Finance Business Partner Cover Letter Example

The Finance Business Partner is responsible for developing and maintaining financial models, forecasting cash flow, analyzing financial results, and providing financial guidance to the organization. They may also be involved in managing risk, developing financial strategies, and helping to identify areas for cost savings.

While it may be easy to draft a resume, it may seem difficult for many to write a well-polished and attractive Cover letter. If you feel that you need a helping hand, feel free to download our Finance Business Partner Cover Letter and get a chance to impress your hiring Manager.

Finance Business Partner Cover Letter example

  • Cover Letters
  • Accounting & Finance

A Finance Business Partner is a high-level financial professional who works in close collaboration with operational teams to provide financial planning, analysis, and strategic advice. They are responsible for ensuring that financial decisions are well-informed and aimed at achieving business goals. They often act as a bridge between the finance department and other departments, providing insight and expertise to help ensure that resources are allocated effectively.

What to Include in a Finance Business Partner Cover Letter?

Roles and responsibilities.

  • Analyze financial performance and provide financial advice to ensure the best use of resources.
  • Develop financial strategies to maximize profits.
  • Monitor and analyze budget performance to ensure budget goals are met.
  • Analyze financial data to identify trends and issues.
  • Develop financial models and forecasts to project future performance.
  • Prepare financial statements and reports to be used for decision making.
  • Work closely with other departments to develop and implement financial plans .

Education & Skills

Finance business partner skills:.

  • Knowledge of financial principles and practices.
  • Analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Attention to detail and accuracy.
  • Ability to work independently and as part of a team.
  • Proficient with Microsoft Office Suite and financial analysis software.
  • Ability to manage multiple tasks and prioritize accordingly.

Finance Business Partner Education Requirements:

  • Bachelor’s or Master’s degree in Accounting, Business, Finance, or a related field.
  • CPA or CFA certification preferred.

Finance Business Partner Cover Letter Example (Text Version)

Dear Mr./Ms.

I am writing in response to your recent advertisement for a Finance Business Partner. With my extensive experience managing financial operations and providing strategic business guidance, I am confident that I would be an excellent addition to your team.

Throughout my career, I have managed financial operations for prominent organizations, providing key insights that have enabled them to increase their profitability. I am highly skilled in financial modeling, data analysis, forecasting, and budgeting, and I have an excellent understanding of financial regulations and reporting requirements. I also have a proven track record of providing strategic guidance to management teams, helping to shape the future direction of the company.

In my current role as a Financial Business Analyst, I have consistently delivered outstanding results. My accomplishments include:

  • Developed a comprehensive budgeting and forecasting system that increased the accuracy of financial projections by 15%.
  • Minimized cost by implementing a new purchasing system, resulting in an 8% reduction in expenses and a 6% increase in profitability.
  • Led the financial planning process for multiple business units, delivering accurate financial plans on time and within budget.
  • Streamlined financial reporting processes, resulting in a 20% reduction in time spent on reports.
  • Leveraged financial data to identify trends and make strategic business decisions, resulting in increased efficiency and cost savings.

In addition to my technical skills, I am an excellent communicator and I have the ability to explain complex financial concepts in an easy-to-understand manner. I am also a team player who can easily collaborate with other departments and build strong working relationships.

I am excited at the prospect of bringing my skills to your organization, and I am confident that I can make a positive contribution. Please find my resume attached to this letter. I look forward to discussing my application further.

Sincerely, [Your Name]

  • Highlight your qualifications: Show employers why you are the ideal candidate for the role by emphasizing the key qualifications listed in the job description.
  • Use concrete examples: Use concrete examples from your past experience to illustrate why you are the perfect candidate for the job.
  • Demonstrate a commitment to finance: Demonstrate your commitment to finance through your past experiences and your enthusiasm for the role.
  • Show your personality: Show employers why you would be a great fit for the team by highlighting your personality and enthusiasm for the job.
  • Keep it short and to the point: Make sure your cover letter clearly communicates your value to the employer and is not too lengthy.

