Summary refers to the written material that summarizes the experience or situation at a certain stage of work, study or thought. It can help us straighten out the knowledge structure, highlight the key points and break through the difficulties. Let's finish the summary carefully. What kind of summary should you have read? The following is my personal financial summary and self-evaluation, for reference only, I hope it will help you.

Financial personal summary and self-evaluation 1 At the busiest time, it is also the most practical time in my heart. Because in 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 doing their best to contribute to the development of the industry.

During this year, while constantly improving my working methods, I successfully completed the following work:

1, contact the relevant departments of the bank to complete the employee salary payment in an orderly manner.

2. Clean up the list of customers' arrears and cooperate with relevant departments to complete the collection of arrears.

3. Check the insurance list, handle the handover formalities with the insurance company, and handle accident insurance for our employees.

4. Prepare various financial statements and statistical statements for 20xx, and submit them to relevant authorities in time.

In this year's work, we will 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. Can recover the company's income in time, issue receipts, recover cash in time and deposit it in the bank, and never pay cash. Also, according to the basis provided by the accountant, teachers' salaries and other funds should be paid in time.

As a cashier, I abide by professional ethics, be strict with myself, always show the cashier's self-evaluation in public welfare, be calm, have no selfish distractions, be humble and happy, which is also a valuable spiritual realm. Being a good cashier can never be described as "easy", let alone an insignificant position. Cashier work is an indispensable part of accounting work and the front line of economic work. It requires a cashier to have a comprehensive and proficient policy level, skilled and superb business skills, and a rigorous and meticulous work style.

In the course of operation, I can abide by the company's articles of association and various systems of the finance department, study hard, study hard, work hard, treat my job with a diligent and conscientious attitude, adhere to principles, be objective and fair, and act according to law, which has played its due role in the cashier position.

Studying and trying to improve your business skills at work has greatly improved your working ability and efficiency. I will make unremitting efforts and struggle in my future work and study, do my job well, serve the company and all employees, and develop together with the company and all employees!

Personal Summary and Financial Self-evaluation Over the past year, the finance department has closely focused on the work center of the workers' congress of machinery group company at the beginning of the year. While providing quality services for the whole company, we carefully organize accounting, standardize various basic financial work, and continuously improve the quality of financial services from the perspective of financial management and strategic management by strengthening the construction of financial system and financial internal control system.

First, strictly abide by the financial accounting system and tax laws and regulations, earnestly perform their duties and organize accounting.

The main responsibility of the finance department is to do a good job in accounting and conduct accounting supervision. All the staff of the Finance Department have been strictly abiding by the national financial accounting system, tax laws and regulations, the financial system of XX Group Company and other national financial laws and regulations, and earnestly performing the duties of the Finance Department. From reviewing the entry of original vouchers and accounting vouchers to preparing financial and accounting statements; From the calculation of various taxes and fees to tax declaration and payment; From the arrangement of capital plan to the unified allocation and payment of settlement center, every accountant is diligent, hardworking and conscientious, and earnestly implements the enterprise accounting system, realizing the timeliness and accuracy of accounting information collection, processing and transmission.

Second, take the implementation of the new Zhong Da software as an opportunity to standardize the basic financial work.

After two months' preparation of three sets of final accounts, the Finance Department started the initialization of the 20xx financial accounting module of Sino-Singapore University according to the requirements of the new enterprise accounting system. The setting of accounting subjects, accounting items and departments, and the format of accounting statements all conform to the provisions of the new enterprise accounting system, and the problems and deficiencies found in the usual accounting and report preparation have been improved and perfected. If the detailed account of "Manufacturing Expenses" is set, and detailed accounting, collection and distribution are carried out according to the expense items of this account, then the specific expenditure of expenses will be clear at a glance now; Standardize the accounting of "taxes payable" subjects, such as month-end carry-over of detailed items of value-added tax, unification of individual income tax subjects, and standardization of cash flow items; The management expenses of subordinate branches are reduced from the previous management expenses to the manufacturing expenses, which makes the reflection of management expenses and sales gross profit margin more reasonable and appropriate; On the basis of cooperating with the physical management department of fixed assets to clean up the fixed assets comprehensively, the category code of fixed assets card is compiled according to the classification and code of fixed assets, and the initialization of the fixed assets management module of Sino-Singapore University is completed on this basis. Xx Group Company requested that the financial software of New Zhong Da University be fully and formally operated in April this year, but the financial department of the Group Company completely got rid of Kingdee financial system and officially operated New Zhong Da University in March, ending the situation that two sets of financial software were simultaneously operated for half a year. At present, the software of New Zhong Da University has been formally networked with the Ministry of Mining, and it is running well.

