Summary of fiscal year work
The year 20__ is coming. With the care of the branch leaders and the help of my colleagues, I have made some achievements, made great progress in my business knowledge and improved my personal marketing ability.
First of all, in terms of work performance, under the guidance of branch leaders, I have tried my best to market corporate customers. Up to now, I have realized more than 40 million yuan in corporate deposits and more than 400 corporate customers. At the same time, I have also carried out key maintenance work for some POS customers. Recently, many customers have opened capital verification accounts, so the main energy is also concentrated in this area, about 15 households per week. I always "talk, do and think" when dealing with my work, so as to win customers' support for our business and increase my customer base.
Secondly, carefully study various financial laws and regulations, actively participate in various learning and publicity activities organized by banks, and constantly improve theoretical quality and business skills. From February 25th to 28th, 20th, I went to Beijing to attend the microfinance examiner training organized by the Head Office and passed the exam successfully. At the beginning of May, I participated in the training of credit business qualification certificate. Last week, I also participated in the training activities organized by the branch on how to develop key customers. Through various trainings and studies, I deeply realized the importance of my post and the urgency of business development. At the same time, under the leadership of the branch manager, actively carry out community publicity activities. We set up stalls in residential areas to publicize our funds, credit cards, wealth management products and other related businesses, and residents responded well.
Finally, in the process of business marketing, study hard, accumulate bit by bit, and strive to improve personal marketing ability. As an account manager, his duty is to serve customers well. On the one hand, he should be familiar with his business products and know what he can bring to customers. On the other hand, he should understand what customers want, especially the latter, and their needs, so as to create conditions to meet them. The promotion of personal marketing ability depends largely on understanding and satisfying customers.
Therefore, in the process of communicating with customers, I constantly tap customers' hobbies, interests and specialties, try to talk about topics of interest to customers and solve problems that customers need to solve urgently.
The past period of time has been very substantial for me, and it is also a process of continuous progress. At the same time, these personal achievements can not be achieved without the care, guidance and encouragement of branch leaders. Of course, I also have shortcomings, especially in maintaining existing customers and tapping customer resources, which is exactly where I need to work hard in the future.
In the future work, I will first sort out customers with good qualifications, focus on visiting and maintaining, make good use of existing resources, tap customers with credit needs, give full play to the advantages of our wealth management products, strengthen door-to-door service, and at the same time strengthen cross-marketing, serve customers in an all-round way with wealth management, and do a good job in marketing and maintenance.
In the following work, I am determined to study harder, strive for progress in all aspects and become an excellent account manager.
Summary of work in fiscal year II
In 20 years, under the leadership of the company leaders and with the help of all my colleagues, I successfully completed the company's accounting work and achieved certain results. The main work is summarized as follows:
1, correctly perform accounting duties and exercise functions and powers, earnestly study national financial policies and laws, and be familiar with financial systems; Actively study accounting business, master professional knowledge and master accounting techniques and methods; Love one's job, be loyal to one's duties, be honest in performing official duties, and strictly observe professional ethics; Strictly abide by the law and discipline, adhere to principles, implement relevant accounting laws and regulations, and won the first place in the standardized inspection and evaluation standard of accounting work of the Bureau.
2. According to the financial system and expenditure standard stipulated by the superior, always know the capital demand and usage of each department, and actively help the relevant departments to make good use of all kinds of funds. In the first half of the year, the company was short of funds, and the financial office tried to ensure the timely and full payment of employees' wages and the implementation of other urgently needed funds.
3. Review all expense vouchers in the work and settle them in time to 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.
4, in accordance with the provisions of the annual, quarterly, monthly budget statistics and monthly settlement, be accurate, and timely report to the leaders in charge.
5, all financial documents, timely sorting, binding and preservation.
6. Always contact the comrades in charge of property in various departments and establish necessary procedures to make the property of each unit consistent with the general ledger of the whole school.
7. Cooperate with and urge all relevant units to handle all temporary revenues and expenditures in a timely manner.
8. Guide and help the cashier.
In the past year, I worked hard and successfully completed the tasks of the company, which was affirmed by the leaders and praised by many colleagues. This is a spur to me. In the new year, I will devote myself to my work with more enthusiasm.
Summary of fiscal year work 3
Over the past 20 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 certain work results. Now I will report my work and study in the past year as follows:
First, strengthen study and pay attention to improving personal cultivation.
