financial cover letter examples

Finance Cover Letter Example (w/ Templates for 2024)

You can navigate the landscape of numbers, investments, and economic intricacies.

You’re a financial pro, and you’ve got the expertise to prove it.

But there's just one thing standing between you and a successful job application – your cover letter.

Writing a compelling finance cover letter can feel more complicated than analyzing stock market trends. You might find yourself paralyzed with no idea how to prove your financial prowess.

Don’t worry! We’re here to guide you through it.

In this article, we’re going to cover:

• What an Amazing Finance Cover Letter Looks Like
• 5 Steps to Writing a Job-Winning Finance Cover Letter

3 Essential Finance Cover Letter Tips

Finance cover letter example.

5 Steps for the Perfect Finance Cover Letter

Now that you know what a great cover letter looks like, you're all set to write your own !

Just follow these straightforward steps:

#1. Put Contact Information in the Header

Start your finance cover letter by creating a header for your contact details, the same as on your resume .

Here's what you should have in there:

• First and Last Name. Make sure your full name is in plain view at the top.
• Professional Title. Match this with the specific finance role you're after. Hiring managers usually hire for several roles at once, so this will help them notice your application.
• Email Address. Keep it professional, like a combo of your names. The quirky high school email won't cut it. (e.g.: [email protected] is not a good look, but [email protected] is fine.)
• Phone Number. Ensure your phone number is accurate since employers need to reach you easily. A missed digit could mean a missed interview.
• Location. Usually, city and state/country are enough. But if you're open to relocating or working remotely, mention it.
• Relevant Links (optional). Share your LinkedIn or any other relevant social media that can back up your financial expertise.

Now, let's talk about reaching the hiring manager’s contact information :

• Company Name. Mention the financial institution you're applying to.
• Hiring Manager's Name. If you can find it, great! Check the job listing, the company's website, or LinkedIn profile.
• Hiring Manager's Title. If they've got a fancier title than “Hiring Manager”, such as “Chief Financial Officer”, address them accordingly.
• Location. City and state/country details are crucial, especially for global firms.
• Date of Writing (optional). Adding the date you penned your letter gives it a professional touch.

#2. Address the Hiring Manager

Once you've sorted out your finance cover letter's contact details, it's time to address it properly .

Say goodbye to the generic "To Whom It May Concern."

The right greeting can make a positive impression on the hiring manager and set the tone for your entire finance cover letter.

Start with some research. Check the job ad, the company's website, or their LinkedIn profile to identify the finance department's hiring manager. Find their name and use it.

Be sure to address them professionally. You can use “Ms.” or “Mr.”, followed by their last name. But if you're unsure about their gender or marital status, simply use their full name. For example:

• Dear Ms. Anderson
• Dear Emily Anderson

And if you can't find information about the hiring manager or the head of the finance department, address your letter to the department or the company as a whole:

• Dear Finance Department
• Dear Finance Hiring Team
• Dear Human Resources Team
• Dear Head of Finance

#3. Write an Eye-Catching Opening Statement

As the saying goes, time is money, and hiring managers value time a lot. In fact, it doesn’t take them more than a few seconds to decide if an application is worth reading in detail.

That's why writing a strong introductory paragraph in your finance cover letter is essential. Start by introducing yourself as a professional and clearly stating why you're enthusiastic about the position. Showing your passion for the finance industry or the specific role can instantly capture the hiring manager's attention.

But conducting some research on the company can significantly boost your chances, too. The more insights you gather about the employer, the better you can show them your alignment with their work culture or company goals. This shows that you're not applying randomly; you genuinely have your sights set on this specific opportunity, and you’re ready to put in the work.

Depending on your level of experience, you can also kick off your cover letter with an accomplishment or a skill that makes you an ideal fit for the role. Just make sure that this paragraph isn’t too lengthy. All you need to do is spark the hiring manager's curiosity and encourage them to explore your cover letter further.

#4. Use the Cover Letter Body for the Details

The body of your cover letter is where you have to prove you’re the ideal candidate for the position.

But don’t repeat what it says on your finance resume . This is your opportunity to really show your financial prowess and qualifications in a way that leaves a mark. Your mission is to persuade the hiring manager that you're the standout choice among the competition, even if they have similar experience and skills.

So shine a spotlight on any noteworthy achievements you have and use the job advertisement as inspiration.

Tailoring your cover letter to align with the specific job ad is crucial. You should emphasize skills and experiences that resonate with the company's needs. For example, if you're applying for a finance role in a tech-driven firm, focus on your tech-related financial skills rather than more generic experiences in finance.

Be sure to demonstrate your understanding of the company, its financial model, or the intricacies of the finance industry as a whole. If you're well-acquainted with the company's financial products or services, mention it in your cover letter to show how and why your financial expertise aligns seamlessly with the company’s mission and corporate culture.

Lastly, let your enthusiasm for the role shine through your words. Convey your genuine excitement for the position and your confidence in your ability to contribute to the company. Show them that you're not just another candidate but the financial talent that meets all their requirements.

If you need even more inspiration, check out our other cover letter examples !

#5. Wrap It Up and Sign It

The ending of your finance cover letter is your opportunity to leave a lasting impression on the hiring manager.

Start closing your finance cover letter by confidently reiterating why you’re the perfect fit for the role and giving a brief recap of your key skills that prove it.

After that, it’s time for a call to action. Encourage the hiring manager to take the next step, whether it's scheduling an interview or exploring your application in more detail. A well-placed call to action can make all the difference and get you closer to your dream job.

Finally, choose an appropriate closing line. And don’t forget to sign your full name underneath. Like so:

Please don't hesitate to reach out to me via the provided email or phone number so that we may further discuss my application. I eagerly await the opportunity to go over how I can help Company X on its mission to success.

Best regards,

And if you're seeking an alternative to "Best regards," consider these options:

• Warm regards,
• Respectfully yours,
• Thank you for your consideration,

You've got the basics of cover letter writing under your belt!

Now it's time to refine yours with some essential cover letter tips :

#1. Match Your Resume

Clarity is important in the finance industry, and the best place to start with it is on your cover letter.

You have to make sure your finance cover letter’s formatting and layout align with your finance resume as much as possible. This can convey a polished and well-organized image of you as a candidate and make it easier for the hiring manager to identify your application out of the bunch.

So keep your text neatly arranged on the page and maintain uniform font styles and sizes. Pay attention to the page margins and line spacing so your cover letter remains concise and still fits on a single page .

Or Use A Cover Letter Template Instead

Feeling overwhelmed?

Just try our resume builder and matching cover letter templates to make crafting your application easier.

Each template is crafted with input from hiring experts worldwide, so they meet all industry standards and look gorgeous.

#2. Mention Skills and Keywords

You don’t want your finance cover letter to come off as generic.

Try to mention as many keywords from the job advertisement as you can. Hiring managers already know what they want from a candidate, so you have to show them you meet all their criteria.

Doing this proves you’ve paid careful attention to the job advertisement, and it also directs hiring managers to the information they care the most about. Just don’t throw in those keywords randomly!

You want to build a narrative that shows your expertise. Focus on the most important skills mentioned in the job ad that match the ones you already have, and explain how they’ve helped you excel at your job.

#3. Add Any Relevant Links

Your finance cover letter should match your resume’s contact information down to a T.

So, if you added any relevant links to one, make sure the other has them, too. Specifically, when it comes to listing personal websites or social media profiles like LinkedIn, hiring managers appreciate it.

This gives them quick and easy access to see your previous work instead of having to circle back to your resume to find a link. They could even connect with you directly on LinkedIn, so this extra touch of accessibility and professionalism can leave a great impression on potential employers.

Key Takeaways

And you’re all set with writing your finance cover letter!

After reading our guide, we trust you’re well-equipped to secure the exact job you have your sights set on.

Before you head off, let’s summarize some main points from our article:

• Your finance cover letter’s look should match your resume since it shows professionalism, and attention to detail, and makes it easier for the hiring manager to spot your application. Use a resume builder with matching cover letter templates to save time.
• Keep your contact information factual and professional. You don’t want to use an immature email address from your high school years since it could leave a bad impression.
• Include any skills and other keywords from the job description in the body of your cover letter. Use them to illustrate how your experience matches what the employer is looking for and to present yourself as an ideal candidate.
• Wrap up your cover letter with an appropriate closing line, and don’t forget to sign your name at the bottom. This little detail is the bow that ties together a spotless application.

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3 Financial Analyst Cover Letter Examples Made for 2024

• Financial Analyst Cover Letter
• Entry-Level Financial Analyst Cover Letter
• Financial Analyst Internship Cover Letter
• Write Your Financial Analyst Cover Letter

When companies need to optimize their financial processes, they know they can turn to pros like you to get the job done right. You get financial data reviewed, make impactful recommendations, and create effective reports while on the job. 

Have you put the same level of analysis into writing a cover letter to make a great first impression on hiring managers?

Since you will significantly impact a company’s bottom line, hiring managers will exhibit rigorous selectiveness. Complement your financial analyst resume and optimize for success with our financial analyst cover letter examples that have helped plenty of finance professionals land their ideal jobs. Enhance your application further by leveraging our free cover letter generator .

Financial Analyst Cover Letter Example

USE THIS TEMPLATE

Microsoft Word

Google Docs

Block Format

Copy this text for your financial analyst cover letter!

123 Fictional Avenue Detroit, MI 48127 (123) 456-7890

August 30, 2023

Mason Martinez Comerica Bank 123 Fictional Lance Detroit, MI 48127

Dear Mr. Martinez:

Going through financial documents to make sense of figures and diagrams has always fascinated me. I studied finance out of this fascination which has over time turned into a passion. With years of honing my skills and acquiring niche experience, I see myself fit to be a valuable asset as a financial analyst at Comerica Bank.

My expertise in performing sensitivity analyses and stress tests enabled me to contribute to prudent investment decision-making processes at Fast Financial Solutions. Additionally, my proficiency in utilizing various financial software and tools, including Oracle NetSuite, further enhanced my ability to provide data-driven insights which expanded the company’s investment portfolio by 27%.

One of my key strengths lies in Investment Analysis to identify growth prospects and investment opportunities. At Liberty Bank, I utilized both fundamental and technical analysis techniques to evaluate potential investments and proposed an opportunity that saw the bank’s annual revenue grow by 33%.

I am impressed by Comerica Bank’s reputation for excellence, commitment to innovation, and dedication to employee growth and development. I am excited about the opportunity to contribute to the bank’s continued success. Thank you for considering my application. I look forward to the opportunity to discuss further how my experience and capabilities align with Comerica Bank’s requirements.

Sophia Pappas

Enclosures: Resume Application 2 letters of recommendation Transcript

Why this cover letter works

• Therefore showing how, through your business acumen in your financial analyst cover letter, you moved pieces to increase annual revenue should make a great impression on recruiters.

Level up your cover letter game

Relax! We’ll do the heavy lifting to write your cover letter in seconds.

Entry-level Financial Analyst Cover Letter Example

Copy this text for your entry-level financial analyst cover letter!

123 Fictional Avenue Los Angeles, CA 90001 (123) 456-7890

Ethan Taylor Bank of America 123 Fictional Lane Los Angeles, CA 90001

Dear Mr. Taylor:

I have always wanted to make a positive impact in other peoples’ lives through my career. When I first learned of Bank of America’s mission of helping to make financial lives better by connecting global clients to the resources they need, I knew my passion and skill sets would fit in as an entry-level financial assistant.

I possess a solid grasp of financial modeling techniques and have honed my abilities using various software, including Excel and financial management systems. My coursework and personal projects have enabled me to build complex financial models for valuation, risk analysis, and performance evaluation. I have also acquired the skills to analyze financial data and interpret results accurately. I am well-versed in creating detailed financial reports, presenting key findings to stakeholders, and recommending strategic actions based on financial insights.

