Finance Clerk Job Description

Finance clerks uphold the rhythm of accounting processes through consistent data handling and documentation control. This finance clerk job description outlines a role anchored in structured financial support—focused on posting entries, managing records, and verifying transactional accuracy within institutional frameworks.

Unlike administrative clerks or back-office assistants, the finance clerk job description for resume emphasizes day-to-day support for accounts payable, receivable, payroll documentation, and ledger entries. Professionals in this role coordinate with accounting teams, auditors, and reporting staff to ensure all inputs align with compliance standards and financial reporting timelines.

Finance Clerk Duties and Responsibilities

This role supports accounting integrity through accurate data entry, documentation review, and ledger maintenance. The responsibilities listed below define how finance clerks ensure transactional consistency and support reporting workflows across finance functions.

• Data Entry: Post journal entries and update ledgers with verified financial transactions.
• Invoice Processing: Handle incoming and outgoing invoices for accounts payable and receivable.
• Record Maintenance: Maintain organized digital and physical records of vouchers, receipts, and payments.
• Bank Reconciliation: Assist in matching internal records with bank statements to ensure transactional alignment.
• Expense Tracking: Support monthly expense documentation, receipts collation, and cost center entries.
• Vendor Coordination: Liaise with suppliers or service providers for clarification on billing discrepancies.
• Payroll Support: Assist HR or finance teams with payroll data collation and statutory deductions.
• Audit Preparation: Organize supporting documents required for internal and external audits.
• Reporting Assistance: Help prepare basic financial reports, summaries, or reconciliations as instructed.

Objective of the Finance Clerk Role

The finance clerk role is designed to uphold accuracy in transactional workflows. It supports reporting teams, ensures record completeness, and maintains financial discipline through verified data and compliant documentation.

• Maintain error-free ledger entries across day-to-day transactions.
• Support timely invoice processing, reconciliation, and voucher control.
• Help finance teams prepare for audits with organized, traceable documents.
• Ensure payroll and expense data are recorded with statutory alignment.
• Assist in maintaining clean financial records across multiple reporting cycles.

HR Trends: Clerical finance assessments reduce posting errors by 30% (KPMG). Use our Finance Clerk Assessment to evaluate data accuracy, documentation handling, and ledger entry consistency.

Qualification and Skill Requirements for Finance Clerks

This role requires accuracy in financial data handling and familiarity with entry-level accounting workflows. These qualifications support consistent performance in documentation, ledger maintenance, and support for internal reporting.

• Educational Background: Bachelor’s in Commerce, Accounting, or Business Administration; diploma in finance preferred.
• Experience: 0–2 years in finance support, accounts data entry, or clerical bookkeeping.
• Accounting Basics: Understanding of general ledger structure, invoice flow, and double-entry bookkeeping.
• Documentation Handling: Ability to organize, file, and retrieve payment records, receipts, and statutory forms.
• Software Familiarity: Experience with MS Excel, Tally, or ERP-based accounting systems.
• Numerical Accuracy: Comfortable with calculations, reconciliations, and transaction validation.
• Compliance Awareness: Understanding of standard internal controls and audit documentation formats.
• Time Management: Capable of handling recurring financial deadlines and routine entry tasks.

Perks and Benefits of the Finance Clerk Role

This position offers exposure to financial systems, regular process visibility, and stable workflow engagement. The benefits below reflect the support-driven nature of clerical finance roles within structured institutions.

• Structured Role Clarity: Consistent workflows tied to invoicing, reconciliation, and ledger entry.
• Process Learning: Exposure to internal controls, audit preparation, and transactional finance operations.
• Skill Development: Training on accounting software, spreadsheet tools, and document management systems.
• Work Stability: Predictable schedules and long-term retention pathways for entry-level professionals.
• Growth Access: Opportunities to progress into junior accountant or finance operations roles.
• Cross-Team Exposure: Interaction with accounts payable, payroll, audit, and compliance teams.
• Supportive Environment: Access to onboarding, procedural guidance, and documentation templates.

Tips for Employers to Craft an Effective Finance Clerk JD

A clearly written finance clerk job description attracts candidates aligned with accuracy, task consistency, and documentation focus. Employers can improve hiring outcomes by highlighting system exposure, record-keeping responsibilities, and cross-functional support tasks in the role overview.

• Define Document Scope: Specify which financial records, receipts, or ledgers the role manages.
• Mention Tools Used: Include software like Tally, SAP, QuickBooks, or internal ERP systems.
• Clarify Process Involvement: State if the clerk assists with payroll, billing, or vendor coordination.
• Set Accuracy Expectations: Emphasize attention to numerical precision and posting consistency.
• State Compliance Tasks: Indicate responsibilities for audit file prep or statutory record keeping.
• Include Reporting Lines: Identify whether the role reports to Finance Manager, Accountant, or Admin Lead.

Bonus Resource: Clerical interview frameworks improve finance role accuracy by 27% (PwC). Use our Finance Clerk Interview Bank to assess data reliability, documentation focus, and ledger familiarity.