First, through magazines, newspapers, computer networks, TV news and other media, we should conscientiously study and implement the party's line, principles and policies, thoroughly study and understand the spirit of the 16th National Congress of the Communist Party of China and the Third and Fourth Plenary Sessions of the 16th Central Committee, and constantly improve the level of political theory. Strengthen political, ideological and moral cultivation.
Second, seriously study the provisions of financial integrity and consciously act in accordance with national financial policies and procedures.
Third, study business knowledge hard, actively participate in various business skills training 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 their own criteria; Always take enhancing service awareness as the basis of all work; Always make the work rigorous and meticulous, down-to-earth, pragmatic.
Fourth, 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 as to keep up with the times and continuously improve your comprehensive ability.
Second, strictly perform their duties and work hard.
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 completed all the tasks. Because of the complexity and complexity of accounting work, its work has the characteristics of transaction and suddenness. Therefore, according to the specific situation and timeliness, the annual work arrangements are as follows:
Complete the 20-year financial final accounts in the first quarter, handle related matters well, and handle the annual inspection of the cause. Earnestly sum up last year's financial work and make a financial work plan for 20 years. All kinds of accounting files are classified, bound and filed. Cleaning, disinfecting and backing up the special financial software. Complete the establishment of accounts, cards and annual inspection of new fixed assets within 20__ years.
In the second quarter, according to the financial system and budget revenue and expenditure subjects, a new 20-year account will be set up to handle daily economic business. Establish wage statistics account according to the requirements of wage statements, so as to facilitate itemized statistics and submit monthly and quarterly financial statistics statements to the competent department on time; Give full play to the function of accounting supervision. Provide relevant information and materials to the leaders of relevant units and stations in time so as to make correct decisions. Take the initiative to keep in touch with the Finance Bureau and the Planning Bureau in time, put forward an application plan for the use of funds, and realize the normal turnover of funds. In terms of external payment, it is necessary to strictly control, strictly implement and abide by the national financial system, so as to achieve daily settlement and monthly settlement, and the accounts are consistent with the facts. For the annual inspection of administrative fees, in order to implement the administrative licensing law, the self-inspection and clearing table of "charging items, standards, basis and amount" shall be submitted in time, and the medical insurance floppy disk shall be submitted in the first half of the year, and the premium for the first half of the year shall be paid according to the provisions of medical insurance.
In the third quarter, according to the requirements of document Gan Rencai [20 _] No.02, according to the Accounting Law of People's Republic of China (PRC) and the Accounting Management Regulations of Sichuan Province, it took nearly one month to conduct self-examination on the accounts since 20 _, improved the financial procedures, wrote out the self-examination situation, experience, internal control system construction and accounting system implementation, and further standardized accounting behavior. Handle capital increase for employees.
In the fourth quarter, submit the labor form, disability certificate and salary receipt, and review and confirm the exemption from disability payment. Declare and pay contract workers' pension insurance, unemployment insurance, medical insurance in the second half of the year and housing accumulation fund. Record and report the information of financial support personnel as required. Handle personnel salary audit, etc.
Third, do a good job in logistics services.
As a financial worker, I can conscientiously perform my post responsibilities, stick to my post, abide by the work system and professional ethics, and be willing to accept routine and temporary tasks arranged, such as preparing for the exam, completing the self-examination and self-correction report on special anti-corruption treatment, and writing a summary of the work style and anti-corruption work.
In this series of work, I am very clear that as a qualified financial worker, I should not only have relevant knowledge and skills, but also have a rigorous, meticulous and patient work style. At the same time, I realized that no matter what position, even if it is a humble job, I should do it with my heart. Even if it is a boring job in the eyes of others, I should be good at finding fun from it, changing with each passing day and looking for innovation from change.
Summary of fiscal year work 4
20__ is my second year in the finance department. In a year's time, I can abide by the law, study hard, study hard, be conscientious and dedicated, and play my due role and make contributions in financial positions.
First, seriously study political theory knowledge, participate in useful political activities, and constantly improve their ideological cultivation and political theory level.
In the process of learning, you can take notes, actively discuss, experience with your heart and write your own ideas. At the same time, actively participate in political activities such as "the image of civilized law enforcement tree" and "learning from Comrade Ren Changxia", as well as the speech contest of "Love your post and be dedicated" and the knowledge contest of "Two Regulations". When participating in activities, we made clear our goals, set an example, exercised our courage and raised our consciousness.