Through academic projects and internships, I have developed proficiency in budgeting and forecasting processes. I understand the importance of accurate financial projections in aiding decision-making and resource allocation.

In addition to my technical expertise, I possess strong analytical and problem-solving abilities, effective communication skills, and a collaborative mindset. I am a quick learner, adaptable, and I thrive in fast-paced environments.

Bank of America’s commitment to excellence, innovation, and serving its clients aligns perfectly with my own values and aspirations. I am excited about the opportunity to contribute to the success of your esteemed institution and grow both personally and professionally with Bank of America. Thank you for considering my application. I am eager to discuss further how my skills and enthusiasm can add value to your team.

Thiago Silva

• For instance, highlight your analytical and problem-solving abilities, communication skills, and collaborative mindset in your entry-level financial analyst cover letter.

Financial Analyst Internship Cover Letter Example

Copy this text for your financial analyst internship cover letter!

123 Fictional Avenue Jacksonville, FL 32201 (123) 456-7890

Emma Jones Florida Blue 123 Fictional Lane Jacksonville, FL 32201

Dear Ms. Jones,

Through my academic pursuits and previous experiences, I have honed my abilities in data analysis and Excel, and I am excited to apply these skills to a real-world setting as a financial analyst intern at Florida Blue.

During my coursework, I have consistently demonstrated an exceptional understanding of data analysis methodologies, and I have utilized various statistical tools and techniques to draw meaningful insights from complex datasets. My proficiency in Excel and other data analysis software allows me to handle large datasets efficiently and derive actionable conclusions.

Additionally, I have been closely following market trends and financial news to stay abreast of economic developments and industry shifts. My analytical mindset and ability to interpret market data will enable me to make informed and strategic recommendations to support Florida Blue’s financial decision-making process.

Florida Blue’s commitment to excellence and innovation aligns perfectly with my career aspirations, and I am confident that an internship with your organization would be an invaluable opportunity to grow both personally and professionally.

Thank you for considering my application. I have attached my resume for your review, which further outlines my academic achievements, and relevant projects. I would be thrilled to discuss how my skills can be of value to Florida Blue during an interview.

Hiroshi Tanaka

• Also, show how you used those skills to complete practical projects that earned recommendations from your professor.

Related cover letter examples

• Account Manager
• Administrative Assistant
• Entry Level

How to Write an Impactful Financial Analyst Cover Letter

When analyzing the financial books, you’d want to make recommendations on aspects like pricing structures and cost-saving measures that are relevant to each company’s needs. You should have a similar mindset when crafting your financial analyst cover letter. Everything should be tailored around what the company is looking for in the job description . 

For instance, a company that wants help creating visual data models may appreciate your skills in Tableau or Microsoft Power BI to help formulate visuals that are easy to understand and implement for anyone.

Writing a successful greeting and intro for your financial analyst cover letter

When working with new clients or department leaders, you’d want to learn their names to get off to a good working relationship before digging into the financial books. The same is true for your cover letter. Use your analytical abilities to try to locate the name of a specific hiring manager in the job description or on the company website that you can use in the greeting. 

In the opening paragraph, you should relate to the company’s mission or financial processes to show how you’ll fit in with their culture. For instance, a tech-focused company emphasizing team culture may appreciate you explaining how you’ll implement a streamlined financial approach into their modern team environment. 

What you shouldn’t do is sound overly generic, like the example below. It sounds like the applicant could be applying to any financial analyst position. 

Feels too generic! 

I’m excited to be applying to your financial analyst job opening. With seven years of experience in the financial field, I’m confident I’ll be able to handle all your needs. 

Instead, go with an opener like the one below. It shows that the candidate has a genuine passion for Bank of America’s mission to connect clients to financial resources while using their financial analysis skills. 

A genuine opener that makes a connection! 

Dear Mr. Taylor,

I have always wanted to make a positive impact in other peoples’ lives through my career. When I first learned of Bank of America’s mission of helping to make financial lives better by connecting global clients to the resources they need, I knew my passion and skill sets would fit in as an entry-level financial assistant.

Write an effective financial analyst cover letter body

When making financial recommendations to company leaders, you probably put a lot of data and evidence in the middle of the documentation you give them. You want to take a similar approach in the body of your financial analyst cover letter. 

Ideally, you should include metrics showing your achievements in past positions. For instance, you could explain how your cost-saving measures helped improve net profit margins or debt-to-equity ratios. 

If you don’t have much work experience , you could also talk about how your education in finance, accounting, or other related fields has equipped you for the role. For instance, you could discuss how your courses teaching financial modeling equipped you to make income projections 57% more accurately. 

A great body paragraph showcasing a relevant impact! 

One of my key strengths lies in Investment Analysis to identify growth prospects and investment opportunities. At Liberty Bank, I utilized both fundamental and technical analysis techniques to evaluate potential investments and proposed an opportunity that saw the bank’s annual revenue grow by 33%.

Create a well-rounded closer for your financial analyst cover letter

To start your closer, recap some key points you covered about how your skills, like data modeling or risk management analysis, fit in with the company’s mission.

For instance, you could say how you want to use risk management analysis to help an education-based company make informed decisions so they can continue bringing excellent learning resources to consumers. 

It’s also best practice to say thank you and use a light call to action like you would when you want decision-makers to follow through on a new process improvement measure you introduced. 

The closer below is a good start, but it doesn’t quite hit the mark since it lacks a call to action, any specifics about the company’s mission, or the skills the applicant brings as a financial analyst. 

Needs to get more specific! 

With my deep passion for this company’s mission, I would be delighted to use my analytical skills to help you achieve your goals. Thank you for considering me for the position. 

Steve Williams 

Aim to write a closer like the one below that shows a true passion for Comerica Bank’s commitment to innovation and excellence in the financial industry. 

A closer that makes a great connection! 

If you’ve reviewed the company website, job description , and social media like LinkedIn and still can’t find the name of a specific hiring manager, you can simply lead with “Dear [name of company] hiring staff.” Just make sure your cover letter connects with how your essential skills , like budget management, fit in with the company’s needs and mission to make a sound connection. 

Your cover letter should be one page long. You want to keep it concise and relevant to the company’s primary needs, like process improvement or reducing resource costs. 

While you can keep a similar structure each time, the specifics should always be customized for each financial analyst job you apply to. It’ll help you relate better to company needs like forecasting or risk management, which will differ depending on the industry. 

Finance cover letter examples

The demand for financial specialists is on the rise and if you’ve got qualifications and experience in the industry, you could be in high demand right now.

But if you want an employer to invest in you and offer you a job, then you need to showcase your skills and prove how you can add value.

Find out how to do that with our top tips and finance cover letter examples in the guide below.

CV templates 

Finance cover letter example 1

Finance cover letter example 2

Finance cover letter example 3

The example cover letters here should give you a good general idea on how your Finance cover letter should be formatted and written.

The rest of this guide gives more specific guidance on how to create your own cover letter in this format, and even includes some templates you can copy and paste.

How to write a Finance cover letter

Here’s how to write your own winning Finance cover letter

Write your cover letter in the body of an email/message

Type the content of your cover letter directly into the email you are sending, or if you are applying via a job board, directly into their messaging system.

The reason for doing this it to ensure that your cover letter gets seen instantly and you can start connecting with the recruiter as soon as they open your message.

If you attach your cover letter as a separate document, the recipient will have to open up the document, which will slow the process down, or make them less likely to even open your cover letter – which could mean your application gets skipped over.

Start with a friendly greeting

Start you cover letter with a greeting that is professional but friendly.

This will build rapport with the recruiter whilst showing your professionalism.

• Hi, hope you’re well
• Hi [insert recruiter name]
• Hi [insert department/team name]

Avoid overly formal greetings like “Dear sir/madam ” unless applying to very traditional companies.

How to find the contact’s name?

Addressing the recruitment contact by name is an excellent way to start building a strong relationship. If it is not listed in the job advert, try these methods to find it.

• Check out the company website and look at their  About page. If you see a hiring manager, HR person or internal recruiter, use their name. You could also try to figure out who would be your manager in the role and use their name.
• Head to LinkedIn , search for the company and scan through the list of employees. Most professionals are on LinkedIn these days, so this is a good bet.

Identify the role you are applying for

Now that you have warmed the recruiter up with a friendly greeting, firstly you need to let them know which role you are applying for.

Sometimes a recruitment consultant will be juggling 10 or 10 vacancies, so it’s important to specify which one you are applying to.

Give us much detail as possible (team/department, role title etc.) and paste in the reference number if you have one.

Here are some examples you can use.

• I am interested in applying for the role of *Finance position* with your company.
• I would like to apply for the role of Sales assistant (Ref: 40f57393)
• I would like to express my interest in the customer service vacancy within your retail department
• I saw your advert for an IT project manager on Reed and would like to apply for the role.

See also: CV examples – how to write a CV – CV profiles

Highlight your suitability

The sole objective of your cover letter is to motivate recruiters into to opening your CV. And you achieve this by quickly explaining your suitability to the roles you are applying for.

Take a look at the job descriptions you are applying to, and make note of the most important skills and qualifications being asked for.

Then, when crafting your cover letter, make your suitability the central focus.

Explain why you are the best qualified candidate, and why you are so well suited to carry out the job.

This will give recruiters all the encouragement they need to open your CV and consider you for the job.

Keep it short and sharp

It is best to keep your cover letter brief if you want to ensure you hold the attention of busy recruiters and hiring managers. A lengthy cover letter will probably not get read in full, so keep yours to around 3-6 sentences and save the real detail for your CV.

Remember the purpose of your cover letter is to quickly get recruiters to notice you and encourage them to open your CV, so it only needs to include the highlights of your experience.

Sign off professionally

To round of your cover letter, add a professional signature to the bottom, giving recruiters your vital contact information.

This not only gives various means of contacting you, it also looks really professional and shows that you know how to communicate in the workplace.

Include the following points;

• A friendly sign off – e.g. “Warm regards”
• Your full name
• Phone number (one you can answer quickly)
• Email address
• Profession title
• Professional social network – e.g. LinkedIn

Here is an example signature;

Warm regards,

Gerald Baker Senior Accountant 07887500404 [email protected] LinkedIn

Quick tip : To save yourself from having to write your signature every time you send a job application email, you can save it within your email drafts, or on a separate document that you could copy in.

What to include in your Finance cover letter

Here’s what kind of content you should include in your Finance cover letter…

The exact info will obviously depend on your industry and experience level, but these are the essentials.

• Your relevant experience – Where have you worked and what type of jobs have you held?
• Your qualifications – Let recruiters know about your highest level of qualification to show them you have the credentials for the job.
• The impact you have made – Show how your actions have made a positive impact on previous employers; perhaps you’ve saved them money or helped them to acquire new customers?
• Your reasons for moving – Hiring managers will want to know why you are leaving your current or previous role, so give them a brief explanation.
• Your availability – When can you start a new job ? Recruiters will want to know how soon they can get you on board.

Don’t forget to tailor these points to the requirements of the job advert for best results.

Finance cover letter templates

Copy and paste these Finance cover letter templates to get a head start on your own.

I am excited to apply for the Finance Manager position at Marks Sattin. As a results-oriented professional with a track record of achieving fiscal targets and driving process improvements, I am confident that my expertise aligns perfectly with the needs of your organisation.

With 16 years of experience, I have developed an eye for identifying expense-saving opportunities, streamlining accounting processes, and optimising resource allocation. I believe in cultivating a positive work culture that encourages innovation and teamwork. I take pride in nurturing the development of my personnel under my guidance and empowering them to reach their full potential.

In my current role as a Finance Manager at McArthur Ltd, I implemented a robust reporting system that improved data accuracy and reduced reporting time by 30%, while also formulating cost-cutting initiatives that resulted in a 12% gradual increase in net profit margins within 7 years. Additionally, I decreased cash conversion cycle by 10 days through integrating novel cash flow forecasting techniques.

