How to write the summary template of property finance work?

How to write a summary of property finance work? Let's take a look at Bian Xiao's sharing today.

The summary of property finance can be described from three aspects: 1 First, it can be described as the daily work content and specific performance of property finance; 2. Then you can describe the gains and shortcomings during your work; Finally, you can describe how to improve your professional skills and quality in your future work.

Summary of Property Finance Work 1

In the year of doing financial work, I also actively cooperated with my colleagues to do a good job, whether it is collection, financial statements or other work. A year later, I also did a good job in property finance, but I also felt that I still had a lot of property aspects to improve. I will continue to work hard, which is also a summary of doing a good job.

Property finance is not difficult to do. I have done financial work before, and I also understand that this work requires us to do it seriously and patiently. What kind of situation didn't happen after a year, and I also feel that doing a good job requires cooperation from all sides besides my own ability, which is a bit difficult for me, but my colleagues are also easy to get along with, so even if some things are really difficult to do well, with the cooperation of everyone, they have been completed, which also makes me know that I still have a lot to improve, and this year's work is not too busy, so I will have time. After all, I haven't been here long. I am also a newcomer this year, but I will try my best.

Through my own efforts, I also feel that it is not too difficult to do a good job, but there are still many places to learn, especially as a financial person, I can't make mistakes. The more I know, the better I can finish my work. After a year's hard work, I see that although this job is basic, there are still many aspects worth learning and improving, and my experience is really insufficient. I am also very grateful to my colleagues for their willingness to teach me and share some experiences. Seeing some aspects that can be improved is also finding the direction for yourself and knowing more about how to make progress. In my work, some things can really improve efficiency, and after optimization, my understanding of finance is more profound. Of course, I also understand that I still have a long way to go, and the company actually has many jobs and opportunities. As long as I work hard, I can catch them later.

The end of a year doesn't mean that my work is over. I also have my own plans for the coming year, and I know that if I want to win a better position, improve myself and work hard, I can seize opportunities in the future, and I will cherish continuous progress.

Overview of real estate finance II

Looking back on the work in the past 20 years, 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 of property companies and _ _, 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:

A, property management companies and _ _ _ _ _ _ _

Starting from _ _ _ _ month, according to the requirements of the Group Finance Center, complete the sub-account processing of the company, open _ _, conduct independent accounting, sort out and bind the recorded vouchers, and file them for future reference. _ month, and hand over the account set to the group accounting department.

Second, establish a property management ledger system.

According to the unified requirements of the financial center of _ Group, combined with the actual situation of property companies, and on the basis of pre-accounting, from the perspective of management, the management ledger system of property companies (property companies and Shijiaxuan) is established. 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 _ Group Finance Center, the financial system of the property management company was established. Including the formulation of _ system, _ ledger accounting methods, _ payment management methods, _ approval authority regulations, _ departmental responsibilities, _ service settlement management methods.

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 repossession and strengthen the collection of management fees. From _ month onwards, * * * has recovered _ households and recovered _ million expenses; Since _ _, we have focused on strengthening the collection of management fees. _ _ * *, we recovered the management fee of _ _ million, and the charging rate was greatly increased compared with last year.

Six, complete _ financial department data entry

A thorough inventory of the first-phase maintenance fund and arrears. Report to the company leader and make a reminder.

_ monitoring and management of financial expenditure, price audit and collection process. Financial training was given to the cashier, and a cash register was added in 1 month, which made the cashier work more standardized and greatly improved the work efficiency.

7, 20__ years working ideas of the finance department.

1. Establish the cost library of the property management company.

According to the actual working situation of the property management company and _ _, prepare the cost library of the property management company. 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 point of view of management, make further accounting for the operating conditions of _. 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 is 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!

