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Summary Job Description | Tasks | |||
Compute, classify, and record numerical data to keep financial records complete. Perform any combination of routine calculating, posting, and verifying duties to obtain primary financial data for use in maintaining accounting records. May also check the accuracy of figures, calculations, and postings pertaining to business transactions recorded by other workers. | Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes. | |||
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Operate computers programmed with accounting software to record, store, and analyze information. | ||||
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Comply with federal, state, and company policies, procedures, and regulations. | ||||
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Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software. | ||||
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Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers. | ||||
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Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures. | ||||
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Compile statistical, financial, accounting or auditing reports and tables pertaining to such matters as cash receipts, expenditures, accounts payable and receivable, and profits and losses. | ||||
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Code documents according to company procedures. | ||||
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Access computerized financial information to answer general questions as well as those related to specific accounts. | ||||
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Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents. | ||||
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Reconcile or note and report discrepancies found in records. | ||||
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Perform financial calculations such as amounts due, interest charges, balances, discounts, equity, and principal. | ||||
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Perform general office duties such as filing, answering telephones, and handling routine correspondence. | ||||
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Prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks. | ||||
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Receive, record, and bank cash, checks, and vouchers. | ||||
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Calculate and prepare checks for utilities, taxes, and other payments. | ||||
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Compare computer printouts to manually maintained journals to determine if they match. | ||||
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Reconcile records of bank transactions. | ||||
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Prepare trial balances of books. | ||||
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Monitor status of loans and accounts to ensure that payments are up to date. | ||||
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Transfer details from separate journals to general ledgers or data processing sheets. | ||||
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Compile budget data and documents, based on estimated revenues and expenses and previous budgets. | ||||
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Calculate costs of materials, overhead and other expenses, based on estimates, quotations and price lists. | ||||
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Match order forms with invoices, and record the necessary information. | ||||
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Complete and submit tax forms and returns, workers' compensation forms, pension contribution forms, and other government documents. | ||||
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Maintain inventory records. | ||||
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Perform personal bookkeeping services. | ||||
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Compute deductions for income and social security taxes. | ||||
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Prepare purchase orders and expense reports. | ||||
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Prepare and process payroll information. | ||||
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CompGeo Salary Survey Benchmark Job Summary and Competencies
Bookkeeping/Accounting/Audit Clerks - All Levels Combined
The Benchmark Job Description below represents the specific Position Characteristics of the job used in the Salary Survey. Benchmark Job Descriptions should be inspected carefully to review the degree of matching between an organizations' Job and the Salary Survey Benchmark. Matching internal Jobs to Salary Survey Benchmark Jobs should not be done on Job Title alone. A thorough comparison of Salary Survey Benchmark to Internal Job Descriptions is recommended. A good overlap should exist on any comparisons used on critical Job Dimensions and Competencies.- Job Description
- Knowledges
- Skills
- Abilites
- Tools and Technology
- Education and Experience
- Alternate Job Titles
- Salaries
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Important Knowledge Competencies | Competency Description | |||
Clerical | Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology. | |||
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Mathematics | Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications. | |||
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English Language | Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar. | |||
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Economics and Accounting | Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data. | |||
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Customer and Personal Service | Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction. | |||
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Computers and Electronics | Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming. | |||
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Administration and Management | Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources. | |||
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Important Skill Competencies | Competency Description | |||
Reading Comprehension | Understanding written sentences and paragraphs in work related documents. | |||
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Active Listening | Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times. | |||
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Speaking | Talking to others to convey information effectively. | |||
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Writing | Communicating effectively in writing as appropriate for the needs of the audience. | |||
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Mathematics | Using mathematics to solve problems. | |||
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Critical Thinking | Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems. | |||
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Monitoring | Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action. | |||
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Time Management | Managing one's own time and the time of others. | |||
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Social Perceptiveness | Being aware of others' reactions and understanding why they react as they do. | |||
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Active Learning | Understanding the implications of new information for both current and future problem-solving and decision-making. | |||
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Coordination | Adjusting actions in relation to others' actions. | |||
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Service Orientation | Actively looking for ways to help people. | |||
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Complex Problem Solving | Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions. | |||
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Judgment and Decision Making | Considering the relative costs and benefits of potential actions to choose the most appropriate one. | |||
