Financial Planner Cover Letter Example

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Financial Planner Cover Letter Example (Text version)

Brian Mortensen

MNR International, Inc.
London, United Kingdom
2 September 2020
Application for Financial Planner

Dear Hiring Manager,

When reviewing your posting on 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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