Finance Clerk Careers

How to become finance clerk

What does a finance clerk do?

Accounts clerks keep accurate financial records, and check and help prepare accounts for all types of businesses. They can also be known as finance clerks or bookkeepers.

In larger organisations, they may specialise in one area of accounting like sales or purchase ledger, payroll or credit control. They also often provide administrative support to senior finance officers. Responsibilites usually includes: 

  • recording financial transactions on computer systems 
  • producing financial forecasts 
  • handling with payroll, invoices, expenses and VAT 
  • carrying out financial audits 
  • creating budget reports - this can be monthly, quarterly and annually
  • presenting findings to finance managers

Most organisations have computerised systems using a variety of spreadsheets, databases and specialised accounting software packages.

What's the working environment like for a finance clerk?

Most accounts clerks work 9am to 5pm, Monday to Friday. They may need to work extra hours at busy times. In some organisations flexi-time may be in operation.

There are opportunities for part-time work and job sharing. Temporary work is often available.


What does it take to become a finance clerk?

To be an accounts clerk you should:

  • be comfortable working with numbers
  • have good verbal and written communication skills
  • have an interest in business and finance
  • be able to plan and organise your own workload
  • have good concentration and attention to detail
  • be able to maintain good working relationships
  • have the ability to work to strict deadlines
  • be honest, discreet and trustworthy.

Good GCSE's in maths and English will be expected and it's advantageous if you have A-Levels in maths, business studies and economics. 

There is the opportunity to get a job through an apprenticeship. In some cases, employers may expect you to have a relevant degree or qualification in accounting or bookkeeping.

Finance clerk career opportunities

There are some pathways for progression. You could move on to becoming a senior finance officer or even train to become an accountant. 

Further information

If you would like to learn more about becoming a finance clerk that does not appear on Hotcourses, further information can be found below.

Association of Accounting Technicians (AAT)
154 Clerkenwell Rd
Tel: 020 7415 7500

International Association of Book-Keepers (IAB)
Burford House
44 London Road
TN13 1AS
Tel: 01732 458080

Institute of Certified Book-keepers (ICB)
12 St James' Square
Tel: 0845 060 2345

Financial Services Skills Council
51 Gresham Street
Tel: 020 7216 7366

Similar careers