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DIY Cover Letter Template For (Senior) Finance Business Partner Positions

Crafting an Impactful Finance Manager Cover Letter

Unlock the secrets to a successful finance manager cover letter with our expert guide. Tailored for those aspiring to secure (Senior) Finance Business Partner roles, this article offers invaluable tips on creating a compelling cover letter that highlights your skills and qualifications. Learn how to make a standout first impression, address specific employer needs, and effectively present your professional experience. Perfect for finance professionals, our guide ensures your cover letter will set you apart in your job search.

Crafting an Impactful Finance Manager Cover Letter: Strategies for Senior Finance Business Partner Roles

A cover letter, like your resume, summarises who you are and why you're qualified for the (Senior) Finance Business Partner position. If you're looking for a new job, it's likely your cover letter will be your first impression. The key to a good cover letter is to address the company's needs precisely and back up why they should hire you. In this blog post, we'll go over some tips on how to write an engaging cover letter that captures hiring managers and employers' attention and gets them excited about hiring you! We also answer the most common questions to ensure that your cover letter helps you stand out.

You've been looking for a job as a (Senior) Finance Business Partner, but you can't seem to land the interview. Maybe it's time to take your cover letter up a notch?

To take the cover letter up to the next level, you want to ensure that each cover letter strengthens your pitch as the perfect (Senior) Finance Business Partner because a generic cover letter never works! Instead, you need to know precisely what the employer is looking for in a candidate. The best place to find this information is in the position advertisement. An example position advertisement has been added below:

Your Opportunity:

Join one of Australia’s most impressive teams engaged to provide strategic and financial support to their well-known, growing eCommerce group. With projects at critical stages, they need two exceptional professionals to hit the ground running for an initial eight week period (with potential to extend):

  • Provide broad financial support to operational and merchandise based GM’s with a balance of P&L management, business case support and project based analysis. 
  • Understand the commercial strategy and ensure plans, pricing, models and functions are aligned in this emerging business channel.
  • Work with GM’s and drive profitability. 

Fast paced, dynamic and qualified professionals with experience in FMCG/Retail/Wholesale or Consulting teams will be well received.

Our client will be responsive, so we will work closely with you to ensure a quick decision and immediate start.

For more information call  NAME on NUMBER or Apply Now.

You need to match your transferable experience, personal qualities, and skills towards the daily responsibilities of the role. For example, to address the employer's need for you to provide strategic and financial support to their well-known, growing eCommerce group, offer a short, very brief sentence with pertinent information such as a personal strength of yours or the types of transferable skills you may bring to their company. It may also be beneficial to provide information about topics covered within a qualification you completed to demonstrate you will be able to do the skill with minimal training. Strong cover letters also synthesise all relevant aspects of your background in 2-3 main paragraphs. In one brief page, you will be making it clear to the hiring manager the experience and skills you can specifically bring to their company. Keep your letter concise and focused on accomplishments, so readers don't waste time figuring out what you are talking about. Remember, your cover letter is accompanied by your resume, which should speak for itself. However, there may be stand out resume examples that can easily demonstrate your ability to undertake a particular responsibility in the new job. Hiring managers have also seen many poorly constructed resumes and cover letters; therefore, the secret is to proofread! To efficiently and positively stand out, give yourself a head start by presenting how grammatically articulate and well-written you are!It is an easy mistake to make, and bad grammar reflects so poorly on your image, so always ask a friend to read what you have written before hitting APPLY!

Would You Like A DIY Cover Letter Template?

If we think about what's vital to HR or recruiters when they hire a (Senior) Finance Business Partner, they want to know three things:

  • What value will you bring to the company?
  • Are you proficient in your skillset?
  • Are you available to take on the (Senior) Finance Business Partner position if we shortlist you?

A general framework can be followed to make it easier for you to draft your cover letters. Start with a personal branding statement, outline where you are currently working, where you have worked, and the transferable skills you can bring to the role. Next, list your qualifications and any specifics related to your suitability. These might include your transferable skills to undertake the duties if you were successful in the position.

