Summary of regional financial work

Summary is to review and analyze a certain period, a certain project or a certain job afterwards, so as to draw regular conclusions and give us guidance in the next stage of study and work life. Let's learn to write a summary together. Have you figured out how to write a summary? The following is a summary of my carefully organized regional financial work for reference only. Welcome to reading.

Summary of regional financial work 1 has been in Zhengzhou for two days. Yesterday morning, the train was delayed for nearly an hour because of the rain and arrived in Zhengzhou after 7 o'clock. I arranged accommodation. After washing, I arranged to meet Wu, the manager here, in Beijing Hualian 10. Work summary of regional manager. Because the stores were not far apart, I quickly moved to other stores and found that the stores in Shanghai had a large passenger flow. At that time, I suggested setting up an activity stage in this store. Wu found in-store communication in time and set up our promotion desk around noon 12. As we hadn't received the gifts at that time, we decided to use the existing gifts in the store for the time being. Because the weekend is short, both the long people and the short people in the shop give me a good feeling.

I also found some problems in the promotion in the store these two days. I hope to solve it as soon as possible. Work summary is the work summary of the regional manager.

First of all, it's about the order. Promoters report that the company can only place orders every Wednesday, which takes about four days at a time. It always falls on Sunday or Monday. For example, the jasmine eye gel ordered on Wednesday has not been received today, but it has been out of stock in the store since yesterday, which is quite a delay in sales. Can you coordinate the order at any time?

Furthermore, several old customers came with empty bottles these two days and asked for a reduction of 10 yuan (because they knew that both Wal-Mart and Manhattan stores could be used, and both stores were direct stores, especially the Wal-Mart store was less than 10 minutes' walk from us), and they all left when they knew that we were not allowed. The clerk also reported that this happened recently, which affected sales. There is also the problem of leaflets. There are hardly any leaflets here. There is only a desk calendar, and it is impossible to send it. In addition, I think stores like Shanghai still have great potential through these two days of promotion. Can you consider two promoters?

Work plan: Next, I discussed with Wu, and wanted to take advantage of Tuesday's less passenger flow to train everyone on product knowledge and sales skills. I heard that there will be a large-scale training meeting here in two days. I suggest whether it is possible to consider involving the sponsors here.

Summary of regional financial work 2 It has been two days since I arrived in Zhengzhou. Yesterday morning, the train was delayed for nearly an hour because of the rain. Arrive in Zhengzhou at 7: 00, arrange accommodation, and meet the manager Wu Yuehao 10 in Beijing Hualian Store after washing. Because the stores were not far apart, I quickly moved to other stores and found that the stores in Shanghai had a large passenger flow. At that time, I suggested setting up an activity stage in this store. Wu found in-store communication in time and set up our promotion desk around noon 12. As we hadn't received the gifts at that time, we decided to use the existing gifts in the store for the time being. Because the weekend is short, both the long people and the short people in the shop give me a good feeling.

In the past two days, I also found some problems in the promotion of the store, hoping to solve them as soon as possible.

First of all, it's about the order. Promoters report that the company can only place orders every Wednesday, which takes about four days at a time. It always falls on Sunday or Monday. For example, the jasmine eye gel ordered on Wednesday has not been received today, but it has been out of stock in the store since yesterday, which is quite a delay in sales. Can you coordinate the order at any time?

Furthermore, several old customers came with empty bottles these two days and asked for a reduction of 10 yuan (because they knew that both Wal-Mart and Manhattan stores could be used, and both stores were direct stores, especially the Wal-Mart store was less than 10 minutes' walk from us), and they all left when they knew that we were not allowed. The clerk also reported that this happened recently, which affected sales. There is also the problem of leaflets. There are hardly any leaflets here. There is only a desk calendar, and it is impossible to send it. In addition, I think stores like Shanghai still have great potential through these two days of promotion. Can you consider two promoters?

