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What is a finance clerk and how to become one
Financial clerks manage finances for a business or organization. They often work in banks, insurance companies, or other financial organizations and typically work office hours. Primary responsibilities of a financial clerk include, but are not limited to, carrying out financial transactions on behalf of the business, keeping detailed records of financial transactions, and assisting customers wanting to conduct various transactions, such as depositing or withdrawing money.
Financial clerks are expected to have familiarity with computers tracking purchases orders, billing, assess sales and purchase orders, and keeping track of inventory. Finance clerks should be comfortable with working with management, staff and customers, and should be organized, efficient and have a working knowledge of banking and finance as a whole.
The minimum education requirements for a financial clerk are a high school diploma or G.E.D. Some individuals in this field may possess advanced degrees in finance, but that is not necessarily a requirement, as most employers provide training for this role. A finance clerk can expect to make up to $40,000 per year, with no expected increase or decrease in U.S. job growth for this particular role.
What's a day at work look like for a Finance Clerk?
Jodi Olson
Assistant Accounting Professor, Winona State University
Avg. Salary $39,225
Avg. Salary $59,228
Growth Rate -5%
Growth Rate 0.3%
American Indian and Alaska Native 0.63%
Asian 6.63%
Black or African American 6.91%
Hispanic or Latino 14.66%
Unknown 3.97%
White 67.21%
Genderfemale 73.83%
male 26.17%
Age - 53American Indian and Alaska Native 3.00%
Asian 7.00%
Black or African American 14.00%
Hispanic or Latino 19.00%
White 57.00%
Genderfemale 47.00%
male 53.00%
Age - 53Stress level is manageable
7.1 - high
Complexity Level is intermediate
7 - challenging
Work Life balance is good
6.4 - fair
Finance Clerk career paths
Key steps to become a finance clerk
Explore finance clerk education requirements
Start to develop specific finance clerk skills
Skills 
Percentages Data Entry 16.49% Purchase Orders 9.32% HR 5.46% Bank Statements 4.93% Bank Deposits 4.66% Complete relevant finance clerk training and internships
Accountants spend an average of 1-3 months on post-employment, on-the-job training. New finance clerks learn the skills and techniques required for their job and employer during this time. The chart below shows how long it takes to gain competency as a finance clerk based on U.S. Bureau of Labor Statistics data and data from real finance clerk resumes.Gain additional finance clerk certifications
More About CertificationsFinance clerk certifications can show employers you have a baseline of knowledge expected for the position. Certifications can also make you a more competitive candidate. Even if employers don't require a specific finance clerk certification, having one may help you stand out relative to other applicants.
The most common certifications for finance clerks include International Accredited Business Accountant (IABA) and Certified Management Accountant (CMA).
Research finance clerk duties and responsibilities
- Manage resident's private information for insurance verification, billing, and eligibility to apply for Medicaid.
- Collaborate with insurance company representatives, case managers and physicians to obtain treatment authorization for potential kidney and kidney/pancreas transplant patients.
- Write checks in the QuickBooks software to vendors and to reimburse employees.
- Establish customer files in QuickBooks, write and test work instructions for clients, log and close complete files.
Prepare your finance clerk resume
When your background is strong enough, you can start writing your finance clerk resume.
You can use Zippia's AI resume builder to make the resume writing process easier while also making sure that you include key information that hiring managers expect to see on a finance clerk resume. You'll find resume tips and examples of skills, responsibilities, and summaries, all provided by Zippi, your career sidekick.
Choose From 10+ Customizable Finance Clerk Resume templates
Build a professional Finance Clerk resume in minutes. Browse through our resume examples to identify the best way to word your resume. Then choose from 10+ resume templates to create your Finance Clerk resume.
Apply for finance clerk jobs
Now it's time to start searching for a finance clerk job. Consider the tips below for a successful job search:
- Browse job boards for relevant postings
- Consult your professional network
- Reach out to companies you're interested in working for directly
- Watch out for job scams
How Did You Land Your First Finance Clerk Job
Are you a Finance Clerk?
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Average finance clerk salary
The average Finance Clerk salary in the United States is $39,225 per year or $19 per hour. Finance clerk salaries range between $27,000 and $56,000 per year.
What Am I Worth?
How do finance clerks rate their job?
Finance Clerk reviews
Able to do creative graphs showing financial activity, controlling budgets, and autonomy. I enjoy working by myself but i do miss talking with people
Not much interaction with others. You must like working independently for most of your shift
helping people to review how to fill out the census questionnaire
Interaction with clients and or customers is what I mainly liked, especially when confidentiality was needed! I also liked multitasking for different. departments.
Updated January 8, 2025
