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Finance Clerk Job Description

What does a Finance Clerk do?

A Finance Clerk is responsible for handling financial transactions within an organisation. This can include tasks such as processing invoices, reconciling accounts, preparing financial statements and reports, and managing budgets. They also manage and maintain financial records and databases, ensuring that all data is accurate and up-to-date. Finance Clerks are typically detail-oriented and have strong numerical and analytical skills to accurately handle financial data. They work closely with other members of the finance team to ensure that all financial operations run smoothly and efficiently.

Our Finance Clerk job description includes the Finance Clerk responsibilities, duties, skills, education, qualifications, and experience.

Finance Clerk Example

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If you need an example job description for a Finance Clerk download the one below, alternatively we have many other Office Administration job description samples and a job description library with over 3000 job descriptions templates that you can download for free.

What does a Finance Clerk do?

Finance Clerk

We are looking for a reliable and experienced Finance Clerk to join our team. In this role, you will be responsible for providing financial and administrative support to the organisation. You will be responsible for accurately recording and processing financial transactions, invoices, receipts and payments. You will also be responsible for reconciling accounts, preparing financial reports and providing general office support.

To excel in this role, you should be highly organised and possess excellent communication and problem-solving skills. The ideal candidate should also be knowledgeable in accounting and financial principles and have the ability to interpret financial data.

Key Responsibilities:

• Record financial transactions accurately and efficiently
• Reconcile bank accounts
• Process invoices, receipts and payments
• Prepare financial reports
• Support the organisation with administrative tasks
• Ensure compliance with relevant regulations and procedures
• Maintain financial records
• Analyse financial data and generate reports


• Proven experience as a Finance Clerk or similar role
• Excellent knowledge of accounting and financial principles
• Proficient in Microsoft Office Suite and accounting software
• Great attention to detail
• Ability to interpret financial data
• Excellent communication and problem-solving skills
• High degree of accuracy and reliability
• AAT qualified or equivalent is preferred

Finance Clerk Role Purpose

The purpose of a finance clerk is to provide administrative and financial support to the company’s finance department. They are responsible for the accurate and timely processing of financial records, the reconciliation of accounts, and the maintenance of financial databases. They may also be required to prepare financial reports, provide customer service and interact with other departments. Their duties may also include the preparation of tax returns and other financial documents, as well as the maintenance of accurate financial records.

Finance Clerk Role

Finance Clerks are responsible for managing financial records and transactions, including accounts payable and receivable, invoicing and budgeting. They also provide administrative support to the Finance department, ensuring accuracy, timeliness and compliance with financial regulations.

Finance Clerk Duties

  • Processing invoices and employee expenses
  • Reconciling financial statements
  • Preparing and making payments
  • Maintaining accurate financial records
  • Preparing reports and budgets
  • Liaising with clients, suppliers and other staff

Finance Clerk Requirements

  • Excellent numerical and analytical skills
  • Proficiency in Microsoft Office Suite
  • Ability to research and interpret financial information
  • Ability to communicate effectively
  • Proven experience in a similar role

Finance Clerk Skills

  • Excellent numeracy and data entry skills
  • A good understanding of financial processes
  • Ability to work accurately and with attention to detail
  • Proficiency in computer software such as Excel and Sage

Finance Clerk Personal Traits

  • Good numeracy skills
  • Ability to work accurately and to tight deadlines
  • Excellent organisational skills
  • Good communication and interpersonal skills
  • Proficiency in using MS Office software

How to write a Finance Clerk Job Advert

Use our job advert template to write a job advert for posting on job sites and job boards. Our job advertising templates are carefully created to help you reach your audience and beat the competition to the best talent.

A job description informs the reader about a job, whereas a job advert’s main objective is to sell the job opportunity to attract as many suitable applicants possible. A job advert maybe the first touch-point a candidate has with your company so it is important to create a great impression.

Job Advertisements should enticing, so considering using short, exciting language which get the reader’s attention.

How to write a Finance Clerk Job Description

To write a job description, we recommend starting with a job description template from our job description library, which contains examples for 800+ positions and professions. Our job description examples include a job summary with duties and responsibilities and skills and requirements, which can be personalised for your job vacancy.

Job Description Advice - Guidance on How to Personalise a Finance Clerk Job Specification

The hiring process and recruiting new employees to fill your key roles requires a degree of personalisation if you are to attract the best employees in a competitive employment market. The right person for a crucial role or more senior roles will likely have other employers targeting them. As your job description will be the first point of contact, you need to nail your pitch and provide the best possible service.

Job Description Tips - Help on formatting a Finance Clerk Job Specification

When creating your bespoke description and advert, you should cover and promote these points:

Job title: This should accurately reflect the role and include keywords that top talent might be using to search for jobs.

Job duties: The day to day duties, such as administrative tasks, which vary depending on the company and inform the candidate if they can complete the role.

Technical skills: These are the hard skills required through training, such as proficiency with Microsoft Office.

Soft skills: These include the interpersonal skills and general abilities the right candidates will possess. For example, the competency to prioritise multiple tasks, handle customer queries and customer complaints, work alone, or build a good relationship with coworkers.

The company's culture: Highlighting your company culture and values ensures employees thrive and find outstanding job satisfaction. Candidates that are not the right fit won’t waste their time completing the application process, meaning you can focus on qualified individuals and hire in a more timely manner.

Career progression: Including the career path will entice candidates looking for career growth. 

Training and development programs: Smaller companies may need employees with previous experience or provide educational assistance over internal training offered by larger organisations with more significant resources. 

Employee benefits: Compensation and benefits often fail to appear in job ads and while you may want to hold your cards close to your chest, failing to include them is a mistake. Consider answering common questions, such as working hours and paid leave. Researching the average salary for the role in these early stages will ensure you don’t waste your interviewer’s and the candidate’s time.

Skill gaps: Your company may need to bring in new skills beyond those required to complete the key role and duties. Thinking on an organisational level can be beneficial when contemplating skills diversity.

Legal requirements: Ensure your job advert and description does not ask for inappropriate or discriminatory personal details, such as age, marital status, or religion.

How to Hire a Finance Clerk

Once you have selected your Job Description download it or convert it to a Job Advert. From here you can post/advertise your job across our network of job boards. If you wish to use the job description for a CV Template click through for advice and Convert to a CV

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