Work plan: Next, I discussed with Wu, and wanted to take advantage of Tuesday's less passenger flow to train everyone on product knowledge and sales skills. I heard that there will be a large-scale training meeting here in two days. I suggest whether it is possible to consider involving the sponsors here.

Summary of regional financial work 3-20xx years is a year when the company gradually moves towards maturity and rapid development. Under the correct guidance of the financial management center of the headquarters, and with the full cooperation of all financial personnel of the companies under its jurisdiction, the regional finance department has successfully completed the work of the finance department and cooperated well with the work of the delegation. The work in 20xx years is summarized as follows:

I. Organization of training work

20xx is a year of rapid expansion and development of the group company. Therefore, it puts forward higher requirements for the professional quality of financial line personnel and the training and construction of talent echelon. In order to adapt to the rapid development of the Group, the region has organized many trainings to improve the professional skills and management level of financial personnel.

There are seven areas for intensive training. At the beginning of the year, together with the Group, we summarized the financial work in the past year and looked forward to the work in 20xx. In April, organize regional finance to study accounting system in Shanghai, and strengthen the use level of financial software. In May, the finance department in the region was convened to study the compilation of rent statements in Zhengzhou, and the finance manager in Nanyang shared the knowledge of financial mutual check, while the finance manager in Shijiazhuang shared the management skills of franchised stores. Subsequently, organize all financial managers to Changzhou to make a semi-annual summary. These are all summarized and analyzed by the leaders from the height of the group, and everyone has benefited a lot. In August, we also organized everyone to study report management system and cashier system in Changsha. The financial managers in Changsha shared their experience in accounting, and the financial managers in Shijiazhuang shared their experience in management. In order to make a better budget, in June 165438+ 10, financial backbones were invited to Shanghai to study the budget management system. In addition, centralized training also includes monthly telephone training meetings, which will organize everyone to focus on solving and studying monthly work problems.

In various companies, financial managers regularly and irregularly train their accountants and cashiers. Zhengzhou company has 10 minutes of working knowledge sharing every morning, which has accumulated over time and everyone has benefited a lot. Changsha Company also holds weekly departmental work meetings to share work experience at any time in combination with actual work cases. Through training, the financial staff's business level has been continuously improved, and the team has more fighting capacity and vitality! Of course, we also have shortcomings, such as sometimes there is no record and archive of training.

Second, accounting.

According to the newly promulgated Accounting System in 20xx, combined with the actual situation in the region, the financial accounting work of regional companies is standardized in a timely and effective manner. Including listening to the lectures of the accounting compliance minister of the headquarters for many times, and returning to work to seriously ponder and summarize.

In order to better standardize regional financial accounting, we have organized many companies in the region to observe and learn, sum up problems, help improve, and put forward suggestions for their reference. Cross-check items include lease contract management, major economic contract management, seal management, receipt and invoice management, rent collection management, market payment management, tax management, planning activity management, advertising space resource management, voucher report file management, warehouse management, social security management, and fund management. , involving most aspects of accounting compliance. Through hard work, the inspection company found many advantages of the brother company, and the inspected company got many pertinent suggestions. For newly established companies, such as Yichang and Fangbei, the district will organize personnel to help establish a standardized financial accounting system. With the joint efforts of everyone, there is no major violation of financial accounting in this area. In order to meet the listing requirements, higher requirements will be put forward for financial accounting units next year.

Third, personnel training.

It is our tradition to pay attention to personnel training. At every centralized meeting, we will test this concept. From the lower level to the higher level, we will never forget the excellent style of "passing, helping and bringing". Those who are willing to learn will be given incentives under the group system. For example, if Nanyang Company and Zhengzhou Company pass the 20xx title examination, they will be immediately notified of praise, given cash rewards, and arranged to exercise in more important positions. For most personnel, rotation opportunities will be given, from cashier to cashier, from cashier to accountant, from accountant to supervisor, from supervisor to manager, from manager to minister, etc. For everyone to have the opportunity to learn more knowledge and have more room for development in the future. At the same time, we will also look for outstanding talents outside to replenish fresh blood for the financial team in the region.

