Manager, Financial Planning Cover Letter

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

In my previous role, I was responsible for accounting and financial support such as monthly closing journal entries, monthly account reconciliations, and corporate/tax reporting (20%).

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:

• Manage budgeting and forecasting projections
• Develop reporting tools to assist in identifying operational patterns
• Make presentations to executives on financial situation
• Bachelor of Science in a quantitative field (e.g., Economics, Mathematics, Finance, Engineering, Accounting, ) is preferred
• Ensure Supply Division financial results are accurate, robust, controlled and streamlined
• Lead the budgeting & forecasting process for the Supply division, liaising with other areas of finance to consolidate the output
• Ensure cash, central overheads and supply management support evolves with the needs of the business
• Drive the team to increasingly add value through business partnering across the company

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

In the previous role, I was responsible for guidance to the team on standards and best practices for financial analysis, reporting and planning.

Please consider my experience and qualifications for this position:

• Proven sales management and business development skills, acquired in the wealth management sector, with a strong focus on personal insurance, superannuation, accumulation and retirement incomes products and advice
• Proven track record in achieving outstanding revenue results via the development of mutually beneficial relationships and networks
• Proven coaching and development skills and demonstrated high-level interpersonal and influencing skills
• An accomplished change manager
• Willing to embrace rapid change and ambiguity
• Comfortable in a collaborative culture
• Proven track record demonstrating leadership and professionalism, delivering high quality work
• Comfortable working with and presenting to senior management

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

Previously, I was responsible for support for Accounting team including preparation of supporting accounting schedules, investor reporting schedules and tax projections / forecasts.

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

• Qualified accountant, with up to date knowledge of accounting standards and requirements
• Leadership, Cultural and Organisational Awareness
• Qualified CIMA, ACCA or ACA accountant (or equivalent)
• Advanced Excel with Navision experience advantageous
• Solid leadership experience in a Wealth Advice environment
• Passionate about delivering great customer outcomes
• Industry acumen and sound knowledge of consumer behaviour
• CPA Board Passer

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

Previously, I was responsible for quality financial analysis to assist in timely managerial decisions, including support on accounting and reporting issues across AP.

Please consider my qualifications and experience:

• Play a critical role in the Global CFO’s main planning and reporting activities, including monthly KHC Business Management cycle
• Provide analytical support to 5 global Zones on business results and achieving financial targets
• Assist on strategic planning, modeling, and preparation of management presentations, including Chairman and Board-level materials
• Analytical support to Zone Finance teams and all Finance functions
• Thorough understanding of Financial Statements (Balance Sheet and P&L)
• Experience in KPI measurement connecting between financial result to operational performance
• Experience in project management and system design and implementation will be advantage
• Excellent oral and written communications skills in English and good interpersonal skills to maintain an effective working relationship with all levels of management, external auditors, consultants and various outside representatives

In response to your job posting for manager, financial planning, I am including this letter and my resume for your review.

In my previous role, I was responsible for financial budget consolidation, financial analysis, reporting and business decision support to senior members of Finance, FP&A business leads (Generic/Brand/Tech Ops/Corporate) and accounting/tax/treasury colleagues.

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

• Capacity to work independently and lead others
• Understand and work with key financial metrics for value quantification (ROI, IRR, breakeven)
• Proven aptitude with various financial reporting and database management tools
• Proficiency with Microsoft products (Word, Excel, PowerPoint, Access)
• Participates in the development of strategic and operational recommendations
• Acts as a strategic financial consultant to the Business Unit and the Executive Team
• Regularly models strategic alternatives, make recommendations regarding specific courses of action, and assess risk
• Ambition and potential to advance through the organization