How to hire a budget clerk

How to hire a budget clerk, step by step

Here's a step-by-step budget clerk hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a budget clerk job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new budget clerk
• Step 8: Go through the hiring process checklist

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1. Identify your hiring needs

   Before you post your budget clerk job, you should take the time to determine what type of worker your business needs. While certain jobs definitely require a full-time employee, it's sometimes better to find a budget clerk for hire on a part-time basis or as a contractor.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   A budget clerk's background is also an important factor in determining whether they'll be a good fit for the position. For example, budget clerks from different industries or fields will have radically different experiences and will bring different viewpoints to the role. You also need to consider the candidate's previous level of experience to make sure they'll be comfortable with the job's level of seniority.

   The following list breaks down different types of budget clerks and their corresponding salaries.

   Type of Budget Clerk	Description	Hourly rate
   Budget Clerk	Bookkeeping, accounting, and auditing clerks produce financial records for organizations. They record financial transactions, update statements, and check financial records for accuracy.	$14-33
   Accounting Technician	An accounting technician is responsible for evaluating financial information procedures to support accounting and taxation tasks, verifying the accuracy of account statements for the reference of accountants. Accounting technicians manage the payroll processes, generate invoices, perform account reconciliations, analyze account receivables, prepare budget reports, and monitor the company's financial transactions... Show more	$14-25
   Finance Coordinator	Finance coordinators are skilled professionals who are employed by all types of industries to manage their financial records accurately. Under the supervision of financial managers, they correlate the company's accounts receivables and payables... Show more	$16-34

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Financial Data
   • Budget Reports
   • Travel Arrangements
   • Budget Analysis
   • Financial Reports

   Responsibilities:

   • Manage resident's private information for insurance verification, billing, and eligibility to apply for Medicaid.
   • Maintain cleanliness of the company warehouse, operate warehouse machinery and organize the warehouse to ensure proper product placement.
   • Respond to inquiries from internal organization and external customers regarding package processing, delivery information and services offer by USPS stores.

3. Make a budget

   Including a salary range in your budget clerk job description is a great way to entice the best and brightest candidates. A budget clerk salary can vary based on several factors:

   • Location. For example, budget clerks' average salary in north dakota is 54% less than in new jersey.
   • Seniority. Entry-level budget clerks earn 57% less than senior-level budget clerks.
   • Certifications. A budget clerk with a few certifications under their belt will likely demand a higher salary.
   • Company. Working for a prestigious company or an exciting start-up can make a huge difference in a budget clerk's salary.

   Average budget clerk salary

   $46,395yearly

   $22.31 hourly rate

   ---

   Entry-level budget clerk salary

   $30,000 yearly salary

   Updated January 22, 2026

4. Writing a budget clerk job description

   A budget clerk job description should include a summary of the role, required skills, and a list of responsibilities. It's also good to include a salary range and the first name of the hiring manager. Below, you can find an example of a budget clerk job description:

   Budget clerk job description example

   Business Professionals
   
   Date Posted:
   8/12/2022
   
   Location:
   Accounts Payable
   
   Date Available:
   08/12/2022
   
   Closing Date:
   10/12/2022
   
   Location:
   
   Area:
   
   Job Category:
   
   Hattie Mae White Bldg.
   
   Northwest
   
   Business Professionals
   
   Job Code:
   
   Contract Type:
   
   Months:
   
   30003001
   
   None
   
   12
   
   Salary Minimum:
   
   Salary Midpoint:
   
   Salary Maximum (Depending on Experience):
   
   $31,942
   
   $42,323
   
   $52,704
   
   Please click here to view the job description.
   
   POSITION TITLE : Accounting/Budgeting Clerk III
   
   CONTRACT LENGTH : 12M
   
   DATE : 04/30/09
   
   DATE OF LAST REVISION: 04/30/09
   
   JOB CODE : FA0055
   
   PAY GRADE : 22
   
   FLSA EXEMPTION STATUS: NE
   
   Job Family - Finance & Accounting
   
   JOB SUMMARY
   
   Under general direction, performs a broad range of accounting/budgeting functions with lead responsibility for accounting expense accounts. Assigns transaction codes to documents. Ensures documents being processed are included in the appropriate pay schedule. Analyzes and verifies internal consistency, completeness, and accuracy of account documents and makes adjustments.
   
