Finance Clerk Job Description

This Finance Clerk job description template can be posted to online job forums and career pages for the recruitment of 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.

The primary job role of a Finance Clerk is to:

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

Finance Clerk Job Description

We are hiring a qualified Finance Clerk for undertaking various financial administration tasks. 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, ability to multi-task and a keen eye for details. Moreover, you must be an excellent communicator and extremely reliable.
So, if you like to work in a fast-paced environment, and qualify the following requirements, we would like to hear from you.


  • 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 at 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 problem-solving attitude


  • 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