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Financial personal work summary ppt
Summary of financial work Part I
With the support and help of the leaders, I cooperated with my colleagues in the unit, and in the spirit of seeking truth and being pragmatic, I successfully completed various tasks and achieved due results. My personal work this year is summarized as follows:
Earnestly complete accounting work and report all kinds of accounting statements in time.
1, do a good job in accounting.
(1) Complete daily financial reimbursement, salary and various subsidies. Dealing with basic work such as daily accounting affairs is an important link in financial management. In _ _ _ _, I worked out the financial expenditure budget of each department at the beginning of the year in strict accordance with the relevant provisions of the annual budget system, and issued the capital expenditure to each department according to the schedule and date. At the end of the year, I sorted out the financial accounts of various departments, checked various businesses with finance and banks in time, and used funds reasonably in strict accordance with the progress of capital expenditure.
(2) In line with the attitude of being responsible for the unit leaders and colleagues, our department will pay all kinds of insurance for employees in time as required. Pay all kinds of insurance in time throughout the year. In which: handling retirement pension insurance for _ _ employees _ _ million yuan.
(3) The housing accumulation fund was paid for _ employees in and _ million yuan was paid for _ employees in the whole year.
(4) Formulate internal accounting rules and regulations and management measures, strengthen internal financial management, carefully examine various economic and business processes, strictly control them, compare them with departmental budgets in time, and refuse to deal with unreasonable expenses.
(5) Strengthening and improving the management of state-owned assets. In _, in order to prevent problems in the management of state-owned fixed assets (such as incomplete detailed records of fixed assets), we upgraded the accounting software, upgrading the single management of fixed assets in the past to multi-style management, laying a better foundation for the use and management of fixed assets.
(6) sorting out accounting data and filing relevant accounting files to make our accounting work more standardized and standardized.
(7) According to the new enterprise accounting system promulgated by the Ministry of Finance, according to the requirements of the Finance Bureau, all accounting businesses must implement the new accounting system for 20__ years. Due to the late issuance of documents, the work is duplicated. For this reason, I worked overtime to handle accounting business and reported relevant data timely and accurately.
2. Complete the tasks assigned by the superior departments in time.
(1) According to the requirements of the Municipal Finance Bureau, the fixed assets accounts and other bank current accounts were checked one by one, and the accounts were adjusted and reported. At the same time, according to the audit system, the allocated funds were strictly audited, and the audit work was basically completed.
(2) according to the spirit of financial budgeting, combined with the actual expenditure of our bureau, after careful study and calculation, the annual budget report was completed within the specified time.
Future work plan
In _ _ _, under the guidance and care of _ _ leaders, I will continue to do a good job in financial revenue and expenditure accounting and financial management, as follows:
1. Strengthen the study of political and legal knowledge, and learn some relevant economic and legal knowledge in a targeted manner. Such as accounting law and economic contract law.
2, do a good job in financial plan management, strengthen the analysis and control of financial plan execution scenarios, strengthen financial participation in decision-making in advance, do a good job in financial management from the source, and provide useful decision-making information for leadership decision-making.
3. Strengthen accounting and work, carefully examine the original accounting vouchers and accounting vouchers in accordance with accounting standards and accounting systems, put an end to all unreasonable expenditures, continue to strictly control expenditures that are seriously over budget, and control the details of revenue and expenditure accounts to the third-level subjects and make careful analysis.
4. Continue to coordinate with the Finance Bureau and the Taxation Bureau on _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
5, timely extraction of trade union funds, employee welfare funds and personal income tax, timely payment of employee medical insurance premiums and taxes.
6. In the use of all kinds of projects and special funds, we should supervise and manage the use of all kinds of project funds in strict accordance with the principle of earmarking, and cooperate with the audit department to do a good job in fund audit.
7. Earnestly complete all tasks assigned by leaders and superior departments.
In a word, in the past year, although I have made some achievements, I still have a gap with the requirements of higher-level business departments, leaders and colleagues in the unit in terms of financial analysis and communication and coordination, and my work lacks innovative spirit. In view of these problems, I will further improve and perfect in _ _ _.
Summary of financial work Part II
_ _ _ year is approaching the end of the year in the busy and tense work of all bank employees. The end of the year is the busiest time and the most practical time in our hearts. Because looking back on this year's work, every employee in our accounting and cashier department has his own gains, without mediocrity and waste of time. Although the division of work is different, everyone is trying their best to contribute to the development of the industry. Report the annual work to the whole bank:
First, pay attention to the quality of accounting and implement the market system.
