am The worst one!! In the office, after work, teasing between colleagues is a good way to decompress our busy financial work! At this moment, what people will never forget is the singing. , although there is always something wrong with the timbre or tone, a song like that is also "this song should only exist in heaven"! When the busy work comes to an end, it is a happy thing to be able to smile knowingly in the ridicule. ...

In such a harmonious office, as long as we work together, we are fully confident in patting our chests and saying, "It's all over, let's just look at the present day!"

4. Personal work summary of financial personnel

In 20__, our school’s finances were used in a standardized, reasonable and efficient manner in accordance with the requirements of the Education Bureau’s work plan at the beginning of the year and the school’s financial plan, in line with the purpose of serving the development of special education. With the goal of providing educational funds and providing guarantee for the development of the school's education, we have carried out the work seriously and meticulously, worked hard on "innovation" and "implementation", and done a solid job in budgeting, funding, expenditure management, financial supervision, maintenance and other tasks to provide a solid foundation for We have made certain efforts to complete the school's 20__ work tasks.

Main work content:

1. Financial management

1. Actively carry out internal financial management work, standardize unit income and expenditure, and promote financial management orderly development.

2. Conscientiously implement the "Compulsory Education Law", actively implement the fund management mechanism for the compulsory education sector, and standardize and rationally use public funds per student.

3. Conscientiously perform school budget management work, prepare revenue and expenditure budgets in strict accordance with regular budget requirements, and implement them according to the budget, comprehensively and rationally arrange various educational funds, and provide financial support for educational development.

4. Cooperate with the school's internal audit of financial revenue and expenditure, conduct a first-phase review of the school's administrative accounts and canteen accounts, and submit audit reports in a timely manner.

5. Standardize the payment of school subsidies.

6. Determine expenditure based on income and consume without debt.

7. Take school maintenance seriously.

Determine maintenance projects according to needs, do not rely on small maintenance, and strictly control quality to improve school teaching conditions.

2. Fixed asset management

According to the relevant regulations on fixed asset management, the custody, use and maintenance of the school’s fixed assets have been strengthened. The fixed assets added by the school shall be recorded in the accounts in a timely manner, and fixed assets shall be regularly inventoried and verified to ensure that the accounts and items are consistent. This year, the fixed asset accounts were re-entered in detail, and in accordance with the requirements of the State-owned Assets Supervision and Administration Bureau, the entire school's assets were verified, and the three-year asset cleanup organized by the State-owned Assets Supervision and Administration Bureau was completed on time, as well as the entry of all asset cards and accounting processing.

3. Increase funding investment

In order to make full use of various education funding policies, the school raises education funding through multiple channels, effectively providing financial guarantee for the development of special education.

1. Strive for investment from the main channels of financial allocation, make full use of the openings and channels provided by the policy, and strive for education funding.

2. Actively raise funds, win donations from all walks of life and individuals to support education, give full play to the strength of faculty and staff, make extensive contacts, strive for unexpected income, and make good use of donations from various channels , disability aid, and scholarships.

3. Strive for special funds, strengthen contact with superior departments and the outside world, and strive for the investment of special and subsidy funds in our school.

5. Summary of personal work of financial personnel

Under the guidance of the Education Bureau and the Primary School Central School, our school did a lot of work in financial work in 20__ and achieved certain results. There are also some shortcomings, which are summarized below.

1. Be down-to-earth and do regular financial work

1. Establish a democratic financial management group, assign corresponding rights and obligations, and do a good job in their duties without making any unnecessary arrangements.

2. Before the start of school, prepare receipts for administrative fees in advance, widely publicize the latest fee standards, and strictly follow the requirements of the Price Bureau of the Education Bureau, Finance Bureau, and standardize fees.

3. Keep a running account of income and expenditure on time, reconcile with the central primary school at any time, and announce the income and expenditure in the school. Regular spot checks or evaluations of school accounts should be carried out and subject to the supervision of teachers.

4. Actively serve the school, collect invoices as soon as possible after school starts, and file accounts as soon as possible without affecting the school's normal education and teaching work.

5. Print and publish the school’s income and expenditure balance every month to facilitate teachers’ verification.

2. Find out the family situation and strengthen the management of fixed assets

This year, according to the requirements of the Finance Bureau and the Education Bureau, we comprehensively checked and cleaned up, and made a comprehensive inspection of the fixed assets. Register, find out the family assets, and establish a detailed ledger of fixed assets on this basis, which enhances our school's awareness of protecting state-owned assets and puts the management of fixed assets on the track of normalized management.

Fixed assets that will be added in the future should be registered at any time, and a fixed assets management seal should be engraved, and the principal should sign the invoice to attract attention and enhance responsibility.

3. Live within your means and enhance the awareness of budget management of revenue and expenditure

According to the requirements of the Primary School Central School, our school will make detailed calculations of the income for the next semester, and conduct daily official business, For expenditures on teaching services, equipment purchase, and school building maintenance, the most realistic expenditure plans are made according to the scale of the school, and are reported to the level for approval and implemented according to the budget.

4. Financial disclosure, strengthen financial supervision

Our school must put four walls on the wall. First, the democratic financial management group must put on the wall. Second, the charging standards must be put on the wall. Third, the list of exemptions and exemptions for poor students must be posted on the wall, and fourth, the monthly income and expenditure must be posted on the wall. Make financial work open and transparent, accept the supervision of teachers, students, parents and society, and cannot be a mere formality.

5. Work hard with both legs and hands, and perform the functions of accounting and service

The account clerk submits the statements to the principal on time every month, so that the principal has a clear idea of ??the financial status of our school. At the same time, don’t be afraid of trouble or extra errands, and try to get the school to reimburse you if you have tickets.

6. Self-recharge and improve your own business quality

Regularly conduct business learning through various forms, pay attention to the latest changes in the financial system, learn relevant rules and regulations, and learn about new rural areas Compulsory education schools should prepare budgets and recharge themselves so that there will be no deviations in their work.

Over the past year, our school’s financial work has achieved a lot, but what is more important is the shortcomings. Next year, I will do a good job in budget preparation, implementation, financial disclosure and other aspects.

5 related articles on financial personnel’s personal work summary:

★ 5 financial personal work summary examples

★ 5 general financial personal work summaries

★ 5 selected work summary articles for financial employees

★ 5 personal work summary sample articles for financial personnel

★ 5 latest sample work summary articles for financial personnel

★ Five personal work summary templates for the financial department

★ Five selected financial personnel work summaries

★ Five financial personal work summary templates

★ Five personal summary reference texts for financial personnel

★ Five personal summary sample texts for finance 2021