Assessment Template For Bookkeeping, Accounting, and Auditing Clerks

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.
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Bookkeeping, Accounting, and Auditing Clerks

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Popular Job Roles
Account ClerkAccounting AssistantAccounting AssociateAccounting ClerkAccounting SpecialistAccounting TechnicianAccounts Payable ClerkAccounts Payable SpecialistAccounts Payables ClerkAccounts Receivable Clerk

Occupation-Specific

Technology Skills
Accounting software
Questions25
Time Limit15 min

Tasks

  • Operate computers programmed with accounting software to record, store, and analyze information.
  • Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.
  • Comply with federal, state, and company policies, procedures, and regulations.
  • Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents.
  • Receive, record, and bank cash, checks, and vouchers.

Technology Skills

Accounting software

Fund accounting software, Intuit QuickBooks, Sage 50 Accounting, Tax software

Cloud-based data access and sharing software

Dropbox, Google Drive, Microsoft SharePoint

Enterprise resource planning ERP software

Microsoft Dynamics GP, NetSuite ERP, Oracle Hyperion, Oracle JD Edwards EnterpriseOne

Financial analysis software

Delphi Technology, Oracle E-Business Suite Financials, RSM McGladrey Advanced Practice Solutions Paperless Audit, RSM McGladrey Auditor Assistant

Data base user interface and query software

Database software, Microsoft Access, Oracle software, Yardi software

Worker Requirements

Technology Skills
Accounting software
Questions25
Time Limit15 min
Skills
Mathematics
Questions25
Time Limit15 min
Knowledge
Customer and Personal Service
Questions20
Time Limit25 min

Skills

Mathematics

Using mathematics to solve problems.

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.

Critical Thinking

Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.

Reading Comprehension

Understanding written sentences and paragraphs in work-related documents.

Speaking

Talking to others to convey information effectively.

Knowledge

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.

Administrative

Knowledge of administrative and office procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and workplace terminology.

Mathematics

Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.

Economics and Accounting

Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.

English Language

Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.

Worker Characteristics

Technology Skills
Accounting software
Questions25
Time Limit15 min
Skills
Mathematics
Questions25
Time Limit15 min
Knowledge
Customer and Personal Service
Questions20
Time Limit25 min
Abilities
Oral Comprehension
Questions20
Time Limit15 min
Interests
Conventional
Questions25
Time Limit15 min
Work Values
Support
Questions25
Time Limit15 min
Work Styles
Dependability
Questions30
Time Limit15 min

Abilities

Oral Comprehension

The ability to listen to and understand information and ideas presented through spoken words and sentences.

Mathematical Reasoning

The ability to choose the right mathematical methods or formulas to solve a problem.

Near Vision

The ability to see details at close range (within a few feet of the observer).

Written Comprehension

The ability to read and understand information and ideas presented in writing.

Written Expression

The ability to communicate information and ideas in writing so others will understand.

Interests

Conventional

Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.

Enterprising

Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.

Work Values

Support

Occupations that satisfy this work value offer supportive management that stands behind employees. Corresponding needs are Company Policies, Supervision: Human Relations and Supervision: Technical.

Relationships

Occupations that satisfy this work value allow employees to provide service to others and work with co-workers in a friendly non-competitive environment. Corresponding needs are Co-workers, Moral Values and Social Service.

Achievement

Occupations that satisfy this work value are results oriented and allow employees to use their strongest abilities, giving them a feeling of accomplishment. Corresponding needs are Ability Utilization and Achievement.

Work Styles

Dependability

Job requires being reliable, responsible, and dependable, and fulfilling obligations.

Attention to Detail

Job requires being careful about detail and thorough in completing work tasks.

Integrity

Job requires being honest and ethical.

Cooperation

Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude.

Adaptability/Flexibility

Job requires being open to change (positive or negative) and to considerable variety in the workplace.

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