Financial Planning Associate Cover Letter

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

In my previous role, I was responsible for financial consulting and strategic support to the Office 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:

• Bilingual in Korean and English is preferred
• A strong academic record in Finance / Management Accounting / Business Intelligence
• Sound experience in Enterprise Performance Management, Business Intelligence and Advanced Analytics in Finance
• Solid experience in developing core solutions for the Financial Management / Controlling Function (planning, budgeting, forecasting and business partnering)
• Experience in of the leading Planning and BI platforms
• Demonstrable Project/programme experience across the full project life-cycle
• A proven sales track record of selling solutions in the Finance domain
• Execution of the above with an emphasis on accuracy and timeliness of meeting deliverables within prescribed timetables / calendars

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

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

Please consider my experience and qualifications for this position:

• Working knowledge of IBM Cognos TM1/ BI is preferred
• Familiarity with Project Management Methodologies, six sigma or other process methodologies
• Cooperating with country accounting/operational Centers of Expertise
• Ensure compliance and internal control integrity
• Documented experience in project accounting and management
• Proficiency in SAP (Finance modules)
• Knowledge of US GAAPs is advantageous
• Fluency in German and English, both written and spoken

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

Previously, I was responsible for financial leadership to the Commercial business through the development of financial modeling and reporting structure for monthly close, forecast, and the annual planning process.

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

• Understanding of Corporate Finance, financial accounting and/or key financial concepts and how these are applied at the firm
• Considerable decision-making since most duties require evaluating a number of elements and alternatives, interacting with several functional areas and key management staff, and work will be presented to senior level management
• Expert level in Microsoft Excel and PowerPoint
• Experience in forecasting/budgeting and MIS reporting/analysis
• Strong teamwork and shows enthusiasm, initiative and diligence
• Experience with Oracle, Hyperion, Peoplesoft tools is an advantage
• Handling cost benchmarking and reporting the deviations of expenses
• Handling employee productivity analysis

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

Previously, I was responsible for a high level of dedicated service and sales support to TD Waterhouse Financial Planners (FP) and their clients.

Please consider my qualifications and experience:

• Proficiency with Microsoft Office suite, especially with Excel, Word, and Powerpoint
• Experience with SAP system, BW queries, and expense reporting
• Highly skilled in modeling investments in Argus Enterprise / DCF
• Understanding of shopping center Argus recovery models
• PC proficiency to include Word, Excel, PowerPoint or similar
• Tableau, PowerPoint or similar
• Solid understanding of the project management process coupled with detailed understanding of business analysis and testing techniques, communication approaches and methodologies for managing the implementation of change initiatives
• Familiarity with FP&A / investment management industry with process best practices, technology development best practices and integration best practices

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

In the previous role, I was responsible for financial planning, reporting and analytical support to operations and the regional leadership teams to help achieve business and financial results.

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

• Proven experience supporting a company wide budgeting and forecasting process
• Microsoft Excel proficient (VBA, Macros, Pivot Tables)
• Experience with Intacct, Host
• Prior experience in a Family Office environment
• Ensure all aspects of the administration process are delivered in accordance with agreed procedures and controls
• Undertake checking and oversight that the junior members of the team
• Ensure we comply with our regulatory obligations in relation to any complaints
• Identify and interpret where clients’ circumstances lead to complexities with the processing of any financial services products