Thank you for considering my application. I look forward to the possibility of further discussing my qualifications, skills, and contributions I will bring as your new Finance Manager.

Kind regards

Jill Anderson ¦ 07777777777 ¦ [email protected]

Good morning, Mike

I am writing to apply for the Purchase Ledger Clerk position at Mitchell Adam. With 3 years of experience in accounts payable and a track record of accuracy and efficiency in transactions, I am excited about the opportunity to contribute my skills to support your smooth financial operations.

During my tenure as a Junior Purchase Ledger Clerk at Farrer Barnes Limited, I was responsible for managing a high volume of vendor invoices, processing payments, and ensuring adherence to payment terms. I consistently maintained accurate records, reconciled statements, and collaborated effectively with vendors and internal stakeholders to resolve any remittance discrepancies.

A few accomplishments in this role included, achieving a 98% on-time payment rate and fostering positive relationships with suppliers, decreasing data entry errors by 15%, and assuring 100% compliance with internal/external audit requirements. In addition, I conducted in-depth expense analyses and identified cost-saving opportunities which led to a 10% reduction in overall costs.

Thank you for considering my application. I have attached my CV which outlines my education, skills, and any other additional information for your review.

Penelope Russell ¦ 07777777777 ¦ [email protected]

Good morning, Benjamin

I hope this email finds you well. I am writing to in response to BBC’s advertisement for a Payroll Manager. With a strong background in payroll management, a keen eye for detail, and a passion for ensuring accurate and timely payroll processing, I am excited about the opportunity to contribute my expertise and leadership to your company.

As the Assistant Payroll Manager at ITV over the past 10 years, I have helped oversee the multiple steps to ensure that pay is properly calculated, tracked, and doled out, as well as the correct amounts for tax, company benefits, and other deductions are withheld. I always comply with labour laws, and the importance of confidentiality and data integrity within the media industry.

Some of my notable achievements include minimising errors by maintaining a track record of 100% payroll processing accuracy, implementing enhanced security measures which decreased data breaches by 23%, and boosting team productivity by 50% through mentorship initiatives.

Thank you for considering my application. I look forward to the possibility of joining your department and I am available for an interview at your earliest convenience.

Frank Bull ¦ 07777777777 ¦ [email protected]

Writing a strong attention-grabbing cover letter is a vital step in landing a good Finance job.

Use the tips, strategies and examples above to get more responses from you job applications and start lining job interview up.

Good luck with your job search!

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Accounting / Finance Cover Letter Samples & Examples That Worked in 2024

Writing an exceptional accounting & finance cover letter may seem complex. But it doesn’t have to be — especially if you have a great guide filled with handy tips and specific examples.

In our guide, we'll venture into what it takes to create an impressive accounting & finance cover letter designed to make you stand out. So, read on and learn all about:

• Formatting your cover letter properly
• Writing an effective header
• Crafting a compelling cover letter headline
• Building a strong introduction for your accounting and finance cover letter
• Making your skills and accomplishments stand out in the body of your cover letter
• Writing a persuasive conclusion
• Avoiding common mistakes in an accounting and finance cover letter
• Average salary and job outlook for accounting and finance professionals
• Accounting and finance resources

1. How to format your accounting & finance cover letter

A well-structured cover letter reflects organization skills — a trait treasured in the accounting and finance sector. Here’s how to format your cover letter:

• Standard business letter format: Stick to the traditional layout. Your personal information at the top, followed by the date, then the recipient's details. 
• Professional font and size: Use clean and professional fonts like Arial, Times New Roman, or Calibri. Keep font size between 10-12.
• Precision is key: Keep your document to a single page. Be clear, concise, and precise with your words.
• Margins and spacing: Use a 1" margin all around. Make sure there's a space between each paragraph.
• Bullet points to highlight: Use bullet points for listing skills or experiences. It’s an effective way to draw attention and make your points easy to skim through.
• Consistent formatting: Use the same formatting, spacing, and font on your resume and cover letter for a professional, coordinated presentation. 

Remember, your cover letter's format sets the stage for its content. It's the first impression before the recruiter delves into your qualifications and experiences. Get it right, and you're one step closer to that dream accounting & finance role.

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2. how to write your accounting & finance cover letter header.

The header of your cover letter is the first thing a recruiter sees. It's essentially your professional greeting, and it contains your contact information.

A proper header should contain:

• Your full name
• Your address (city, state)
• Your contact number
• Your professional email address
• Date of the application
• The recruiter's name and position
• The company’s name and address

Now, let’s have a look at an incorrect and a correct examples:

Incorrect accounting & finance cover letter header example

John Doe 1111 Street 123456789 joedog@hotmail April 12, 2022

To: Hiring Manager

Why is this example wrong?  

• The address is insufficient as it only provides a street name with no city or state. 
• The phone number is not in the correct format. Typically, a phone number would have brackets or hyphens, showing clear separation.
• The email address mentioned here is both unprofessional and incomplete. It's important to use an email address that includes your name and seems formal, ideally on a reputable platform like Gmail or Outlook.
• Moreover, the reference to the hiring manager is generic, it's always more professional and personalized to mention the hiring manager's full name. 
• Lastly, the company name and address are missing.

All these mistakes could give an impression of a lack of regard for details — a red flag for any accounting & finance role.

Correct accounting and finance cover letter header example

John Doe 123 Cherry Street, New York, NY (123) 456-7890 [email protected] 15th April 2022

To: Mr. Smith Johnson Recruitment Manager ABC Finance Corporation, 456 Finance Avenue, New York, NY

Why is this header correct? It includes a full address, a properly formatted phone number, and a professional email address. It also includes the application's date and the recruiter's and company's information. This correctly formatted header projects an image of precision, attention to detail, and respect for professional conventions — all qualities that prospective accounting and finance employers highly value.

3. How to craft a cover letter headline for accounting & finance roles

A headline is the hook that reels in your reader. For an accounting & finance cover letter, you want a headline that not only grabs attention but clearly communicates your professional expertise . Here's how:

• Keep it relevant: Your headline should clearly relate to the accounting or finance role you're applying for. This helps the recruiter understand immediately that you're a suitable candidate.
• Use keywords: Incorporate key terms from the job description that align with your skills. This can signal to recruiters that you have what they're looking for.
• Stay concise: A lengthy headline can lose the reader's interest. Keep it short and to the point.
• Display your value: The headline is your chance to showcase your unique value. Include a significant achievement or a unique skill set that can distinguish you from other candidates. 

Incorrect accounting & finance headline example

Applying for Accounting Job

Why is this example incorrect? It’s too vague and offers no value or insight into the candidate's skills or achievements. 

Correct accounting & finance headline example

Certified Public Accountant with 5+ Years of Experience and Proven Record of Improving Efficiency by 20%

Why is this example correct? This headline immediately presents the candidate as a skilled, experienced professional. It's keyword-rich and specifies a quantifiable achievement, creating a compelling impression. The position the candidate is applying for is implied rather than stated, maintaining focus on the candidate's value.

4. How to customize the greeting on your accounting & finance cover letter

A personalized greeting plays a significant role in your cover letter. Addressing the hiring manager directly shows that you’ve done your research and aren’t just mass-blasting generic letters. It’s a small detail that can position you as a thoughtful candidate.

Consider these tips when writing your cover letter greeting:

• Find the name: Do your best to find the hiring manager’s name. Look at the job posting, the company's LinkedIn page , or even call the company to ask. 
• Use appropriate titles: If you know someone's official title, use it. It adds a professional touch to your greeting.

Here are some examples of greetings and when to use each:

• When you know the hiring manager's exact name: Dear [Hiring Manager’s Name]
• When you can’t find the exact hiring manager’s name, but you know the department hiring: Dear [Department] Hiring Manager
• When you’re not sure who exactly will be reading the cover letter: Dear [Company Name] Team
• Avoid generic greetings like 'To whom it may concern' or 'Dear Sir/Madam'. They can make your letter seem impersonal, indicating a lack of effort.

Here are some examples of personalized greetings for your cover letter

• Dear Hiring Manager Mark Johnson,
• Dear Mr. Johnson,
• Dear Mark Johnson,

Remember, each line of your cover letter, including the greeting, is an opportunity to create a positive impression. Don't miss out!

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5. How to write a strong introduction for your accounting & finance cover letter

Your accounting & finance cover letter's' first impression starts with the initial passage. The opening paragraph , much like the summary of an annual report, should captivate and hold the HR manager's attention.

A great introduction to your cover letter should include:

• Synopsis of your professional and academic journey: Present the highlights of your professional and academic track records, just as you would highlight key financial summaries in a report. Include the roles you've played, your academic achievements, and the organizations you've represented.
• Explanation of your interest in the position: It's essential to illustrate why you're interested in this job. Is it a step towards bigger career goals or a chance to dive deeper into the realm of accounting and finance?
• Reference a mutual professional (if applicable): A shared contact provides an additional assurance about your credibility and rapport.

Now, let's look at two sample introductions — one for an experienced professional and one for a fresh graduate.

Experienced professional’s cover letter introduction example

With more than a decade spent navigating the intricate world of financial analysis and optimizing fiscal operations, I bring extensive acumen to the Financial Analyst position at XYZ Company. Through working with renowned firms like A and B, my skill-set has grown exponentially. John Doe, your CFO, and a former colleague of mine, spoke highly of XYZ's holistic financial strategy, which piqued my interest.

This sample showcases an experienced professional emphasizing their rich background . The candidate's mention of a known industry name subtly aligns their credibility with the company hierarchy.

Fresh graduate’s cover letter introduction example

As a recent accounting accolade from University College, my keen eye for numbers and a solid foundation in finance make me an ideal candidate for the Junior Accountant position at XYZ. Jane Smith, an alum of the same college and a current XYZ employee, relayed to me XYZ's commitment to cultivating talents — an environment I'm excited to contribute to.

While this candidate might be new to the field like a crisp banknote, they express their valuable academic prowess and eagerness to harness it. The mention of a personal connection within the company demonstrates their resourcefulness. Their commitment predicts potential value to the company.

6. How to highlight your skills and accomplishments in your accounting & finance cover letter

When you think about the body of your cover letter , imagine it as the core financial statements in an annual report. This is where you detail your skills, achievements, and credentials that position you as a strong candidate for the role.

Ensure the structure of your cover letter is easily readable and logically segmented:

• Start with a clear statement about your current role and responsibilities .
• Move on to detailing your past experiences and achievements, drawing a direct line to how these can contribute to the prospective role.
• Conclude with your standout skills and competencies that would make you an asset to the team.

When it's time to elaborate your skills and achievements, follow the “prudence concept”. Only write about skills and achievements that you can clearly prove. Be sure to:

• Use quantifiable metrics where available. Increased efficiency? State by how much. Reduced costs? Inform them of the percentage.
• Highlight achievements that demonstrate your problem-solving abilities or strategic thinking. 

If you're a recent graduate or changing sectors , think of this as framing your initial trial balance — it's all about showcasing where your real potential lies:

• Discuss any relevant coursework or projects you've undertaken.
• Talk about internships, work placements, or any team projects that you've been part of.
• Mention recognitions you've received, such as top grades, scholarships, or other academic awards.

Now, let's consider some specific examples:

Experienced professional’s cover letter body paragraph example

As the lead financial analyst in ABC company, I supervised a team of five and managed projects aimed at identifying cost-reduction opportunities. Our successes included an efficiency increase by 25% in the first year. Furthermore, my strategic input in financial forecasting led to the mitigation of a potential fiscal crisis, saving the company $2 million.

In this instance, the applicant effectively applies bold numbers and quantifiable achievements, much like a well-audited financial statement. They've skillfully highlighted major skills — team management , strategic financial input , and cost-cutting initiatives — painting a compelling picture of their value addition.

