1. Required materials.
Color scanned copy of the front and back of the original ID card of the new person in charge of finance;
A color scanned copy of the front and back of the original ID card of the person in charge of the departing finance department (if in-service, proof of in-service is required).
Change application form (with the seal of the new financial officer and the official seal of the company).
2. Steps.
1.Fill out the application form.
It is necessary to fill in the "Application Form for Company Filing" and affix the official seal, and generally go to the office hall of the industrial and commercial bureau where the company is registered. If you do not fill out the application form, you may not be able to complete the application.
2.Prepare the materials.
After filling out the application form, you need to prepare a copy of the business license, the original and copy of the ID card of the legal person and the manager, as well as the seal of the new person in charge of finance and the original and copy of the ID card. If the person in charge of finance leaves the company, he will also need to provide proof of resignation.
3.Submit an application.
After submitting these materials to the Industrial and Commercial Bureau, the changes can be completed within 5-7 working days after being reviewed by the Industrial and Commercial Bureau. During this period, you need to bring the original and copy of the ID card, the original and copy of the ID card of the operator, the original and copy of the business license, and the original and copy of the application form.
4.Obtain a business license.
After the approval of the industrial and commercial bureau, you need to bring the original and all copies of the business license, the original and copy of the legal person ID card, the original and copy of the ID card of the person in charge, the seal and other materials to the industrial and commercial bureau to obtain a new business license.
3. Precautions.
Before changing the person in charge of finance, it is necessary to ensure that the new person in charge of finance meets the requirements of relevant laws and regulations and internal regulations of the company, and has the appropriate qualifications and capabilities. At the same time, it is necessary to ensure that the departing financial person has completed all the handover work and completed the resignation procedures.
During the change process, it is necessary to ensure the authenticity and accuracy of all materials and avoid false information or omission of important information. At the same time, it is necessary to operate in accordance with the prescribed procedures and requirements to avoid improper operation or omission of operation.
After the change is completed, the relevant information of the new financial person in charge needs to be updated to the company's internal management system in a timely manner to facilitate the company's daily management and operation. At the same time, it is necessary to keep all change records and documents for subsequent audits and inspections.
Fourth, the change of work handover.
After the new head of finance takes office, the necessary handovers need to be made. This includes:
Handover of financial information: Organize and transfer all financial documents, reports, accounts and vouchers. Ensure that the new finance leader has a comprehensive understanding of the company's finances.
Clarification of responsibilities and authority: Clarify the responsibilities and authority of the new financial leader, so that he or she has a clear understanding of his or her work content and requirements. If there are special or additional tasks, a clear handover is also required.
Handover of system passwords: When it comes to finance-related systems, such as ERP, CRM, financial software, etc., it is necessary to hand over the login account, password and other relevant permissions, and ensure that the new financial person in charge can operate smoothly.
Handover of customer relationship and business relationship: If the person in charge of finance is involved in direct contact with customers and businessmen, it is necessary to carry out corresponding handover work to ensure that the information between customers and businessmen is accurate.
Training and mentoring: To enable new finance leaders to adapt to their roles more quickly, companies can arrange training and mentoring to better understand and perform their responsibilities.
5. Continuous monitoring and management.
The change of finance leader is not just a one-time event, but an ongoing process. Companies need to continuously monitor and manage the work of the financial leader:
Regular audit: The company should conduct regular audits of the financial work to ensure that the work of the financial officer is in accordance with the company's regulations and the requirements of laws and regulations.
Performance evaluation: Conduct regular performance evaluations of the financial leaders in order to understand their performance and results, and make corresponding adjustments and optimizations as needed.
Risk control: Continuously monitor and control the company's financial risks to ensure that the work of the financial manager can effectively reduce the company's financial risks.
Training and development: Provide necessary training and development opportunities for financial leaders according to their needs and abilities to enhance their professionalism and work ability.
Prevention of conflicts of interest: Ensure that the person in charge of finance is not involved in any business activities or related party transactions that may harm the interests of the company in order to maintain his independence and impartiality.
6. Summary. To sum up, the change of the person in charge of finance on the company's business license is a complex process, and it is necessary to follow the relevant laws, regulations, and company regulations to ensure the legality and validity of the change. At the same time, the company needs to pay attention to the management and monitoring of the financial person in charge to ensure that he can provide strong support for the company's development.