Summary of property finance work 3

Looking back on the past year, the company's operation has gone through a difficult course. As the main person in charge of the finance department, I didn't put the financial work in place, managed and coordinated the overall work of the finance department fully and effectively, and didn't give full play to the role of the finance department in company management. I feel deeply guilty and ashamed of the platform given by the company leaders and the enthusiastic support of my colleagues. I deeply understand that the financial department, as a major functional supervision department of the company, is the responsibility of the financial department to be a good family, manage money and serve the enterprise better, and has great obligations and responsibilities in strengthening management, standardizing economic behavior and improving the competitiveness of enterprises. The work of the Department is summarized as follows:

1. In the past year, the finance department has carefully completed various matters assigned by the general manager's office, such as the handling of financing procedures, the change of company licenses, annual inspection and handling, business information with major manufacturers and other temporary matters. However, due to many troubles, we often pay attention to this end but ignore that end, failing to manage it comprehensively. Although the transaction can be completed, it can not bring useful and disposable information to the general manager's office in time, which makes the decision of the general manager's office always late.

Second, in last year's tax work, the finance department overcame many difficulties. By actively participating in tax payment and accounting education and training organized by banking, finance, taxation and other major departments, we explored the key points of tax inspection and successfully passed the work of paying value-added tax in _ _ _. Through study and training, the quality of monthly tax returns has been improved, and the work of filling in various reports of statistics bureau, finance bureau, taxation bureau, commerce bureau, economic and trade bureau and safe has been mastered.

Three. Financial work of the branch: analyze and control the daily business activities of the branch through the daily report uploaded by the branch, and the daily expenses tend to be normal, and all expenses can be paid after approval. The financial activities of the branch are carried out in an orderly manner in the general direction, and the financial personnel of the branch can actively cooperate with the financial work. However, there is no on-site internal audit on the management and control of the branch, and the next step will be to regularly arrange a comprehensive accounting review of the branch.

Fourth, in the actual work process, our department has been keeping in touch with Heluo in the sales department. The sales department fully cooperates with the existing problems, and the financial department fully cooperates with the sales department to do what the financial department should and should not do, which makes the relationship between the two departments more and more close. The sales department, especially the salesman, made several serious mistakes when issuing the sales order and omitted the sales price. Later, when auditing the accounts, the cashier of the finance department had recovered the full amount and did not bring losses to the enterprise. Under Liu's careful study, the financial accounting and financial management of the decoration department can be carried out normally, and the accounting of many small commodities in the decoration department can be clear and clear, and the costs and expenses of all transactions can be accurately accounted. However, in the future practical work, it is necessary to strengthen the communication between the finance department and the decoration department to make the work more orderly.

Verb (abbreviation for verb) The main position of the finance department:

1, business experience is insufficient, business is not skilled enough, are beginners or non-professionals, and their own affairs are too troublesome, which is undoubtedly the disadvantage of strengthening comprehensive financial management.

2. I don't know the function of daily office application software.

3. The professional ability is not strong.

4, but can actively cooperate with all aspects of financial work and other matters of the finance department.

5. The efforts to clean up and collect the company's creditor's rights and debts are not strong enough.

6. Failing to conduct financial accounting in time, failing to provide the company's operating results and financial status in time, failing to organize regular or irregular meetings to analyze and evaluate the performance of the company's operating activities, failing to conduct in-depth analysis and evaluation of the company's finances, and failing to find any shortcomings in the process of operating activities.

7. The primary task of the company's financial management is to strengthen the management of the company's assets, especially the circulating monetary funds. However, in the past year, the company's assets were not strictly managed, and there was no special system to restrain them, forming a random practice. However, He Yuanyuan was appointed by the Finance Department of Commercial Vehicles to comprehensively manage and supervise the integrity and completeness of the number of commercial vehicles sent and received by the company. In addition, the company shall designate a special person to be responsible for the company's commercial vehicles.

