Date

 

 

 

Hiring Agent Name

Title

Company Name

Address

City/State/Zip Code

 

Dear__________________:

 

I am currently seeking a challenging career opportunity in a <financial analyst/planner> capacity and am submitting my resume for your review.  In advance, thank you for your time and consideration.

 

As indicated in the accompanying resume, I bring to you broad-scope experience in financial roles, proficiency in portfolio management, and the flexibility to expertly handle simultaneous projects and demands with an unwavering commitment to accuracy, efficiency, and client satisfaction.  To complement these qualifications, I offer solid organizational, communication, problem solving, and critical thinking skills which are paramount in <financial analysis/planning>.

 

As a proactive contributor to your organization, you will find me to be a results-driven professional and stellar leader committed to supporting you in achieving your objectives through superior performance and an exemplary work ethic. I am confident that I could be a valuable asset to <insert name of company>, and look forward to interviewing with you in the near future.

 

Sincerely,

 

 

 

Yyyyyy x. yyyyyy

 

 

 

 

 

 

Dedicated and hard-working Financial Analyst eager to contribute talents toward

supporting the employer in optimizing performance as a key team member.

 

 

         Possess a strong blend of communication, interpersonal, planning, and team-building skills.

         Display a cooperative work ethic and a superior level of adaptability and diligence.

         Well-honed multi-tasking abilities; gracefully balance competing priorities and demands.

         Adept at performing complex financial analysis to support short-term and long-range strategic plans and operating budgets. 

         Considerable expertise in profit and loss management, portfolio management, financial analysis, and steering Sarbanes-Oxley compliance.     

         Proven skills in analyzing a company s sales and marketing objectives, operational processes and cost structure to minimize risk and achieve exceptional levels of revenue growth. 

 

 

Bachelor of Science in Economics, SUNY Stony Brook University

 

Microsoft Excel Training (Pivot Tables and VLOOKUP)

 

QuickBooks Online Training

 

 

Series 6, 63, Life and Health

 

 

Wachovia/Wells Fargo Financial, 2009 to Present

Regional Financial Specialist / Business Specialist         (2009 to Present)

Financial Specialist       (2009)

         Rapidly promoted to oversee Queens region's business transactions based on outstanding performance and an excellent work ethic.

         Review and critically analyze credit risk, credit reports, Profit & Loss (P&L) statements, and income statements of small and large business clients to evaluate and determine lending options.  

         Drive investment activities by analyzing clients risk level and assets, and recommending appropriate mutual funds to achieve financial goals.

         Proficiently administer accounts valued at $250K+ in liquid assets.

 

Continued

 

 

 

Yyyyyy x. yyyyyy ~ Page 2 of 2

 

Professional Experience continued

 

         Demonstrate exemplary talents in expanding client base by networking within the community, performing extensive prospecting, and maintaining active and continuous communication with existing clientele to maximize retention and referrals.

         In initial role as Financial Specialist, quickly earned reputation as a top producer and influential team leader.

         Successfully prospected, qualified, secured and maintained $15M account.

 

Samsung Electronics (World Cyber Games), 2008 to 2009

Financial Analyst

         Performed broad-based financial analysis including managing and updating P&L statements, preparing in-depth forecasts for marketing budget, and accurately reconciling bank statements.

         Relied upon by CFO to ensure integrity of financial reporting and to control spending within marketing division.

         Exercised proficiency in QuickBooks software to closely monitor accounts payable and receivable.

         Contributed to developing financial models via pivot charts, vital to organizing comprehensive data.

         Championed efforts to come in under budget in 2008 by meticulously tracking expenses and resourcefully allocating budget dollars.

         Strategically investigated and identified spending habits by reconciling and analyzing reports back to 2005.

 

JPMorgan Chase, 2007 to 2008

Personal Banker

         Closely analyzed clients financial portfolio, risk, and goals to identify financial needs and recommend investment products and direction, while fostering, nurturing and maintaining exceptional business/client relationships.

         Performed in-depth credit analysis for business clients to coordinate lending opportunities.

         Reviewed and validated income statements and W-2s to verify clients assets and ascertain current financial situation.

         Quickly ranked and awarded as top producer region-wide.

         Captured investment sales of $2M+ within first month of hire and set record by generating $7M within first three months.

 

Prior background includes role as Mortgage Consultant for East Coast Mortgage from 2002 to 2006.

 

 

Small Business Association of Jamaica Queens

 

Chartered Financial Analysts Institution