By studying political theory, participating in political activities and various competitions, the political and ideological quality and law enforcement level have been greatly improved, the ability of honesty and self-discipline, resisting corruption and preventing degeneration has been enhanced, and the awareness of law enforcement service has been enhanced, which has laid an ideological foundation for doing a good job in financial work.
Two, love their jobs, work hard, not afraid of difficulties, the courage to shoulder heavy burdens, enthusiastic service, play its due role in their posts.
1, take the overall situation into account, obey the arrangement, unite and cooperate. This year, according to the work arrangement of the finance department, I adjusted from the original bookkeeping position to the reimbursement position. In the process of changing posts, I can take care of the overall situation, obey the arrangement, learn from experienced comrades with an open mind, seriously explore and summarize methods, enhance business knowledge, master business skills, unite with comrades, strengthen cooperation, quickly adapt to new jobs, be familiar with reimbursement business, and do a good job in financial audit and supervision with all comrades.
2. Adhere to principles, be objective and fair, and act according to law. Mainly responsible for financial reimbursement for one year. In practical work, based on the principles of objectivity, preciseness and meticulousness, I seek truth from facts in handling accounting affairs, carefully examine and verify, strengthen supervision, strictly enforce financial discipline, and make financial reimbursement according to the requirements of the financial reimbursement system and the standardization of basic accounting work. When reviewing the original documents, dare to point out the original documents that are untrue, irregular and illegal, and resolutely refuse to reimburse them; The original vouchers with inaccurate and incomplete records shall be returned, and the handling personnel shall be required to correct and supplement them. Through careful examination and supervision, the accounting voucher procedures are complete, standardized and legal, and the accounting information in our hospital is true, legal, accurate and complete, which effectively plays the role of financial accounting and supervision.
3, hard-working, willing to endure hardship, willing to contribute. Since the beginning of this year, due to the overall relocation of the site, the accounting foundation has been standardized and rectified, and the intensity and difficulty of financial work have increased. In addition to completing the reimbursement work, it also takes into account the back office work and other businesses in the department. In order to complete various tasks with good quality and quantity, I don't care about personal gains and losses, I don't pay attention to personal interests, and I often work overtime. Carry forward the spirit of being willing to bear hardships, loving one's post and being dedicated in work, and always be conscientious and conscientious. While completing the task of reimbursement, we paid attention to internal affairs, made a good budget, managed the deposit of reeducation through labor, and successfully completed various tasks, which played an advanced and exemplary role.
4, love their jobs, improve efficiency, enthusiastic service. 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 win the praise of the majority of police workers with efficient and high-quality service.
Three, law-abiding, honest and self-disciplined, establish a good image of the people's police and financial workers among reeducation-through-labor personnel.
As a financial worker in the reeducation-through-labor system, I have a dual identity. Therefore, in the usual work, we should not only demand ourselves by the standards of a reeducation-through-labor personnel, but also learn and master the knowledge of laws and regulations related to reeducation-through-labor, so as to know the law and understand it. At the same time, we should take an accountant as the standard, strengthen the education and construction of accounting professional ethics, be familiar with financial laws, regulations and rules and the unified accounting system of the state, enforce the law impartially, and be honest and clean. In practical work, we should combine reeducation through labor with financial work, do a good job in law enforcement and financial control, practice the purpose of "strict law enforcement and enthusiastic service", serve the police staff wholeheartedly, and establish a good image of the people's police and financial workers through reeducation through labor.
Four, study hard, enhance business knowledge, improve work ability.
In order to adapt to the construction of modern civilized labor camp and realize the goal of computerized accounting in our hospital, I can make full use of my spare time and strengthen the study and training of financial business knowledge according to the business study arrangement in 2008. By learning the knowledge of accounting computerization and the application of financial software, I have mastered the skills of computerization and improved my practical operation ability; Through the continuing education and training of accountants, I have learned the standardization requirements of basic accounting work, so that my accounting knowledge and level have been updated and improved, adapted to the current work requirements, and prepared for future work.
