Summary of property finance work

Summary is a written material to analyze and study the experience or situation at a certain stage of work, study or thought. It enables us to find mistakes in time and correct them. Let's finish the summary carefully. So do you really know how to write a summary? The following is a model essay on real estate finance that I summarized for you. Welcome to read the collection.

Summary of Property Finance 1 Looking back on the work in the second half of 20xx, the Property Finance Department has taken another step towards the rational allocation of standardized management, and completed several important tasks, such as the financial division between property companies and Shijiaxuan, the transformation of financial management mode of property companies, the formulation of financial system and the establishment of management ledger system. , so that the financial work of the property management company has been completely changed on the basis of some previous basic work, reaching a height consistent with the financial work of the whole group and stepping onto a new level. The specific work is as follows:

First, the financial division between the property management company and Shijiaxuan

Since July, 2005, according to the requirements of the financial center of the Group, we have completed the work of dividing accounts between Shijiaxuan and the property management company, established Shijiaxuan golden disc account set, conducted independent accounting, and collated and bound the vouchers that have been entered into the golden disc and filed for future reference. 165438+ 10, the account set was handed over to the group accounting department.

Second, establish a property management ledger system.

According to the unified requirements of the financial center of Junhua Group, combined with the actual situation of property companies, on the basis of pre-accounting, from the perspective of management, the management ledger system of property companies (property companies and Shijiaxuan) is formulated. Including management ledger, management ledger summary, management report, financial analysis, fund plan, fund plan implementation summary, etc. , carried out and successfully completed a series of work, and reached an agreement with the whole group, so that the property finance work really embarked on the track of the group's financial work and really played the role of financial management.

Third, the development of financial system of property companies.

Under the unified guidance of the financial center of Junhua Group, the financial system of the property company was established. Including the formulation of Junhua property financial system, accounting methods of Junhua property management ledger, management methods of Junhua property financial payment, provisions on the examination and approval authority of Junhua property payment, departmental responsibilities of Junhua property finance department and management methods of internal service settlement of Junhua Group. Standardized the financial operation process of the entire property management company and comprehensively improved the financial work of the property management company. In particular, the payment approval process has been clearly defined and fundamentally improved.

Fourthly, the transformation of financial management mode of property companies.

After standardizing and rationalizing some previous accounting work, according to the requirements of the group financial center, the finance department and accounting department of the property company handed over their work and merged the accounting work into the group accounting department. The finance department of the property company is responsible for managing the ledger and financial management, upgrading from the previous basic accounting work to the real financial management work. From the company's interests, provide financial advice to company leaders and provide the most accurate financial management data. In order to ensure the smooth implementation of the work, the property finance department and the accounting department have formulated specific work items, cooperated with each other, and gradually improved the whole financial workflow to ensure the standardization and accuracy of the financial work of the property company and improve the efficiency of financial work.

Five, to complete the work objectives

Cooperate with the customer service center to complete the second phase of the second half of the year and strengthen the collection of management fees. Since July, * * * has recovered 140 households and recovered the expenses 149. 330,000; From June 5438+ 10, the collection of management fees was strengthened, and the management fees from June 5438+ 10 * * were recovered. 580,000 yuan, the charging rate is much higher than that in the first half of the year.

Sixth, complete the data entry of Konay financial department.

A thorough inventory of the first-phase maintenance fund and arrears. Report to the company leader and make a reminder. Monitor financial expenditure, price audit and collection process management of Shijiaxuan. Financial training was given to the cashier, and a cash register was added in September, which made the cashier work more standardized and greatly improved the work efficiency.

Seven, 20xx financial department work ideas:

1. Establish the cost library of the property management company. According to the actual work situation of the property company and Shijiaxuan, the cost library of the property company is compiled. Understand the cost management status of property management companies reasonably, accurately and clearly. Provide the most authentic data for financial analysis.

2. Further strengthen the charge management, thoroughly clean up the arrears, and increase the charge rate to 70% in the first phase and 90% in the second phase. There are also some fees that need to be further defined, including water fee, the refund of cable TV opening fee, the difference charged by the collecting owner and so on.

3. From the management point of view, further calculate the operating conditions of Shijiaxuan. Completely separate employees' meal packages from external operations, share part of operating expenses reasonably, and truly reflect the operating results of Segaxuan.

4, the implementation of the new financial system, the finance department to supervise the finance department. We should thoroughly straighten out some vague and chaotic processes in the past. Including the approval process of various departments' plans, procurement, business plans related to developers, reimbursement and so on. , must be strictly implemented in accordance with the system.

