Finance & Accounting Job Description Templates
Finance and accounting roles depend on accuracy, controls, and confidentiality. Be specific about systems, close cycles, and credentials such as a CPA that are required versus preferred.
Every template uses the same structure: job summary, essential functions, qualifications, and classification. Pick one, customize it, and download a formatted Word doc or PDF.
What to include in a Finance & Accounting job description
- Name the accounting or payroll systems and the volume of work, such as entities, employees, or transactions.
- Note the busy periods, such as month-end close, year-end, and tax season.
- Call out access to confidential financial or payroll data and any related screening you require.
Role templates
Accountant
Finance · Exempt
Prepare journal entries and account reconciliations
Bookkeeper
Finance · Non-Exempt
Record daily financial transactions in the accounting system
Financial Analyst
Finance · Exempt
Build and maintain financial models and forecasts
Payroll Specialist
Human Resources · Non-Exempt
Process payroll accurately and on schedule for all pay cycles
Starter templates
Longer, ready-to-edit templates that load straight into the generator.
Accountant
Finance · Exempt
Maintains the accuracy of the organization's financial records. Handles month-end close, reconciliations, and reporting, and supports audits and tax filings with clean, well-documented books.
Financial Manager
Finance · Exempt
Turns financial data into decisions. Leads budgeting, forecasting, and financial analysis for the business — partnering with department leaders to control costs, evaluate investments, and keep the company on plan.
Don't see your role?
Build a Finance & Accounting job description from scratch with the same structure in a few minutes.
Build a Job Description →