Financial Planning Analyst Cover Letter

I would like to submit my application for the financial planning analyst opening. Please accept this letter and the attached resume.

In my previous role, I was responsible for hyperion system training and Financial System assistance to GM’s as needed to Region.

Please consider my experience and qualifications for this position:

• Advanced MS Excel management
• Demonstrated competencies of innovation and relationship
• Working knowledge of FP&A and financial accounting systems
• High level of math competency
• A minimum BA/BS in Accounting, Finance, or related field
• Proven understanding of Financial Statements (Income Statement, Balance Sheet and Cash Flow), including practical experience with P&L management and support (revenue and expense modeling) and ROI calculations
• Demonstrated experience with budgeting, forecasting, and long-range planning
• Strong quantitative and analytical skills in a financial reporting/analysis environment

I would like to submit my application for the financial planning analyst opening. Please accept this letter and the attached resume.

In the previous role, I was responsible for financial consulting and strategic support to the Retail division including analysis related to all reporting, planning and forecasting deliverables, financial presentations, ad-hoc financial and operational analysis, industry/peer group comparisons and other special projects.

I reviewed the requirements of the job opening and I believe my candidacy is an excellent fit for this position. Some of the key requirements that I have extensive experience with include:

• CPA or progressing towards CPA
• Team focused, results oriented, and collaborative
• Knowledge of financial and managerial accounting & general accounting methods and principles
• Proficiency in financial systems to perform financial analysis (Encore, Khalix, DFT, Oracle)
• Analytical capabilities related to continuous improvement, IRR/payback calculations
• Requires effective written an oral communication skills sufficient to communicate with all levels of the organization, bankers and customers
• Proficiency with Excel, Word, Outlook with strong focus on spreadsheet applications
• Knowledge of economic, accounting principles and practices, and financial reports

Please consider me for the financial planning analyst opportunity. I am including my resume that lists my qualifications and experience.

In the previous role, I was responsible for direction to coordinate implementation and support for financial systems based software products to enhance current and future system functionality.

Please consider my experience and qualifications for this position:

• Solid working proficiency of spreadsheet / database tools (Excel, PowerPoint, Word)
• Drive, self-confidence and initiative to work cross functionally
• Experience in working with Investor Relations and Knowledge of International Financial Reporting Standards
• Proficiency in financial software and systems including Oracle, COGNOS, and Hyperion Planning
• Experience with Compass Reporting, Peoplesoft, and Costpoint financial systems
• Knowledge of the Peoplesoft and Costpoint billing systems
• Knowledge of accounting principles - Income statement and Balance Sheet
• Knowledge of the Horizon system and general forecasting principles

I am excited to be applying for the position of financial planning analyst. Please accept this letter and the attached resume as my interest in this position.

Previously, I was responsible for daily support for BMO NB Investment Advisors and Products & Services team members on a wide range of tax planning issues with particular emphasis on Canadian personal and private company taxation.

My experience is an excellent fit for the list of requirements in this job:

• Computer skills including e-mail, word processing and spreadsheets
• CPA, AICPA, HFMA, CMA, CFP (Preferred)
• Experience in a Tier 1 or 2, or equivalent manufacturing and Finance environment, ideally combining experience as an analyst on a production site and in a central consolidating FP&A team
• Strong experience in income statement analysis and indicators validation and interpretation
• Experience with Hyperion or HFM
• Have a flair for numbers, work well with people, anticipate impacts of workload/issues to team deadlines and have a very positive work attitude including willing to work some longer hours during peak periods
• Capacity to make quick but rational decisions
• Chartered Accountant/Cost Accountant/MBA Finance

I submit this application to express my sincere interest in the financial planning analyst position.

Previously, I was responsible for financial support to accomplish plans, including financial modeling, scenario planning, valuation, monitoring performance against strategic decisions with a moderate opportunity to impact the business.

My experience is an excellent fit for the list of requirements in this job:

• Advanced technical skills with financial and encounter based software programs such as Tableau, Hospital Advisor and Decision Tools
• Advanced expertise with database tools such as SQL Server and Access
• Able to independently prioritize multiple projects, brings projects to completions and meet deadlines
• Grasps and applies new concepts quickly
• Able to work in a high pressure, deadline oriented, and complex health care environment
• BS in Finance, Accounting or Economics (MBA & CPA preferred)
• Strong systems knowledge (Essbase preferred)
• An understanding of corporate finance concepts and FP&A best practices, including modeling, budgeting, forecasting, and KPI tracking