Fresh graduate’s cover letter body paragraph example

In my final year at University, I involved myself in a voluntary income tax assistance programme that exposed me to practical aspects of tax accounting. My rigorous coursework in financial accounting and analysis gave me a strong theoretical foundation. Plus, my distinction in advanced calculus demonstrates my proficiency in handling figures, a skill that can be an asset in the role of a Junior Accountant.

Despite the lack of professional experience, the fresh graduate here draws attention to relevant extracurricular activities and coursework. They've banked on their exceptional academic performance to emphasize their potential. Using their mathematical prowess as an example showcases their readiness to handle accounting responsibilities.

7. How to conclude your accounting & finance cover letter

The conclusion of your cover letter is just as important as your introduction. It's your final chance to convince the hiring manager that you're the right candidate for the role. Think of it as the final figures in a financial statement, cementing the overall impression.

What should your conclusion include? 

• Your availability for the role: Make sure to state when and how you can be easily contacted. This shows you're eager to take the next step.
• Proactive follow-up: Mention that you intend to follow up within a specific timeline. By taking initiative, you show your determination.
• A formal sign-off: End on a respectful and formal note. A simple 'Thank You' goes a long way towards creating a positive impression.

Here’s an example of a strong conclusion for you cover letter

I am excited about the prospect of contributing my unique blend of skills and experience to XYZ Company and am eager to discuss potential cooperation further. I'm available by phone or email at any time that suits your schedule. I will make it a point to follow up on my application within the next week. Thank you for considering my application. I look forward to the possibility of partnering with you to drive forward the goals of XYZ.

Remember, the conclusion isn't a mere formality. It's the summary of everything you've listed before, reinforcing your suitability and declaring your interest in the role. It's your final chance to make an impression, so make it count!

8. How to avoid common mistakes in an accounting & finance cover letter

Though cover letters vary by individual, certain pitfalls can creep into anyone's document . Avoiding these common mistakes enhances the overall impact of your letter.

Here are a few pointers on how to steer clear of these mistakes:

• Irrelevant Information: Just like irrelevant entries can distort a balance sheet, including non-related details only dilutes the effectiveness of your cover letter. Focus on the skills and experiences that directly enhance your suitability for the job.  Tip: Don't mention your retail job while applying for a financial analyst position, unless you can tie certain transferable skills, like customer service or communication skills, to an aspect of the new role.  
• Generalized statements: A vague sentence is as unhelpful as an unclear financial report. Tailor your cover letter for each application instead of rehashing a general template with no modifications. Tip: Instead of a bland statement like "I'm a seasoned financial professional," you could specify, "I bring to the table a decade's experience in optimizing fiscal operations and leading finance teams across diverse sectors.  
• Typos & grammatical errors: In the accounting world, an error can create financial discrepancies. Similarly, typos and grammatical errors can affect how you're perceived. Proofread meticulously and consider using spell-check tools. Tip: It's easy to overlook mistakes in your own writing. Smart editing tools can help you catch errors you might miss.  
• Lengthy cover letters: Remember that hiring managers are typically pressed for time. Craft your cover letter like a succinct summary of financial statements — crisp and to the point. Tip: Keep your cover letter to a maximum of one page. Be thorough but concise.

By avoiding these common errors, you'll be able to present a polished, professional, and effective cover letter that stands out in the competitive landscape of accounting and finance jobs.

9. Average salary and outlook for accounting and finance roles

Navigating the landscape of accounting and finance jobs entails looking into the promising future prospects and earnings of these roles. Let's crunch the numbers and review the latest data from the Bureau of Labor Statistics (BLS).

According to the BLS, accountants were earning, on average, about $78,000 a year in May 2022. That shows that businesses value the work that accountants do.

Moving our lens to the job outlook, it seems the future is pretty bright. Employment opportunities for accountants and auditors are projected to grow by 4% from 2022 to 2032. That's about the same as the average growth for all jobs.

Every year, there will likely be around 126,500 new job openings for accountants and auditors. This takes into account new jobs as well as older workers retiring or leaving.

All in all, the accounting and finance field offers a promising path with respectable earnings and robust job prospects. Career stability and progression are notable strengths in the industry, making it an attractive choice for many aspiring professionals.

10. Accounting and finance resources for job seekers

If you're seeking a job in the accounting and finance industry, it's important to equip yourself with valuable resources. Below are some suggestions:

• Professional networks: Join networks like the American Institute of Certified Public Accountants (AICPA) or Financial Management Association International . These offer resources, courses, and community connections which can be valuable in your job search.
• Web resources: Websites like Investopedia provide a wealth of information on financial terms, practices, and theories. Using this resource can help you stay up-to-date with industry trends and terminologies.
• Online learning: Platforms like Coursera and Udacity offer online courses on finance and accounting, some even from top-tier universities. These can boost your credentials and expertise.
• Finance blogs and podcasts: Following finance-focused blogs and podcasts can help you remain updated on industry happenings, insights, and ideas. The AICPA's 'Journal of Accountancy' is a good start.
• Job portals and LinkedIn: Regularly check job portals specialized in finance jobs like eFinancialCareers . Don't forget to maintain an updated and active LinkedIn profile .
• Mock interview and resume checkers: Services like Interview Query provide mock interviews, while Kickresume’s AI Resume Checker helps you improve your CV and give it that extra polish in a matter of seconds.
• Professional certifications: Earning additional certifications like a Certified Public Accountant (CPA), Certified Financial Analyst (CFA) or Certified Management Accountant (CMA) can significantly elevate your job prospects. Institutions like the American Institute of Certified Public Accountants (AICPA) and Institute of Management Accountants (IMA) provide accredited programs for these certifications.

Remember, the more knowledgeable and prepared you are, the higher your chances of landing that coveted accounting and finance job. Good luck!

Accounting / Finance Cover Letter FAQ

What key skills should i highlight in an accounting and finance cover letter.

Highlight skills that are relevant to the role such as proficiency in different accounting software, analytical skills, attention to detail, and strong knowledge in fields like tax codes or financial regulations.

Should I mention specific accounting or finance certifications in my cover letter?

Yes, if you hold specific certifications relevant to the job, like Certified Public Accountant (CPA) or Certified Financial Analyst (CFA), these should definitely be mentioned in your cover letter.

Can I mention my soft skills in an accounting and finance cover letter?

Yes, soft skills like communication, teamwork, and problem-solving skills can be just as important as technical skills in finance and accounting roles, so it's a good idea to mention them.

Does my cover letter have to align with the job description?

Absolutely. Your cover letter should tailor your skills, experiences and career aspirations to the job description. It shows the hiring manager that you understand the job requirements and how you can meet them.

Should I express my passion for finance and accounting in my cover letter?

Yes, showing enthusiasm for your work can make you stand out. You can express your passion by mentioning your continuous learning efforts, engaging in finance/accounting seminars or workshops, or your satisfaction in delivering precise financial reports or strategies.

Julia Gergelova

Julia is a professional writer, translator and graphic designer. She holds degrees in translation and interpretation, and has international work experience from a number of different countries in Europe as well as China and Panama. Julia formerly taught academic writing and as a graphic designer contributed to outlets such as  The Business of Business . She has a passion for lifelong learning and good coffee.

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• Cover Letter Examples

Financial Analyst Cover Letter: Examples & Templates

You see through the financial clutter to the big picture, and guide firms to success. Use this financial analyst cover letter sample to prove it to employers and get hired fast.

This financial analyst cover letter sample beats the market. In a pile of applications, it’ll sparkle like a sky-high EPS. That’s vital, because you can’t blend in and get the job. So—hook them with a stunning fact. Then trot out your skills.

How? By filling in the blanks in this professional cover letter for financial analyst jobs.

In this article, you’ll get:

• Two sample financial analyst cover letters: one for senior and one for entry-level financial analyst positions.
• Steps to write the perfect cover letter for financial analysts.
• A template financial analysis cover letter you can custom-fit to your career.

Save hours of work and get a cover letter like this. Pick a template, fill it in. Quick and easy. Choose from 18+ cover letter templates and download your cover letter now.

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Looking for other cover letter examples for positions in accounting and finances? See:

• Accounting Cover Letter
• Bank Teller Cover Letter
• Bookkeeper Cover Letter
• Business Analyst Cover Letter
• Business Development Cover Letter
• CIA Cover Letter
• Data Analyst Cover Letter
• Executive Cover Letter
• Finance Cover Letter
• Investment Banking Cover Letter  

Haven't found what you're looking for? Check all our Good Cover Letter Examples.

Let’s start with two great cover letter examples for financial analysts:

1. Financial Analyst Cover Letter Examples

Meet Fred. This is not his first financial rodeo. He’s been on the job hunt for 2 months. And he’s determined to get hired now.

Fred just found a great opening with his dream firm. It needs skills in financial modeling, cost standardization, and comps spreads. The hiring team will love him for this senior financial analyst cover letter sample:

Example #1: Experienced Financial Analyst Candidate

Text version.

Fred Pareja

3559 Village View Drive

Fort Myers, FL 33901

[email protected]

239-790-7462

linkedin.com/fredzpareja

Heidi Bussler

Human Resources Director

Oakenhaft, Inc.

1359 Owen Lane

Dear Ms. Bussler,

When the CEO at Stratolance, Inc. asked my team and I to find 20 low-revenue projects, I thought it was impossible. However, after conducting in-depth comps spreads, we found 30 low-earners and saved $1.4 million for the company. My love of financial analysis and skills in data mining and financial modeling made it happen.

I'm very excited about the CFA opening at Oakenhaft. The job is perfect for me thanks to my 5+ years of experience using Oracle and data visualization skills to reach accomplishments like:

• Financial modeling.  Created high-level financial models in a $200M tech firm. Built new pricing scheme that increased customer loyalty by 27%.
• Cost standardization.  Standardized costs with less than 1% deviation, saving 10 jobs previously marked for elimination.
• Comps spreads.  Raised revenue 22% in 1 year through using comps spreads to find new business opportunities.

I'd love to talk with you about how I can help raise revenue and lower costs at Oakenhaft.

Kind Regards,

Fred Pareja, CFA

PS—I'd also be glad to discuss how I helped beat previous client satisfaction scores by 20%.

With that sample cover letter for financial analyst jobs, Fred can expect an income-bearing phone call soon.

“But I don’t have that kind of financial analyst experience!”  A financial analyst cover letter with no experience can still be John-Templeton-level.

Say hello to Andrea. She’s an entry-level candidate hunting a financial analyst job. She found one she loves, but it needs skills in financial modeling, financial analysis, and data mining. This sample cover letter for a financial analyst position will raise her working capital:

Example #2: Entry-Level Financial Analyst Cover Letter Sample

Andrea Marchi

Financial Analyst

913-850-2738

[email protected]

linkedin.com/in/andreazmarchi

Gordon Tamas

Expers Research, Inc.

587 Poe Lane

Kansas City, KS 64106

Dear Mr. Tamas,

Anne Horvath suggested I apply to your entry-level financial analyst position at Expers Research. She was my financial accounting professor during my MBA at Andrews University. She feels that my passion and skills in FP&A fit your mission, vision, and needs.

I would love to use and grow my talents at Expers, because I know you need an entry-level financial analyst skilled in financial modeling, analysis, and data mining. I concentrated in financial analysis for my MBA. I also excelled in data mining and created financial models that helped a local animal shelter increase fundraising by 25%. This allowed them to avoid a planned closure after a 40% budget cut.

I would value the opportunity to discuss what you're looking for in an entry-level financial analyst. Could we set up a time to talk next week?

Best regards,

Andrea Marchi, CFA

Andrea has one up on Wall Street with that financial analyst cover letter sample.