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Important Ability Competencies | Competency Description | |||
Oral Comprehension | The ability to listen to and understand information and ideas presented through spoken words and sentences. | |||
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Written Comprehension | The ability to read and understand information and ideas presented in writing. | |||
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Written Expression | The ability to communicate information and ideas in writing so others will understand. | |||
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Oral Expression | The ability to communicate information and ideas in speaking so others will understand. | |||
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Mathematical Reasoning | The ability to choose the right mathematical methods or formulas to solve a problem. | |||
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Near Vision | The ability to see details at close range (within a few feet of the observer). | |||
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Problem Sensitivity | The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem. | |||
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Number Facility | The ability to add, subtract, multiply, or divide quickly and correctly. | |||
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Information Ordering | The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations). | |||
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Speech Recognition | The ability to identify and understand the speech of another person. | |||
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Deductive Reasoning | The ability to apply general rules to specific problems to produce answers that make sense. | |||
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Inductive Reasoning | The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events). | |||
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Category Flexibility | The ability to generate or use different sets of rules for combining or grouping things in different ways. | |||
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Selective Attention | The ability to concentrate on a task over a period of time without being distracted. | |||
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Speech Clarity | The ability to speak clearly so others can understand you. | |||
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Finger Dexterity | The ability to make precisely coordinated movements of the fingers of one or both hands to grasp, manipulate, or assemble very small objects. | |||
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Perceptual Speed | The ability to quickly and accurately compare similarities and differences among sets of letters, numbers, objects, pictures, or patterns. The things to be compared may be presented at the same time or one after the other. This ability also includes comparing a presented object with a remembered object. | |||
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Tools/Technology Example | Product Category | |||
ACS Technologies ACS FinancialSuite software | Accounting software | |||
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ADP Pay eXpert | Time accounting software | |||
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AMS Services AMS Sagitta | Enterprise resource planning ERP software | |||
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ATX Total Accounting Office | Accounting software | |||
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ATX Total Engagement Office | Accounting software | |||
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Accounting software | Accounting software | |||
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Accounts payable software | Accounting software | |||
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Accounts receivable software | Accounting software | |||
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Accurate NXG | Accounting software | |||
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Accutrac software | Document management software | |||
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AcornSystems Corporate Performance Management | Enterprise resource planning ERP software | |||
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Activant Solutions Activant Prophet 21 | Accounting software | |||
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AdaptaSoft CyberPay | Accounting software | |||
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Advanced Management Systems (AMS) Winery Software | Enterprise resource planning ERP software | |||
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American HealthTech Financial | Accounting software | |||
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Asset management software | Accounting software | |||
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AuditWare software | Financial analysis software | |||
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Auditing software | Financial analysis software | |||
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Automation Counselors municiPAL | Accounting software | |||
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BLS Software Invoice! | Accounting software | |||
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Best MIP Fund Accounting | Accounting software | |||
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BillingTracker software | Accounting software | |||
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Blackbaud The Financial Edge | Accounting software | |||
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Business Objects Data Integrator | Enterprise application integration software | |||
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Business performance management BPM software | Enterprise resource planning ERP software | |||
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CCIS AccountAbility | Accounting software | |||
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CYMA IV Accounting for Windows | Accounting software | |||
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Cartesis ES Magnitude | Enterprise resource planning ERP software | |||
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ComputerEase | Accounting software | |||
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Corporate Responsibility System Technologies Limited CRSTL Compliance Positioning System | Compliance software | |||
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Cost accounting software | Accounting software | |||
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Database software | Data base user interface and query software | |||
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Document management system software | Document management software | |||
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FLS eDP.Payrolltax | Compliance software | |||
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Financial compliance software | Compliance software | |||
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Financial reporting software | Accounting software | |||
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Financial statement software | Accounting software | |||
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FlexiLedger software | Accounting software | |||
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Fund accounting software | Accounting software | |||
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General ledger software | Accounting software | |||
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HCSS HeavyBid | Project management software | |||
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HCSS HeavyJob | Project management software | |||
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Heron CrossTie General Ledger | Accounting software | |||
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Intrax ProcedureNet | Compliance software | |||
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Intuit QuickBooks software | Accounting software | |||
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Intuit Quicken software | Accounting software | |||
