The company's personal financial work summary

Concept explanation

The personal financial work summary is a summary of the individual's professional accounting work. It is also called Professional work self-summary.

Writing Guidance

Professional work self-summary generally consists of four parts: title, preface, body and conclusion.

Example: Self-summary of professional work

I graduated from XX School of Finance and Economics in XXXX year and month, and was assigned to XXXX company in ××× month of the same year and have been working until now. Engaged in accounting work for ××years.

1. Continuously learn and update knowledge

I graduated from the Department of Finance, School of Finance and Economics, majoring in industrial accounting in ××××year×month. While in school, I systematically studied basic theories and professional knowledge of economics and accounting, and also learned English. After working, in addition to using the theoretical knowledge I learned to guide my work, I also taught myself relevant professional knowledge such as "Industrial Enterprise Management" and "Industrial Enterprise Accounting". In ××××, I participated in the accounting cadre training class jointly organized by the Ministry of Industry of Long-term investment decision-making and technical and economic forecasting were focused on and systematic research was conducted. Through study, I have enriched my knowledge, broadened my horizons, and further improved my prediction and decision-making abilities. In ××××, I also participated in a modern management class organized by the Municipal Economic Commission. The courses I studied were: "Value Engineering", "ABC Management Method", "Target Cost Management", "Market Forecasting" and "Business Decision-making" 》***5 courses total. Pass the exam and receive a certificate of completion. Through self-study and multiple trainings, I have systematically mastered financial accounting theory knowledge and modern management knowledge. In ××××year×month, I took the National Accounting Professional and Technical Unified Examination to obtain the qualification of an accountant.

My foreign language skills are mainly based on the foundation I laid while studying in college. After graduation, I continued to study by myself, and now I have reached the level where I can translate general materials with the help of dictionaries. In April of ××××, I passed the unified examination for national professional titles in foreign languages ??(English and Humanities Comprehensive Category B).

2. Business capabilities are gradually improving

After I arrived at ×××× company, I first participated in labor training in the workshop for one year, and then stayed in the workshop as an accountant. That's when my accounting career began. From ××××年×月 to ××××年×month, I have been doing production expense review and accounting, current settlement, fixed assets accounting, cost accounting, profit accounting, general ledger accounting and preparation of accounting statements in the Finance Department. .

In ××××year×month, I began to hold leadership positions and was promoted step by step from deputy section chief to deputy director. During this period, I started with management, constantly improved the construction of rules and regulations, presided over the revision of the "Cost Management System", "Liquidity Management System", "Fixed Asset Management Measures", "Material Accounting Methods" and other systems, and participated in Established systems such as the "Position Responsibility System", "Operation Contracting Responsibility System" and "Economic Responsibility System Assessment Methods". While working in the Financial Section of the Technical Transformation Headquarters, he also formulated the "Technical Transformation Construction Fund Management Measures", "Project Settlement Approval Methods", etc. At the same time, the internal currency settlement method was implemented in the small accounting units within the factory, and the real estate, materials, hospitals and other departments were divided into independent accounting units. Since the independent accounting of the Materials Department alone, it has increased the company's income by ×× million yuan.

××× company is a large enterprise, and its accounting business is relatively complex. As the person in charge of finance, when encountering difficult problems at work and proposing decision-making opinions to the leadership, he must seriously implement policies, laws, regulations and systems without being divorced from the specific conditions and actual possibilities of the enterprise. The difficulty is conceivable. But I have not made any major mistakes in my leadership position over the years. Faced with the unfavorable situation of rising prices of raw materials and fuel materials in ××××, I made two detailed calculations after investigation and research, and put forward the idea of ??seeking benefits from management. By improving labor productivity and increasing product output, I increased the total wages. At the same time, we adopt a cost control target responsibility system to reduce the scrap rate and save raw materials. After the opinions were adopted and implemented by the leaders, due to overcoming many profit-cutting factors, the total profit achieved that year still increased by ×% compared with the previous year. In terms of implementing modern management methods, I focused on target costs and established various guarantee systems. Due to the organization and accounting based on target costs, internal digestion capabilities have been enhanced. The total profit in ×××× increased by ×% compared with the previous year. In ××××, I proposed to establish a local microcomputer network system in the factory. After joint technical appraisal by the national, provincial, and municipal authorities and the Municipal Electronics Office, it was unanimously affirmed by the experts.

