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Financial Analyst Cover Letter: Sample & Writing Guide [10+ Examples]

Financial Analyst Cover Letter: Sample & Writing Guide [10+ Examples]

Tom Gerencer
Tom Gerencer
Career Writer

This financial analyst cover letter sample shows your present value fast.

 

That’s crucial.

 

If the hiring manager assumes you’re just another zero, she’ll barely read your resume.

 

You can’t afford to let that happen. So—

 

Start with a powerful fact to catch the eye. Then show your passion fast.

 

To do that, use this sample cover letter for analyst positions. It stands out like Meredith Whitney in a Chick-fil-a.

 

This guide will show you:

 

  • A financial analyst cover letter sample better than 9 out of 10 others.
  • CFA cover letter examples that prove the ROI of hiring you.
  • How to write a cover letter for financial analyst positions that shows your assets.
  • Why the right FP&A accomplishments will make you shine like MSFT or AMZN.

 

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

 

Financial Analyst Cover Letter Sample

 

Your Name

CFA

Current Company (If Any)

Mailing Address

Phone Number

Email Address

 

Date

 

Hiring Manager Name

Title

Company Name

Mailing Address

 

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.

 

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.

 

financial analyst resume and cover letter set

Financial Analyst Cover Letter for a Resume—See more cover letter templates 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

 

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

 

1

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.

 

Sample Cover Letter for Financial Analyst—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

 

2

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.

 

right

Amanda Mickelsen

CFA

4241 Walnut Ave

Boise, ID 83702

208-861-7796

amandamickelsen@gmail.com

 

3/11/19

 

Michael Carrell

Human Resources Director

Thorenthall Inc.

4850 Seltice Way

Boise, ID 83702

 

Dear Mr. Carrell,

 

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.

 

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 cover letter for finance example does it wrong:

 

wrong
I’m writing to you about the financial analyst position at your firm. I’ve attached my resume. I’ve worked as a CFA for 10 years at the Wyoming State Hospital System. During that time, I’ve handled all analyst duties and responsibilities, including analyzing financial data, generating reports, creating financial models, and identifying trends.

 

Cough.

 

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

 

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

 

Entry-Level Financial Analyst Cover Letter

 

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

 

3

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.

 

Include:

 

  1. Your excitement for the job opening
  2. Your knowledge of the financial analyst job duties
  3. 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.

 

right

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 the one you've built. 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 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%.

 

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?

 

wrong
I’m looking for a position at a firm that values financial analysis. I’ve got decent skills in financial planning, research, analytics, accounting, Excel, PowerPoint, and written communication. I’m a dedicated and no-nonsense worker who believes in getting the job done right without a lot of drama.

 

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

 

4

End Your Financial Analyst Cover Letter Strong

 

You’re doing great.

 

You started 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:

 

right

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.

 

Fully vested.

 

That business cover letter sample offers huge incentives.

 

But this financial analyst cover letter sample is in distress:

 

wrong
Thank you for reading this letter and my resume. I know your time is valuable and I hope to hear from you.

 

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

 

Summary:

 

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 strong. Data analyst cover letters should wow them 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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Tom Gerencer
Tom Gerencer
Tom Gerencer is a career expert who has published over 200 in-depth articles on Zety. Since 2016, he has been sharing advice on all things recruitment from writing winning resumes and cover letters to getting a promotion.
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