Although the task of 20xx is very heavy, we need to do it step by step wholeheartedly. Only in this way can we find problems and solve them in a down-to-earth manner. Start with financial management, and gradually upgrade the financial work of property companies to a new height and a higher level! Better serve the company!

A sweat and a harvest, debriefing report Although all employees of the property management company have made some achievements in their 20xx years of work, there is still a big gap from their work goals. Due to the rapid expansion of the scale of property management companies and the increasing number of employees, the traditional management mode and operation mode can no longer meet the development requirements under the new situation. Long-term unclear rights and responsibilities make internal work repetitive, omission and prevarication, which directly restricts the progress of enterprises. In the year of 20xx, we will curb the spread of unhealthy trends from the source and move towards scientific and standardized direction. Standardize management, oppose internal friction, advocate efficient teamwork, and strive to improve service quality and work quality as the central task. Give full play to the functional advantages of each department and effectively mobilize the enthusiasm of all employees to participate in management. Reasonably improve the supervision mechanism, take strengthening the implementation of the system as the main goal, and always stand at the height of improving the service quality, so that the property management company can move forward to the service field with high standards, strict requirements and humanization, and bring out a streamlined and efficient service team.

Summary of Property Finance Work: Fan Wen 2 has been in the company for more than six years since she joined XX. From the financial assistant of the property management office to the cashier of the company and the accountant of the head office, I have been doing things and being a man. XXX”； This warm family has learned a lot "; Entrusted by others, it is ultimately a matter of people "; I did it. Looking forward to the future, I am full of confidence and hope for the company's development and future work. In order to make better work objectives and achieve better work results, I have summarized the situation since I joined the work as follows:

The first stage: the primary stage

At the beginning of my graduation from XX, I was lucky enough to join "; Golden Net-Sydney O Township "; Management team, seemingly simple bill making → daily charging → bank docking → establishing charging account → docking with headquarters finance, everything starts from scratch. I consciously strengthen my study, humbly ask for advice and solve doubts, constantly sort out my working ideas and summarize my working methods: with the help and guidance of leaders and colleagues at all levels, I never attend meetings and am never familiar with them. I gradually found out the basic situation in my work, found the breakthrough point, grasped the key and difficult points of my work, and then the special status of financial assistant and part-time customer service representative accelerated my relationship with "; Professionals "; The distance between them. The answering of customers' phone calls and the reception of customer service front desk all require strong professional knowledge and communication skills. Property management is mostly trivial. If the coordination is not good, the work will be very passive. This requires us to constantly improve our communication ability with the outside world in the service process. At the same time, communication within the company is also very important. Communication between departments is also very important. Only by good communication can we improve work efficiency and reduce unnecessary labor costs. On the one hand, learn while doing, learn while doing, and constantly master the methods: accumulate experience; On the other hand, consult books and colleagues, constantly enrich knowledge and master skills.

The second stage: career development stage

At this stage, while continuing to be the financial assistant of XXXX, I also participated in the preliminary financial assistant work of the new project XXXX management office, which further enriched my own financial work experience from taking over the property in the early stage to the owner's occupancy, and also enriched my own professional knowledge of property management. After the project entered the daily management, because the newly recruited financial assistant was a fresh graduate, he was exposed to the work of coaching new people. I put my work experience into words and practice with newcomers point by point. * * * After three months of hard work, the newly recruited financial assistant has been able to complete the work of financial assistant well. At the end of XX, I was transferred to the company to take over "; Dear Vera "; The management office acts as a financial assistant. This coincides with the reform of the financial sector. I worked hard to learn professional knowledge, actively cooperated with the system reform, and made small achievements in my work, which was affirmed by the leaders.

The third stage: career promotion stage

At the end of XX, I was transferred to the company's finance department as a cashier. The cashier's work must first be patient and meticulous, and no mistakes can be made. Every time I submit an account, I will count every sum twice, twice. Do a good job of daily inventory and make a good cash inventory table; Do a good job of bank reconciliation at the end of each month, prepare the bank balance reconciliation table in time, and do a good job of reconciliation with accounting accounts; The payment of wages needs to be cautious, which is directly related to the personal interests of employees, because the daily workload is basically saturated, and I will take the initiative to work overtime every time I pay wages to ensure that wages are paid to employees in time; A greater part of the cashier's job in the company headquarters is to work with the financial assistant in the management office. At that time, the financial staff of the management office had a large flow, which required them to guide their work patiently and explain some of the company's work processes in detail, so that they could integrate into the Golden Net family as soon as possible.

