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Financial Secretary Resume Samples
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6-10 years of experience
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.
0-5 years of experience
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
6-10 years of experience
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
0-5 years of experience
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.
6-10 years of experience
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.
10+ years of experience
- 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.
10+ years of experience
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
0-5 years of experience
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.
10+ years of experience
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
0-5 years of experience
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.
6-10 years of experience
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.
0-5 years of experience
- 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
6-10 years of experience
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.
10+ years of experience
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
0-5 years of experience
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
6-10 years of experience
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
0-5 years of experience
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.
0-5 years of experience
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.
0-5 years of experience
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.
0-5 years of experience
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
0-5 years of experience
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.
6-10 years of experience
- 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
0-5 years of experience
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
10+ years of experience
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
0-5 years of experience
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
0-5 years of experience
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
0-5 years of experience
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
10+ years of experience
- 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
10+ years of experience
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
10+ years of experience
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
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Financial Secretary
Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