2. How to Write a Cover Letter for Financial Analyst Jobs Step by Step (Template)

Let’s get you hired with a Philip-Fisher-level cover letter. Here’s how to write a cover letter for financial analyst jobs:

1. Use the Best Financial Analyst Cover Letter Format

Financial analysts can’t use fuzzy thinking. Your cover letter format has to prove your mind is FINRA-worthy. Here’s how to format a financial analyst cover letter:

• Use the three paragraph method.
• Set margins at one inch.
• Left-align all cover letter parts .
• Use single line spacing.
• Write a half-page to one-page cover letter for financial analyst jobs.
• Pick a single cover letter font and use the same one in your resume.

Expert Hint: According to The Princeton Review , entry-level financial analysts work long hours for low pay, with lots of travel. The more experience you show in your FP&A cover letter, the more clout you’ll have for higher pay and better work flexibility.

2. Put Contact Info in Your Cover Letter Heading

How do you start a financial analyst cover letter? By showing you’re no stranger to the business world. Put the right contact info at the top.

See this cover letter sample for financial analyst jobs:

Financial Analyst Cover Letter Example Template: Heading

[Your Name]

[Title and/or CFA]

[Phone Number]

[LinkedIn Profile]

[Hiring Manager Name]

[City, State, Zip]

Use the same formatting in your financial analyst resume.

Double your impact with a matching resume and cover letter combo. Use our cover letter generator and make your application documents pop out.

CREATE YOUR COVER LETTER NOW

Want to try a different look? There's 21 more. A single click will give your document a total makeover. Pick a cover letter template here .

3. Name the Hiring Manager and Job Title

If you don’t stand out like Jack Bogle, they’ll skim your financial analyst cover letter.

What’s the best way to get noticed?  Research shows our brains light up like NYSE wall monitors when we hear our names. So, address your cover letter directly to the hiring manager. Then segue to an eyeball-grabbing fact.

Use this template:

Financial Analyst Cover Letter Sample: Paragraph #1

Dear  [Hiring Manager’s Name] ,

When the  [Your Former Boss’ Title]  at  [Your Former Company’s Name]  asked my team and I to  [Big Challenge You Faced] , I thought it was impossible. However, after  [Task You Performed that Fits a Skill the New Job Needs] , we  [Massive Achievement You Attained] . My love of financial analysis and skills in  [Skill #1 from the Job Ad]  and  [Skill #2 from the Job Ad]  made it happen.

That sample cover letter for financial analyst jobs could get you in at Nationwide. The big achievement will make the hiring manager stop thinking about random walks.

But, what if your financial analyst experience is underfunded? In an entry-level financial analyst cover letter with no experience, start with:

• A name you can drop
• A fact you like about the firm
• A high moment from school

4. List Financial Analyst Skills & Accomplishments

You deserve a job.  But, as Clint Eastwood says, “Deserve’s got nothin’ to do with it.”

Your cover letter for financial analyst jobs needs to prove you’ll exceed expectations. How can you do it? With financial analyst achievements that fit the job like profitability fits financial position. Do that in your second paragraph.

Example Cover Letter for Financial Analyst: Paragraph #2

I'm very excited about the  [“financial analyst” or “CFA”]  opening at  [Company Name] . The job is perfect for me thanks to my  [#]  years of experience using  [Skill #1 from the Job Ad]  and  [Skill #2 from the Job Ad]  to reach accomplishments like this:

• [Financial Analyst Skill #1]. [FA Achievement #1]
• [Financial Analyst Skill #2]. [FA Achievement #2]
• [Financial Analyst Skill #3]. [FA Achievement #3]

Expert Hint: According to the US Bureau of Labor Statistics , there are 329,500 financial analyst jobs in the US. They’ll grow at 6% in the next 10 years, with a median salary of $85,660 a year. Some analysts earn $50K and some earn $100K. Send your financial analyst cover letter and resume to lots of jobs. Hold out for one at the high end of the range.

5. Ask for an Interview

Don’t be timid. Asking for the interview shows you trust your skills. Do it with a call to action in the last paragraph of your cover letter .

Here’s a sample financial analyst cover letter closing that works:

Sample Cover Letter for Financial Analyst Jobs: Call to Action

I'd love to talk with you about how I can help  [Company Goal]  at  [Company Name] .

[Digital Signature] 

[Full Name, Title]

With ResumeLab’s resume builder you’ll write your resume in a flash. Get specific content to boost your chances of getting the job. Add job descriptions, bullet points, and skills. Improve your resume in our resume builder now .

CREATE YOUR RESUME NOW

Nail it all with a splash of color, choose a clean font, highlight your skills in just a few clicks. You’re the perfect candidate and we’ll prove it. Just pick one of 21 resume templates and get started now .

Haven't written your resume yet? See:

• Financial Analyst Resume 
• Financial Advisor Resume

To write a cover letter for financial analyst jobs:

• Write a three-paragraph financial analyst cover letter.
• Start with the manager’s name.
• In paragraph #1, wow them with your best FP&A achievement.
• Use the second paragraph to show CFA accomplishments.
• End your cover letter for financial analyst positions by asking for the interview.

Do you have questions about writing financial analyst cover letters? Need more cover letter samples for financial analyst jobs? Let’s chat in the comments below. And thanks for reading!

About ResumeLab’s Editorial Process

At ResumeLab, quality is at the crux of our values, supporting our commitment to delivering top-notch career resources. The editorial team of career experts carefully reviews every article in accordance with editorial guidelines , ensuring the high quality and reliability of our content. We actively conduct original research, shedding light on the job market's intricacies and earning recognition from numerous influential news outlets . Our dedication to delivering expert career advice attracts millions of readers to our blog each year.

Having published over 200 career-advice articles, Tom Gerencer is a career expert who covers the whole array of job-seeking topics for people at all career stages, from interns to C-suite members. His insights, commentary, and articles reach over a million readers every month. With inside knowledge of key industry players and in-depth research, Tom helps job seekers with advice across all professions and career stages. Tom holds a degree in English from Colby College.

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• Cover Letter Examples

Financial Analyst Cover Letter Examples (+ Entry-Level)

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As a budding financial analyst, you're ready to crunch numbers and make sense of the market. But if the hiring manager assumes you’re just another zero, she’ll barely read your resume.

It's time to invest in a financial analyst cover letter that’s as enticing as a soaring stock. In a few minutes, you'll create a cover letter that highlights your expertise and has hiring managers eager to bring your analytical prowess to their team.

This guide will show you:

• A financial analyst cover letter sample better than 9 out of 10 others.
• Chartered Financial Analyst (CFA) cover letter examples that prove the ROI of hiring you.
• How to write cover letter financial analyst that perfectly reflects your assets.
• Why the right FP&A accomplishments will make you shine like MSFT or AMZN.

Want to write your cover letter fast? Use our cover letter builder. Choose from  20+ professional cover letter templates  that match your resume. See actionable examples and get expert tips along the way.

Create your cover letter now

Sample cover letter for a resume— See more cover letter examples and create your cover letter here .

Send your cover letter for financial analyst jobs with a job-winning financial analyst resume. See our guide: Financial Analyst Resume: Sample & Complete Guide

Considering similar positions too? See other cover letter examples for jobs in your industry:

• Business Analyst Cover Letter
• Business Cover Letter
• Consulting Cover Letter
• Data Analyst Cover Letter
• Data Entry Cover Letter
• Data Scientist Cover Letter
• Executive Cover Letter
• Investment Banking Cover Letter
• Manager Cover Letter
• McKinsey Cover Letter
• Project Manager Cover Letter
• Retail Cover Letter
• Sales Cover Letter
• Federal Cover Letter
• Formal Cover Letter

Want to explore your options further? See our full selection of cover letter examples for every career:  Best Cover Letter Examples

This financial analyst cover letter template proves you’re RBC Financial-Level:

Financial Analyst Cover Letter Example

Current Company (If Any)

Mailing Address

Phone Number

Email Address

Hiring Manager Name

Company Name

Dear [Hiring Manager Name],

When management at HUDA Inc. challenged my team to find $1M in excess costs, I didn't think it could be done. After leading a drive to identify low-margin projects, I in fact found $2.7M of poorly allocated funds. My passion for financial analysis, coupled with skills in financial modeling, accounting, and data visualization made it possible.

I'm so excited about the CFA position at Thorenthall. I've read your company's culture statement many times since 2015. It's my dream to be part of an engaged dream team like yours. Your opening is the perfect fit for me because you need a CFA with 5 years of experience and skills in financial data analysis, project management, and pricing strategy development. I'm a CFA with 5+ years of experience and these accomplishments:

• Financial Data Analysis. Handled financial analysis for a $300M firm. Improved efficiency of regular analyses by 55% for all departments. Slashed errors by 28% by using visual analytics and enhanced data security features.
• Project Management. Managed six projects with individual budgets of over $150,000 each. Cut materials costs by 20% in 18 months.
• Creating Pricing Schemes. Created a new pricing scheme for spare parts that raised customer loyalty 32% in six months. Increased online revenue by 25%.

I'm happy to discuss how I'll deliver efficient, targeted financial analysis to better serve Thorenthall's customers.

Best Regards,

Amanda Mickelsen, CFA

PS—I'd like to share how I saved five jobs by holding standard costs to 1% annual deviation.

That’s tangible.  That cover letter for analysts positions could get you in at Duff & Phelps.

Now, here’s how to write a financial analyst cover letter like that:

Use a Great Financial Analyst Cover Letter Template

Don’t reinvent the wheel. Your financial analyst cover letter needs eight components to succeed. Use this cover letter template to include them all. It’s got everything you need to blast past the break-even point.

Financial Analyst Cover Letter Example—Checklist

• your contact info
• the company’s info
• dear (hiring manager name)
• paragraph #1: biggest accomplishment that fits the job duties
• paragraph #2: passion + key skills
• paragraph #3: your offer
• best regards + your name + title
• PS + a tempting offer

Pro Tip: Passion is crucial in data analyst cover letters, but you have to link it to the job. So—read up on the company to find things about it that excite you.

What’s the best business cover letter format? What font should you use, and what size margins? See our guide: Cover Letter Format: A Complete How-To Guide

Start Your Financial Analyst Cover Letter Right

Your first sentence matters.  Hook them, and you can show them all your financial analysis skills. Blow it, and the best resume in the world won’t help.

A great cover letter for financial analyst jobs starts strong.  So—lead with your biggest asset. These finance cover letter examples show how:

Financial Analyst Cover Letter Examples [First Paragraph]

The first of these senior financial analyst cover letter examples passes the acid test. It’s for a job description that wants financial modeling, accounting, and data viz skills.

Wow. What’s your phone number?  That cover letter for financial analyst jobs example nails it. Why? It starts with a massive win that fits the job description.

Then it shows three crucial skills. This financial analyst cover letter example does it wrong:

Cough.  Finance cover letter examples like that one lack intelligence. That applicant has “handled” things, but did she succeed or fail?

Now, what if you’re writing a financial analyst cover letter with no experience?

Entry-Level Financial Analyst Cover Letter Example

In an entry-level business analyst cover letter with no experience—you still need to show experience.

Come again?  You don’t need CFA experience. But you need experience from different job titles that proves financial analysis skills.

For instance, maybe as a financial advisor, you saved money for your company by spreading comps. Or maybe your analysis of client portfolios made revenue increase.

You can also start your cover letter for financial analyst jobs with:

• The name of a connection at the company
• Something about you that shows passion
• A company fact that energizes you
• An honor or award the company received

Look at the next of our cover letter examples for financial analysts with no experience:

Leah Marden suggested I apply. She worked with me at Valens Research and says my FP&A skills and outlook match the company philosophy at Anduran Worldwide.

That gets attention.  That entry-level financial analyst cover letter example moves you up out of generics.

Pro Tip: You don’t need a snail mail address in a financial or marketing analyst cover letter email . Just put your email address and phone number at the end.