Third, make financial cost plans and strictly control costs.

According to 1 17 "Notice on Issuing the Assessment Scheme of Economic Responsibility System of XX Group's Cross-year Enterprises" and No.8 "Notice on Issuing the Diversified Production and Operation Plan of XX Branch in the First Quarter", the Ministry of Finance strictly controls expenses and implements rigid assessment in the process of financial implementation. The finance department summarizes the implementation of controllable expenses every quarter and reports it at the executive meeting of the company. For the departments and units whose telephone charges are overspent every quarter, the bonus of the person in charge of the office and other first responsible persons shall be deducted according to the overspent amount; Other controllable expenses are also assessed by indicators, and the overspending part will not be written off.

Four. Orderly fund regulation and control, and reasonably control the overall fund scale of the Group.

In the first half of the year, because the market price of raw materials continued to rise, the sales price of XX Group Company was relatively slow to set, and the funds of the Group Company were once tight. To this end, on the one hand, the finance department timely reconciles with customers, strengthens the timely collection of sales funds, and makes the fund arrangement fair and transparent, first urgent and then slow down; On the other hand, according to the management policy and plan of the group company, the financing progress and amount are reasonably arranged, and in view of the rising interest rate of ICBC, rural credit cooperatives with relatively low interest rates are selected for loans, and temporary loans are made from the settlement center of XX Group headquarters to ensure the needs of production and operation. In this way, through the comprehensive control with funds as the link, the orderly development of the production and operation of the whole group has been promoted.

Five, strengthen the construction of financial accounting system, improve the quality of financial information

In order to further standardize the travel expenses and unify the standards, the Finance Department has formulated the Travel Expenses Regulations for Employees of XX Machinery Group according to the actual situation of the company's travel expenses. In order to improve the quality of accounting information, the Ministry of Finance has formulated the Measures for Competition and Appraisal of Accounting Statements of XX Machinery Group, which systematically stipulates the accounting statements of each parent company and subsidiary company from the aspects of timeliness of submission, accuracy of data, standardization and completeness of report format, so as to gradually improve the quality of accounting information and provide reliable and useful information for leaders' decision-making and managers' financial analysis.

Usually, the finance department will hold weekly communication meetings to solve the problems existing in last week's work, arrange the main work for next week, and gradually standardize various accounting behaviors, so that all aspects of accounting work can be effectively operated and controlled according to certain accounting rules and procedures.

Six, formulate the responsibilities of each position in the finance department, and conduct self-evaluation.

In order to clarify the responsibilities, authority, division of labor and discipline requirements of accounting personnel in the finance department, the post responsibilities of accounting personnel are formulated. At the same time, the accountant of each post is required to summarize his work, comment and appraise his post, make suggestions and plans for his work, and write a memorandum of working procedures for this post every month. This strengthens the sense of responsibility of accountants in all positions, strengthens internal accounting supervision, and promotes exchanges, cooperation and unity in all positions.

Seven, carried out tax-related business and the implementation of enterprise accounting system, accounting law and other financial laws and regulations of self-inspection activities.

In order to standardize financial behavior and cooperate with the inspection and audit work of competent departments at all levels, the finance department organized and carried out financial self-inspection activities in the group company from.

In the second half of the year, in order to achieve the group's production and operation tasks and overall development goals, the work of the finance department has a long way to go. To this end, we need to continue to do a good job in the following aspects:

1. Analyze the economic activities in the first half and the third quarter, and put forward feasible financial control measures or suggestions in time to realize the production and operation plan of the group company. Cooperate with the headquarters of XX Group to carry out special inspections on income, cost and expenses, strengthen the control and implementation of non-production expenses and controllable expenses, and never overspend those that cannot be overspent.

2, in order to better strengthen the fund management, unified deployment, according to XXX group headquarters settlement center work plan, do a good job in the company's settlement center unified payment and settlement software training and installation.