At the end of XX, I switched from cashier position to accountant, and was responsible for accounting work in the Australian township villa management office in Sydney. At the same time, I got paid. During this period, I learned and mastered the company's financial accounting process and the operation skills of UFIDA financial software, and made rapid progress. At the same time, my work also includes grasping the management and financial status of the management office in a timely and dynamic manner through monthly, quarterly and annual financial analysis, finding problems in the work, and putting forward financial suggestions to provide reliable financial basis for the decision-making of the person in charge of the management office. In June this year, my work content was adjusted again, and my salary was officially handed over to the cashier, who was mainly responsible for the accounting work of XXXX management office.

Summary of Property Finance Work Model 3 Time flies, and the work of 20xx has ended. As a financial cashier and a staff member of a property management company serving residents, my main duties are: carefully collecting and storing residents' property fees, utilities and other related expenses in cash, checking various bill ledgers of front desk clerks, keeping cash ledgers, keeping cash on hand, financial seals and related bills, managing checks, invoices and receipts, reporting to expense companies, paying wages on time, handling bank settlement and related accounts, and assisting front desk reception.

Over the past year, under the correct guidance of the company's leaders and with the joint efforts of all my colleagues, I have successfully completed various tasks in my ordinary post with meticulous work style, professionalism and endless service pursuit. In order to accumulate experience, find the gap and improve the ability, we will summarize and report the work last year as follows:

1, adhere to the principle, be rigorous and meticulous, and carefully check the accounts.

Handle cash receipts from various sources carefully every day, carefully check all kinds of bills to make them consistent, enter financial bills on the same day, and keep a detailed diary. Do it every day. Proactively check bills and statements with accountants. In line with the principles of objectivity, preciseness and meticulousness, we insist on starting from the nuances, seeking truth from facts, taking pains and carefully examining them. At the peak of the owner's purchase of water and electricity, sometimes the cash income reaches more than 100 thousand a day, and there are more than 100 bills that I need to check again and again to make sure there are no mistakes.

2, correct attitude, according to the rules, strictly enforce financial discipline.

Because financial work is the core department of the company, accounting law and various financial regulations require this work to be meticulous, standardized and rigorous. I strictly abide by financial discipline, and make financial bookkeeping and reimbursement according to the requirements of financial reimbursement system and standardization of basic accounting work. There is no arrogance and there is no cash support behavior. When reviewing the original vouchers, dare to point out the original vouchers that are untrue, irregular and illegal, explain the reasons, and decisively refuse reimbursement; 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, which ensures the truthfulness, legality, accuracy and completeness of our company's financial information and effectively plays the role of financial accounting and supervision. At the same time, according to the national financial regulations, the authenticity and integrity of each income and expenditure bill have been carefully examined and can stand inspection at any time.

3. Diligent, willing to contribute, and stick to the bottom line of professional ethics of financial personnel.

Do a good job in counter service, sort out broken coins and scattered cash in time, and pay employees wages on time. Because of the particularity of the actual work situation, I have to take care of other businesses of the company besides completing the cashier work. In order to complete various tasks with good quality and quantity, regardless of personal gains and losses, without paying attention to personal benefits, I am willing to work hard and often work overtime, which has played an advanced and exemplary role. At the same time, the passage of tens of thousands of yuan in cash every day is also a powerful test for my moral integrity. Hold a responsible attitude towards the boss, do things with conscience, work hard, and never misappropriate a penny from the company at any time or under any circumstances. I am honored that the company's accounts are clear now, and all kinds of bills are completely true without any mistakes. The accounts are consistent and the mind is calm.

4. Take care of the front desk, act according to the rules, and increase the collection of related fees in time.

Our property management company mainly relies on timely collection of property fees and other related expenses to maintain the benign operation of the company. The timely collection of these fees is like injecting fresh blood in time. According to the division of responsibilities between the foreman of my department and me, I am responsible for the collection and management of utilities for operating garages, the collection and management of garage rent for developers, the regular inventory and management of parking space occupation fees, and the management of paid service fee income, site occupation and other related expenses. Every month 10, cooperate with the property manager to collect fees for operating the garage miscellaneous house. At the end of each month, I cooperate with the reception counter of 1# to send reminders to users who are in arrears with rent, collect temporary parking fees at the gate every day, observe the space usage of the pedestrian plaza every day and check the charges. Through a series of practical and effective methods, the cash receivable is guaranteed, the operation quality of funds is improved, and the smooth operation and flow of funds are ensured.