Summary of fiscal year work 5
The busy 20__ years are coming to an end. Summing up my work this year, under the correct leadership and professional guidance of leaders at all levels, I have made some achievements in this position, but there are also many shortcomings. In line with the idea of facing up to the present, looking forward to tomorrow, summing up achievements and analyzing shortcomings, I will make a superficial summary of my work this year, and please criticize and correct my shortcomings:
First, the job performance:
1, fund:
As an enterprise, the security and management of funds is very important in financial business. At the end of each month for 20 years, I will check cash, bank deposits and other monetary funds in a timely and complete manner, conduct reconciliation and inventory, and file the fund reconciliation form. It ensures that all kinds of funds are in line with the facts and accounts, and provides a data basis for the safe management and rational use of the company's funds.
2. Supply chain:
As a general ledger accountant, responsible for the generation of daily invoices such as procurement and delivery, and the reconciliation and closing of supply chain at the end of the month. In this year, I can insist on generating relevant invoices every day, making inventory data at the end of the month, participating in inventory, reviewing inventory surplus and loss documents and writing inventory report, and doing my duty as a financial officer for the company's commodity management.
3. Accounts receivable and accounts payable system:
I insist on recording the receipt and payment documents sent by the cashier on the same day every day, and timely write off customer receivables and supplier payables; Timely handle OA mails of business departments and business personnel about accounts receivable and accounts payable adjustment; It has changed the lag of data information in the past and the influence of accounting period on customer and supplier management caused by untimely entry. In this regard, my work has been greatly improved, providing timely, complete and accurate data support for data demanders at all levels of the company.
At the end of each month, the accounts are closed and settled in time, and the data appearing in the business links are carefully adjusted to meet the system requirements. The business bookkeeping of the next month has never been affected by the closing and closing of the supply chain.
4. Fixed assets system and inventory:
I register the fixed assets purchased by the company every month, build a card and close the account at the end of the month.
5. General ledger account:
I insist on getting all the documents from the cashier in time every day, sorting out the bookkeeping in time, so that the entries are clear, the data are accurate and the accounting subjects are correct; Increase the original cash flow items; Timely reconciliation at the end of the month to ensure that the accounts of funds, imprest items, accounts receivable and accounts payable are consistent. By comparing the data of advance accounts and advance accounts every month, the duplicate items of accounts receivable and accounts payable are written off, which ensures the authenticity and rationality of the data of balance sheet items and lays a solid foundation for data analysis. Timely handle OA emails from financial manager and chief financial officer about various accounting adjustments and data cleaning; I can check the P_F factory, C_T purchasing, sales and general current accounts in time every month and make reconciliation statements. I can keep in close communication with the financial personnel of the other side for matters that both sides have doubts about, until I find the problems and solve them in time to ensure that the accounts between the two sides are clear and accurate.
6. Other accounting matters:
I can handle financial matters according to the rules and regulations of the finance department and the requirements of the leaders, and provide the required data and materials, accounts and other affairs; For other departments and personnel to inquire about related matters through the system, they can actively cooperate and dispel doubts; Abide by financial discipline and system, abide by professional ethics, keep all kinds of confidential events and business secrets, and ensure that data are not leaked or disseminated.
Second, the problems existing in the work and their correction:
1. In the process of document preparation, when data registration is incomplete, account collection and accounting item collection are inaccurate, data attributes should be analyzed more carefully and in detail in 20 years' work, so as to make the summary clear, the information comprehensive, the classification of accounts, accounting items and cash flow items accurate and the data accurate.
2. For A/R, A/P, assets and general ledger items, you can't just stick to accounting and "do accounts". After each item is completed, we should think more about the data status and related information of each link, find and deal with the items that need to be dealt with in the system, and make all the items and data in the financial account more complete, clear and logical.
Three. Work plan and prospect for 20 years:
In the new year, work is also a brand-new beginning. I should have a new view of life and work. In the new year, I want to:
1 and 20__, established a new set of financial accounts, and comprehensively prepared, checked and processed the data. 1 Complete data entry and initialization of each module of A/C set at the end of the period.
2. Complete the work of this position better and more comprehensively; Unite all employees in the department and work closely together; Complete all financial work arranged by superior leaders to the letter.
3. Actively participate in various trainings and studies, constantly enrich and update knowledge, and improve vocational labor skills.
At the end of the fiscal year, 5 articles related to personal summary and annual summary:
★ Selected articles of personal annual work summary of accountants: 5 latest books.
★ 5 excellent personal work summaries of accountants
★ Work summary of the latest fiscal year.
★ 5 essays summarizing the personal work of the company's accountants at the end of the year.
★ Accounting year-end personal work summary report
★ Five personal work summary reports of accountants.
★ 5 Summary of Accounting Personal Work