What five things make the best hook in data analyst cover letters? See our guide: How to Start a Cover Letter: Sample & Complete Guide

Write a Profitable Financial Analyst Cover Letter Middle

This is awful:  Too many finance cover letters start great, then lose steam. The hiring manager starts nodding, then starts nodding off. So—don’t just write a great hook in the first paragraph of your cover letter for financial analyst positions.

Add a second paragraph that shows your capital.

In the middle part of your financial analyst cover letter, Include:

• Your excitement for the job opening
• Your knowledge of the financial analyst job duties
• Evidence you’ve succeeded at those tasks in past roles

These financial analyst cover letter examples light the way:

Financial Analyst Cover Letter Examples [Middle]

The first of these financial analyst cover letter examples pays dividends. It shows excitement, knowledge, and evidence.

Easy money.  That business cover letter will make them pay attention to your actuals. But what about the next of our bank job cover letter examples?

That’s a boomerang.  The second of those financial analyst cover letter examples is bankrupt. There’s no excitement, knowledge of the job, or evidence.

Pro Tip: What if you don’t know the most important skills for the job? If you can’t find them in the offer, do an informational interview with a current employee.

A cover letter for financial analyst jobs should be half a page, three paragraphs, and about 300 words. See our guide: How Long Should A Cover Letter Be? Sample & Guide

When making a resume in our builder, drag & drop bullet points, skills, and auto-fill the boring stuff. Spell check? Check . Start building a  professional resume template here for free .

When you’re done, our online resume builder will score your resume and our resume checker will tell you exactly how to make it better.

End Your Financial Analyst Cover Letter Strong

You’re doing great.  You started your cover letter for a financial analyst with a hook. You showed passion. Then you proved key job skills .

But you’re not done yet. Your cover letter for financial analyst jobs needs a call to action. So offer something and arouse their curiosity.

These financial analyst cover letter examples show the plan:

Cover Letter Examples for Financial Analyst [Ending]

The first of these cover letter examples for financial analyst jobs makes the ears perk up:

Fully vested.  That business cover letter sample offers huge incentives. But this financial analyst cover letter sample is in distress:

Cringe.  Hope is not a CTA. The second of those finance cover letter examples offers nothing.

Pro Tip: A “PS” gets attention like found money. Stuff yours with a great achievement and a little mystery. Your financial or research analyst cover letter will get results.

Want four great examples to end your cover letter for financial analyst positions? Here are five: How to End a Cover Letter [+Examples]

Key Takeaway

How to write a financial analyst cover letter:

• Use the 3-paragraph financial analyst cover letter format. It pulls in all the core assets you’ll need to get the interview.
• Start your cover letter financial analyst strong. Data analyst cover letters should wow recruiters in the first few seconds. Do that with an accomplishment that shows a skill they want.
• Show passion. Say why you want the job so much. Then use your financial or budget analyst cover letter to show how you helped past employers.
• Tantalize them. End your cover letter for financial analyst jobs with an offer. Add a little mystery to leave them wanting more.

How much detail about your past job roles should you show in a cover letter for financial analysts? How much should you save for your resume? Not sure how to start a credit analyst cover letter? Leave a comment. We’ll be happy to reply!

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How to Write a Finance Cover Letter

Not all jobs need them, but for those that do, here are some guidelines from morgan stanley’s recruiters on how to write one..

Searching the internet for tips on how to write a cover letter will produce a litany of dos and don’ts: Flex your communication skills, but don’t go over three paragraphs; don’t recite a generic list of skills, but do speak to every requirement in the job description; be professional, but also be personal…the list goes on.

Truth be told, not all jobs need cover letters, but for the times when they’re required, it needn’t be so complicated to get them right.   Our recruiters say that applicants can hit the mark as long as they follow a few basic rules,  and refrain from quoting Shakespeare or likening their job search to Fantine’s demise in Les Miserable. (It happens). 

1. Why You Need One

They provide a missing link between the living-you and the formulaic resume or CV. Your cover letter conveys three important things:

• You understand what the firm is looking for.
• You’ve got the skills.
• You’re articulate.

2. What to Include

Write it like a letter—include your address, Dear Sir/Madam (or better still, the name of the person, if you know who the interviewer is), and make sure to end it with a closing (“Yours faithfully,” etc).

• First Paragraph: An opening statement that sets out why you’re writing the letter. Begin by stating the position you’re applying for and if you became aware of it by going to a recruiting event.
• Middle Paragraphs: Two or three paragraphs to explain what attracted you to the type of work, why you’re interested in working for the company, and why you think you’d be a good fit.
• Last paragraph: Thank the employer and say you’re looking forward to receiving a response.

Wanted: Non-Finance Graduates

5 business communication skills for your career, don’t let these common interview questions trip you up, 3. beware the generic cover letter.

Cover letters  can end up being deal-breakers if  they have mistakes in them, and most mistakes are made when a generic letter is used for every application. You’d be surprised by how many times people forget to switch out the name of one firm for ours. Not only do we know you’re applying elsewhere, but it shows lack of attention to detail.

4. Strike an Authentic Tone

Another reason not to use a generic cover letter: It just doesn’t sound authentic. Writing it from scratch will create  a warmer, more engaging tone—even if it’s just a few paragraphs.

5. No Need to Repeat

Don’t use the cover letter to repeat skills that you’ve already outlined in the resume, which speak specifically to the requirements in the job description. 

6. Make the Most of Your Experiences

Do include  experiences or skills that might not be specifically called for in the job description, but you believe will add to your appeal and help you excel in the role.  Examples could be collaborative, leadership or problem-solving skills from extracurricular activities or previous jobs. Just ensure that they’re truly relevant and compelling, and not a stretch. 

7. Get a Second Opinion

Whatever you end up putting in your cover letter, make sure to check for mistakes. Get someone to proofread your letter for typos, grammatical errors, the wrong firm name, and any Broadway Musical references that might have made their way in.

Good luck! And feel free to reach out to our campus recruiting team members if you have any questions. 

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7 Financial Analyst Cover Letter Examples

Financial Analysts excel at interpreting complex financial data, making strategic recommendations, and telling a compelling story about a company's financial health. Similarly, your cover letter is your chance to interpret your own professional data, make a case for your strategic value, and tell a compelling story about your career trajectory. In this guide, we'll delve into the best cover letter examples for Financial Analysts, helping you craft a narrative that showcases your analytical prowess and potential.

Cover Letter Examples

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The best way to start a Financial Analyst cover letter is by grabbing the reader's attention with a strong introduction. Begin by stating your name and the position you're applying for. Then, briefly mention your current role, your relevant qualifications, and a key achievement that demonstrates your capabilities as a Financial Analyst. This not only shows your qualifications but also your ability to deliver results. For example: "As a dedicated Financial Analyst with over five years of experience in driving profitable business decisions at XYZ Corp, I have consistently exceeded performance expectations and I am now eager to bring my skills to ABC Company."

Financial Analysts should end a cover letter by summarizing their interest in the role, restating their qualifications, and expressing enthusiasm for the potential opportunity to contribute to the company. It's important to keep the ending professional and concise. Here's an example: "In closing, I am excited about the possibility of bringing my unique blend of skills and experience to your team. I am confident that my analytical abilities and passion for financial strategy would make a significant contribution to your organization. I look forward to the opportunity to discuss how I can add value to your team. Thank you for considering my application." Always remember to include a professional sign-off like "Sincerely" or "Best regards," followed by your name. This ending reinforces your interest, highlights your suitability, and leaves the door open for further discussion, which is key to landing an interview.

A Financial Analyst's cover letter should ideally be about one page long. This length is sufficient to introduce yourself, explain why you're interested in the role, and highlight your most relevant skills and experiences without overwhelming the reader. Remember, hiring managers often have to go through numerous applications, so it's important to keep your cover letter concise and to the point. Be sure to focus on quality over quantity, emphasizing your most relevant achievements and skills that make you a strong fit for the role of a Financial Analyst.

Writing a cover letter with no direct experience as a Financial Analyst can seem challenging, but there are ways to showcase your relevant skills and enthusiasm for the role. Here's how: 1. Research: Understand the role of a Financial Analyst and the skills required. This will help you identify transferable skills from your past experiences. 2. Start Strong: Begin your cover letter with a strong introduction. Express your interest in the role and the company. Mention where you found the job posting. 3. Highlight Transferable Skills: Even if you don't have direct experience, you may have transferable skills from your education or previous jobs. Highlight your analytical skills, attention to detail, problem-solving abilities, and proficiency in financial software or Excel. 4. Use Examples: Provide examples of when you've used these skills. This could be during your studies, internships, or any other work experience. Be specific about what you did and the impact it had. 5. Show Enthusiasm: Show your passion for finance and your willingness to learn. Employers value candidates who are eager to grow and adapt. 6. Education and Certifications: If you have a degree in finance, economics, or a related field, or if you have relevant certifications, be sure to mention them. 7. Conclude Professionally: Conclude your letter by expressing your interest in the opportunity to discuss your qualifications further in an interview. Thank the hiring manager for considering your application. 8. Proofread: Make sure your cover letter is free of errors. This shows your attention to detail, a crucial skill for a Financial Analyst. Remember, the goal of the cover letter is to get the hiring manager interested in you as a potential candidate, even without direct experience. Show them that you have the skills and the drive to succeed in the role.

Related Cover Letters for Financial Analysts

Financial analyst cover letter, accountant cover letter.

Bank Teller Cover Letter

Entry Level Financial Analyst Cover Letter

Financial Analyst Intern Cover Letter

Financial business analyst cover letter, fp&a analyst cover letter, junior financial analyst cover letter, senior financial analyst cover letter, related resumes for financial analysts, financial analyst resume example.

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Financial Advisor Cover Letter Example

• 30% higher chance of getting a job‡
• 42% higher response rate from recruiters‡

Our customers have been hired at: * Foot Note

A well-written resume can only take you so far. You have a much higher chance of being considered for your dream job if you elevate your application by submitting a strong cover letter too. Letter writing not your forte? Don’t worry. We’ve got you covered. Follow this guide to write a compelling cover letter for a financial advisor position that showcases your suitability for the role and encourages hiring managers to call you for an interview .

More Cover letter examples for the next step in your finance career

• Financial Analyst Cover Letter
• Personal Banker Cover Letter
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Financial advisor cover letter (text)

Martie Dallas

Atlanta, GA 30310 (555) 555-5555 [email protected]

June 08, 2023

Robin Strickland, Georgia Financial Advisors Atlanta, GA 30326 Phone: 555-555-5555 E-Mail: [email protected]

Dear Robin Strickland,

With the constantly changing economy, it is important to have financial advisors who understand how to handle a variety of fiscal situations. Your company is very reputable and has had a positive impact on its clients. I believe that my ability to make quick and effective decisions as well as my skills in the area of finance could benefit your company.

Having worked for the past four years as a personal banker with 10 clients, I am very familiar with selling financial products and services and explaining financial terminology to clients, improving revenue by 35%. I also have experience in helping customers with money and risk management. I understand how the finance industry works and enjoy helping clients make the most of their assets.

I recently completed my associate degree in finance, and am looking to advance my career. Your job listing specified a desire for additional education and licenses. My associate degree has made me interested in becoming more specialized and devoting my talent to specific areas of finance.

I feel that my existing knowledge of the financial industry and my experience with customer service will make me an ideal candidate for this job. I want to thank you for taking the time to read this letter and hope you will consider me for this role. I would be grateful to get to know you better during an interview.

Sincerely, Martie Dallas

How to format a financial advisor cover letter

A cover letter works to introduce not just your resume, but also you as a person. It gives you a chance to explain why you want to work for the company and highlight the alignment between your skill set and the job requirements. When written well, a cover letter can increase your chances of landing an interview. 

To effectively frame your qualifications and appeal to prospective employers, you must use the correct cover letter format .