8. The company's files are not well managed.

6. "No pains, no gains"

In view of the existing problems, especially the inconsistency between the cash accounts of the company's cashiers, which seriously affected the authenticity and accuracy of the whole report, I did see many weaknesses in financial management. As the main person in charge of the finance department, I have an unshirkable responsibility. _ _ focuses on strengthening monetary funds, asset management and financial analysis, so as to complete financial work in a timely, accurate, effective and beneficial manner. The work plan is as follows:

(1), strive to formulate a series of measures for the problems existing in the past year, improve the management system of the finance department, and effectively implement it in the actual work process; Clarify the division of responsibilities, strengthen the responsibility assessment, and make rewards and punishments clear. On the other hand, reorganize and match the work of financial personnel to organize efficiently and orderly;

(2) In view of the inconsistency between cashier's accounts and cashier's accounts, continue to strengthen business communication, inspection and supervision, formulate the company's monetary fund management system, and comprehensively supervise and manage the whole process;

(3) Strengthen team building and give full play to the role of financial functional departments;

(4) Strengthen the accounting and control of major expenses, and give full play to the role of financial accounting, supervising the company's business activities and selecting information;

(5), do a good job in financial analysis, provide effective reference for leaders, and provide strong financial information support for enterprise decision-making and management;

(6) Strengthen the management of creditor's rights and debts, strengthen the cleaning and collection of accounts receivable and prepayments, shorten the time of capital occupation, reduce the company's occupation cost, and rationally use the customer's funds received in advance and the funds payable to suppliers to participate in the company's capital operation activities;

(7), fully carry out financial exchange meetings, clean up the problems and management shortcomings existing in the work process at any time and improve them quickly, and strive to influence the employees of the finance department to actively participate in the company's business management activities and participate in the analysis and evaluation of the company's business performance;

(8) Continue to fully communicate with the financial departments of various departments and branches to make the whole financial work more closely and orderly.

Seven, thinking determines the way out, and action determines the result.

The idea of the future finance department is to work with the concept of development, change the company's position in the whole market according to the company's specific situation and company leaders, keep learning, update ideas and innovate ideas to meet the needs of the work and carry out the work of the finance department.

Looking back on the past year, the Finance Department briefly expressed its views:

1. The company does not have a clear and specific sales policy, which makes the product sales price and profit space fluctuate, which can't be controlled to some extent, and affects the company's profit level;

2. The company's informatization construction is not enough, and it can't better serve consumers and better meet consumers' needs and expectations, which affects the company's sales to some extent;

3. The company's business promotion is not enough, which affects the company's sales to some extent;

4. The overall management of the company is not enough, which affects the company's profit;

5, the impact on employees is not enough (learning and training, etc.). ), it is impossible to form a good and positive employee literacy atmosphere, which affects sales and profitability.

Summary of property finance work 4

Time flies, and 20 years of work is over. 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, the work in the first half of the year is summarized and reported as follows:

First, adhere to principles, be rigorous and meticulous, and do a good job in accounting checking.

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.

Two, correct attitude, according to the rules, strict implementation of 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.

Three, diligent, dedicated, adhere 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.

Fourth, take care of the front desk and increase the collection of related fees in time according to regulations.

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.

Five, 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 only 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, overcame the difficulties, worked overtime at night with my colleagues, 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 20-year accounting qualification examination 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. There are still many shortcomings in objective and calm self-analysis:

First of all, due to the rapid development of science and technology, I have not been able to fully control the modern office methods and business processing methods; Secondly, because I often take care of this end, regardless of that end, I have not fulfilled the manager's greatest management responsibility.

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 20__ year has arrived, and I am determined to make persistent efforts, work hard, meet higher goals, accept greater challenges, and go up a storey still higher in all aspects.

Property financial work summary 5 pages

On a certain day in _ _ _ _ _ _ _ _

In the process of rapid development of _ _ property management company, I am fortunate to be a member of it, 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 a respectful, harmonious and innovative attitude, so as to get along well with 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.

2.20__ Preparation of monthly capital budget and financial budget

Everything is established in advance, and it is abolished if it is not foreseen. According to the requirements of the financial center of _ property company, complete the monthly capital budget table and the next year's capital budget plan in time every month. In the process of completing this work, I realized the advanced management of the company in terms of funds.

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 the biggest 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 _ Property, my strong sense of mission and responsibility constantly urges me to keep pioneering and innovating 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, and Xiu Yuan is Xi, and Xiu Yuan is Xi, and we are seeking for it from top to bottom.

The above is what Bian Xiao shared today, and I hope it will help everyone.