3. Continue to formulate and improve various financial management systems and internal control systems, such as computerized accounting management system, financial management system for fixed assets, and post evaluation methods for accountants.

4. The Finance Department of 4.XX Group Headquarters requires the implementation of comprehensive budget management within the whole group. Our company is the first pilot unit, so the finance department should actively cooperate with this work.

5. Do a good job in preparing the year-end financial statements, and reflect the problems that cannot be solved in the work in time so as to be solved in time. And pay attention to the communication with the finance department, branches, companies and other relevant departments and offices of XX Group headquarters to better improve the quality of financial services.

6. Strengthen the study of accounting personnel's business knowledge, enterprise accounting system and relevant national financial laws and regulations, and gradually improve accounting personnel's professional knowledge, skills and professional judgment ability in combination with accounting personnel evaluation methods.

Financial Personal Summary and Self-evaluation 3 The financial department is the key department of the company, and the requirements for internal financial management level should be continuously improved. Externally, we should deal with various inspections of taxation, auditing, finance and other departments, master tax policies and use them reasonably. Looking back on the past year, under the correct leadership of the company leaders and department managers, our work closely revolves around the company's business policy, purpose and benefit objectives, closely focuses on key points and closely follows the company's various work arrangements. I did my duty in accounting and management. In order to sum up experience, carry forward achievements and overcome shortcomings, we will briefly review and summarize our work as follows.

I. Expenses and cost management

1。 Standardize the accounting management of inventory materials, strictly control the reasonable storage of material inventory, and reduce the occupation of funds. The acquisition system has been established, which has changed the fuzzy cost of a certain department's accounting from the date of purchase, regardless of whether any department needs it or not, and regardless of the purchase quantity.

2。 Refine the cost management on the original basis, strengthen the management of transportation cost items, classify and calculate the actual consumption items of each vehicle, and truly reflect the current transportation cost of each vehicle. It provides a reference for the performance management of transport vehicles.

Second, the basic work of accounting

(1) Earnestly implement the Accounting Law, further guide financial personnel to strengthen financial basic work, standardize the preparation of accounting vouchers, strictly examine the rationality of original vouchers, and strengthen the management of accounting files. All costs and expenses are classified according to departments and projects, and will be shared with expenses at the end of the month, reflecting departmental benefits.

(2) For the first time, the national financial department rated Kelai Company. We suddenly accepted the inspection without any preliminary preparation, but Changning District Finance Bureau still affirmed the basic financial management of Kelai Company. The financial rating given to Kelai Company is also the highest score given to a company in the history of the evaluation team.

(3) Prepare all kinds of financial statements required by the company and the group company within the specified time, and declare all taxes in time. Actively cooperate with relevant personnel to do a good job in the mid-year audit, year-end pre-trial and fiscal and tax inspection of the group company.

Three. Financial accounting and management

(1) Supervise and audit the income and cost of branches and business points according to the company's requirements, and formulate corresponding financial systems. Unified accounting standards, timely communication, close contact in daily work, pay attention to put forward some guiding opinions on their own work, and established good cooperative relations with the accounting departments of branches and outlets.

(2) Calculate the business tax and personal income tax correctly, pay taxes in full and on time, actively cooperate with the tax authorities to use the new tax declaration software, find and correct problems that violate tax laws and regulations in time, keep in touch with the tax authorities, and obtain their support and guidance.

(3) After intense work, strengthen team building and build a team with comprehensive business and high work enthusiasm. As a manager, we should give full play to the subjective initiative and work enthusiasm of our subordinates through "observing people's strengths, employing people's strengths, gathering people's strengths and developing people's strengths". Improve the overall quality of the team and establish a new image of pioneering, innovative, pragmatic and efficient departments.

(4) As a grass-roots manager, I am fully aware that I am not only a manager, but also an executor. If you want to lead a good team, you need to be familiar with the business and be responsible for the specific work and business. First of all, you should set an example, so as to ensure that everyone can take the initiative to undertake the work under the condition of tight personnel.

The new year means a new starting point, new opportunities and new challenges. We are determined to make persistent efforts to a higher level. We should take "details" as the starting point, be meticulous, and establish a set of corresponding cost collection for each specific business of each position and department. And extend the tentacles of financial management to all business areas of the company. By exercising the function of financial supervision, we can expand the functions of financial management and service, realize the "zero" dead angle of financial management and tap the potential value of financial activities.

