Financial Secretary Resume Samples - Page 3

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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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21

Financial Secretary

Member of Executive Committee - Responsible for operations of church.

  • Participated in financial planning and budgeting.
  • Responsible for income documentation, reporting, and analysis ($1.1 million budget).
  • Managed Counting Committee - 20 person staff.
Candidate Info
13
years in
workforce
2
years
at this job
BA
Finance, Economics & Business
BA
Finance, And Economics & Business Combined
22

Financial Secretary

  • Handled customer queries, correspondence and phone requests
  • Placed order for office supplies and office equipment
  • Maintained customer database and supervised condition of regularly used office equipment
  • Recorded customer details, order details and supervised delivery of hardware to customers
  • Handled phone calls and enquiries
  • Scheduled appointments with clients
Candidate Info
6
years in
workforce
6
years
at this job
23

Financial Secretary

Assist the treasurer in budget development, planning, and other financial initiatives

  • Handle and oversee the financial responsibilities of the organization
  • Double check financial forms and statements to make sure they are free from errors
  • Provided excellent customer service through positive interactions
  • Generated reports daily and submitted to bookkeeper
  • Maintain knowledge of store inventory and sales activities
  • Respond to customers' complaints and resolve their issues
Candidate Info
10
months in
workforce
10
months
at this job
BBA
Accounting
24

Financial Secretary

Reconciled the monthly bank statements

  • Prepared the monthly financial reports
  • Organized the annual budget process including preparation of budget for entire organization
  • Reported of annual financial statement to church congregation
  • Prepared all expense invoices
  • Ordered and maintained of office supplies
Candidate Info
23
years in
workforce
11
years
at this job
Accounting
Business Administration
Sales/use
25

Financial Secretary/building Coordinator

Maintained financial records for church facility

  • Coordinated activities held at church facility
  • Performed general housekeeping duties at church facility
  • Maintained landscaping on the church' premises
  • Assisted with minor repairs at foundation homes
Candidate Info
14
years in
workforce
3
years
at this job
26

Financial Secretary

Post weekly contributions and prepare weekly deposits for church and day care center

  • Prepare and distribute payroll, pay taxes, and prepare quarterly taxes for church and day care center
  • Pay bills, answer phones, greet visitors
  • Prepare and maintain detailed monthly reports and budgets for church and day care center
  • Prepare W-2's and yearly contribution records
  • Order office supplies for church
  • Arrange inspections for fire extinguishers, kitchen hood, sprinkler system and security
  • Maintain insurance details for workers comp, vehicle and annuity
Candidate Info
47
years in
workforce
5
years
at this job
C
Accounting Specialist
Liberal Arts
27

Financial Secretary

Received approved requisitions, invoices to be paid

  • Process automated payroll on semi-monthly basis and monitor employees entitlements
  • Receive and process weekly tithes/offering contributions and on-line giving contributions
  • Post invoices, payroll and journals to General ledger
  • Prepare monthly reconciliations, and reports
  • Monitor end of year reports, W-2's, 1099's, and contribution statements
Candidate Info
32
years in
workforce
4
years
at this job
BS
Business Administration
28

Administration Assistant/financial Secretary

  • Answered all incoming calls and ensure phone calls are directed appropriately.
  • Coordinated travel schedules and arrange reservations.
  • Distributed and process incoming and outgoing mail, payroll & garnishment
  • Prepared annual tax statements such as 941, 940, G7, I-9, W-2, 1999 & etc
  • Performed clerical/administrative duties as needed such as Fax, copy, scan, print, file documents, created monthly reports, invoice and estimates using Quickbooks 2014 software.
  • Picked up mail from post office box & made weekly deposit to bank.
  • Monitors office supply inventory and equipment usage, ensuring proper stock of supplies and equipment adequately functioning
Candidate Info
19
years in
workforce
16
years
at this job
AA
Criminal Justices
29

Financial Secretary and Human Resources

Responsible for all financial aspects and human resources affairs of the school

  • Handled the payroll for 140 staff members
  • Handled bank reconciliations
  • Performed computer accounting
  • Supervised other clerical staff
  • Acted as an assistant to the Principal and other administrative staff
Candidate Info
26
years in
workforce
17
years
at this job
BA
Management And Organizational Leadership
MA
Master of Arts
Elementary Education
30

Financial Secretary

Preparation of payroll for full and part-time staff members (in total over 35 persons)

  • Accounts payable and receivable clerk
  • Oversee church's annual budget of […]
  • Preparation of financial reports and materials for church leadership and membership
  • Attendance at church financial meetings as needed
  • Knowledge of computerized financial processing systems
Candidate Info
36
years in
workforce
21
years
at this job

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