5, the overall situation, unity and cooperation, do a good job in domestic service.

As a member of the service industry, our service concept is always in our hearts: residents' satisfaction is our pursuit. Some residents came to my counter to pay utilities and property fees. I took the initiative to greet the residents and serve them with a smile, so that the residents could feel our enthusiasm. Due to various reasons, the front desk staff in the first half of the year moved frequently, which had a certain impact on the reception work of our department. As a member of the big family of the company, I carry forward the exemplary role of the old employees, pass on the old employees to the new employees, and give full play to the capable people when other employees are not on the job or have business disputes. At the same time, new employees are constantly warned to keep in mind: business is busy, don't panic, be in a good mood and be modest.

6. Work hard, obey the arrangement, and do other things assigned by the company.

In May, the company made a unified arrangement to conduct a household satisfaction survey on all households in the community. As a housewife and a parent, I have a lot of housework, and my children need guidance and supervision when learning and learning the piano. But I know better that the company's honor and disgrace gains and losses are closely related to itself. I didn't show my objective situation, obeyed the arrangement and overcame the difficulties. Together with my colleagues, I worked overtime at night, went door to door, tried my best to talk to the owner, recorded the problems reflected by the owner, and quickly fed back to the relevant staff. Finally, I successfully completed the satisfaction questionnaire and the task assigned by the company.

Over the past year, through continuous earnest exploration, accumulated experience and self-study summary, personal work has been effectively strengthened in the following two aspects compared with previous years:

First, persist in learning and improve the professional level. In March this year, I signed up for the qualification examination of accounting practitioners for 20xx years again, and finally got a positive result in the examination in April. Usually, I often buy relevant books, learn business knowledge by myself, and constantly enrich my work experience and business skills to apply what I have learned. Through persistent study, I have improved my professional working ability, comprehensive analysis ability, coordination ability and written language expression ability, and better adapted to the needs of my work.

The second is to strengthen service awareness and correct work attitude. The company leaders' words and deeds, the personal experience of the working environment and the gradual change of mentality have personally felt that the property service work I am engaged in has gradually improved. In the face of individual unreasonable owners, he can remain calm and patiently explain and persuade, which has played a good role as an example for an old employee.

In the past year, although I can basically finish my work and make achievements, it is inseparable from the strong support of my leaders and the concerted efforts of my colleagues. Objective and calm self-analysis, there are still many shortcomings: first, due to the rapid development of science and technology, I have not been able to fully control the modern office methods and business handling methods; Secondly, because I often take care of this and that, I have not fulfilled the management responsibility of managers. In view of many shortcomings, in the future work, I also need:

1. Coordinate the relationship with the owner and further straighten out the relationship.

2, further strengthen the study of business knowledge, improve their own quality and professional level.

3. Further manage the wealth, manage the accounts and do a good job in the current project expenditure.

The new year has come, and I am determined to make persistent efforts, work hard, meet higher goals, accept greater challenges, and take myself to a higher level in all aspects.

I applied for an accounting position in XX property company in 20xx 10, and I felt it was the end of the year in the intense work. Although the financial work in 20XX is still going on, I feel a lot when I look back on the financial work in these months.

In the process of rapid development of XX property management company, I am fortunate to be one of them, because the rapid development of the company also urges me to strengthen my own quality to adapt to the fast pace of the company. With the guidance of leaders and the help of colleagues, I constantly consolidate and learn relevant financial knowledge, and always pay attention to combining theoretical knowledge with financial practice. My personal professionalism, ideological level, professional quality and working ability have been greatly improved, and I can successfully complete the tasks assigned by the leaders and perform the duties entrusted by my post.

Since I joined the company, I have been mainly responsible for financial accounting and tax declaration. Now I will report my thoughts and work during this period as follows:

First, in terms of thought, in terms of thought.

Constantly study the management concept and corporate culture of property management companies, and always put into daily work and life with the attitude of "respecting morality and being harmonious and innovative", so as to be kind to others and live in harmony.

Second, the work.

1, financial accounting work

Financial accounting is not only the basic work of accountants, but also the daily work. Nowadays, financial accounting is done with the help of financial software, and the daily operation of financial software can be mastered and used skillfully. Prepare vouchers in time, settle accounts on time, issue financial statements timely and accurately and report them to the company's financial center.

2. Preparation of monthly capital budget and 20xx financial budget

"Everything is established in advance, and it will be abolished without advance"-according to the requirements of the financial center of XX Property Company, fill in the monthly capital budget table and the capital budget plan for the next year in time every month, and realize the advanced management of the company's funds while completing this work.