In short, in my professional work in these × years, I started from doing specific work and gradually assumed leadership positions, from low to high. With the passage of time and changes in job positions, work experience has gradually enriched, business capabilities have gradually improved, and I have the practical ability to preside over and lead the financial accounting management work of a larger enterprise.

3. I have achieved certain results and made certain contributions in every position I have worked in.

From the time I started working until now, whether I am doing specific work or holding a leadership position, I have worked hard. Due to my outstanding work performance, from ×××× to now, I have been rated as an advanced worker in the company three times.

In ××××, due to the implementation of target cost in the entire factory and the establishment of various guarantee systems, significant economic benefits were achieved and received praise from superior departments. Established a microcomputer local network system in the enterprise and won the second prize for the modern management achievements of industrial enterprises awarded by the Municipal Economic Commission and the Municipal Enterprise Management Association.

Since ××××, I have written a number of articles based on actual work, and have published Implementing target costing to continuously improve economic benefits" was rated as an outstanding paper by the Provincial Department of Finance and the Provincial Accounting Society, and a certificate was issued. The book "Industrial Accounting" written by me has been officially published by XX Publishing House.

In addition to writing papers, I was also invited to give professional lectures. In ××××, the Municipal Economic Commission held a short-term study class for factory directors attended by Reflection is better.

Four. Conscientiously implement laws and regulations and maintain financial discipline

Conscientiously implementing laws and regulations is the responsibility of every accountant. In addition to strictly enforcing laws and regulations for more than ten years, I have also paid attention to suppressing behaviors that violate laws and regulations and financial disciplines; I have also paid attention to the relationship between adhering to principles and being flexible, so as to not only control supervision well, but also seek truth from facts to solve practical problems. During the annual financial and tax inspections, self-examinations are organized to proactively correct problems found. Since ××××, the company has not experienced tax evasion, tax evasion, fines, etc. in multiple audits by relevant departments.

After more than ten years of work practice, I often realize that: as an accountant, in order to do a good job in financial accounting, in addition to adhering to principles and consciously maintaining financial disciplines, you should also insist on continuous learning, In order to improve their business capabilities and work standards, they can better serve the production and operation of enterprises.

Xiao××

××××年×month×日

2007 Financial Personal Work Summary

In 2008, it was A new beginning, a new starting point. On this occasion of bidding farewell to the old and welcoming the new, looking back on the journey in 2007, there is sweat and gain; there is pressure and motivation; there are tests and improvements. Although I graduated with a major in computerized accounting, I have never been engaged in settlement work. Everything is starting from scratch. Under the guidance and training of the department manager, and with the help and cooperation of colleagues, I quickly got into work with my strong acceptance ability, mastery of POS software, and familiarity with mall operations and various counters. From the first day I entered the Finance Department, I studied and worked step by step: from the production and printing of settlement statements to reconciliation and auditing with counters; then the production of settlement vouchers; management of counter contracts; Entry of counter expenses; and then the production and binding of all vouchers; production of wages...

In order to continuously improve my professional and basic abilities and enhance business knowledge, I make full use of my time outside of eight hours of work. , "recharge" yourself by reading various professional books, checking information online, and asking professionals for advice. Hard work brings reward, and my hard work paid off in November: in the department's assessment, I won the job of tax accountant with excellent results. After a year of hard work and hard work, I successfully completed the job transition from XX department supervisor to financial staff, from settlement accountant to tax accountant, and became a qualified financial staff.

