A Financial Clerk provides administrative and clerical support for various types of financial settings. While the job duties may vary by setting and specialty, the following core duties are common and are listed on the Financial Clerk Resume as – keeping and updating financial records; computing bills and charges; offering customer assistance; carrying out financial assistance; maintaining financial records carefully and precisely; interacting with clients and providing clear explanations on day to day basis; and completing administrative responsibilities as needed.
Employers typically look for candidates with the following skills and abilities – a keen eye for details; strong math skills; the ability to multitask; proven work experience, knowledge of basic bookkeeping and financial transactions; familiarity with financial regulations – GAAP; and knowledge of MS Office and databases. As on-the-job training is provided a high school diploma will suffice, however, larger institutes necessitate an associate’s degree.
Objective : Dedicated financial professional with two years of experience in accounting and financial record management. Proven ability to maintain accuracy in financial transactions, prepare reports, and optimize processes. Eager to leverage skills in a dynamic organization that values attention to detail and efficient operations.
Skills : Microsoft Office Suite, Excel Proficiency, Data Entry (50 Wpm), Web Research Skills
Description :
Utilized SAP software to accurately post daily banking activities and maintain records for a $4.5 million account.
Processed invoices and payments accurately and timely to maintain financial integrity.
Recorded and documented transactions in the General Ledger, ensuring compliance and accuracy.
Managed accounts payable and receivable, ensuring all transactions were recorded correctly.
Performed monthly reconciliations for 14 balance sheet accounts, enhancing financial integrity.
Compiled monthly expense and cash flow reports for all cost centers, monitoring trends and variances.
Assisted in preparing financial reports and statements for management review.
Experience
0-2 Years
Level
Entry Level
Education
AAS Accounting
Lead Financial Clerk Resume
Summary : Accomplished financial clerk with a decade of experience in managing complex financial transactions and maintaining meticulous records. Expertise in optimizing financial processes, ensuring compliance, and enhancing reporting accuracy. I am committed to driving efficiency and accuracy in financial operations to support organizational success.
Conduct daily financial transaction processing, maintaining accuracy and compliance with policies.
Verify, allocate, and post transactions to maintain subsidiary accounts.
Reconcile entries to balance subsidiary accounts and resolve discrepancies.
Organize and maintain an efficient accounting filing system.
Manage and update the chart of accounts to reflect current financial activities.
Ensure compliance with local, state, and federal reporting requirements.
Oversee the petty cash fund, ensuring proper usage and documentation.
Experience
7-10 Years
Level
Management
Education
B.S. in Accounting
Financial Clerk Resume
Objective : Motivated financial clerk with two years of experience in managing financial records and transactions. Skilled in maintaining accuracy, processing invoices, and ensuring compliance with financial regulations. Aiming to contribute to a forward-thinking organization that values precision and effective financial management.
Skills : Financial Reporting, Data Analysis And Management, Communication And Coordination, Analytical Skills, Data Analysis, Financial Statements
Description :
Managed attendance calendar and ensured timely vendor payments.
Processed invoices, receipts, and maintained accurate ledgers.
Issued checks to clients based on approved service requests.
Answered calls and directed inquiries to appropriate staff members.
Scheduled appointments according to branch protocols.
Received and organized client paperwork, ensuring completeness.
Instructed applicants on necessary documentation for eligibility reviews.
Experience
0-2 Years
Level
Junior
Education
A.S. Accounting
Junior Financial Clerk Resume
Objective : Financial professional with 5 years of comprehensive experience in financial record management and transaction processing. Demonstrated ability to ensure accuracy, optimize financial workflows, and support compliance initiatives. Eager to contribute to a results-oriented team that values precision and efficiency in financial operations.
Skills : Financial Data Entry, Budget Management, Team Collaboration, Quickbooks Proficiency, Financial Software Management, Payroll Processing
Description :
Acted as a liaison between departments and external partners to resolve financial issues efficiently.
Reviewed financial records for accuracy, compliance, and adherence to regulations.
Delivered timely and high-quality service to both internal teams and external clients.
Compiled detailed financial reports for management, enhancing visibility into financial performance.
Coordinated communication with insurance companies regarding billing methods and compliance.
Prepared inter-office financial reports and operational statistics for departmental review.
Educated stakeholders about financial programs and policies, improving understanding and compliance.
Experience
2-5 Years
Level
Junior
Education
AAS in Accounting
Financial Clerk Resume
Objective : Results-oriented financial clerk with two years of hands-on experience in managing financial records and transactions. Adept at ensuring accuracy, processing invoices, and supporting compliance initiatives. Looking to apply my analytical skills in a growing organization that prioritizes financial integrity and operational efficiency.
Skills : Financial Administration, Microsoft Excel, Cash Flow Management, Accounting Software, Record Keeping, Credit Control
Description :
Assisted in the management of financial aid applications, ensuring timely processing and compliance.
Reviewed and verified financial transcripts and certification forms for accuracy.
Guided applicants through financial aid procedures and deadlines, enhancing their understanding of available options.
Supported students and families in completing financial application forms, facilitating access to aid.