Use the business letter format for your financial advisor cover letter

A cover letter is a business document, so use the standard business letter format for your financial advisor cover letter. 

Set your margins on all sides to 1 and ¼ inches, use single spacing and opt for left alignment on your one-page document.

It’s important to make sure your cover letter includes all of the following:

• A header with your name, city, state, ZIP code and telephone number. 
• A greeting, like “Dear Evelyn Baker,” “Dear Hiring Manager,” or “Dear Finance Department.”
• A simple closing, like “Kind regards” or “Sincerely.” 

Using a cover letter template for a financial advisor job is the best way to ensure your cover letter is formatted correctly and optimized for applicant tracking systems (ATS) . Plug it into our Cover Letter Builder to get expert advice every step of the way. You’ll have a professional cover letter for a financial advisor job to pair with your resume in a matter of minutes.

How to write a cover letter for a financial advisor position

Start with an intriguing introduction.

Companies receive heaps of applications for top jobs, so your cover letter needs to grab hiring managers’ attention instantly if you want to be considered. The opening of your financial advisor cover letter should read like your best elevator pitch and be concise and direct. Tell prospective employers who you are, why you’re interested in this particular job and what makes you ideally suited to the role. Our sample cover letter for a financial advisor position provides a good indication of how to structure your introduction.

Use past accomplishments to illustrate why you’re a great fit for the role

The body of your financial advisor cover letter should paint a clear picture of your career history while also showcasing your personality and values. Give the hiring manager a sense of how you can contribute to the company’s success. The best way to do this is to highlight past work accomplishments , using numbers and strong action verbs . When describing your hard and soft skills , remember to draw on keywords from the job description.

Close with a call to action

Take inspiration from our cover letter examples for financial advisor roles and use your final paragraph to thank the hiring manager for their time and reiterate how much you want the job. Wrap up by encouraging them to contact you to arrange a time to discuss the position and what you can bring to the table further.

Pair your financial advisor cover letter with a matching resume

Financial advisor cover letter faq, how do you write a cover letter for a financial advisor position.

As mentioned, your cover letter should follow the standard business letter format, with a header outlining your contact details, a formal greeting and a professional signoff. Here are a few more tips to keep in mind when writing your financial advisor cover letter content:

• Highlight what attracted you to the company and this particular financial advisor job.
• Research the company so you can refer to specific details about it.
• Show confidence in your abilities.
• Discuss how your qualifications match the job requirements, but also try to illustrate how your character and values fit the organization’s culture.
• Mention a mutual contact if you have one.
• Use numbers and metrics to quantify what you’ve achieved in past positions.
• Don’t just list relevant skills ; note how you would apply them to benefit the company.
• Highlight any specialized areas of finance that you focus on.
• Proofread your cover letter multiple times before sending it.
• Review our sample of a cover letter for a financial advisor to get ideas on how to structure and improve your cover letter.

What are some tips for writing a cover letter for a financial advisor job with no experience?

Even if you don’t have any official work experience as a financial advisor yet, you can still write a compelling cover letter. Convey confidence in your abilities from the very start and show plenty of enthusiasm and passion for the field. Focus on your education and practical projects you completed while studying. Also remember to mention relevant volunteer work , internships or extracurricular activities you’ve done. Be sure to detail your most relevant technical and interpersonal skills , including transferable skills you’ve learned from other pursuits. If you can show that you have the right knowledge, capabilities and attitude, prospective employers will be more willing to take a chance on you, even though you have no experience. For more guidance on how to format and word your cover letter, check out the example of a cover letter for a financial advisor on this page.

What’s the ideal length for a financial advisor cover letter?

As you can see from our financial advisor cover letter sample, your cover letter doesn’t have to be very long. In fact, it’s better to keep this document fairly short, while still covering the key details. Ideally, it should be no more than one-page long and no shorter than half a page. Aim for about 250-500 words in total.

Do’s and don’ts for building a financial advisor cover letter

• Address the recruiter or hiring manager directly.
• Explain what attracted you to the company in one or two sentences. 
• Customize your financial advisor cover letter for the job. 
• Include keywords from the job description throughout.
• End with a clear call to action. 
• Proofread your cover letter more than once. 
• Write a generic financial advisor cover letter. 
• Write more than one page. 
• Use generic salutations, like “To Whom It May Concern.”
• Regurgitate your financial advisor resume. 
• Rely on automatic grammar or spell-checkers. 
• Write a fan letter, even if it is your dream job.

Resume examples for the next step in your finance career

• Branch Manager Trainee Resume
• Tax Preparer Resume
• Credit Manager Resume
• Financial Controller Resume
• Chamber Of Commerce Director Resume
• Project Analyst Resume
• Equity Research Analyst Resume
• Venture Capital Analyst Resume
• Strategic Planning Analyst Resume
• KYC Analyst Resume
• Financial Executive Resume
• Tax Consultant Resume
• Financial Analyst Resume
• Personal Banker Resume

CV examples for the next step in your finance career

• Bank Branch Manager CV
• Board Director CV
• Consultant CV
• Credit Manager CV
• Credit Risk Analyst CV
• Equity Research Analyst CV
• Estimation Engineer CV
• Financial Advisor CV
• Forex Trader CV
• Fund Manager CV
• Investment Banker CV
• Project Assistant CV
• Tax Consultant CV
• Tax Manager CV
• Treasury Accountant CV
• Treasury Manager CV

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Dayle Kavonic

Career advice expert.

Dayle Kavonic is a professional online writer and editor with more than 10 years of experience in digital content creation. She has written extensively on the topics of resume and cover letter writing, job hunting and career development.

‡ Results derived from a study responded by 1000 participants of which 287 created a resume online.

*The names and logos of the companies referred to above are all trademarks of their respective holders. Unless specifically stated otherwise, such references are not intended to imply any affiliation or association with MyPerfectResume.

What to Include in a Financial Advisor Cover Letter

A cover letter isn’t just an add-on to your job application. It effectively highlights and sells your skills and experiences as a financial advisor. Your cover letter is your first opportunity to demonstrate how you can be a good fit for a job. Here are the key components and and tips that could help your cover letter stand out for likely firms.

After you become a financial advisor, SmartAsset’s SmartAdvisor platform can help you connect with potential clients.

Why You Should Include a Financial Advisor Cover Letter

Working with a professional to craft your cover letter can prove beneficial. In the same way you, as a financial advisor , would guide your clients through their financial decisions, a career coach or consultant can guide you through the job application process.

When it comes to financial advisor roles, a cover letter will not only showcase your skills, knowledge and experience, but also help you present a compelling argument for why you are the best candidate for the job.

A cover letter, for example, can focus on your approach with clients and how you help them reach different financial milestones or get through economic downturns.

You should note that a cover letter may be the first thing that an employer sees from you. And many employers consider cover letters an important part of the job search process. So crafting a well-strategized letter is a key component for getting hired.

How to Create a Result-Oriented Financial Advisor Cover Letter

Your cover letter is a tactical introduction that is engineered to put your best foot forward. And as such, it should deliver a personalized introduction that offers additional insight to the skills, experiences and interests that you have already included in your resume.

Depending on the job, there are many types of cover letters. However, all cover letters generally have these five sections:

• Header: This typically includes your contact information, such as your address, phone number and email, as well as social media and portfolio links when applicable.
• Greeting or salutation : This is the equivalent of looking at someone in the eyes for the first time. Stand out by researching and including the hiring manager’s name. This personalized approach can beat out a generic one by demonstrating your level of commitment to the job and the firm.
• Introduction : Don’t bury the lede! This first paragraph should call attention to who you are and why you want the job. Make sure you explain clearly what draws you to the firm, and set up what are your core strengths and how these will fit into the position (you will go deeper into this in the body).
• Body : Here you’ll have more real estate, typically two paragraphs, to state your case. First, explain how your professional experiences apply specifically to the position and the firm. Then, connect how that background as a financial advisor and your career goals align with the firm’s culture.
• Call-to-action or closing: This is the final paragraph! Seal the deal by restating your interest in the role and propose next steps (like a conversation or potential interview).

Take note: As with any introduction, paying attention to details goes a long way. Make sure your cover letter is edited and formatted correctly. Avoid repetition and cliches. And lastly, make each sentence count. The purpose of the cover letter is to support this clear idea: You are a strong candidate for the position, and you are genuinely excited about working at the firm.

Refining Your Skills as a Future Financial Advisor

Soft skills like adaptability, communication and time management can be valuable for financial advisors. You will also need to combine these with hard skills like accounting, data analysis or marketing, among others, to prove yourself a valuable asset to a firm.

Of course, these skills are not based on natural talents alone. You can develop them by setting goals, finding a mentor, seeking constructive criticism and enrolling for additional certifications or degrees (more on this in the next section). You can also take advantage of training offered at a firm and even shadow other financial advisors.

Keep in mind that when you draft your resume and cover letter, you should put a spotlight on the skills that best fit the job description. So if a firm has a type of client base , and offers specific services, show your potential employer that you have the necessary hard and soft skills to excel at the job.

Tips for Aspiring Financial Advisors

As you build up your career as a financial advisor, here are four key tips to consider:

• Continue your professional education : Sign up for courses and keep up with proposed legislation or changes in rules and laws. Educate yourself on different financial trends and strategies. Your ability to keep learning will show your commitment to the field and make you an essential resource for clients.
• Earn important certifications : Financial advisors, while not required, often carry certain certifications to demonstrate specific knowledge and abilities. Common certifications include certified financial planner ( CFP ), chartered financial analyst ( CFA ), chartered financial consultant ( ChFC ) and certified public accountant ( CPA ), among other designations.
• Maintain your LinkedIn : An updated profile highlighting your skills on professional platforms like LinkedIn can help you make valuable connections with other peers in the industry and connect with potential clients as well.
• Be persistent: Most professionals do not find a rewarding career by accident. Instead, you will need to be persistent, mentalize yourself to get back on your feet when an opportunity passes, and perhaps more importantly–keep trying.

Bottom Line

An effective cover letter can capture the attention of recruiters. But that’s only one piece of the puzzle. Financial advisors are continuously evolving with their clients. So staying ahead of the curve will help you drive your career forward. Regular updates on financial markets and active participation in financial advisor conferences can also keep you connected.

Tips for Becoming a Financial Advisor

• If you’re just getting started on your financial career path, consider our guide on how to become a financial advisor in six steps . The sooner you start, the sooner you can work toward a rewarding career.
• Once you become a financial advisor, one of the most important things you’ll do is find as many clients as you can. SmartAsset’s SmartAdvisor platform can help you connect with potential clients.

Photo credit: ©iStock.com/Delmaine Donson, ©iStock.com/wichayada suwanachun, ©iStock.com/KamiPhotos

The post What to Include in a Financial Advisor Cover Letter appeared first on SmartReads by SmartAsset .

5 Financial Planning and Analysis Analyst Cover Letter Examples

Introduction.

In today's competitive job market, it is crucial for job seekers to have a well-tailored cover letter that sets them apart from the competition. This is especially true for financial planning and analysis analysts, who need to showcase their qualifications and suitability for the role. A strong cover letter can effectively communicate their skills and experience, making them stand out to potential employers.

A cover letter serves as the first impression a hiring manager has of a candidate, and it can significantly impact their chances of securing an interview. It provides an opportunity for candidates to highlight their relevant experience, demonstrate their knowledge of the industry, and express their enthusiasm for the position. By customizing their cover letters to the specific job requirements and company culture, financial planning and analysis analysts can increase their chances of landing their dream job.

In this article, we will provide you with examples of well-crafted cover letters for financial planning and analysis analysts. These examples will showcase the key elements that make a cover letter effective and offer valuable insights into what hiring managers look for in this field. By following these examples and incorporating the key takeaways into your own cover letter, you can significantly enhance your chances of securing an interview and ultimately landing the job you desire. So, let's dive in and explore these cover letter examples for financial planning and analysis analysts.

