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Finance Cover Letter Example

| By | Reviewed by Conrad Benz

Adept at numbers but struggling to showcase them in your cover letter? Our polished finance cover letter example below will show you how to effectively highlight your financial skills.

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Finance Cover Letter Template (Text Format)

Proper cover letter formatting is essential for making your cover letter look professional and easy to read.

Text Format
[Today’s Date] [Hiring Manager’s Name]

123 Company Address
Company’s City, State, Zip Code
(xxx) xxx-xxxx
hiring.manager@gmail.com

Dear [Mr./Ms./Mx.] [Hiring Manager’s Last Name],

My name is Lucy McKenzie, and I’m writing to express my interest in joining [Company] as the [Position Title]. With 7+ years of experience in the finance industry, I’ve consistently optimized cash flow, reduced costs, driven efficiency, and ensured integrity in finances by analyzing and resolving complex accounting, reporting, and regulatory issues.

As Controller at Bechtel Group Inc., I‘ve been responsible for leading the finance function for a company with over $100 million in revenue and 150+ employees. In this role, I’ve implemented innovative solutions that have streamlined financial reporting, improved regulatory compliance, and enhanced decision-making capabilities. Notably, I played a key role in driving the successful implementation of SAP ERP, which has significantly improved the efficiency and accuracy of financial reporting.

As an Accountant at Fluor, I contributed to the financial health of the company by managing accounts receivable and payable for a company with monthly revenue of up to $25,000. I played a critical role in identifying a major discrepancy in monthly cash flow, which resulted in a cost savings of $47k for the company. Furthermore, I leveraged my expertise in financial modeling and spreadsheet software programs such as Microsoft Excel to develop complex financial models that enhanced the accuracy of financial forecasting.

I am confident that my expertise, experience, and accomplishments will enable me to make significant contributions to your organization’s financial goals and objectives. I look forward to discussing my qualifications further in an interview.

Sincerely,

Lucy McKenzie

Finance Cover Letter Writing Tips 

Learning how to put together a cover letter for the specific job(s) you want will help you land more interviews.

If you’re great with numbers, an effective problem solver, and a savvy communicator, then your skills are in high demand in the finance industry.

Show employers you’re a great fit for the job by showcasing your financial expertise in a well-written cover letter.

Here are three tips that are sure to boost your chances of landing a job:

Highlight finance skills

Since “finance” is a broad term that includes a variety of jobs, the skills required can vary depending on the role.

Here are some finance hard skills to include in your cover letter:

  • Knowledge of economic and accounting principles
  • Accounting software (Intuit QuickBooks, Sage 50 Accounting)
  • CRM software (Raiser’s Edge NXT, Salesforce)
  • Project management software (Microsoft Project, Microsoft SharePoint)
  • Financial analysis
  • Investment management
  • Risk management
  • Accounting
  • Tax planning
  • Financial modeling
  • Asset allocation
  • Portfolio management
  • Equity research
  • Fixed income analysis
  • Derivative analysis
  • Trading
  • Quantitative analysis
  • Data analysis
  • Forecasting
  • Budgeting
  • Business valuation
  • Cash management
  • Compliance
  • Regulatory knowledge

Aside from being adept at hard skills like interpreting data, employers also look for candidates with the right set of soft skills for finance positions, such as communication skills.

Here’s a list of soft skills to highlight in your finance cover letter:

  • Time management skills
  • Organizational skills
  • Patience
  • Problem-solving
  • Critical thinking
  • Analytical skills
  • Ability to work under pressure
  • Adaptability
  • Initiative
  • Teamwork
  • Leadership skills

Emphasize your attention to detail

With responsibilities including interpreting financial records and managing company funds, excellent attention to detail is critical for anyone in a finance role.

Emphasize this skill in your cover letter to demonstrate that you can analyze financial data, prepare reports, and ensure compliance with policies with exceptional accuracy.

Here’s an example of how to highlight your attention to detail in a finance cover letter:

By performing meticulous bank reconciliations, conducting audit analyses, preparing trial balances, and closing the books at the end of each month, I ensured that all financial records were accurate and up-to-date. Because of this persistent diligence, I was able to identify a major discrepancy in our monthly cash flow, saving the company $47k in operational costs.

Quantify your accomplishments

When you work in a results-oriented industry like finance, its important to show employers you can deliver.

The best way to showcase your professional achievements is by quantifying them. Using hard numbers to describe what you achieved and how is more memorable and compelling than just saying you “improved” or “increased” something.

Here are a couple examples of how to effectively quantify your accomplishments in a finance cover letter:

Wealth management cover letter example

As a wealth manager, I was responsible for overseeing $50 million in assets under management, ensuring that each client’s portfolio was optimized for their specific financial goals. By implementing a data-driven approach to investment management, I was able to increase overall client returns by an average of 10%, outperforming industry benchmarks. Additionally, my strong communication skills and personalized approach to client relationships resulted in a 95% client retention rate.

Trading cover letter example

As a trader, I executed over 200 trades per day, managing a portfolio of equities, derivatives, and fixed-income securities. Using my expertise in quantitative analysis and financial modeling, I developed and implemented successful trading strategies, resulting in a 25% increase in overall profits for the firm. My ability to work under pressure and adapt to changing market conditions allowed me to consistently outperform industry averages and achieve success for my clients.

Use proper cover letter format for a finance position

Whether you’re applying for a junior or executive-level finance job, the financial industry is highly competitive.

So it’s important to follow the correct cover letter format to show employers you’re not only good with numbers, but you can also present yourself professionally.

Here’s a list of guidelines for using proper cover letter format:

  • Keep it clear and concise. The best cover letters are 200-350 words in length, and a one-page resume is most effective.
  • Use an appropriate cover letter font and set your font size to no smaller than 10.5 points and no larger than 12 points
  • Set the margins to 1” to 1 ½” on each side
  • Organize your information with an introduction, at least two body paragraphs, and a conclusion
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