I am a person full of curiosity about external things. I like to explore everything. I don't like to accept others' explanations out of thin air. I hope to observe all kinds of things with my own eyes and then analyze them with my own mental software. This iterative learning process has taught me that a person's cognitive and analytical tools are always limited. Therefore, I also like to deal with people from different places and different cultural backgrounds. Talking with different people will inspire me to observe and analyze things from more different angles and methods. In this process, I learned to adjust my communication style according to different people's personalities. More importantly, I think this is the most precious thing I have learned in interpersonal communication.

I think life is a process of continuous learning and progress. Although I don't have much experience in club activities and social practice, my half-year exchange life in Europe has made me grow a lot. I can communicate with others skillfully in English, and I can be handy in writing. I believe I am better than others in English listening, because the accent of residents in every country in Europe is very different, but I can adapt quickly.

I like people who put all their efforts and enthusiasm into what I want to do. I have good execution, but the pursuit of perfection makes me not forget to take the initiative to attack while executing, so that the task is closer to perfect completion.

I hope I can join your company and grow and progress with it.

Financial Personal Summary and Self-evaluation 4 It's another year's inventory in a blink of an eye. In this year, I can correctly perform my accounting duties and exercise my functions and powers, study the national financial policies and laws seriously, and be familiar with the financial system; Actively study accounting business, love their jobs, be loyal to their duties, be honest, strictly abide by professional ethics, adhere to principles, conscientiously implement relevant accounting laws and regulations, and abide by laws and regulations; Treat your work with diligence and seriousness, and play its due role in financial positions. Able to finish the work in time; Also completed the temporary work assigned by superiors and leaders in time; Actively cooperate with grass-roots units and cashiers; Actively participate in various political activities organized by superiors and units to improve their own political and ideological quality.

Strictly review all expense vouchers in the work, settle accounts in time, and ensure that all expenses meet the requirements and all accounts are clear and accurate. The use of funds and existing problems, often report to the relevant leaders for instructions. Prepare financial statements in time and report them to the competent leaders of all units in time, so that all units can know the financial situation of their own units in time and provide basis for the management and decision-making of unit leaders. Always contact the asset management personnel of each unit to check the fixed assets of each unit to ensure that the accounts are consistent and the accounts are consistent.

At the beginning of the new year, my former accountant, Sister Chu, retired and I returned to the accounting post. Although I am an old accountant, because I used to be a business accountant, business accounting is a new field for me, and everything has to start from scratch. In this year's work, I often encounter problems of one kind or another. The leaders of my three units have given me support and understanding. Director Zou and accountant Zhang gave me a lot of selfless help and enthusiastic guidance, and I am very happy.

20xx years, the deepest memory left to me can be summed up in one word: "Tired". I am a novice, and Du, the cashier, started from scratch just like me. We are both very tired this year, learning while working. When doing accounting, I think accounting is too simple. There are only a few subjects, unlike many business accounting subjects. Going deep into it, I feel that accounting is too trivial and much more complicated than accounting, especially in a small unit like ours, where sparrows are small and complete. Accounting should not only do a good job in accounting, but also do a good job in statistics and labor management. Relatively speaking, the division of labor in enterprises is relatively fine, and it is good for accounting to do your job well. There are too many temporary accounting posts in public institutions. Different departments will ask you to fill out different reports, which is more timely. These reports are not just a few figures. You must do a lot of mathematical statistics. These jobs are invisible to others, and only those who do them know the ups and downs. One unit is easier said than done, and several units make people feel a little overwhelmed.