This year is a turning point for China's commercial banks. After six years of hard work and accumulation, our wings are gradually full, and we are ready to change our names and start a new journey. However, in order for Jinghang Sub-branch to truly walk in the forefront of the whole bank, the first thing to do is to improve its business ability. The accounting and cashier department of our bank often organizes employees to carry out theoretical study and on-the-job training. Every document and notice conveyed by the municipal bank is carefully implemented. Let employees establish a sense of ownership, do not push, wait, or rely on their work, and actively complete their own work. Our department has always insisted on efficiency in time and quality in work. There are no major errors and accidents in accounting.
Two, strengthen the daily work management, do a good job in security.
The internal system of our department is relatively sound, and the division of work is clear. Employees' sick leave and personal leave shall be taken in time in strict accordance with regulations.
In terms of safety precautions, all kinds of official seals and seals used by tellers in their daily work are strictly kept in the warehouse every day; There is a special person responsible for the collection of important documents; Clarify the teller's authority and do not authorize it without authorization; Timely report the suspicious anti-money laundering business required by the municipal bank; Be vigilant at all times to prevent fraud. In short, everything is done in advance, and the work of the whole bank is developed steadily without making progress.
Third, cultivate employees' operational ability and successfully pass the teller exam.
This year is the most rigorous year for the personal business assessment of employees of the whole bank. The comprehensive entrance examination for tellers is directly related to the vital interests of every employee. I don't want any employees to fall behind in business. In order to make every employee pass the exam smoothly, I lead the employees to actively prepare for the exam after work. In the meantime, we organized a basic skill test for employees to count money and type. Organize employees to go to the training center to practice computer operation in business.
Some employees have a heavy burden in all aspects of work and family, and exams have brought them great psychological pressure and heavy ideological burden. In order to help such comrades, all the employees in our department often communicate with each other during the examination, study the proposition of the examination together, accept comrades with fast ability and patiently explain it to other comrades. It embodies the spirit of uniting comrades and makes employees feel the warmth of the industry family. As the exam approaches, everyone wants to read against time, but the work in the industry can't stop. Time is your life, because it is related to whether you are qualified to work; Time is the life of the whole bank, because there are too many customers who need our services. All employees in our department have the responsibility to choose the latter. During the exam, no one delayed his work because of his own interests. At the most critical moment, we saw the cuteness of the employees.
Fourth, all staff fight for the "New Hundred Days Battle" and strive for the final season.
In the last quarter near the end of the year, the city bank reached the sub-branch under the index of "New Hundred Days Battle", and the sub-branch went to various departments. All the staff in our department took active actions at the first time to cooperate with the industry to complete various indicators. Although most of the products promoted by "New Hundred Days Battle" are aimed at individual customers, our employees will promote new products to customers who have been doing business whenever they have the opportunity. Especially after the "Delibao" business came out, our employees pushed this product to the customers who paid wages, which made great contributions to the rise of bank deposits. Bank leaders have repeatedly stressed that deposit is a responsibility, not a task. I just want employees to change their ideas, take things in the industry as their own business, and turn pressure into motivation. When we face up to this problem, we also feel great responsibility and the pleasure of working for the industry. Employees no longer complain about the heavy tasks, but actively participate in the activity of "New Hundred Days Battle".
Verb (the abbreviation of verb) accumulates experience, summarizes it in time, and pays attention to actual effect slowly and steadily.
This year's work and assessment, so that our employees have gained a lot of experience, of course, there are many lessons. We have always attached importance to the improvement of the overall business level of employees. Most employees' work quality is up to standard, but there are still uneven business levels. This will inevitably affect our overall service image to a certain extent. Therefore, once our department receives the notice of individual business operation change from the superior department, it will organize employees to study in time to reduce accounting errors.
Six, there are many shortcomings in the work, mainly in
1, the service still fails to meet the requirements, and sometimes the attitude is blunt and civilized language is not used.
2. There is still a big gap in accounting quality, mainly because the work is not meticulous enough.
The above is the summary of the work of our department for the whole year of _ _ _, and it is reported to the leaders and employees of the whole bank. All the achievements of this year only represent the past, and all the lessons and shortcomings are kept in mind by each of us and we strive to improve. Work is day after day, seemingly boring and repetitive, but we believe that "dribs and drabs achieve extraordinary things." Today's accumulation will lead to tomorrow's glory.
