Profession financial clerk

  • Financial clerk

Financial clerks compute, classify, and record numerical data to keep financial records complete. Perform any combination of routine calculating, posting, and verifying duties to obtain primary financial data for use in maintaining accounting records.

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Personality Type

  • Conventional / Enterprising

Tasks financial clerk

  • Check figures, postings and documents for correct entry, mathematical accuracy and proper codes.
  • Operate computers programmed with accounting software to record, store and analyze information.
  • Debit, credit and total accounts on computer spreadsheets and databases using specialized accounting software.
  • Classify, record and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers.
  • Calculate, prepare and issue bills, invoices, account statements and other financial statements according to established procedures.
  • Compile statistical, financial, accounting or auditing reports and tables pertaining to such matters as cash receipts, expenditures, accounts payable and receivable, and profits and losses.
  • Code documents according to relevant procedures.
  • Access computerized financial information to answer general questions as well as those related to specific accounts.

Related professions finance, economics

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  • Econometrician
  • Economist
  • Finance or sales associate professional, all other
  • Financial advisor
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  • Loan officer
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  • Money-lender
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