How To Write A Cover Letter

It helps to begin your cover letter with the employer's contact information and a sentence or two about what you can offer the employer related to their role. It's crucial that your cover letter is written in the first person and addressed specifically to the person who may end up being the employer and professionally presented.

How Do I Say I Want A (Senior) Finance Business Partner Job! In My Cover Letter Samples?

There are many ways to say that you want a job without saying I NEED THE MONEY! in your cover letter. To ensure that you can provide your best impression, you want to put yourself in the hiring manager's shoes. Ask yourself, why does the hiring manager want to give the job to you? What benefit do they have in filling the position? Then, you can work backwards from there to demonstrate why you want the job. Sometimes, the hiring manager gives these reasons away in the job advertisement. For example, they might say, 'we are looking for an employee who has values which match our own.' Your reason for working with them becomes clear, 'I am eager to work with your company as your values of respect, teamwork, customer service,and innovation align with my values of honesty, working with others, communication and always finding new and improved ways of working.' The other way to say that you want the job in a cover letter is to align your relevant skills and past experiences to the benefit of the role in a short paragraph (or two). Remember, be concise. You only have one page to engage them! For example, 'Recently, I completed a Master of Public Health, gaining theoretical understanding around population health, a global healthcare and patient experiences. Therefore, I am eager to share my insights to support your team in implementing contemporary health practices.'

Thank You For The Cover Letter Sample, However, I Have No Experience!!!

If you are struggling to land a job due to a lack of experience in your chosen field, you need to be strategic. The most important thing is to be genuine and focus on what they need instead of what is motivating you to get the job. The most obvious is to explain why you believe that you would make an excellent employee, given your education or other qualifications. Other experiences you may relay include your volunteer work, school project outcomes, internship experience, or other things you have done in your life. Then, you need to describe why you think those qualities would bring to their team. For example, what are they missing by not inducting someone like yourself on their team now? It's also great if you offer any links to samples that will help illustrate your experience too! If work experience is mandatory, it would be worth your while to gain voluntary experience or complete an internship. Organisations such as the Red Cross or Salvation Army serve as great outlets to simultaneously practice your verbal, written or interpersonal skills. Social service or education providers in your area may also offer case management to help establish goals and set you up with a volunteer opportunity within your skillset. Internships represent an excellent way to explore fields of interest while getting real-world experience closer to home. However, it is essential not to take too much time off from studying because it can be difficult for anyone but recent graduates who are 'just coming out' into the world of work to get back in after an extended break.

Can you get hired as a (Senior) Finance Business Partner without a cover letter?

Most hiring managers, recruiters, and HR professionals will require you to submit a cover letter with your job application. Even if they don't request a cover letter, they will be expecting one. But put in the effort to tailor it. You will not only be wasting your time but that of the employer as well if it's not tailored specifically for the job advertised! So, can you get hired without a cover letter? Yes, however, it's always best practice to send one simply because your resume is a formal document that highlights everything you are currently doing and what you have done. The cover letter is an opportunity for you to explain who you are as a person and why you are qualified for the (Senior) Finance Business Partner position.

How can The Perfect Resume Team Help With Your Job Search?

To be successful in your job search, you need to have a compelling cover letter. It's the first thing that hiring managers will read, and it can help make or break an application. A well-written cover letter should tell the hiring manager why they want you on their team.

How to write the perfect resume

However, if you still don't know where to start and struggling to find some time, email us at [email protected] with your resume and link to the specific position. We can review what you have and provide some feedback so you can stop wasting your time writing generic fluff and increase your interview chances!

Alternatively, clear here to purchase a cover letter update and we will write it for you! 

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Key competencies for finance business partnering

  • Strategy and innovation
  • Future of finance

Key competencies for finance business partnering

A s companies worldwide struggle with rapid geopolitical, demographic, technological, and competitive changes, finance business partnering offers an opportunity to create a strategic advantage.