Summary of Financial Work Part III
In _ _ years, with the help and guidance of leaders and colleagues, I have further improved my professionalism, ideological realm, professional quality and working ability through my own efforts, and achieved necessary work results. Now I will summarize my personal work for one year as follows:
First, in learning, pay attention to improving personal cultivation.
1, through magazines, newspapers, computer networks, TV news and other media, constantly improve the level of political theory and strengthen political thought and moral cultivation.
2, seriously study the financial and honest regulations, and consciously act in accordance with national financial policies and procedures.
3. Work hard to learn business knowledge, participate in various business skills trainings organized by relevant departments, strictly follow the requirements of "being diligent in learning, being good at creating and willing to contribute", adhere to "stressing learning, politics and righteousness", and always take tolerance, willingness to pay and obscurity as self-criteria; Always take enhancing service awareness as the basis of all work; Always make the work rigorous and meticulous, down-to-earth, pragmatic.
4. Constantly improve the learning methods, stress the learning effect, "learn at work and work in learning", persist in applying what you have learned, pay attention to integration, integrate theory with practice, consolidate and enrich comprehensive knowledge with new knowledge, new thinking and new enlightenment, so that knowledge can keep pace with the times and constantly improve their comprehensive skills.
5, fully integrated into the business skills activities organized by the unit, under the leadership of the leadership and the help of colleagues, I tapped my potential, increased my business knowledge, broadened my horizons and improved my political and business skills.
Second, ideologically, conscientiously implement the building of a clean government.
As a financial worker, I can conscientiously perform my duties, stick to my post, abide by the work system and professional ethics, make a good financial work plan, and be willing to understand the routine and temporary tasks arranged, such as completing the outgoing audit of unit leaders, special governance of clean government, self-examination and self-correction scenario report and housekeeping.
Third, at work, do solid work.
Over the past year, with a high sense of responsibility and dedication, I consciously obeyed the arrangement of the organization and leadership, worked hard to do all the work, and successfully completed all the tasks. Because of the complexity of accounting work, its work is transactional and sudden. In finance, I have been devoted to my work with dedication, enthusiasm and patience. Treat all comrades who come to submit an account equally, serve warmly, explain patiently, and do a good job in publicizing accounting laws and regulations. In the process of work, don't make things difficult for comrades, don't delay the reimbursement time: timely reimburse true and legal documents; For non-compliant vouchers, explain the reasons and ask for correction. Strive to improve work efficiency and service quality, and ensure the smooth development of logistics and financial work of the unit with efficient and high-quality service.
Fourth, think about the next step.
(1) After this comprehensive summary, I once again realized that there are still many deficiencies in my work and consciousness. Based on this purpose, I recall my work this year, and compared with the financial personnel of other units, there are still a few problems, hoping to continue to improve and improve in the work of _ _ _.
1, financial work is far from the requirements of financial management. The financial work of the unit is more accounting work. At present, finance only stays in the accounting process and after-the-fact accounting, and it is not predictable enough for the development of affairs. We can't put our work ahead, often encounter problems and solve them, but we can't nip in the bud.
2. There is still much room for improvement in accounting. This year, the Finance Bureau organized us to study the Basic Accounting Standards and the Financial System of Administrative Institutions of the Ministry of Finance, adjusted and guided the new changes in the financial system, and put forward specific requirements for our accounting work. However, there are still many shortcomings in practical work, especially in the implementation of some small problems, and some problems that have become customary practices still need to be changed.
3. Formalization and superficiality of management. Many of the daily management work is not detailed and in-depth, and often stays in the form or surface, which does not play a real management role. Compared with the requirements of the system, there are still problems. In view of the problems existing in this management, how to do a good job in management should be another focus in the future work.
4. Lack of communication and insufficient grasp of relevant information. Financial work is the reflection and supervision of the economic activities of the unit, and it is necessary to know the outdoor information of the unit in time. At present, there is temporarily useless or non-financial information and knowledge, and there is no active communication and understanding with other G stock rooms; In addition, there are still problems in communication with leaders, and they can't fully grasp the working ideas of leaders and the requirements for financial work, which makes the work sometimes passive.
Five, in view of the above problems and some personal ideas, this plan should focus on improving and perfecting the following problems in the work of _ _.