Through hard work, the financial personnel in the whole region have been promoted to varying degrees, and everyone's working ability and work passion have been further improved. This has accumulated strong strength for the new company in the future.

Fourth, communication and coordination.

Communication is the link to transmit information. In daily work, strict requirements are put forward for the communication and coordination ability of financial personnel. Every month, the region will ask the financial manager of the company to do a good job in financial analysis, communicate with all departments, and communicate with the general manager to find out the places that need to be adjusted and find the dead ends in the work, so as to improve the work better in the future. In financial work, we should not only do a good job in accounting, but also do a good job in consulting senior staff and strive for the business objectives of the whole company.

For subsidiaries, we should also cooperate with the general manager to communicate with partners. For example, in order to optimize tax revenue and benefit stakeholders, what kind of financial accounting model should be adopted? Take Yichang Company as an example. The partner has the management consideration of the partner, and we will also come up with our suggestions, and finally weigh the pros and cons and adopt the optimal strategy. In specific work, compared with the initial budget, which expenses need to be saved and which expenses need to be increased. All these require good communication, and finally we can come up with a more favorable financial management goal for the whole business entity.

Verb (abbreviation of verb) fund management

Fund management is also an important link in the process of financial management. Companies in the region strictly follow the Regulations on Fund Management to improve the efficiency of fund use, reduce the risk of funds and strengthen the internal control of the unit. In the financial cross-check of each institution, we will check whether the cash supervisor meets the internal control requirements, whether the safety facilities are in place, whether the inventory limit stipulated by the company is exceeded, whether there is a standardized approval process before the cash is used, whether the balance reconciliation table is prepared at the end of the month, and whether it has the ability to control the capital flow in the planned activities of the company.

At the same time, brother companies will exchange financing experience and strengthen corporate financing according to their actual situation. Such as Zhengzhou's financing, Shijiazhuang Company and Huangshi Company's multi-party financing practice. These are all manifestations of continuous innovation at work. In order to strengthen fund management, they will constantly ask for instructions and check whether their work conforms to the group policy.

Tax management of intransitive verbs

According to the tax management system of the Group, the financial management of regional companies is strictly required to meet the requirements of tax laws, prevent tax violations, and achieve the requirements of forecasting in advance and controlling in the process. According to the spirit of the group meeting, companies are required to strengthen communication with inspection management departments in this year's work. Among them, the items listed in the comparative tax law are to pay stamp duty truthfully and stamp it truthfully. Many times, the company was asked to carry out tax self-inspection activities. Through the concerted efforts of Qi Xin, there were no major tax-related matters in Central China throughout the year, and the work communication was good.

Seven. Budget management

Since the company implemented the comprehensive budget, budget management has played an important role in the company's development. Budget process can be roughly divided into formulation, implementation, assessment and other processes. In the formulation process, self-operated stores are better, and branches should strengthen communication with partners. In the process of implementation, individual companies need to improve the details of budget control. For example, in the process of planning activities, we should strengthen the control of rent capping and avoid out-of-control planning subsidies.

The region requires each company to make a monthly budget analysis and then communicate with various departments, general managers and partners. Only in this way can the budget really serve management.

Eight. Audit cooperation

The region requires companies to constantly learn the provisions of financial management standards and implement them accordingly. This year, some companies such as Zhengzhou, Changsha, Nanyang, Huangshi and Shijiazhuang were audited in cooperation with the Audit Department of the Group, and the problems found in the audit were immediately rectified. At the same time, in order to share experience, the region has organized many mutual inspection activities. For example, Nanchang Company, Zhengzhou Company and the region cross-check Changsha Company, Changsha Company, Nanyang Company and Zhengzhou Company and the region cross-check Shijiazhuang Company, Nanyang Company and Xinxiang Project and the region cross-check Datong Company.

