How to change the person in charge of finance of the enterprise

Mondo Workplace Updated on 2024-01-29

How to change the person in charge of finance of the enterprise

The person in charge of finance of an enterprise refers to the highest-level management personnel of the financial work of the enterprise, who, in addition to the legal representative of the enterprise, are directly responsible for the financial management, accounting, and tax declaration of the enterprise. The change of the person in charge of finance of an enterprise involves changes in the financial information, tax information, bank information and other aspects of the enterprise, and needs to be handled in accordance with relevant laws, regulations and procedures to ensure the financial security and compliance of the enterprise. This article will introduce the process of changing the financial manager of an enterprise from the following aspects:

1. Reasons and conditions for change.

There may be several reasons for the change of the person in charge of finance of an enterprise:

Resignation, transfer, retirement, etc. of the person in charge of finance;

Illegality, dereliction of duty, dereliction of duty, etc

The personal wishes of the person in charge of finance or the arrangement of the company, etc.

The following conditions need to be met for the change of the person in charge of finance of an enterprise:

Consent and authorization of the legal representative of the enterprise;

Qualifications and competencies of the new finance leader;

Review and filing by relevant departments.

2. Procedures and procedures for change.

The following procedures and steps need to be followed for the change of the person in charge of finance of an enterprise:

1.Internal decisions and notifications.

Enterprises should decide on the time, personnel and scope of the change of the person in charge of finance according to their own circumstances and needs, formulate a plan and plan for the change, clarify the purpose and significance of the change, assign the tasks and responsibilities of the change, and formulate the budget and risk control measures for the change. The enterprise shall promptly notify the original person in charge of finance, the new person in charge of finance, the finance department, the personnel department, the legal department and other relevant personnel, explain the reasons and requirements for the change, arrange the training and handover of the change, and ensure the smooth progress of the change.

2.Registration and filing of industry and commerce.

Enterprises shall, in accordance with the Regulations on the Administration of Registration of Enterprise Legal Persons and other relevant laws and regulations, apply to the industrial and commercial registration authority for the registration of the person in charge of finance, and submit the following materials:

The identity certificate and signed application form of the legal representative of the enterprise;

A copy of the business license and the seal of the legal person of the enterprise;

Proof of identity and resignation of the former financial officer;

Proof of identity and proof of incumbency of the new head of finance;

Resolutions or decisions of the shareholders' meeting or board of directors of the enterprise;

Other materials required by the industrial and commercial registration authority.

After receiving the application, the industrial and commercial registration authority shall review the materials within 15 working days, and if it meets the requirements, it shall handle the change of registration and issue a copy of the changed business license;If the requirements are not met, the applicant shall be notified in writing and the reasons shall be explained.

3.Tax registration and filing.

Enterprises shall, in accordance with the Law on the Administration of Tax Collection and other relevant laws and regulations, apply to the tax registration authority for the change of registration of the person in charge of finance, and submit the following materials:

The identity certificate and signed application form of the legal representative of the enterprise;

A copy of the business license and the seal of the legal person of the enterprise;

Proof of identity and resignation of the former financial officer;

Proof of identity and proof of incumbency of the new head of finance;

Resolutions or decisions of the shareholders' meeting or board of directors of the enterprise;

Other materials required by the tax registration authority.

After receiving the application, the tax registration authority shall review the materials within 5 working days, and if it meets the requirements, it shall handle the change of registration and issue a copy of the changed tax registration certificate;If the requirements are not met, the applicant shall be notified in writing and the reasons shall be explained.

4.Registration and filing of banks.

In accordance with the Banking Supervision Law and other relevant laws and regulations, the enterprise shall apply to the depositary bank for the registration of the person in charge of finance, and submit the following materials:

The identity certificate and signed application form of the legal representative of the enterprise;

A copy of the business license and the seal of the legal person of the enterprise;

Proof of identity and resignation of the former financial officer;

Proof of identity and proof of incumbency of the new head of finance;

Resolutions or decisions of the shareholders' meeting or board of directors of the enterprise;

Other materials required by the opening bank.

After receiving the application, the depositary bank shall review the materials in a timely manner, and if it meets the requirements, it shall change the registration and update the bank account information of the enterprise;If the requirements are not met, the applicant shall be notified in writing and the reasons shall be explained.

3. Precautions and suggestions for changes.

The change of the person in charge of finance of the enterprise needs to pay attention to the following matters and suggestions:

Timely changes. Within 30 days after the change of the person in charge of finance, the enterprise shall apply to the relevant departments for industry and commerce, taxation, banking and other relevant departments to change the registration, so as to avoid unnecessary troubles and losses caused by inconsistent information.

Complete changes. Enterprises should change the information of the person in charge of finance in all relevant departments and systems, including social security, provident fund, salary, statements, audits, etc., to ensure the integrity and consistency of the information of the person in charge of finance.

Specification changes. Enterprises should make changes in accordance with relevant laws, regulations and procedures, fill in a complete application**, provide authentic supporting materials, sign a valid power of attorney, keep the proof and records of the change, and ensure the legitimacy and validity of the information of the person in charge of finance.

Security Changes. Before the change, the enterprise should conduct financial verification and audit on the original person in charge of finance, clear the financial accounts and responsibilities, and recover the financial seal and password to prevent the occurrence of financial risks and disputes. After the change, the enterprise should provide financial training and guidance to the new financial leader, strengthen financial management and supervision, and ensure financial security and compliance.

In short, the change of the person in charge of finance of an enterprise is an important financial management activity, which requires the enterprise to take it seriously and standardize the operation in order to maintain the financial order and interests of the enterprise.

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