The complex and volatile environment forces midlevel managers to make more operational decisions that can impact performance. In a 2018 global Gartner study , 61% of business decision-makers and finance executives reported an increase in the number of operational decisions in the past three years. More than half (57% of respondents) said operational decisions have financial implications and impact profitability.

The Gartner study suggests that poor operational decision-making could compromise upwards of 3% of operating profit before depreciation, and that is not a small number.

It is then no surprise that business leaders need and seek active partnership and collaboration from finance professionals who can understand the goals and overarching strategies of the business, analyse financial and nonfinancial information, and present recommendations to support their decision-making.

While business leaders are happy for the finance team to continue playing the roles of operator (FP&A, core finance, etc.) and steward (compliance, controls, etc.), today's leaders want finance team members to increasingly focus on being strategists (collaborate with business folks to support strategy formulation and decision-making) and catalysts (challenge the status quo and champion finance as well as enterprise-level transformation).

In a loose way, the latter two roles form the essence of finance playing the business partner role.

Finance business partnering is what finance teams do when they create value by providing insights (often data-led), thus influencing their business counterparts to make better decisions.

The leadership hats I wore at Walt Disney Southeast Asia (and in companies I worked for before Disney) — including business operations, sales and distribution, general management, strategy and business development, and, of course, my core area, finance — convinced me of the difference such partnering can make to the business and, indeed, to one's own career.

Now, as a leadership coach and corporate trainer, I like to champion this partnering through workshops, where I am often asked what skillsets equip a finance professional to be a good finance business partner. My response is that it requires a set of new and enhanced skills and a change in our mindset.

But ahead of all that, it is critical to get the basics right: Do the steward and operator roles really well; deliver timely, error-free financial and operating results with unquestionable data quality. Without high-quality systems and data, you will get bogged down in reconciliations and lose insight opportunities, draining your time and credibility as an effective partner.

Next, work on the key competencies required for a finance business partner. From my own experience on both sides of the partnership and my extensive work with business leaders, I have developed a road map that I frequently use in my workshops (see the chart, "Key Competencies for a Finance Business Partner").

Key competencies for a finance business partner

Key competencies for a finance business partner

These eight skillsets and six mindsets, based on my experience and conversations I have had with other CFOs, are at the very heart of successful business partnering and crucial for aspiring finance business partners.

To illustrate, a finance business partner who grasps the larger goals of the business and appreciates the changing market landscape will be able to work with the CEO and business unit heads to determine the key drivers for success in each line of business. From that, the finance business partner will arrive at a common understanding of the key performance indicators to be tracked and how they are to be computed.

If we were to think about which of the 14 competencies are flexed in this instance, those that come to mind include intellectual curiosity, commercial acumen, strategic thinking, business insight through analytics, stretching beyond the comfort zone, bias for action, and probably a few others. Depending on the industry and the specific role a finance team member plays, some of these competencies may be more important than others.

How finance business partnering worked at Disney

Here's an anonymised example of finance business partnering with sales that occurred regularly during my time at Disney:

The business case

The brand licensing business (where franchise characters are licensed to third-party merchandise brands) was facing pressure from a key customer for substantially lower royalty rates and more favourable terms for a contract renewal because of growth in volume of business over the years.

The finance business partner team partnered with the sales team to examine the merits of the customer's ask and put together a well-substantiated and compelling counterproposal by:

