Financial Secretary Resume Samples

A Financial Secretary will render support to the finance and accounts department, in this position, the professional will take responsibility of every aspect of the organization’s financials, right from incoming cash to income tax payments. A Well-crafted Financial Secretary Resume highlights such duties as – keeping an accurate record of all receipts and payments made through the company, preparing all payment authorizations, preparing and presenting financial secretary report, preparing funds for bank deposits, dealing with clients outstanding accounts, keeping track of all accounts payable, undertaking associated administrative tasks and drafting correspondence and emails.

To perform these crucial tasks, employers typically expect a certain amount of skill sets such as – financial expertise, good numeracy skills, the ability to handle a huge amount of data and information, confidentiality, a deep understanding of accountancy and finance; and adherence with financial laws and regulations. A combination of education and experience is equally required; an associate’s degree in financial management and prior experience working with money should be showcased on the resume.

Financial Secretary Resume example

Financial Secretary Resume

Objective : Diligent, detail-oriented Administrative Assistant knowledgeable in all office functions. Excels at multi-tasking in a fast-paced environment, completing projects within time and budget constraints.

Skills : Microsoft Office, Word, Excel, Quick books, Outlook.

Description :

    1. Oversaw financial and office functions for 400-member church.
    2. Financial operations included bookkeeping functions such as posting, writing checks, payroll and other reports and financials.
    3. Interacted with congregational members and vendors to resolve payment issues.
    4. Managed over 20 volunteers, organizing and scheduling job functions to produce and distribute a weekly newsletter and two weekly Sunday service bulletins.
    5. Volunteer relations involved recruiting an adequate workforce with the skills to accomplish the work that the church needed to have done, and handling the sometimes sensitive issues involved with different personalities working together.
    6. Strong people skills came to play to provide leadership that motivated a non-paid workforce to meet tight deadlines.
    7. Trained new volunteers on processes to gather information, produce and distribute documents to meet the needs of the church.
    8. Acted as official secretary for after hour church meetings, reporting on financial matters and keeping official minutes.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Diploma


Financial Secretary II Resume

Headline : Seeking a challenging career as an Insurance /Customer Service Specialist with a growing company. Over 9 years experience in Customer Service and insurance verification/benefits/auditing, claims, competent computer skills, Learn to grow within a company working in the health facility sector, adept to guidelines, procedures and company regulations, my pleasant attitude and skills will add to the inclination of the company.

Skills : Microsoft Office.

Description :

    1. Answered all incoming calls for the church and gave messages to the appropriate Church officials Schedule meetings and arrange appointments as needed for minister and other officials.
    2. Order and maintain an adequate inventory of office supplies Work to the guidelines established by the committee on finance to receive funds from whatever source including through the mail and by electronic deposit, record them, and report them to the church treasurer and the committee on finance.
    3. Checked the records, quarterly, against those of the treasurer and keeps records in good order for an annual audit.
    4. Organize and maintain financial records, including payroll, deposits, payments, and bank accounts.
    5. Execute spreadsheets for monthly financial reports.
    6. Checked the records, quarterly, against those of the treasurer and keeps records in good order for an annual audit.
    7. Organize and maintain financial records, including payroll, deposits, payments, and bank accounts.
    8. Execute spreadsheets for monthly financial reports.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Master's In Education


Sr. Financial Secretary Resume

Summary : Accurately and efficiently manages scheduling of employee meetings and events as well as provide follow-up regarding the closure of action items. Responsible for financial activity of the school including site-based budget, student activity accounting, and bank reconciliations, ensuring consistent accuracy in all financial transactions.

Skills : Management, Customer Service Skills, Human Resources, Loss Prevention, Cash Management, Inventory Management, Microsoft Office, Fax, Copy Machine, Training, Excel.