1. On the basis of daily accounting, we should continue to learn business knowledge, and some of our own weak links have been lost; At the same time, learn from good financial personnel of other units to improve their comprehensive business skills. In addition, do a good job in financial planning, adhere to timely communication with leaders, and ensure the smooth progress of all matters.
2. Strive to achieve standardization and institutionalization of accounting work.
According to the requirements of the basic accounting standards and financial management system of the Ministry of Finance, do a good job in daily accounting. Only by doing the basic work of daily accounting and financial work analysis in accordance with work norms and financial system can we provide leaders with real, effective and valuable financial analysis and decision-making basis.
3. Do a good job in daily financial management.
In the next year, I plan to spend more time studying the functional modules of financial software and other related software, and make full use of the existing functions as much as possible, so as to make the financial management of the unit go to a higher level and really play a role in control and management.
In the end, as a qualified financial worker, you should not only have relevant knowledge and skills, but also have a rigorous, meticulous and patient work style. At the same time, no matter what position you are in, even if it is a humble job, you should do it with your heart. Even if it is a boring job in the eyes of others, you should be good at finding fun from it, changing with each passing day, and looking for innovation from change. In the future work, I expect the leaders to support the financial work as always, and I will do my best to do the financial work well.
Summary of Financial Work Part IV
With the support and help of the leaders, I have successfully completed all the work with my colleagues in the unit and achieved certain results in the spirit of seeking truth and being pragmatic. Now I summarize my personal work this year as follows:
First, do a good job in accounting.
(1) Complete daily financial reimbursement, salary and various subsidies. Dealing with basic work such as daily accounting affairs is an important link in financial management. In _ _ _ _, I worked out the financial expenditure budget of each department at the beginning of the year in strict accordance with the relevant provisions of the annual budget system, and issued the capital expenditure to each department according to the schedule and date. At the end of the year, I compiled the financial accounts of all departments, and regularly reconciled with the finance and banks in time, and used the funds reasonably in strict accordance with the progress of capital expenditure.
(2) In line with the attitude of being responsible for the unit leaders and colleagues, our department will pay all kinds of insurance for employees in time as required. In the whole year of, pay all kinds of insurance RMB on time, including: handling retirement pension insurance RMB for _ _ employees;
(3) In 2008, the housing provident fund deposit for _ employees was completed, and _ million yuan was paid for _ employees throughout the year.
(4) formulate internal accounting rules and regulations and management measures, strengthen internal financial management, carefully examine various economic and business procedures, strictly control them, and compare them with departmental budgets in time, and refuse to deal with unreasonable expenses;
(5) Strengthening and improving the management of state-owned assets. In _ _ _ _, in order to prevent problems in the management of state-owned fixed assets, we upgraded the accounting software, upgrading the past single fixed assets management to multi-style management, laying a better foundation for the use and management of fixed assets;
(6) sorting out accounting data and filing relevant accounting files to make our accounting work more standardized and standardized;
(7) According to the new enterprise accounting system promulgated by the Ministry of Finance, all accounting businesses must implement the new accounting system within _ _ years according to the requirements of the Finance Bureau, and the work is duplicated due to the late issuance of documents. For this reason, I worked overtime to handle accounting business and reported relevant data timely and accurately.
Second, complete the tasks assigned by the higher authorities on time.
(1) According to the requirements of the Municipal Finance Bureau, the fixed assets accounts and other bank current accounts were checked one by one, and the accounts were adjusted and reported. At the same time, according to the audit system, the allocated funds were strictly audited, and the audit work was basically completed;
(2) according to the spirit of financial budgeting, combined with the actual expenditure of our bureau, after careful study and calculation, the budget submission for _ _ _ years was completed within the specified time.
Three. Future work plan
In _ _ _, under the guidance and care of _ _ leaders, I will continue to do a good job in financial revenue and expenditure accounting and financial management, as follows:
1. Strengthen the study of political and legal knowledge, and learn some relevant economic and legal knowledge in a targeted manner. Such as accounting law, economic contract law, etc.