As soon as I took over the accounting work in April, I was faced with the final settlement of corporate income tax. For me, who had never cared about the income and expenditure of the unit before, I really had no clue at first. I looked for information, read the account books, understood the relevant policies of corporate income tax, became familiar with the system of corporate income tax settlement and payment, and finally successfully completed the final settlement and payment of corporate income tax. In this process, due to the change of enterprise income tax policy, the superior subsidy income of glacier management has to pay 20 thousand yuan income tax, which is undoubtedly worse for Glacier Hall, which has been difficult to generate income. What should I do? I tried my best to turn to Director Zou and Accountant Zhang for help. Through discussion, collective wisdom skillfully solved this problem. Then, check the unit information of the Social Security Bureau, renew the social security certificate, then check the insurance base of social insurance, check the housing accumulation fund base in June, check the budget of the 20xx department in July, and check the medical insurance base of free medical care reform in September, especially the medical insurance base. Because of the change of statistical caliber, we have made at least three repetitions. 165438+ 10's 20xx annual budget adjustment and the just-concluded salary survey of public institutions are all expressed in one sentence, and they are all a table or a group of tables. Filling in these forms requires a lot of basic work such as statistics, summary and analysis, which is huge and cumbersome. We have to work overtime in order to finish the work on time without affecting our daily work.

Generally speaking, this year is a full and busy year, and I have a deeper and more specific understanding of accounting work. I think with this year's foundation, my work should be much more handy next year. At the same time, through this year's work, I deeply realized the importance of learning. As a financial officer, I should be enterprising and constantly enrich my mind with new knowledge.

Matters needing attention

1, you must be careful when writing the financial year's work summary, because when dealing with numbers, one more zero and one less zero will make a big difference;

2. The format of the financial year work summary is very intuitive for a good work summary, and it can be seen at a glance whether the author of the financial year work summary is attentive;

3, we must seek truth from facts, achievements are not exaggerated, shortcomings are not narrowed, and we must not resort to deceit. This is the basis of analysis and learning lessons.

4, the content of the financial year work summary, the financial year work summary must not give people a flashy feeling.

5, to tailor, the details are appropriate. Materials are essential and phenomenal; There are important things and minor things, so when writing, we should go to the weeds and save the essence. The problems in the summary should be divided into primary and secondary, detailed, detailed and abbreviated.

6. The specific writing method of summary can be discussed first, then the first draft is written by a special person, and then the revision is discussed. It is best for the headmaster to write it, or to preside over the discussion, drafting and revision in person.

Personal Summary and Self-evaluation of Finance During 5-20xx years, with the care and support of company leaders and the help and cooperation of my colleagues, I did my job well according to a series of requirements and document spirit of national accounting law and financial management norms. Over the past year, I have continuously strengthened my study, improved my working knowledge and financial business ability, and strictly performed my duties in my post. Do a good job in the recheck of funds, systematic recheck and fund management, ensure the standardization of fund operation procedures and the safety of fund use, especially how to use, manage and manage money well, play a functional role, and provide financial support for the business development of enterprises. We have done some research and analysis, completed all the tasks assigned by the company in an all-round way, and made some contributions and strengths for the development of the company. The annual work situation is summarized as follows:

The first part 20xx work review

First, strengthen study and improve business ability.

In recent years, the development of China's accounting industry is constantly changing, especially the financial management of enterprises and institutions is changing with the changes of actual business and the improvement of international common rules. As a fund auditor, only by constantly strengthening the study of financial management business knowledge and the analysis of the use of various funds can we meet the needs of the work. Over the past year, I have taught myself a series of new rules and methods for financial management requirements. There are also some newly adjusted accounting management methods. At the same time, I also participated in various business trainings organized by the company, listened carefully to the teacher's lectures, and paid attention to the practice and application in business work, so that I could keep up with the situation of industry development and the needs of enterprise development. Both theoretical knowledge and practical work ability have been significantly improved.

Second, the specific work situation.

My main task is to review the bank transfer, the front desk transaction system and the central government bond system. These tasks are all important processes of fund management, that is, through re-examination of various businesses, ensuring the safety of funds, standardizing accounting treatment, and ensuring the good operation of enterprise funds. Since the beginning of this year, I have mainly done the following work.

1, do your job well.

Over the past year, I have strictly required myself to have a good professional ethics, and I am not allowed to be sloppy and slack, otherwise it will bring very serious consequences to the financial management of enterprises. According to my job responsibilities, I carefully and strictly review the bank transfer audit, the front desk transaction system audit and the central government bond system audit every day. The flow and confirmation of each item of funds are carried out after repeated checks. Any business that does not meet the requirements, such as accounting treatment and business repurchase, bond trading, payment, etc., will not be confirmed and strictly controlled, which will play a good role in ensuring the safety of enterprise fund management. Starting from this year, I will conduct a * * * inspection and review of my business in my post to ensure that this business is standardized and orderly.

