Finance Clerk Job Description and Responsibilities

A Finance Clerk is responsible for supporting the finance function with accurate record keeping, routine transaction processing and basic reconciliations. This role suits detail oriented candidates with sound numeracy, organisational skills and an interest in accounting operations.

Finance Clerk Job Profile

The Finance Clerk provides essential administrative and transactional support to the finance team. The role focuses on processing invoices, maintaining ledgers and assisting with routine financial controls to ensure records are accurate and up to date.

The primary purpose of the role is to maintain transactional integrity, support month end activities and provide timely information to colleagues and external parties. The post reports to a finance supervisor or accountant and works within established procedures and policies.

Finance Clerk Job Description

The Finance Clerk will handle day to day financial transactions including processing purchase invoices, recording receipts and supporting accounts payable and accounts receivable workflows. The role requires accurate data entry, timely filing of source documents and regular reconciliation of accounts to support financial integrity.

The postholder will contribute to month end tasks, prepare documentation for internal and external audit, and assist in generating routine management information. The Finance Clerk will liaise with internal stakeholders and external suppliers or customers to resolve queries and ensure payments and invoices are processed in line with agreed terms.

Work is typically office based within a structured finance team and will require adherence to confidentiality, internal control standards and company financial policies. The role may involve occasional manual handling of documents and requires the ability to prioritise workload to meet deadlines.

Finance Clerk: Duties and Responsibilities

• Process purchase invoices and verify approvals and coding for payment
• Record and post sales invoices and receipts accurately to ledgers
• Prepare and process supplier payments and staff expense claims
• Reconcile bank statements and investigate unexplained variances
• Maintain petty cash and reconcile petty cash records regularly
• Match purchase orders, delivery notes and invoices for verification
• Support month end activities, including accruals and ledger adjustments
• Prepare routine financial reports and summary schedules for review
• Maintain organised filing systems for financial documents and records
• Assist with audit requests and provide supporting documentation
• Respond to supplier and customer payment queries within agreed timeframes
• Ensure VAT records and supporting paperwork are accurately kept
• Update and maintain supplier and customer account records
• Support continuous improvement of finance processes and controls

Finance Clerk: Requirements and Qualifications

• GCSEs including maths and English or equivalent level of education
• Previous experience in a finance or bookkeeping role preferred
• Basic understanding of accounting principles and double entry bookkeeping
• Strong numeracy, attention to detail and high level of accuracy
• Good organisational skills and ability to manage competing priorities
• Effective verbal and written communication skills for internal and external contacts
• Ability to handle confidential information with discretion
• Competent with spreadsheets and word processing applications
• Experience preparing reconciliations and routine financial schedules
• Willingness to learn accounting procedures and present information clearly
• Ability to follow established procedures and work under supervision
• A recognised bookkeeping or finance support qualification is desirable