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MethodWare ProAudit Advisor | Financial analysis software | |||
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Microsoft Access | Data base user interface and query software | |||
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Microsoft Excel | Spreadsheet software | |||
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Microsoft Great Plains software | Enterprise resource planning ERP software | |||
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Microsoft Office software | Office suite software | |||
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Microsoft Outlook | Electronic mail software | |||
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Microsoft PowerPoint | Presentation software | |||
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Microsoft Word | Word processing software | |||
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New Millennium Communications Genesis Accounting | Accounting software | |||
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OmniRIM software | Document management software | |||
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PROPHIX Enterprise | Accounting software | |||
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Paisley AutoAudit | Financial analysis software | |||
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Paisley Cardmap | Compliance software | |||
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Paisley Focus Control Assurance | Compliance software | |||
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Paisley IssueTrack | Financial analysis software | |||
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Paisley RiskNavigator | Compliance software | |||
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Payroll software | Time accounting software | |||
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Pentana audit work system PAWS | Financial analysis software | |||
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Quicken Elite software | Accounting software | |||
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RSM McGladrey Advanced Practice Solutions Paperless Audit | Financial analysis software | |||
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RSM McGladrey Auditor Assistant | Financial analysis software | |||
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Records management software | Document management software | |||
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Roundtable Software Advantage Accounting System | Accounting software | |||
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SAP software | Enterprise resource planning ERP software | |||
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Sage MAS software | Enterprise resource planning ERP software | |||
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Sage Master Builder | Project management software | |||
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Sage Peachtree software | Accounting software | |||
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Softrax Revenue Management | Accounting software | |||
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Spreadsheet software | Spreadsheet software | |||
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Tumbleweed SecureTransport | Transaction server software | |||
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UA Business Software Professional Edition | Accounting software | |||
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Word processing software | Word processing software | |||
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Desktop computers | Desktop computers | |||
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Financial calculators | Calculators or accessories | |||
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Image scanners | Scanners | |||
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Ledger sheets | Ledger paper | |||
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Notebook computers | Notebook computers | |||
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Receipt books | Receipts or receipt books | |||
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Prerequisite Qualification Category | Education and Experience Level | |||
On-the-Job Training | Over 1 month, up to and including 3 months | |||
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Required Level of Education | High School Diploma (or GED or High School Equivalence Certificate) | |||
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On-Site or In-Plant Training | Over 1 month, up to and including 3 months | |||
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Alternate Job Title(s) | |||
Account Administrator | |||
Account Clerk | |||
Account Information Clerk | |||
Account Receivable Clerk | |||
Accountant | |||
Accountant Assistant | |||
Accountant Clerk | |||
Accountant Helper | |||
Accounting Analyst | |||
Accounting Assistant | |||
Accounting Associate | |||
Accounting Bookkeeper | |||
Accounting Clerk | |||
Accounting Manager | |||
Accounting Representative | |||
Accounting Specialist | |||
Accounting Technician | |||
Accounts Payable Administrator | |||
Accounts Payable Clerk | |||
Accounts Payable Coordinator | |||
Accounts Payable Manager | |||
Accounts Payable Representative | |||
Accounts Payable Specialist | |||
Accounts Payables Clerk | |||
Accounts Receivable Assistant | |||
Accounts Receivable Clerk | |||
Accounts Receivable Specialist | |||
Advice Clerk | |||
Amortization Clerk | |||
Audit Clerk | |||
Audit Control Clerk | |||
Auditing Clerk | |||
Auditor Sales | |||
Balance Clerk | |||
Bank Reconciliator | |||
Billing Checker | |||
Billing Clerk | |||
Bond Clerk | |||
Book Keeper | |||
Booking Clerk | |||
Bookkeeper | |||
Bookkeeper Assistant | |||
Bookkeeper and Clerk | |||
Bookkeeping Clerk | |||
Budget Clerk | |||
Budget Technician | |||
Canceling and Cutting Control Clerk | |||
Cash Accounting Clerk | |||
Cash Register Balancer | |||
Chart Calculator | |||
Chart Changer | |||
Chart Clerk | |||
Chart Computer | |||
Chart Picker | |||
Chart Reader | |||
Chart Snatcher | |||
Check Clerk | |||
Check Out Clerk | |||
Check Processing Clerk | |||
Chief Wheelage Clerk | |||
Classification Analyst | |||
Classification Control Clerk | |||
Classifier | |||
Clearing House Clerk | |||
Clerk Analyst | |||
Clerk and Bookkeeper | |||
Clipman | |||
Collateral Clerk | |||
Collateral and Safekeeping Clerk | |||
Collection Clerk | |||
Commodity Loan Clerk | |||
Computer Bookkeeper | |||
Cost Accountant | |||
Cost Accounting Clerk | |||
Credit Card Clerk | |||
Daily Sales Audit Clerk | |||
Discount Clerk | |||
Distribution Accounting Clerk | |||
Dividend Deposit Voucher Clerk | |||
Document Processor | |||
Electronic Funds Transfer Coordinator | |||
Escrow Agent | |||
Escrow Closer | |||
Export Clerk | |||
Export Documents Clerk | |||
Field Clerk | |||
Figure Clerk | |||
Financial Processing Clerk | |||
Financial Recording Clerk | |||
Fiscal Accounting Clerk | |||
Fiscal Technician | |||
Fixed Capital Clerk | |||
Food and Beverage Controller | |||
Foreclosure Clerk | |||
Foreign Exchange Position Clerk | |||
Full Charge Bookkeeper | |||
General Ledger Bookkeeper | |||
Hotel Auditor | |||
Hotel Night Auditor | |||
Import Export Clerk | |||
Income Auditor | |||
Journal Clerk | |||
Ledger Clerk | |||
Ledger Poster | |||
Letter of Credit Clerk | |||
Margin Clerk | |||
Mortgage Accounting Clerk | |||
Mortgage Loan Computation Clerk | |||
Night Auditor | |||
Office Manager | |||
Office Work and Bookkeeper | |||
Pari Mutuel Ticket Checker | |||
Patient Account Representative | |||
Patient Financial Service Representative | |||
Payment Processor | |||
Payroll Accounting Clerk | |||
Posting Clerk | |||
Price Checker | |||
Price Clerk | |||
Reconcilement Clerk | |||
Reconciliation Analyst | |||
Reconciliation Clerk | |||
Remittance Clerk | |||
Reserves Clerk | |||
Returned Item Clerk | |||
Revenue Audit Clerk | |||
Sales Audit Clerk | |||
Securities Clerk | |||
Staff Accountant | |||
Stock Transfer Clerk | |||
Tonnage Compilation Clerk | |||
Trust Vault Clerk | |||
Typing Bookkeeper | |||
Typing and Bookkeeper | |||
Voucher Clerk | |||
Voucher Examiner | |||
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