2 min read

Finance Clerk Job Description

joseph cole

Updated on February 23, 2023

This Finance Clerk job description template can be posted to online job forums and career pages to recruit candidates. The Finance Clerk job description, its requirements, and responsibilities, given in this template can be modified according to the specific need of your company.

Key Responsibilities

  • Maintain, verify, and update all financial data and records
  • Assist in monetary transactions
  • Resolve issues and discrepancies related to accounting processes

Job Statement

We are hiring a qualified Finance Clerk for undertaking various financial administration tasks.

What does a Finance Clerk do?

You will be responsible for providing customer service to our clients as well as for preparing bills and keeping financial records. Your ultimate goal would be to make sure that our accounting operations run smoothly.

In order to succeed in this role, you must have a sound knowledge of all financial processes, strong mathematical skills, the ability to multi-task, and a keen eye for details. Moreover, you must be an excellent communicator and extremely reliable. 

Job Requirements

  • At least a Bachelor’s degree or Diploma in Accounting, Finance, Economics or a related field
  • Professional certification (e.g. CPA or CFA)
  • Prior experience as a Finance Clerk
  • Sound knowledge of financial regulations and principles especially GAAP (Generally Accepted Accounting Principles)
  • Skilled in MS Excel, especially in  making spreadsheets and databases
  • Sound knowledge of financial transactions as well as bookkeeping procedures
  • Ability to multi-task while working in a fast-paced environment
  • Strong verbal and non-verbal communication skills
  • Strong ethics and reliability
  • Organizational skills and a keen eye for details
  • An analytical mind with a problem-solving attitude

Job Responsibilities

  • Maintaining, verifying, and updating all financial data and records
  • Assisting in monetary transactions
  • Resolving issues and discrepancies related to accounting processes
  • Collaborating with clients, vendors, and colleagues for the purpose of increasing work efficiency
  • Managing account reconciliations
  • Reporting discrepancies and account status to the concerned personnel
  • Maintaining and updating records
  • Managing and monitoring financial transactions
  • Verifying financial data (e.g. verifying tax information)
  • Processing bills, receipts, checks, and other financial documents
  • Ensuring all documents are properly distributed after they have been signed

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