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Financial Planner Cover Letter Example

Brian is applying for a Financial Planner role at MNR International. He has over 6 years of experience in financial analysis and budget management from his current role. He leads a team of 5, coordinates company financial activities, and produces monthly sales forecasts. Some of his achievements include reducing finance department expenditures by 12%, increasing forecast accuracy, and being awarded Employee of the Year. He holds a Master's degree in Finance Management and was president of his university's FinTech Society.

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0% found this document useful (0 votes)
77 views2 pages

Financial Planner Cover Letter Example

Brian is applying for a Financial Planner role at MNR International. He has over 6 years of experience in financial analysis and budget management from his current role. He leads a team of 5, coordinates company financial activities, and produces monthly sales forecasts. Some of his achievements include reducing finance department expenditures by 12%, increasing forecast accuracy, and being awarded Employee of the Year. He holds a Master's degree in Finance Management and was president of his university's FinTech Society.

Uploaded by

fh shanjarigroup
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as DOCX, PDF, TXT or read online on Scribd
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Financial Planner Cover Letter Example (Text version)

Brian Mortensen

555-555-5555
[email protected]
MNR International, Inc.
London, United Kingdom
2 September 2020
Application for Financial Planner
Dear Hiring Manager,

When reviewing your posting on LinkedIn.com for the Financial Planner role at MNR
International, I was excited to discover that your requirements closely match my
experience and skills .

Currently, I am a Financial Planner at BEQY Group. Over the past 6 years, I have
gained in-depth experience in both financial analysis and budget management.
Besides creating new and more efficient financial models and conducting
comprehensive portfolio reviews, I also lead a team of 5, coordinate multiple  company
financial activities, and produce monthly sales and revenue forecasts.

Just a handful of my achievements include:

 Reduced unnecessary Finance Department expenditure by 12%


 Increased accuracy of produced forecasts from 78% to 90%
 Awarded Employee of the Year for smashing all  targets

In addition to my decade of experience, I hold of a Master of Finance Management


from the University of Cambridge, where I was on the Dean's List for my 4.0 GPA and
served as President of the FinTech Society. My academic and professional
experiences have helped me become an effective leader who functions well in fast-
paced, deadline-driven environments. Over the past 10 years, I have also honed key
financial planning abilities such as excellent analytical skills, meticulous attention to
detail, and a robust work ethic.

As a native Danish speaker who is fluent in English and has a basic knowledge of
French, I thrive in international organizations such as yours. I am also very adept at
programs such as SAP and Excel.  

Please find attached my resume for your review. Thank you for your time and
consideration. I look forward to hearing back from you regarding  next steps. 

Yours sincerely,

Brian Mortensen

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