Account Officer Job Description Guide

Providing a thorough and accurate job description will help attract the best possible candidates for your open Account Officer position. You can use this job description template and modify it to better fit your company’s needs.

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What does a Account Officer do?

An Account Officer supervises the financial bookkeeping and records of an organization. They are responsible for recording transactions, payments and expenses and processing invoices. They also send out bills and invoices, follow up on overdue payments and ensure that a company’s invoices and payments match up correctly. In many cases, an Account Officer supervises an organization’s general bookkeeping staff and monitors all account transactions as well. Employing a skilled Account Officer can help a company create and maintain accurate, extensive financial records and process payments and invoices with greater efficiency.

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Account Officer duties and responsibilities

The main goal of an Account Officer is to manage a company’s financial records, though an organization’s size and specific industry may affect their general duties and responsibilities. Some of their common daily tasks include:

  • Creating and processing invoices
  • Cross-checking invoices with payments and expenses to ensure accuracy
  • Managing a company's accounts payable and receivable
  • Sending bills and invoices to clients
  • Tracking organization expenses
  • Processing refunds
  • Working with collection agencies on overdue payments
  • Communicating with clients regarding billing and payments

Account Officer skills and qualifications

An Account Officer should have the following skills and qualifications in order to handle their job duties effectively:

  • Adept computer skills and proficiency using programs like QuickBooks and Microsoft Excel
  • Advanced math skills to keep accurate records and supervise the bookkeeping of an organization
  • Strong verbal and written communication skills to interact regularly with clients regarding sensitive topics like billing and payments
  • Excellent organization skills for maintaining clear, accurate and meticulous financial records for a company
  • Attention to detail for ensuring the accuracy of a company's records and invoices
  • Multitasking in order to successfully handle multiple accounts, invoices and payments at various stages of execution
  • Excellent efficiency for handling any accounting issues quickly with minimal interference

Account Officer salary expectations

The average salary of an Account Officer is $69,143 per year. This salary can vary depending on the business sector an Account Officer is involved in, from science and technical services to retail trade.

Account Officer education and training requirements

Though postsecondary education isn’t always necessary to become an Account Officer, it does help distinguish candidates who apply for the job. Some employers prefer applicants who have earned a bachelor’s degree in accounting, finance or business management, while others may hire candidates with less education for entry-level positions. Many organizations at least look for candidates who have taken some accounting and bookkeeping classes, such as analysis and reporting of financial data, payroll accounting, accounting theories and tax preparation, among others. Companies may also seek out individuals with relevant certifications, such as the Certified Public Accountant or Certified Bookkeeper designations.

Account Officer experience requirements

Employers typically look for candidates who have previous experience in accounting and bookkeeping, but this specific experience is not always necessary. Different organizations have different bookkeeping systems, invoicing methods and accounting practices, so some amount of training and adjustment to a new organization will always be necessary. Therefore, it’s more important that a prospective Account Officer demonstrates good organizational skills, communication skills and attention to detail. Organizations often prefer applicants with relevant experience, however, and many candidates acquire this in similar jobs, such as in a business or financial position like a Financial Analyst, Accountant or Loan Officer.

Job description samples for similar positions

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