Example 1: Senior Financial Planning and Analysis Analyst Cover Letter

Key takeaways.

Emily's cover letter effectively showcases her experience and expertise in financial planning and analysis, making her a strong candidate for the Senior Financial Planning and Analysis Analyst position at JPMorgan Chase & Co.

When applying for a financial planning and analysis role, it is crucial to highlight your experience in conducting financial research, analyzing data, and providing actionable insights. This demonstrates your ability to contribute to strategic decision-making and drive business growth.

Emily emphasizes her achievements in previous roles, such as improving decision-making and profitability at Goldman Sachs and optimizing resource allocation at Wells Fargo. These achievements demonstrate her ability to deliver tangible results and make a significant impact.

Quantify your achievements and highlight specific outcomes in your cover letter. This helps potential employers understand the value you can bring to their organization and sets you apart from other candidates.

She also mentions her current role as a Senior Financial Planning and Analysis Analyst at Bank of America, highlighting her hands-on experience in analyzing financial data and implementing cost-saving initiatives. This shows her ability to effectively manage financial resources and contribute to the organization's financial planning efforts.

Highlight your current role and responsibilities to showcase your up-to-date knowledge and skills in financial planning and analysis. This demonstrates your ability to hit the ground running and contribute immediately to the organization's goals.

Overall, Emily's cover letter effectively positions her as a highly qualified candidate with a strong background in financial planning and analysis. By highlighting her achievements and relevant experience, she demonstrates her ability to add value to JPMorgan Chase & Co.

Example 2: Financial Planning and Analysis Manager Cover Letter

Michael's cover letter effectively showcases his experience and achievements in financial analysis and planning, positioning him as a strong candidate for the Financial Planning and Analysis Manager role at Citigroup Inc.

When applying for a financial planning and analysis role, it is crucial to highlight your expertise in financial analysis, modeling, and strategic decision-making. This demonstrates your ability to contribute to the organization's financial growth and success.

He highlights specific achievements, such as reducing operational expenses by 10% and improving forecasting accuracy and efficiency by 20%, which demonstrate his ability to drive tangible results and cost savings.

Quantify your achievements whenever possible. Numbers and percentages provide concrete evidence of your impact and add credibility to your claims.

The cover letter could further elaborate on Michael's experience in managing financial planning and analysis teams, as well as provide specific examples of his strategic recommendations to senior management for improving profitability.

Highlight your leadership skills and ability to collaborate with cross-functional teams. This shows that you can effectively manage and influence stakeholders to achieve financial goals.

Example 3: Financial Reporting Analyst Cover Letter

Samantha's cover letter effectively highlights her experience and achievements as a Financial Reporting Analyst, positioning her as an ideal candidate for the role at The Blackstone Group Inc.

When applying for a financial reporting analyst position, it is crucial to showcase your expertise in financial analysis and reporting. Highlight specific achievements and responsibilities to demonstrate your proficiency in this area.

She emphasizes her experience in collaborating with cross-functional teams to streamline reporting processes, resulting in a 20% increase in efficiency. This showcases her ability to drive process improvements and deliver tangible results.

Highlighting your ability to improve efficiency and effectiveness in financial reporting processes can greatly enhance your candidacy. Employers are always seeking candidates who can optimize operations and deliver measurable results.

Samantha also mentions her experience in implementing new reporting standards and procedures, ensuring compliance with regulatory requirements. This demonstrates her attention to detail and knowledge of industry regulations.

Demonstrating your ability to ensure compliance with regulatory standards is essential in the financial reporting field. Emphasize your knowledge of relevant regulations and your track record of successfully implementing compliance measures.

Overall, Samantha's cover letter effectively showcases her relevant experience and skills, positioning her as a strong candidate for the Financial Reporting Analyst position at The Blackstone Group Inc. She could further strengthen her application by mentioning any specific industry certifications or advanced analytical skills she possesses.

Don't forget to highlight any certifications or advanced skills that are relevant to the financial reporting analyst role. This can help set you apart from other candidates and demonstrate your commitment to professional development.

Example 4: Budget Analyst Cover Letter

Andrew's cover letter effectively showcases his experience and expertise in financial analysis and budget management, positioning him as an ideal candidate for the Budget Analyst position at State Street Corporation.

When applying for a budget analyst role, it is crucial to highlight your experience in financial analysis, budgeting, and strategic planning. This demonstrates your ability to analyze financial data, identify trends, and make informed recommendations.

He emphasizes his achievements in improving budgeting accuracy by 10% and reducing departmental expenses by 15%, showcasing his ability to streamline processes and drive cost-saving initiatives.

Quantifiable achievements are essential in a budget analyst cover letter. Highlighting specific improvements in budgeting accuracy, cost reductions, or process efficiencies demonstrates your ability to deliver tangible results.

While the cover letter effectively highlights Andrew's experience and achievements, he could further strengthen his application by mentioning any relevant certifications or specialized training in budgeting and financial analysis.

If you have any certifications or specialized training related to budgeting or financial analysis, be sure to mention them in your cover letter. This can further validate your qualifications and demonstrate your commitment to professional development in the field.

Example 5: Corporate Finance Analyst Cover Letter

Joshua's cover letter effectively positions him as an ideal candidate for the Corporate Finance Analyst role at Morgan Stanley.

When applying for a corporate finance position, it's crucial to highlight your experience and success in financial analysis, investment banking, and project management. This demonstrates your ability to handle complex financial transactions and deliver strategic recommendations.

Joshua showcases his accomplishments in his previous roles, such as leading a team in executing complex financial models and completing high-profile transactions resulting in cost savings and revenue growth.

Emphasize your achievements and quantify the impact of your work. This demonstrates your ability to generate tangible results and contribute to the financial success of the organization.

He expresses his enthusiasm for joining Morgan Stanley and highlights the firm's reputation as a global leader in investment banking.

Showcasing your knowledge of and interest in the company you're applying to demonstrates your commitment and alignment with their values and goals. This makes you a more attractive candidate.

The cover letter could benefit from mentioning specific skills or qualifications that Joshua possesses that are relevant to the role of a Corporate Finance Analyst.

Consider highlighting any certifications, technical skills, or software proficiency that are highly sought after in the corporate finance industry. This can help differentiate you from other applicants and showcase your expertise in the field.

Skills To Highlight

As a Financial Planning and Analysis Analyst, your cover letter should highlight the unique skills that make you a strong candidate for the role. These key skills include:

Financial Analysis : Demonstrating your proficiency in financial analysis is crucial for this role. Highlight your ability to analyze financial statements, assess financial performance, and identify trends and patterns. Emphasize your expertise in financial ratios, valuation techniques, and financial modeling.

Budgeting and Forecasting : Employers value candidates who have experience in budgeting and forecasting. Showcase your ability to develop accurate budgets, create financial forecasts, and track variances. Highlight your skills in financial planning, resource allocation, and risk assessment to demonstrate your ability to contribute to effective financial management.

Data Analysis : Strong data analysis skills are essential for financial planning and analysis analysts. Highlight your expertise in data manipulation, data visualization, and data interpretation. Discuss your experience with statistical analysis and your ability to use tools such as Excel, SQL, or Python to extract insights from large datasets.

Financial Modeling : Financial modeling is a critical skill for financial planning and analysis analysts. Illustrate your proficiency in creating financial models to support decision-making, scenario analysis, and strategic planning. Highlight your ability to develop accurate financial projections and perform sensitivity analysis to assess the impact of different assumptions.

Strategic Planning : Financial planning and analysis analysts play a key role in strategic planning. Highlight your ability to provide insights and recommendations based on financial analysis and market trends. Demonstrate your understanding of the organization's strategic goals and how you can contribute to achieving them through financial planning and analysis.

Communication Skills : Effective communication is vital for financial planning and analysis analysts. Showcase your ability to present complex financial information in a clear and concise manner. Highlight your experience in preparing financial reports, presentations, and dashboards for senior management or stakeholders. Emphasize your ability to communicate financial insights and recommendations to non-financial audiences.

Attention to Detail : Financial planning and analysis require meticulous attention to detail. Highlight your ability to analyze financial data with precision, identify errors or discrepancies, and ensure accuracy in financial reports. Discuss your experience in conducting thorough financial reviews and reconciliations to maintain data integrity.

Business Acumen : Employers value candidates who have a strong understanding of business operations and industry dynamics. Highlight your knowledge of key financial metrics, industry trends, and competitive analysis. Discuss your ability to translate financial data into actionable insights to support strategic decision-making.

These skills are crucial for a successful career as a Financial Planning and Analysis Analyst. Make sure to tailor your cover letter to highlight your specific experiences and achievements that demonstrate your proficiency in these areas.

Common Mistakes to Avoid in Cover Letters

When crafting your cover letter for a Financial Planning and Analysis Analyst position, it's important to avoid these common mistakes:

Focusing Too Much on Technical Skills : While technical skills are important for a Financial Planning and Analysis Analyst role, it's crucial to also highlight your soft skills. Employers are looking for candidates who have strong analytical abilities, attention to detail, and the ability to communicate financial information effectively. Make sure to showcase these skills in your cover letter.

Failing to Demonstrate a Strong Understanding of the Company and its Industry : Employers want to see that you've done your research and have a solid understanding of the company and its industry. Avoid generic statements and instead, tailor your cover letter to the specific company. Show that you've taken the time to learn about the organization's goals, values, and challenges. This will demonstrate your genuine interest in the company and increase your chances of getting an interview.

Not Highlighting Specific Achievements and Results in Previous Roles : A cover letter is an opportunity to showcase your accomplishments and the impact you've made in previous roles. Avoid simply listing your responsibilities and instead, focus on quantifiable achievements. For example, instead of saying "I managed financial reporting for a large organization," you could say "I implemented a new financial reporting system that resulted in a 20% increase in efficiency." Providing specific examples of your success will make your cover letter stand out and demonstrate your ability to deliver results.

Using Generic Language and Phrases : Avoid using generic language and phrases that could apply to any candidate. Instead, use specific and concise language to convey your skills and qualifications. For example, instead of saying "I'm a highly motivated and detail-oriented professional," you could say "Throughout my career, I've consistently demonstrated strong attention to detail, ensuring accuracy in financial analysis and reporting."

Neglecting to Proofread : One of the most common mistakes in cover letter writing is failing to proofread for errors. Spelling and grammar mistakes can make a negative impression on employers and indicate a lack of attention to detail. Before submitting your cover letter, make sure to carefully review it for any errors or typos. Consider asking a trusted friend or colleague to review it as well, as they may catch mistakes that you may have missed.

By avoiding these common mistakes, you can create a strong and compelling cover letter that highlights your skills, experiences, and qualifications for a Financial Planning and Analysis Analyst position.

In conclusion, a well-crafted cover letter can greatly enhance a financial planning and analysis analyst's job application. By effectively showcasing the candidate's qualifications and expertise, the cover letter increases their chances of securing a position in the highly competitive field of financial planning and analysis.

The examples provided in this article demonstrate the key components of a strong cover letter for a financial planning and analysis analyst position. Each example highlights the candidate's relevant skills and experience, while also addressing the specific requirements of the job.

It is important to note that a successful cover letter in this field should be tailored to each individual application. By customizing the content to match the job description and company culture, candidates can demonstrate their genuine interest in the position and increase their chances of standing out from the competition.

In addition, it is crucial to avoid common mistakes such as generic or overly formal language, excessive self-promotion, and neglecting to proofread for errors. By paying attention to these details, candidates can present themselves as professional and detail-oriented individuals who are dedicated to delivering high-quality work.

In summary, a well-written and targeted cover letter is an essential tool for financial planning and analysis analysts looking to secure a new position. By following the examples and tips provided in this article, candidates can create a compelling cover letter that sets them apart and increases their chances of success.