   MAJOR DUTIES & RESPONSIBILITIES
   
   List most important duties first
   
   1. Prepares, maintains, and verifies complex and comprehensive accounting logs/ledgers and processes payments according to district policy and finance procedures.
   2. Researches and analyzes financial data and prepares moderately complex reports. Completes state mandated forms and filings.
   3. Reviews, processes, and monitors changes from original documents to final results.
   4. Provides analysis and information to a variety of internal and external customers.
   5. Assists in year end close out activities including reviewing outstanding balances, closes inactive accounts, and other functions.
   6. Performs other job-related duties as assigned.
   
   EDUCATION
   
   High School Diploma or GED
   
   WORK EXPERIENCE
   
   3 to 5 years
   
   TYPE OF SKILL AND/OR REQUIRED LICENSING/CERTIFICATION
   
   Microsoft Office Office equipment (e.g., computer, copier)
   
   LEADERSHIP RESPONSIBILITIES
   
   No supervisory or direct people management responsibilities. May provide occasional work guidance, technical advice and training to staff.
   
   WORK COMPLEXITY/INDEPENDENT JUDGMENT
   
   Work and tasks are often straightforward, routine, structured and guided by established policies and procedures. Little, if any, independent judgment is required, outside of making basic choices in the selection and application of established methods. The job receives frequent, ongoing supervision.
   
   BUDGET AUTHORITY
   
   No budget development activity is required.
   
   PROBLEM SOLVING
   
   Decisions are made on both routine and non-routine matters with some latitude, but are still subject to approval. Job is occasionally expected to recommend new solutions to problems and improve existing methods or generate new ideas.
   
   IMPACT OF DECISIONS
   
   Follows rules and procedures. Decisions can have minimal or no impact to HISD. Errors can be readily detected, usually by the employee, and, if made, would result in minor expense for correction.
   
   COMMUNICATION/INTERACTIONS
   
   Information sharing - gives and receives information such as options, technical direction, instructions and reporting results. Interactions are mostly with customers, own supervisor and coworkers in own and other departments.
   
   CUSTOMER RELATIONSHIPS
   
   Takes routine or required customer actions to meet customer needs. Responds promptly and accurately to customer complaints, inquiries and requests for information and coordinates appropriate follow-up. May handle escalated issues passed on from coworkers or subordinates.
   
   WORKING/ENVIRONMENTAL CONDITIONS
   
   Work is normally performed in a typical interior work environment which does not subject the employee to any hazardous or unpleasant elements.
   Ability to carry and/or lift less than 15 pounds.

   Copy this example

   

5. Post your job

   To find budget clerks for your business, try out a few different recruiting strategies:

   • Consider internal talent. One of the most important talent pools for any company is its current employees.
   • Ask for referrals. Reach out to friends, family members, and your current work to ask if they know any budget clerks they would recommend.
   • Recruit at local colleges. Attend job fairs at local colleges to recruit entry-level budget clerks with the right educational background.
   • Social media platforms. LinkedIn, Facebook, and Twitter have more than 3.5 billion users, and they're a great place for company branding and reaching potential job candidates.

   Post your job online:

   • Post your budget clerk job on Zippia to find and attract quality budget clerk candidates.
   • Use niche websites such as efinancialcareers, financialjobsweb.com, careerbank, financial job bank.
   • Post a job on free websites.

6. Interview candidates

   Recruiting budget clerks requires you to bring your A-game to the interview process. The first interview should introduce the company and the role to the candidate as much as they present their background experience and reasons for applying for the job. During later interviews, you can go into more detail about the technical details of the job and ask behavioral questions to gauge how they'd fit into your current company culture.

   You should also ask about candidates' unique skills and talents to see if they match the ideal candidate profile you developed earlier. Candidates good enough for the next step can complete the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new budget clerk

   Once you've found the budget clerk candidate you'd like to hire, it's time to write an offer letter. This should include an explicit job offer that includes the salary and the details of any other perks. Qualified candidates might be looking at multiple positions, so your offer must be competitive if you like the candidate. Also, be prepared for a negotiation stage, as candidates may way want to tweak the details of your initial offer. Once you've settled on these details, you can draft a contract to formalize your agreement.

   It's equally important to follow up with applicants who don't get the job with an email letting them know that the position has been filled.

   After that, you can create an onboarding schedule for a new budget clerk. Human Resources and the hiring manager should complete Employee Action Forms. Human Resources should also ensure that onboarding paperwork is completed, including I-9s, benefits enrollment, federal and state tax forms, etc., and that new employee files are created.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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