Description :

    1. Create databases and spreadsheets to prepare various reports required for operation of the school.
    2. Prepares any reports or documentation required for any audits of the school's financial systems.
    3. Accurately and efficiently perform financial bookkeeping of accounts receivable/payable functions.
    4. Responsible for financial activity of the school including site-based budget, student activity accounting, and bank reconciliations, ensuring consistent accuracy in all financial transactions.
    5. Prepare purchase orders and requisitions for capital improvements and operating budgets.
    6. Monitors all outgoing expenses and versus the financial resources required for such purchases.
    7. Communicate professionally with internal & external customers while providing support for school administrators.
    8. Supervises office staff as well as sports organization staff for budgeting and fund collections.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Bachelor Of Science

Financial Secretary III Resume

Summary : To acquire a challenging position where I can use my unique technical, financial, and customer service skills to effectively and efficiently add value in to a company.

Skills : Microsoft Office.

Description :

    1. Maintain financial records and reconcile Microsoft Excel spreadsheets with invoices and payments.
    2. Create and track $2,000,000 Special Services' budget, in conjunction with the School District's Special Services Director, including following requirements set by the U.S.
    3. Department of Education regarding IDEA-B funds.
    4. Work closely with the District's Treasurer to ensure proper use of Special Services funding.
    5. Assist in providing services and support for over 500 students and 120 staff members.
    6. Responsible for researching and purchasing equipment for Special Services students and teachers.
    7. Maintain contracts, including submitting new contracts to the School Board for approval, setting up payment, and ensuring contract terms are upheld.
    8. Submit purchase orders for services, equipment, and supplies necessary for Special Services.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Computer Science

Financial Secretary I Resume

Objective : Responsible for financial activity of the school including site-based budget, student activity accounting, and bank reconciliations, ensuring consistent accuracy in all financial transactions.

Skills : Case Management, Financial Management, Excel, Word, Administrative Assistant, Office Applications, Team Building, Budgeting, Customer Service, Data Entry, Inventory Management, Powerpoint, Research.

Description :

    1. Performed general Administrative Assistant duties including typing financial reports, memos, screening phone calls, responding to emails, and directing all visitors to their proper destination.
    2. Used guidelines of Board policies and administrative regulations on financial management.
    3. Budgeted and audited 12 Student Activity Fundraising Accounts.
    4. Budgeted and balanced Title 1 Government Funds with SAP Financial system.
    5. Utilized WenGage Accounting systems for all Expenditure and Revenue purposes.
    6. Ordered school supplies and created purchase orders through SAP Financial system.
    7. Worked with Travel Agencies to schedule flight and hotel arrangements for Principals and Teachers.
    8. Created and submitted Requisition request for Teachers and Principals that were traveling to different cities for Professional Development.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Business Administration

Asst. Financial Secretary Resume

Objective : To obtain a full-time position in the Administrative/Customer Service or Human Resources fields, with a growth oriented organization that encourages employee development and advancement opportunities.

Skills : Answering phone calls, sending emails, assisting office manager, outgoing calls.

Description :

    1. Processes financial activities, and information for school.
    2. Maintains and manages student activity fund with a budget of $40,000.
    3. Collects money and prepares receipts; prepares monies received with appropriate documentation and deposits at bank.
    4. Records deposit information into appropriate accounts, and reconciles monthly bank statements with account records.
    5. Maintains and establishes paper and electronic school financial files.
    6. Enters and accesses data in financial records, spreadsheets and programs; generates reports as required.
    7. Reviews invoices, contracts and receipts for accuracy; initiates payment of invoices; prepares checks and enters information into accounts.
    8. Coordinates school fundraisers including maintaining records and resolving operational problems associated with fundraising.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Diploma

Associate Financial Secretary Resume

Summary : Over 12 years experience in Accounts Payable processing high volumes of invoices and employee reimbursements following company policies. I also have experience managing Fixed Assets and Prepaid expenses accounts. I understand the month end processes and journal entry posting.

Skills : Microsoft Office, Cognos, Purchasing, Administrative.