2, do a good job in financial plan management, strengthen the analysis and control of financial plan implementation, strengthen financial participation in decision-making in advance, do a good job in financial management from the source, and provide useful decision-making information for leadership decision-making;
3. Strengthen accounting and work, carefully examine the original accounting vouchers and accounting vouchers in accordance with accounting standards and accounting systems, put an end to all unreasonable expenditures, continue to strengthen strict control over serious over-budget expenditures, and control the details of revenue and expenditure accounts to _ _ level subjects, and make careful analysis;
4. Continue to coordinate financial allocation and insurance matters with the Finance Bureau and the Taxation Bureau _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
5, timely extraction of trade union funds, employee welfare funds and personal income tax, timely payment of employee medical insurance premiums and taxes;
6. In the use of various projects and special funds, we should supervise and manage the use of various project funds in strict accordance with the principle of earmarking, and cooperate with the audit department to do a good job in the audit of funds;
7. Earnestly complete all tasks assigned by leaders and superior departments.
In short, in the past year, although some achievements have been made, there are still some gaps in financial analysis, communication and coordination skills, and there is still a lack of innovation in work. In view of these problems, I will further improve and perfect in _ _ _.
Summary of Financial Work Chapter V
In a blink of an eye, _ _ years have passed, and all departments of the unit have made gratifying achievements in this year. As a unit cashier, I have done my due duty in four aspects: receipt and payment, reflection, supervision and management. Looking forward to the future, I am full of confidence and hope for the development and future work of the unit! In order to make better work objectives and achieve better work results, I have summarized the situation since I joined the work as follows:
I. Daily work
1. Contact the relevant departments of the bank and withdraw cash according to the requirements of the company.
2. Check the insurance policy, handle the handover formalities with the insurance company, and complete the insurance for the employees of this unit. Pay back the company mortgage on time every month.
As a cash cashier, you should carefully check the vouchers of income and expenditure every day and keep accounts in time. At the end of the month, check the accounts with the accountant, take stock and make monthly statements.
4. Prepare various financial statements for the year of _ _ _, and send them to the heads of all departments in time.
Second, in this year's work.
1, strictly implement the cash management and settlement system, check the cash and accounts with the accountant regularly, and report and deal with any discrepancy in cash amount in time.
2. Recover unit income in time, issue receipts, recover cash in time and deposit it in the bank, and never pay cash.
3, according to the basis provided by the accountant, timely pay employees' wages and other payable funds.
4. Adhere to financial procedures, strictly check and calculate (invoices must be signed by the manager, acceptor and approver before reimbursement), and invoices that do not meet the procedures will not be paid.
Three. Main experience and gains
During my two years in the unit, I have accumulated a lot of work experience, especially in grassroots financial work, and also made some achievements. To sum up, I have the following experiences and gains:
(1) Only by putting yourself in a correct position and trying to get familiar with the basic business can we adapt to the new job as soon as possible;
(2) Only by actively integrating into the collective and handling the relations in all aspects can we maintain a good working condition in the new environment;
(3) Only by adhering to the principle of implementing the system and carefully managing the financial accounts can we perform our financial duties well;
(4) Only by establishing service consciousness and strengthening communication and coordination can we do our job well;
(5) Only by maintaining a peaceful attitude and "learning from each other's strengths" can we continuously improve and make progress.
Fourth, shortcomings in the work.
With continuous learning and deepening, I have a deeper understanding of my work. My job can be said to be both simple and complicated. For example, when posting, the company's projects are independent and cost-effective, with more than a dozen copies, which should be registered and summarized one by one. The huge workload makes me have to be careful and patient. Often dazzled at the end of the day.
Because of the heavy workload, especially at the end of the month, sometimes I feel overwhelmed, and there are some omissions and deficiencies in some details, which affect the work progress and colleagues' work. I apologize here.
Verb (abbreviation of verb) establishes work objectives and strengthens cooperation.
Financial work is like an annual ring. The end of one month's work means the beginning of next month's work. I like my job. Although it is complicated and trivial, there is not much novelty, but as the lifeblood of the normal operation of the enterprise, I deeply feel the value of my position, and at the same time set new goals for my work:
1. Make a good financial work plan, actively control the expenditure of costs and expenses based on the budget, strengthen communication with various departments in daily financial management, advocate benefit priority, pay attention to cash flow, time value of funds and risk control, give full play to the target role of the budget, and constantly improve the financial work of planning in advance, controlling in the process and summarizing feedback afterwards;
2, pay special attention to the management of accounts receivable, prevent bad debts, reduce bad debts, and preserve the operating results of the unit.
3. Actively participate in and cooperate with various departments to explore new economic growth points.
The above is my summary of my work, and I ask leaders at all levels to criticize and correct me. In the future work, I will continue to work hard and constantly sum up my work experience; Study hard, constantly improve their professional knowledge and business ability, and strive for brilliant development with a new image and a new look.
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