2. Completed the capital accounting of major projects.

This year, I completed the accounting work of the state-owned power debt investment project and the preliminary work for the establishment of the Fahua debt investment project. Because project accounting is related to the standardization and accuracy of enterprise capital investment and use, it is also an important part of fund management in project investment and related to the development of project investment. I strictly follow the requirements and procedures of the company's financial management and the relevant requirements of the company's investment in state-owned power projects accounting. In order to make good use of the company's business development funds, the main business is to pay interest, management fees, custody fees and other related expenses. It will be distributed twice this year, in March and September respectively. In order to do this work well, I strengthened communication and coordination with the custodian bank and relevant departments of the company, so that the fund management was operated in strict accordance with the procedures, effectively preventing the risk of fund use.

3. Cooperate with relevant departments to do related work.

This year, in cooperation with the Innovation Department, the custodian bank opened a custody account, carefully reviewed the fund management, and allocated it to the project party as required, so that the project could be established in time as scheduled. I have coordinated and communicated with the custodian bank and relevant departments of the company for many times to realize the orderly progress of this work and lay the foundation for the company's business development.

I also went through the relevant procedures of notice deposit according to the work needs and instructions of the investment department, and I went through the account opening procedures of various businesses according to the requirements stipulated by the bank. In order to effectively cope with the expectation of interest rate reduction in the first half of the year, we also communicated with the Investment Department many times. After taking precautions against the risk of interest rate fluctuation, we informed all deposits to roll over in a seven-day cycle, which greatly increased our business workload, but fully ensured the safe use of the company's funds. This year, with the help and cooperation of colleagues, * * * completed 205 bank deposits, with a total amount of 21000 billion yuan, creating income of 61000 million yuan for the company.

4. Do a good job in file management.

The management of financial files must be standardized and filed in accordance with the requirements of the relevant national deadlines. As a staff member of fund review, I also undertook the management of accounting files in the Finance Department this year. All vouchers, accounts, statements and analysis reports are registered and filed in strict accordance with the requirements and processes of financial file management, which are stored in an orderly manner, easy to retrieve, standardized and complete. At the same time, it also accepted the audit and inspection of foreign departments and did a good job in registration. At the same time, I also handed over the vouchers before the end of XX years with the personnel department, which promoted the standardization of financial file management through careful comparison and signature registration.

5, do a good job of emergency handling.

In specific work, it is very important to prevent unexpected events, ensure the orderly progress of fund management, and prevent business interruption or other adverse consequences of fund management due to failure. This year, positive research and analysis have been done in some fields, and the work has been smooth and orderly. Especially in the management of online banking accounts, through daily analysis and research, we have prepared paper transfer vouchers, which can be manually transferred at any time in case of online banking failure to ensure business continuity. In addition, in the use of the secret device of the central government bond system, in order to prevent the influence of factors such as the failure of the central government bond system and account management, the management and operation of the secret device of the system were strengthened to ensure the smooth completion of the transaction.

In particular, accounts are opened in self-owned fund custody accounts and time deposit accounts of three branches of China Merchants Bank, and accounts are opened in online banking, Pudong Xuhui Sub-branch, the first branch and the fifth branch of China Construction Bank. China Bank Pudong Development Zone Sub-branch. Self-owned fund accounts sign agreement deposit contracts with banks to improve the rate of return on funds. Change the owner's seal due to the change of legal person.

6. Other jobs.

In addition, according to the requirements of the company and the arrangement of the superior, I also do a good job in handling the securities issuance of the China National Debt Company and carefully check the business. First, I must ensure and improve the security of funds, and at the same time greatly improve the efficiency of the use of funds.

At the same time, from June 5438 to April this year, we also undertook the investment report work of Huali Company, which was carried out in an orderly manner according to the financial statements in the specific work, providing the basis and foundation for the timely business decision-making of enterprises. Due to the need of other work in May, I handed it over to other colleagues.

The second part of the problems and shortcomings.

Over the past year, although I have been conscientious and responsible in my post and successfully completed other tasks assigned by the leaders, there are still shortcomings and gaps in practical work. If I need to further study and improve my business ability, I will strive to improve my business ability and level in financial audit management.

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