How to make a financial summary?

Sort out and summarize the work in the past year, what is better done, what is the lack of convenience, what changes have been made in tax law and accounting law, how to learn and use it, and tell your own experience and the main work and focus of attention next year.

Make a year-end summary and pay attention to the following aspects:

1. List the major events and write the titles.

List all the events related to financial work that happened in a year. At the same time, write down the thoughts and ideas of financial application in these events.

List and explain all financial events with important turning points. According to the big events, you can sum up a good title and make your summary different.

2. For data, your analysis is more important.

For example, list the change data of sales structure ratio, product profit data, cost ratio and so on. It is necessary to analyze the reasons for these changes according to the changes in data.

At this time, the big event mentioned in point 1 will be used again. If we go further, we can compare this year's data with the same period of last year and form a trend chart for in-depth analysis.

Your expression adds icing on the cake to the summary.

According to different audiences, there are different ways to express the year-end summary. If you are facing the leader of your own financial department, you need to make a professional statement on the system, process and strategy from the financial point of view.

If you are facing the leaders of the business department, you need to stand on the business side and focus on the work and effects done by the business partners. As long as you know what the other person is most concerned about, you can't go wrong from this angle.

4. Talk about your own shortcomings and improvements in the coming year.

In view of the summary, we must talk about our own shortcomings and how to improve next year. Without reflective summary, it is not a real summary, and without the summary of improvement plan, it is a false summary.

5. Talk about the goal planning for next year.

One year has passed, and there are problems and gains. More importantly, what are your goals for next year? You must explain your plan, direction and goals for next year to the leader.

6. Finally, remember to thank the leaders and colleagues.

In the annual summary, you should not only talk about your great achievements, but also thank the leaders and colleagues who supported you to achieve these achievements and growth.