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Finance specialist vs finance clerk

The differences between finance specialists and finance clerks can be seen in a few details. Each job has different responsibilities and duties. Additionally, a finance specialist has an average salary of $61,666, which is higher than the $39,225 average annual salary of a finance clerk.

The top three skills for a finance specialist include customer service, phone calls and cash handling. The most important skills for a finance clerk are data entry, purchase orders, and HR.

Finance specialist vs finance clerk overview

Finance SpecialistFinance Clerk
Yearly salary$61,666$39,225
Hourly rate$29.65$18.86
Growth rate10%-5%
Number of jobs97,216143,372
Job satisfaction--
Most common degreeBachelor's Degree, 62%Bachelor's Degree, 44%
Average age4351
Years of experience-6

What does a finance specialist do?

A financial or finance specialist is the person who sells products and services at financial institutions. Finance specialists are financial professionals who use knowledge of accounting, tax laws, and finance for financial assistance. They may assist clients with corporate or personal finances. The primary skills they must have include interpersonal skills, formal accounting, excellent communication skills, management experience, and financial reporting. They should be equipped with vital customer service and analytical skills.

What does a finance clerk do?

Finance clerks are financial professionals who are responsible for performing various administrative tasks such as keeping financial records, preparing bills, and delivering excellent customer service. These clerks are required to process bills, checks, receipts, and other documents to ensure that they are all properly signed and distributed. They must verify financial and other data so that they can enter those data into the database and maintain updated records. Finance clerks must also assist with account reconciliations and should report the status of accounts and discrepancies to the management.

Finance specialist vs finance clerk salary

Finance specialists and finance clerks have different pay scales, as shown below.

Finance SpecialistFinance Clerk
Average salary$61,666$39,225
Salary rangeBetween $37,000 And $100,000Between $27,000 And $56,000
Highest paying CityWashington, DCNew York, NY
Highest paying stateConnecticutNew York
Best paying companyGoogleUnited States Courts
Best paying industryFinanceGovernment

Differences between finance specialist and finance clerk education

There are a few differences between a finance specialist and a finance clerk in terms of educational background:

Finance SpecialistFinance Clerk
Most common degreeBachelor's Degree, 62%Bachelor's Degree, 44%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Finance specialist vs finance clerk demographics

Here are the differences between finance specialists' and finance clerks' demographics:

Finance SpecialistFinance Clerk
Average age4351
Gender ratioMale, 42.1% Female, 57.9%Male, 26.2% Female, 73.8%
Race ratioBlack or African American, 8.6% Unknown, 3.9% Hispanic or Latino, 9.6% Asian, 10.0% White, 67.6% American Indian and Alaska Native, 0.3%Black or African American, 6.9% Unknown, 4.0% Hispanic or Latino, 14.7% Asian, 6.6% White, 67.2% American Indian and Alaska Native, 0.6%
LGBT Percentage4%7%

Differences between finance specialist and finance clerk duties and responsibilities

Finance specialist example responsibilities.

  • Lead lease of aircraft including analysis and coordination of treasury, legal, tax and insurance reviews.
  • Manage client relationship by presenting solutions for customers state and unstate needs while cross-selling company products.
  • Ensure the highest standards of SOX compliance by conducting internal audits and annual SOX testing with external auditors.
  • Compare the closed month and calendar month reports in Hyperion.
  • Prepare work papers for annual audit and tax filings and coordinate with external CPA.
  • Prepare and audit coworker contract development of insurance provider contracts, SOX testing and publishing system wide contract updates.
  • Show more

Finance clerk example 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.
  • Produce PowerPoint presentations in order to brief the command team of the on goings within the company.
  • Used an automate information system (PeopleSoft) to edit, modify, and verify customers personal and payment information.
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Finance specialist vs finance clerk skills

Common finance specialist skills
  • Customer Service, 23%
  • Phone Calls, 16%
  • Cash Handling, 10%
  • Customer Inquiries, 9%
  • Patients, 6%
  • Financial Reports, 6%
Common finance clerk skills
  • Data Entry, 16%
  • Purchase Orders, 9%
  • HR, 5%
  • Bank Statements, 5%
  • Bank Deposits, 5%
  • Credit Card, 4%

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