Finance Cover Letter Example

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.

September 2, 2024

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Finance Cover Letter Template

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

Copy-paste Finance Cover Letter (Text Format)

Entry
Mid
Senior

FIRST AND LAST NAME

Email: your.email@email.com

Phone: (123) 456-7891

Address: Street, City, State

LinkedIn: linkedin.com/in/yourprofile

[Today’s Date]

[Hiring Manager’s Name]
[456 Company Address]
[Company City, State XXXXX]
[(XXX) XXX-XXXX]
[hiring.manager@gmail.com]

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

I am writing to express my interest in the Junior Financial Analyst position at Global Investments Inc. As a recent graduate with a Bachelor’s degree in Finance from Michigan State University, I am eager to apply my academic knowledge and analytical skills to contribute to your team’s success.

During my studies, I developed a solid foundation in financial principles, investment analysis, and corporate finance. I am particularly proficient in financial modeling and data analysis using Excel and have completed coursework in Python programming for financial applications. My senior project, which focused on analyzing the impact of ESG factors on stock performance, honed my research and analytical skills while deepening my understanding of current trends in the investment world.

I am drawn to Global Investments Inc. because of your reputation for innovation in quantitative analysis and your commitment to developing young talent. Your recent expansion into sustainable investing aligns well with my interests and academic focus.

I am a quick learner, highly motivated, and eager to contribute to your team. I am confident that my analytical mindset, coupled with my passion for finance, will allow me to quickly become a productive member of your organization.

Thank you for considering my application. I look forward to the opportunity to discuss how I can contribute to Global Investments Inc.

Sincerely,
[Your Name]

[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

[Today’s Date]

[Hiring Manager’s Name]
[456 Company Address]
[Company City, State XXXXX]
[(XXX) XXX-XXXX]
[hiring.manager@gmail.com]

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

I am writing to express my strong interest in the Director of Financial Planning & Analysis position at Innovate Tech Solutions. With 12 years of experience in financial management and analysis, I am excited about the opportunity to bring my expertise to your rapidly growing organization.

In my current role as Senior Finance Manager at Global Systems Inc., I lead a team of 10 financial analysts and have been instrumental in driving data-driven decision-making across the organization. Some key achievements include:

Developing a new forecasting model that improved our budgeting accuracy by 25%, resulting in more efficient resource allocation.
Leading the financial due diligence for three successful acquisitions, each valued between $50-100 million.
Implementing a new business intelligence tool that reduced our monthly reporting time by 40% and provided real-time financial insights to key stakeholders.

Prior to this, as a Financial Planning Manager at TechGrowth Corp., I played a crucial role in scaling the FP&A function during a period of rapid expansion, where the company’s revenue grew from $100 million to $350 million in three years.

My approach to financial leadership focuses on partnering closely with other departments to drive strategic initiatives. I believe that finance should not just report numbers, but provide actionable insights that shape business strategy. I’m known for my ability to translate complex financial data into clear narratives that resonate with both finance and non-finance executives.

I am excited about the possibility of leading the FP&A function at Innovate Tech Solutions and contributing to your next phase of growth. I look forward to the opportunity to discuss how my experience and skills align with your needs and how I can add value to your team.

Thank you for your consideration.

Sincerely,
[Your Name]

Average financial advisor salaries in the US

The following table includes information from O*NET Resource Center by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under the CC BY 4.0 license. The data is presented based on the top states by downloads in the USA.

Average financial advisor annual salaries by state

State	Salary / Year
Texas	$81,660
Florida	$92,770
California	$103,330
New York	$161,760
Pennsylvania	$100,370
Illinois	$95,870
Ohio	$82,030
Georgia	$98,330
North Carolina	$102,920
Michigan	$70,390
National Average	$93,409

Finance Cover Letter Writing Tips

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