In 2007, I have done outstanding work in the following aspects: 1. At work, I do not stick to conventions, I am diligent in thinking, and put forward seven suggestions for modifying the POS system: 1. Add settlement and payment functions; 2 . In the original "Settlement Details", add the "Print or Not" column selection function; 3. Suggestions for modifying the "Cashier Monthly Report": 4. After modifying the report export, the data content is misplaced 5. Fixed in the settlement document Add the "Recurring Promotion Fee" item to the project 6. Add the "Contract Change Form" 7. The codes of the removed counters are completely deactivated and the cashier cannot enter them at the front desk 2. Install the card machine and communicate with the MIS system with UnionPay Business , debugging, and coordinating work. The installation of UnionPay card swiping machines has accelerated the transaction speed of customers' card swiping purchases, improved the success rate of card swiping purchases, and facilitated cashiers to provide customers with better services. Moreover, UnionPay uses a per-second communication network, and the communication fee has been reduced from the original 2,000 yuan per month to 1,400 yuan per month, thus saving 600 yuan in communication costs. The installation and debugging of the MIS system have been completed and will be officially launched after the network transformation is completed next year. After the MIS system is officially launched, it will bring the following advantages to the company: 1. Improve the transaction speed of customers' card consumption; 2. Improve the success rate of customers' card consumption transactions and improve the customer's card usage environment; 3. Significantly reduce communication costs . Using the GPRS dedicated line, the communication cost will be reduced from the current 1,400 yuan per month to 60 yuan per month. 4. Improve the reliability and accuracy of accounting; 5. Simplify the work of financial reconciliation and clearing; 6. Realize the value-added promotion function of card consumption. 3. Modification of bank card consumption reconciliation software Bank card consumption is a receivable of the company. Only by checking the accounts with the bank in a timely manner can the company's funds be recovered and credited in a timely manner.

In order to ensure the timely verification of bank card consumption accounts, coordinate and communicate with the computer department XXX, and modify the reconciliation software again and again to make the software more complete and the reconciliation more convenient and timely. 4. Handled 10 abnormal transactions with customers’ credit card purchases, with 100% customer satisfaction. When customers encountered abnormal card purchases and overswiped the amount, they could start from the customer’s perspective, pay attention to the customer’s concerns, and immediately contact bank personnel to determine the abnormality. When the situation arises, we will handle relevant procedures for customers in a timely manner so that customers' money can be refunded in a timely manner and ensure the safety of customers' card consumption. 5. Processing of new tax certificates and replacement of merchant tax certificates. After the job change in November, it was a critical period for the unified renewal of tax registration certificates. In order to ensure the smooth completion of the certificate renewal work, I communicated with the operations department in a timely manner and did not hesitate to Though it was a long way to go, we were not afraid of the trouble. We adopted the method of collecting a batch of information and renewing a batch. We completed the renewal of tax registration certificates for 42 households, and 4 households without business licenses have completed the registration procedures. For the application of new tax registration certificates for merchants, after the Human Resources Department notifies that the business license has been processed, the merchants will be notified in a timely manner to hand in the information. In December, 15 new households were processed. There are 87 counters in the mall that have applied for business licenses, 67 of which have been successfully applied for, with a license application rate of 77%. There are still 20 counters that have not yet applied due to incomplete information. 6. Able to maintain a positive and enterprising work attitude. During the year of work, I worked conscientiously and carried forward the spirit of hard work, willingness to endure hardships, and willingness to contribute. I did not care about personal gains and losses. In order not to affect the normal work of the department, I went to work sick when I was sick; Take the initiative to work overtime when work requires it. No matter what you do at work, return your mentality to zero. 7. Work together with colleagues in this department and other departments to complete various tasks together. When cashier XX goes to the bank, she can take the initiative to help her complete various collection tasks; after completing her own work, she can take the initiative to share the work of other colleagues. After the settlement form is produced, the list of counters with arrears will be summarized and submitted to the operations department to provide them with early warning to facilitate collection of arrears. When there is a problem with the card swiping machine, communicate with the relevant units in a timely manner to ensure the normal use of the card swiping machine and the smooth progress of the collection work.

8. Keep financial information well and keep company confidentiality