Financial Secretary Resume Samples

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Financial Secretaries handle various transactions for an organization, usually a church, and complete activities such as preparing invoices, collecting payments, depositing money, collaborating with the treasurer, producing charitable giving reports, and updating financial records. Successful candidates showcase in their resumes good numeracy skills, integrity, confidentiality, accuracy, attention to details, teamwork, and effective communication. A well-written resume sample for the job showcases at least an Associate’s Degree in financial management or a similar field and previous experience working with money.

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1

Financial Secretary

Analyzed building expenses to report monthly and yearly profit and loss statements to all shareholders.

  • Established tenant association and transitioned rental property to cooperative housing.
  • Secured licensed contractors to ensure all building codes and improvements passed fire codes.
  • Reconciled and reported all cooperative yearly earnings to the Housing preservation and development.
Candidate Info
25
years in
workforce
9
years
at this job
MA
Human Resource & Operations Management
2

Treasurer & Financial Secretary

Create chapter budget & monthly finance reports; Maintain chapter checking and savings accounts, as well as collect and distribute chapter, local, and national dues

  • Served as Interim Chapter President June - October 2013
  • Managed & Operated $5,300 Homecoming Pageant
  • Increased efficiency; brought in $6,425 through fundraising; Moved from $-800 operating deficit to $1200 operating surplus
  • Completed Alpha Phi Alpha & OSU Student Life financial risk management training
Candidate Info
4
years in
workforce
2
years
at this job
BA
Economics
3

Financial Secretary

Used word processing, spreadsheet, and other software applications to prepare reports, invoices, financial statements, and letters

  • Maintained financial budget for school including collection of money, bank deposits and reconciled bank statements
  • Answered inquiries from persons entering establishment
  • Utilized accounting software, School Funds, Lawson, NC Wise
  • Supervised and motivated 4 office staff members daily
Candidate Info
9
years in
workforce
9
years
at this job
HS
High School Diploma
AS
Arts
4

Financial Secretary

Responsible for all bookkeeping functions for a church with 1000 weekly attendees across three campuses, twenty-four employees and an annual budget of 1.8 million.

  • Responsible for journal entries, scanning checks, payroll, accounts payable, credit card actions, credit card and bank statement reconciliations, budget to actual reporting. Responsible for issuing W-2s, Form 1099s, and contribution statements annually.
  • Successfully implemented church's transition from QuickBooks to Intacct (a cloud-based accounting system) and streamlined the credit card reconciliation process from an average of 16 hours per month to 4 hours per month.
  • Created multiple reports through Intacct to enable ministry and campus leaders manage their budgets more effectively.
  • Committed to providing superior customer service to all associates and church members.
  • Proficient with MS Excel, MS Word, MS Outlook, Intacct.
Candidate Info
25
years in
workforce
3
years
at this job
BS
Economics
5

Financial Secretary

Count currency, coins and checks received during the weekly service using a calculator or adding machine, in order to prepare them for deposit. Examine checks for endorsement and verify that the written and numerical amounts agree and then ensure that the check is stamped appropriately for deposit. Reconcile and prepare monthly financial reports.

  • Assisted in creating the yearly budget for 2014
  • Recommended a new procedure for the Financial Committee to follow to ensure that all deposits were being handled accurately.
  • Trained 4 Officers on how to properly count the funds.
Candidate Info
25
years in
workforce
8
years
at this job
BS
Business Administration / Management
6

Financial Secretary/business Administration Officer

  • Utilized Constant Contact for E-Mail Marketing and Social Media networking.
  • Managed the day-to-day finances of the organization (accounts receivable/accounts payable, payroll).
  • Completed and submitted the required Internal Revenue Service, Florida Unemployment Compensation and Department of Labor forms (Forms 940, 941, 990, UTC 6, LM-2 & LM-3, W-2 and W-3). Prepared monthly Per Capita and quarterly Compilation Reports.
  • Designed, built and maintained the Organization's database using Access 2007. The database tracks information on more than 900 members in eighteen separate Units.
Candidate Info
41
years in
workforce
13
years
at this job
BS
Science Information Technology / Information Systems Security
7

Financial Secretary

Record maintenance for a $50,000 dollar 501(c) 3 organization using Excel spreadsheet

  • Prepared W-2 for Pastor and year-end tax receipts for parishioner's donations of a 501(c) 3 organization
  • Set up tax exempt certificate for a 501(c) 3 organization saving the church several thousand dollars in tax savings
  • Directed the process of changing the name of the church, including submitting all supporting documentation to the proper vendors and government agencies
  • Interacted with vendors to save $500 dollars a year
Candidate Info
25
years in
workforce
18
years
at this job
BS
Mathematics
8

Executive Assistant/financial Secretary

Prepared innovative strategies and plans to achieve the target as well as the goals of the practice.

  • Developed, formatted and maintained practice website and daily blogs.
  • Handled the tasks of managing calendars, scheduling meetings.
  • Prepared financial daily reports, handled bank deposits, and reconciled all quarterly reports.
  • Assisted Doctors with special projects as needed, including lecture presentations and renewal of Professional License.
Candidate Info
6
years in
workforce
4
years
at this job
BS
Business
Art, Business
9

Financial Secretary

Management and maintenance of all records and financial books

  • Managing payroll process; delivery and cash handling
  • Devised and implemented innovative marketing principles and promotional support financial growth.
  • Implement cost saving processes designed to reduce cost
  • Significantly reduced operating cost by identified bloated expenses
  • Developed a strategic plan to build better financial accounting system to deliver simplicity for donation acceptance
Candidate Info
36
years in
workforce
14
years
at this job
10

Financial Secretary

Prepared annual end of the year financial statements for members.

  • Presented monthly reports to council of receipts independently of both trustees and treasurer.
  • Received monthly financial receipts for the church.
  • Oversee guidelines for accounting of contributions and attests individual giving records of members.
  • Maintained proper liability, property, bonding, and workers compensation insurance, including keeping up to date copies of insurance coverage for all outside parties.
  • Established and reviewed procedures for the financial management.
  • Developed budget and examine quarterly / monthly financial reports to monitor financial expenditures.
Candidate Info
14
years in
workforce
4
years
at this job
C
Certificate
C
Computer Information Systems
BA
Multidisciplinary Studies

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