Raise, allocate and use funds reasonably and effectively, strengthen the supervision and management of the use of funds within the company, improve the profit rate of funds and ensure the safety of funds.

3. Preparation of internal financial statements

The basic financial statements such as balance sheet and income statement compiled in daily financial accounting can no longer meet the growing needs of company management. The financial center timely launched and improved a series of financial internal statements, which laid a solid foundation for the company's further development.

In the process of compiling internal statements, we can correctly understand the direction pointed out by the management of the company for the next development of the property company. Urge yourself to improve accounting methods at work and do solid financial work for the company's sustainable development.

4, the implementation of property software

In order to improve the accounting work of property management companies, the company installed professional property management software to facilitate financial accounting. In the promotion and use of property management software, actively communicate with engineers of software companies, seek solutions to problems existing in the software, and guide property management personnel to use the software correctly. Let property management software play a role in daily property management.

5, other work assigned by the leadership temporarily.

Whether one thing is important or not, we should judge it correctly at the first time so as to make plans for the next step. In other temporary tasks assigned by the leaders, I always judge whether it is important or urgent first, and then arrange the time reasonably to complete the temporary tasks assigned by the leaders with good quality and quantity in an effective time.

Arrange your time reasonably and use it effectively, otherwise, even if you are busy every day, you really don't do anything, just like a fireman. Wherever there is a fire, you run, but in the end you get little.

The new situation and new development requirements have given us new responsibilities and missions. As an ordinary employee of XX Property, a strong sense of mission and responsibility constantly urges me to continue to blaze new trails and stride forward. The magnificent corporate vision is opening its arms to us. Here, I want to express my personal attitude towards the work in the second half of the year with a sentence from Qu Yuan, that is, "The road is long, Xiu Yuan is Xi, Xiu Yuan is Xi, and I will go up and down to seek".

Summary of Property Finance Work Time flies, 20xx years have passed, and we have ushered in a brand-new year. On this day of saying goodbye to the old and welcoming the new, I will make a summary of my work in the past year.

Under the correct guidance and care of the company's leaders, several communities under Yi Shu have made great progress in the collection of property management fees compared with the same period last year. Next, I will report to you on the work this year:

1。 As we all know, the core of property management is the collection of property management fees. Usually, I often urge each community to collect property management fees at home, carefully register the income details received by each community door by door, and actively cooperate with the statisticians of each community to check the work every month. Earnestly complete the billing work of each community to ensure that all funds are recovered.

2。 If there is income, there must be expenditure. I registered the expenses of six communities, such as Jinyuewan, Federation of Trade Unions Building and Ganlinfang, including water, electricity, telephone, daily reimbursement and labor costs, so that every expenditure can be inquired. Provide first-hand information for statisticians in each community, so that statisticians can record expenses and expenses correctly every month. Usually remind all communities that they must purchase before buying things, and the company will make overall arrangements. In short, let each community try not to be extravagant and waste, and minimize the expenditure.

3。 Cooperate with the finance department to do all kinds of work, including income statistics, daily reimbursement, receiving and sending invoices and receipts, getting bank receipts, making payroll and paying wages on time every month. And do everything in the bank.

4。 Cooperate with the members of the owners' committees in various communities to do all kinds of work, such as opening and closing maintenance fund accounts, opening credit certificates, transferring maintenance funds from maintenance fund accounts to our property company accounts, and helping industry committees to access regular funds. , so that the property management of each community can go on better.

In a word, what impressed me the most since I joined E Property is the professionalism of the company from the beginning to the present, both for the company and its leaders and employees. Their hard-working spirit is worth learning. Therefore, in addition to continuing to do our original work, we should pay more attention to: open source and reduce expenditure, reduce costs and improve efficiency. First of all, we should strengthen the collection of various fees. Property management is a service industry with high investment, high cost and low return. In order to ensure the sustained and normal development of the company, we must do a good job in collecting various fees for property management and collect them in full and on time. Second, we should practise economy and reduce costs.

And in terms of maintenance fund management, I think it is necessary to keep all accounts, especially the projects that need to be paid in advance by the company. Because you can't share it temporarily, you can only share it after maintenance, so the account number is very important. A slight negligence will increase the company's expenses and damage the company's interests, so this is very important. Save every penny and make good use of every penny, because every penny of ours is hard-won. I believe that with the joint efforts of our new people, our easy-to-live tomorrow will be better!

In the new year, I will meet greater challenges. I would like to ask all the leaders and colleagues present here to give me more help and encouragement. Thank you!