Finance Clerk Job Description Template

Use this Finance Clerk job description template to advertise the open roles for free using You can use this template as a starting point, modify the requirements according the needs of your organization or the client you are hiring for.
Finance Clerk Job Description Template

Job Brief

We are looking for a Finance Clerk to take on various administrative tasks. Your main responsibilities will include keeping financial records, preparing bills and delivering high-quality customer service.

We’re looking for an individual with a keen eye for detail, strong math skills and the ability to multi-task efficiently. You should also be trustworthy and an excellent communicator.

Your goal will be to ensure our accounting procedures run smoothly.


  • Process bills, checks, receipts and other documents
  • Ensure all documents are properly signed and distributed
  • Verify financial and other data (e.g. tax identification numbers)
  • Monitor financial transactions
  • Enter data and maintain updated records
  • Assist with account reconciliations
  • Communicate with vendors, customers and colleagues
  • Report the status of accounts and discrepancies


  • Proven experience as a Finance Clerk
  • Knowledge of basic bookkeeping and financial transactions
  • Familiarity with financial regulations, i.e. Generally Accepted Accounting Principles (GAAP)
  • Knowledge of MS Office and databases
  • Attention to detail
  • Organizational and multitasking abilities
  • Excellent verbal and written communication skills
  • Reliability and strong work ethics
  • Ability to solve problems
  • High school diploma or equivalent

What does Finance Clerk do?

A finance clerk is responsible for managing financial records, assisting with financial transactions, and providing support to the finance department. On a day-to-day basis, their tasks may include:

  1. Updating and maintaining financial records: This involves recording and organizing financial data such as invoices, receipts, and bank statements in both electronic and physical formats.

  2. Processing invoices and payments: Finance clerks review and process payments such as supplier invoices, employee expense claims, and reimbursements.

  3. Reconciling accounts: They ensure that financial records are accurate and up to date by reconciling bank statements with company records, identifying discrepancies, and resolving any issues.

  4. Assisting with budgeting and forecasting: Finance clerks provide support in preparing financial reports, including gathering data, performing financial analysis, and assisting with budget planning and forecasting.

  5. Preparing financial documents: They may assist in the preparation of financial statements, reports, and presentations for senior management or auditors.

  6. Responding to inquiries: Finance clerks may interact with internal and external stakeholders to address inquiries related to financial transactions, invoices, or payment issues.

  7. Assisting with financial audits: They support the finance department during internal and external audits by providing necessary documentation and information.

  8. Collaborating with colleagues: Finance clerks often work closely with other members of the finance team, as well as accounts payable, accounts receivable, and other departments, to ensure smooth financial operations.

  9. Adhering to financial regulations and policies: They follow established financial procedures, policies, and regulatory requirements to ensure compliance and confidentiality.

  10. Embracing new technologies: Finance clerks may utilize accounting software and other financial tools to streamline processes and improve efficiency.

Overall, the specific duties of a finance clerk can vary depending on the organization's size and requirements, but their primary role is to provide essential administrative support to the finance department.

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