Finance officer

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Financial officer, finance clerk, treasurer

Finance officers help to manage the finances of an organisation by keeping track of its income and controlling its spending.

Salary Range: £18,500 to £40,000

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You can get into this job through:

  • a university course
  • a college course
  • an apprenticeship
  • working towards this role
  • applying directly
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Some employers may ask for a relevant degree in a subject like:

  • finance
  • accounting
  • business studies

Entry requirements

You’ll usually need:

  • 2 to 3 A levels, or equivalent, for a degree
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You may find it useful to do a college course, which could help you get a trainee job with a financial firm. Courses inlcude:

  • Level 2 Certificate in Bookkeeping
  • Level 2 Certificate in Accounting
  • Level 3 Certificate in Financial Studies

Entry requirements

Entry requirements for these courses vary.

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You can get into this job through an assistant accountant advanced apprenticeship. 

Entry requirements

You’ll usually need:

  • 5 GCSEs at grades 9 to 4 (A* to C), or equivalent, including English and maths, for an advanced apprenticeship
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You could start out as a finance assistant or accounts assistant and then work your way into this role after getting experience. 

Direct application

If you want to apply directly for jobs you’ll usually need GCSEs, including maths and English.

A levels in maths, business studies or economics may also be useful.

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Skills and knowledge

You’ll need:

  • knowledge of economics and accounting
  • business management skills
  • maths knowledge
  • analytical thinking skills
  • financial management skills
  • leadership skills
  • the ability to use your initiative
  • to be thorough and pay attention to detail
  • to be able to carry out basic tasks on a computer or hand-held device
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Day-to-day tasks

Your day-to-day duties could include: 

  • recording financial transactions on computer systems
  • producing financial forecasts
  • dealing with payroll, invoices, expenses and VAT
  • carrying out financial audits
  • creating monthly, quarterly and annual budget reports
  • presenting report findings to finance managers

Working environment

You could work in an office.

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With experience, you could become a senior finance officer or finance manager, or train to become an accountant.