By checking other companies, we can find out whether these problems are our own, and if so, we will improve them. At the same time, we can also find the advantages of other companies, and we can bring these advantages back to our own company to learn, which can be described as mutual help and exchange of needed goods.

Nine. Financial informatization

With the rapid development of the company, the Group's financial informatization has also developed rapidly. Financial informatization can improve work efficiency, and the company attaches great importance to improving the skills of using financial software. In April, the financial manager of a regional organization organized accountants to learn the use of the new financial software of the Group, then organized everyone to learn the report management system, and recently organized everyone to learn the budget system of the Group. Whether it is cashier system, the latest financial software system, k3 system, report management system, budget system, etc. , requiring end users to master it skillfully. Through everyone's efforts, every end user can master it skillfully and constantly discover new usage skills. In the process of use, solve difficult problems in financial software at any time, collect suggestions from end users at any time, and contact group leaders to continuously improve all financial information systems used, such as business process optimization, document printing improvement, function improvement and interface optimization of the new financial system.

X. Service management

The company belongs to the service industry, and it is the responsibility of each department to strengthen service management. In order to enhance the company's overall service image, the regional financial line has always advocated the service concept, requiring the financial personnel of each company to enhance their service awareness, provide good services to the company's management and customers under the premise of ensuring financial controllability, especially the cashier's service awareness, and strive to achieve good results in the customer satisfaction inspection of regional cashiers, win the affirmation of the general managers of each company, and further gain support for financial work. Through everyone's efforts, most companies are worthy of recognition, but some companies still have a lot to improve.

Summary of regional financial work 4 1: monthly sales completion:

⑴: Summary of sales this month

⑵: Sales details

a； Shuxuetong injection

b； other

⑶: Sales summary of agent category.

Summary of hospital sales in various modes

⑶ Sales summary: (analyze the completion of sales target by product and category)

⑷: Market analysis: (analyze the sales of Class B hospitals one by one, and analyze the work of departments and agents in hospitals whose sales are not up to standard)

Second, the market development

Target hospitals: (List hospitals developed this month)

(1): developed hospitals

(2): the hospital is underdeveloped (explain the main reasons for the underdevelopment of the hospital)

Three. Customer visit:

Answer: (Summarize in chronological order, communicate contents, main problems solved and other information):

B: Develop hospital customer visits (time, communication content, etc. )

Four. Market supervision: (selling solutions to problems of substandard hospitals, listing the names of hospitals by category);

Verb (abbreviation of verb) market adjustment: (whether the adjustment and the next plan have been completed)

Seven. Complete the monthly key plan: (Why not, solution)

Area: Office: Area Manager: Date:

Regional financial work summary 5 points:

Divide the overall goal and task into sub-goals of each stage and region. Carry out the task to people (dealers and corresponding sales staff) and allocate various resources reasonably. It is best to use tables and data to explain, seriously, comprehensively and accurately. Or it can be explained in detail in the form of an annex, but the year-end summary must be accompanied by next year's plan. If the company's habit is to write alone, it is enough to show a brief plan and main ideas in the report.

Goals need to be supported by measures, through what measures, what resources are allocated, and what goals are achieved. First, it is necessary to implement a certain target responsibility system, and the expected goals should be stated separately, and they should not be confused. Otherwise, leaders will feel insecure, inadequate and uneasy, easily confused and mistake their ideals for reality.

Breakthrough can generally start with the main problems that exist this year. The main problems this year have been clearly analyzed in the summary, and the company leaders have also focused on one issue. Although there may be thousands of market problems, as long as one major contradiction is solved, other contradictions will be solved. Through correct methods, rigorous thinking and accurate and effective measures, we strive to create new sales growth points and highlights in the breakthrough.

Marketing, sales and brand still need to accumulate a lot of money, and solve a major problem to a higher level within one year, as promised. If you write such a report in the second year, the leaders will believe you and get the support you deserve.

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