Communicated financial aid policies effectively to students, promoting transparency.
Verified completeness and eligibility of financial applications, ensuring adherence to regulations.
Entered data into a computerized student record system, maintaining accurate financial records.
Experience
0-2 Years
Level
Entry Level
Education
A.S. Accounting
Fiscal Clerk Resume
Headline : With 7 years of experience in fiscal operations, I excel in managing financial records and ensuring compliance with regulations. My expertise includes processing transactions accurately, preparing detailed reports, and enhancing financial workflows. I am committed to supporting organizational goals through meticulous attention to detail and efficiency in financial management.
Skills : Bilingual Communication, Data Management, Document Transmission, Financial Terminology
Description :
Managed comprehensive supply orders for administrative and maintenance departments, ensuring timely delivery of essential materials.
Coordinated testing material procurement, streamlining the process for educational assessments.
Provided frontline support by answering inquiries from parents and students, enhancing office communication.
Facilitated collaboration between office and teaching staff, improving operational efficiency.
Oversaw maintenance agreements for fire hydrants, ensuring compliance with operational standards.
Calculated assessments and maintained accurate records in the mainframe database, enhancing financial integrity.
Assisted assessment technicians in validating petitions and special projects, contributing to operational success.
Experience
5-7 Years
Level
Executive
Education
A.A.S.
Financial Clerk Resume
Objective : Results-focused Financial Clerk with five years of experience in managing financial records and transactions. Demonstrated expertise in ensuring compliance, processing invoices accurately, and optimizing financial workflows. Committed to enhancing operational efficiency and accuracy to support organizational objectives.
Skills : Financial Analysis, Data Entry, Accounts Payable, Accounts Receivable, Bank Reconciliation, Budgeting
Description :
Processed tuition and competition fee payments for all students, ensuring timely and accurate transactions.
Developed and managed payment plans for families, enhancing accessibility to services.
Maintained meticulous records of private lesson payments, ensuring transparency.
Generated comprehensive financial reports, balancing daily income and identifying discrepancies.
Collaborated with parents to provide updates on student progress and financial obligations.
Motivated students with performance-based incentives, fostering a positive environment.
Utilized financial software for efficient tracking and reporting of all financial transactions.
Experience
2-5 Years
Level
Junior
Education
AAS Accounting
Financial Clerk Trainee Resume
Objective : Detail-oriented Financial Clerk with over 5 years of experience in managing financial records, processing invoices, and reconciling accounts. Proficient in accounting software and Excel, ensuring accuracy and compliance with financial regulations. Strong organizational skills and ability to work under pressure, contributing to efficient financial operations and timely reporting.
Skills : Inventory Management, Excel, Outlook, And Financial Software, Communication Skills, Financial Forecasting, Confidentiality, Organizational Skills
Description :
Review timesheets and wage computations to identify and resolve payroll discrepancies.
Process onboarding paperwork for new employees and input data into payroll systems.
Verify attendance and hours worked, updating records accordingly.
Issue employee paychecks and ensure accuracy in earnings and deductions.
Monitor and track employee leave balances, including vacation and sick leave.
Compile and analyze employee data for payroll processing.
Provide payroll-related information to employees and management as needed.
Experience
0-2 Years
Level
Entry Level
Education
AAS Accounting
Financial Clerk Resume
Headline : Dedicated Financial Clerk with a proven track record in accounts payable and receivable, payroll processing, and financial reporting. Skilled in data entry and maintaining accurate financial records. Excellent communication and interpersonal skills, fostering positive relationships with clients and vendors. Committed to delivering timely and accurate financial information to support business operations.
Skills : Advanced Microsoft Word Skills, Advanced Excel Proficiency, Proficient In Microsoft Office Suite, Report Generation, Process Improvement, Vendor Management
Description :
Classified, recorded, and summarized financial data for auto loans, enhancing record accuracy.
Monitored cash flow and assisted in budgeting and forecasting activities.
Performed complex financial calculations, determining interest charges, balances, and principal amounts.
Provided exceptional customer service, processing claims and orders in a timely manner.
Managed account debits and credits using advanced accounting software, maintaining accurate financial records.
Contacted clients to obtain missing information for loan processing, ensuring timely approvals.
Experience
5-7 Years
Level
Management
Education
AAS Accounting
Financial Clerk Resume
Objective : Resourceful financial clerk with two years of experience in managing financial records and ensuring compliance with regulations. Proficient in processing transactions accurately and optimizing workflows for efficiency. Seeking to apply my analytical abilities in a collaborative environment that prioritizes precision and robust financial practices.
Skills : Tax Preparation, Customer Service, Presentation Software Proficiency, Email And Calendar Management, Office Suite Proficiency
Description :
Verified remittances against bank documentation to ensure accuracy.
Identified and implemented process improvements to enhance efficiency.
Prepared bank deposits and reconciled accounts receivable regularly.
Executed month-end journal entries to maintain accurate financial records.
Provided clerical support for accounting and accounts receivable functions.
Assisted in managing petty cash and expense reimbursements.
Reviewed orders, assessed credit availability, and managed order releases or holds.
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