Financial Secretary Resume Samples - Page 2

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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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11

Financial Secretary

Managed all aspects of accounting for the office including accounts paybles, accounts receivables, payroll, payroll taxes, year end tax documents, insurance audits, payroll audits and assisted the benefits representative in solving insurance issues

  • Assisted the Human Resources Department regarding payroll and benefit issues.
  • Made all travel arrangements, conference scheduling, and answering phone calls.
  • Worked with Roberts Custom Accounting software and prepared all financial statements and full non-profit disclosure statements.
Candidate Info
12
years in
workforce
6
years
at this job
AS
Business Accounting
AS
Respiratory Care
12

Chapter Financial Secretary

  • Managed a budget of up to $4,000 that was used to support our deployed troops
  • Assisted in organizing and facilitating fundraising and community events
  • Received, deposited and recorded all monies collected and paid by the chapter
  • Processed membership applications and dues received by chapter members
  • Coordinated with the chapter Treasurer to pay chapter bills; maintain accurate financial records; and prepare year-end financial reports
Candidate Info
21
years in
workforce
1
year
at this job
AS
Business Administration
13

Assistant Financial Secretary

Performed general office duties such as ordering supplies, maintaining records management systems and performing basic bookkeeping work.

  • Filed and retrieved church documents, records and reports.
  • Met with individuals, special interest groups and others on behalf of executives, committees and boards of directors.
  • Prepared invoices, reports, memos, letters, financial statements and other documents, using word processing, spreadsheet, database and presentation software.
  • Opened, sorted and distributed incoming correspondence, including faxes and email.
  • Greeted visitors and determined whether they should be given access to specific individuals.
  • Attended meetings in order to record minutes.
  • Read and analyzed incoming memos, submissions and reports in order to determine their significance and planned their distribution.
Candidate Info
11
years in
workforce
9
years
at this job
HS
High School Diploma
Computer Information Systems
Computer Programming
14

Financial Secretary/program Coordinator

Liaison between CEO, government officials, parents and students

  • Organized field trips for various programs; set attainable goals for program
  • Completed assignments expeditiously performed records management
  • Maintained confidential filing system; prepared and submitted grant proposals
  • Bookkeeping, prepared quarterly and end of month reports
Candidate Info
12
years in
workforce
11
years
at this job
C
Business
Medical Office Assistant Program
15

Administrative Assistant/financial Secretary

Oversaw reception area, including greeting visitors, answering telephone calls, and responding to requests for information

  • Created weekly prayer request lists. Designed Sunday Bulletins and Monthly newsletter. Created PowerPoint presentations for special events and services. Created and distributed memos, letters, and other correspondence
  • Maintained member contributions on weekly basis. Maintained membership records
  • Maintained volunteer list. Contacted volunteers as needed for assistance with office support
  • Maintained office supply inventory and ordered supplies as needed
  • Assisted with event planning including fundraisers, staff meetings, and yearly planning meetings
  • Served as signer for office deliveries and donations. Appropriately designated delivery of donated items to staff members
  • Served as back-up for payroll processing and accounts payable. Contacted appropriate church members for signature of checks as needed. Served as Administrative Council Secretary
Candidate Info
22
years in
workforce
3
years
at this job
AA
Liberal Arts
16

Office Manager and Financial Secretary

Designs and implements office policies by establishing standards and procedures; measuring results against standards; making necessary adjustments for continuous process improvement

  • Prepares and distributes pay checks, withholds appropriate taxes and pays state and federal payroll related taxes as required, prepares and distributes W-2 forms and 1099s; maintains payroll records
  • Records financial contributions and provides contributors a record of contributions as requested
  • Pays all church financial obligations; reconciles checking account; assist in creating church budget
  • Designs and maintains office files ensuring availability of critical information at all times. Provides timely reports as needed and maintains an up-to-date database of church membership
  • Prepares, coordinates, and publishes the church newsletter and the weekly church bulletin
  • Purchases office supplies; performs duties as receptionist; assists members requiring administrative help for church related business
Candidate Info
10
years in
workforce
7
years
at this job
Nursing Assistant
17

Financial Secretary

International church with 1,000+ members in 50 nationalities

  • Set financial guidelines for the Fund.
  • Implemented disbursement procedures for rebuilding efforts across different teams.
  • Responsible for financial reporting, budgeting and administration.
  • Evaluated and advised on domestic and off shore banking options for both the Fund and the general operations of the church.
Candidate Info
17
years in
workforce
2
years
at this job
18

Financial Secretary

Financial Secretary- Responsible for purchasing all goods and services for the school, faculty and staff. Ensure that the school has the appropriate tools to teach our children and to lead them into successful future beyond their years with the Memphis City Schools.

  • Coordinates all phases of centralized purchasing, Bids, Proposals and Contracts as established by board policy and at the direction of the Chief Contracting Officer.
  • Purchases all goods, services and equipment used in the school upon receipt of properly approved requisitions.
  • Responsible for follow-up and expediting activities to ensure delivery as required.
  • Maintains adequate records on all transactions.
  • Work with Administration in Various essential task of the school for the success of the students.
Candidate Info
16
years in
workforce
3
years
at this job
BS
Criminal Justice
19

Office Secretary/financial Secretary

Bethany UMC is a congregation with Sunday worship attendance of approximately 210 with two worship services. Bethany is an active congregation with a vibrant outreach to the local community.

  • Interact with church members, community members and others as they participate in and with Bethany church.
  • Attend and record minutes for staff meetings, finance committee meetings, administrative council meetings and charge conference.
  • General clerical duties including: maintain schedule for pastor and church building, answer phones, email and other correspondence, order supplies, compose correspondence as needed, prepare weekly bulletins, monthly newsletter, administrative council packets, church conference packets, end of year reports and other duties as they come up through the year.
  • Assist with weekly financial accounting including recording of pledges and donations. Prepare bills for payment and submission to the church treasurer.
  • Design Power Point slides for weekly worship services.
  • Promote church events with flyers and advertisements and maintain Facebook page.
Candidate Info
19
years in
workforce
2
years
at this job
AS
Secretarial Science
BS
Business Administration
20

Financial Secretary

Maintain, balance and distribute petty cash * Order and receive supplies for school

  • Maintain accounting / financial records * Process Budget & Journal transfers
  • Maintain department & school budgets * Collect on returned checks
  • Collect and prepare deposits * Coordinate with SAST
  • Prepare monthly Purchasing Cards * Maintain and reconcile student fees
  • Work with the Auditor * Prepare Monthly department reports
  • Organize 1st and 2nd semester fees * Coordinate fundraiser information
Candidate Info
17
years in
workforce
4
years
at this job

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