Description :

    1. Track and maintain financial data for multiple activity club accounts, operating budgets, scholarship accounts, and Federal grants.
    2. Provide purchasing and acquisitions support to a large (1,300 + students) high school.
    3. Create, process and maintain all purchase records, including the ordering of all annual school supplies.
    4. Validate ordering requirements with the staff, submit orders, track the processing of orders, receive items from vendor and distribute inventory to staff.
    5. Maintain order status and input of data entry in financial system.
    6. Monitor teacher absences and track and coordinate substitute teachers.
    7. Perform facilities management services, including creating, processing and tracking facilities maintenance service requests.
    8. Managed and maintain 5 copy machines throughout facility.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
General Studies

Financial Secretary Lead Resume

Summary : Diligent, detail-oriented Administrative Assistant knowledgeable in all office functions. Excels at multi-tasking in a fast-paced environment, completing projects within time and budget constraints.

Skills : Notary Public.

Description :

    1. Managed local non-profit death benefit fund.
    2. Collected, recorded, and deposited payments for over 3000 members using Excel and Quickbooks.
    3. Answered phone calls and interacted with customers whom had lost loved ones in courteous, compassionate manner.
    4. Received monthly payments, sent bereavement correspondence, processed death certificates, and claim forms in order to send out benefits to beneficiaries.
    5. Reported to monthly board meeting producing reports and documentation supporting monthly activity.
    6. Converted company from hand-written format to completely computerized system.
    7. Entered 5000 names, addresses, and policy numbers into computer.
    8. Setup bookkeeping in Quickbooks and created spreadsheets in Excel for easier and more precise record keeping.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Computer Programming

Financial Secretary/Executive Resume

Objective : Highly focused professional with 27 years of business administrative experience with a strong background in financial services including bookkeeping, budgeting, payroll, and purchasing. Strong representative of good customer service and communication.

Skills : Most office equipment, Multi-line phones, shorthand, 10 key adding machine, excellent writing & communication skills.

Description :

    1. Assure that inventory audits are performed regularly, escalating any and all non-reconciled discrepancies to direct Manager.
    2. Assure that appropriate production level documentation is completed for all production staff.
    3. Complete production and quality assurance reports.
    4. Train new staff as needed, and coach/counsel staff with the assistance of the Manager.
    5. Delegate and direct daily workflow needs to employees.
    6. Monitor employee performance and attendance and submit appropriate documentation to Manager for disciplinary and performance review purposes.
    7. Assure that safety protocols are followed at all times, escalating any issues directly to Management.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
BS In Chemistry

Chief Financial Secretary Resume

Headline : Dedicated Customer Service Representative motivated to maintain customer satisfaction and contribute to company success.

Skills : Notary Public.

Description :

    1. Disperses funds, verifies cash and handles negotiable instruments in accordance with all established procedures and guidelines.
    2. Data entry into multiple systems of record Utilizes multiples systems to research necessary information to resolve questions or issues.
    3. Provides and prepares cash reports Responsible for ensuring the accuracy and integrity of the data, including input and output.
    4. Prepared weekly salary and church member reports.
    5. Facilitated month-end close processes, invoicing, journal entries and account reconciliations.
    6. Audited internal financial processes on a quarterly basis.
    7. Designed and created weekly and monthly spending reports.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
High School Diploma

Financial Secretary Resume

Objective : Over 7 years experience as an Auditor with strengths in financial orientation, creativity, building relationships, and resolving issues. Ability to train others, as well as assume a management role.

Skills : Proficient in QuickBooks, Microsoft Word, Excel & PowerPoint Fundamental accounting knowledge Efficient, detail-oriented, highly organized Excellent written and verbal communication skills Outstanding customer service skills.

Description :

    1. Keep accurate records in appropriate financial journals of all monies received and disbursed.
    2. Provide statistical financial data as requested by Treasurer, Finance Committee, and/or the church staff.
    3. Serve as resource person regarding legal and business matters of the church; study annually the insurance program and make recommendations, if any.
    4. Serve as church purchasing agent, approving and processing requisitions and purchase orders.
    5. Maintain records on church staff personnel.
    6. Maintain confidentiality about specific member contributions except with approved persons.
    7. Perform other duties as assigned by the Finance Committee and the Pastor.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
MBA In Finance