Accounts/finance clerk

An accounts/finance clerk processes and tracks financial transactions in companies. This job is essential to the work of most firms and jobs are to be found across the country.

Work Activities

An accounts/finance clerk processes and tracks financial transactions in a company. His/her duties vary widely from company to company and depending on his/her role and the size of the firm. The job titles advertised might include accounts clerk, finance clerk, purchase ledger clerk, accounts clerk/credit controller, invoice processing clerk and many more.

Duties may include:

  • Data entry
  • Extracting data from Excel spreadsheets
  • Analysing data for reporting purposes
  • Checking that all purchases and payments are authorised by senior finance staff
  • Billing customers
  • Processing sales' and purchases' invoices
  • Checking payments received against payments requested
  • Paying bills
  • Calculating and paying taxes
  • Ordering stock
  • Reconciling customer and supplier accounts and assisting with payment runs
  • Dealing with queries by phone or in person
  • Other duties as required

You would normally work 9-5 in an office environment.

Personal Qualities and Skills

Key skills required

  • You need good IT skills, and knowledge of specific packages may be required eg Excel, Sage or Xero
  • You must enjoy handling numbers
  • You must be well-organised and methodical in your approach to work
  • You must be able to work to deadlines
  • You should possess good problem-solving skills
  • You should be able to work as part of a team
  • You should have good communications skills

Pay And Opportunities

Typical employers

Most companies that buy or sell services or goods require the services of an accounts/finance clerk.


England and Wales

Qualifications and training provided

Training is usually on the job or off the job training for NVQ qualifications. Apprenticeships are available.

There is no minimum entry requirement although individual employers may have their own requirements, such as GCSEs A*-C/9-4 in English and Maths. A Btec qualification at Level 2 or 3 could be helpful. Studying a course which involves learning about specific packages like Sage could be worthwhile: you could check local vacancies to see what qualifications are most in demand in your area.


In Scotland the entry to this career can be by Modern Apprenticeship and entry requirements will vary. There are no set requirements but a good set of National 4 or 5, including English and Maths will be helpful. Sometimes 1 or more Higher will be asked for.

Colleges offer NC, NQ courses in Accounting requiring 3 National 4/5s and up to 1 Higher are available as well as HNC and HND courses requiring 1-2 Highers and Maths and English at National 5.

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