  • Doing a market analysis (using secondary data) to substantiate this customer's market share claimed in different segments and how that had been trending, to verify the growing importance and further potential of this customer.
  • Working internally with our content team across multiple lines of business to aggregate information on ongoing and planned investments to increase the appeal of the particular franchise characters (those that this customer sought to license and others we could recommend that they add on) among the target markets. This included (1) future content pipeline and marketing plans for movies/TV shows involving these characters; (2) our consumer insights team adding trend data on how consumer recall scores for these characters have gone up during the existing contract tenure with this customer; and (3) sales putting these in a presentation to show the customer how much they stand to gain by partnering with the highly saleable characters, and thereby aiding the sales team in fending off customers' aggressive ask for lower royalty rates.
  • Collecting market intelligence on estimated royalty pricing by competitors (this required some sleuthing, working hand-in-hand with the sales team) and on royalty rates charged by our counterparts in other geographies for licensing the characters to similar product groups, for benchmarking purposes.
  • Helping the sales team come up with a well-substantiated counteroffer that was compelling to the customer yet equitable for the company. An example would be to use multiple scenarios of step-down royalty percentages and link them to incremental sales as a win-win proposition and to compute the impact on revenue forecasts to help sales decide the baseline terms and our aspirational terms, ie, our initial offer. Or you could use your cost understanding to identify schemes and marketing support programmes that offer high value to the customer at low marginal cost to us.
  • Better still (if the finance business partner has well-honed negotiation skills), supporting the sales team by participating in the actual negotiations with the customer.

Skills to learn

If you wish to equip yourself with these competencies and become an effective finance business partner, here's what you can do, starting today:

  • Work to improve your commercial acumen. Understand the value chain of your organisation, and update yourself on industry developments, the competition, the economy, etc. Step out from behind your computer to walk the shop or retail floor, spend time getting to know members of the operating and sales teams, take on projects that give you cross-functional exposure, and follow trade publications and podcasts.
  • Network with fellow professionals outside your organisation to share war stories and learn from each other. Join offline and online forums to learn how the latest technological developments can be leveraged to improve finance department productivity and help your business counterparts.
  • Seek opportunities to learn and practise your written communication and presentation skills.

And my bonus tip for you is to reflect on what you are going to start doing to add more value and what you are going to stop doing to free up time and mind-space.

Raju Venkataraman, FCMA, CGMA , was CFO and head of strategy and business development for Disney in Southeast Asia before he became a leadership coach and corporate trainer who offers his services globally. He lives in Singapore. To comment on this article or to suggest an idea for another article, contact Sabine Vollmer, an FM magazine senior editor, at [email protected] .

Related Articles

Related resources.

  • CV Templates
  • Finance Business Partner CV Example

Example CV Template For a Finance Business Partner

Using a CV Template when creating a CV for a Finance Business Partner position is a helpful way of putting structure into your CV, and a great way to learn ideas.

Quick Links

Personal statement.

  • Cover Letter Guidance
  • Finance Business Partner CV Template Overview
  • Finance Business Partner CV Example Structure
  • Related CV Advice

It is good practice to view several examples of CVs from your industry, so you can define what you would like to achieve. Be careful when using a CV template because the content you include needs to be unique content, tailored to your experiences as a Finance Business Partner and specifically, about your achievements. When creating your CV, a key tip is to carefully insert your personality, give an overview of your job responsibilities and share insights about your career that you are proud of.

Finance Business Partner CV Advice

It is good practice to view several examples of CVs from your industry to define what you would like to achieve. Be careful when using a CV template because the content you include needs to be unique content, tailored to your experiences as a Finance Business Partner and specifically, about your achievements. When creating your Finance Business Partner CV, a key tip is to carefully insert your personality. Key points to include are an overview of your job responsibilities and insights about elements of your career that you are proud of. When applying for a Finance Business Partner job, read the hiring manager’s Finance Business Partner job description, identify the Finance Business Partner skills mentioned in the job ad, and ensure they appear on your Finance Business Partner resume.

Finance Business Partner Personal Statement

Start with a unique personal statement tailored specifically to you. Focus on who you are, what your strengths are and share the traits that make you a standout candidate for jobs in Finance Your personal statement should summarise your CV, which should address who you are, what you have to offer, and what you are aiming for in your career. Most crucially, you need to let the hiring manager, interviewer, or employer understand the type of impact you will have in their company, should you be employed. Our CV template includes a personal statement example to help you secure a job interview. employed.

Finance Business Partner Cover Letter Guidance

When job seekers apply for a Finance Business Partner job, it is crucial to include a cover letter, even if the position is an entry-level job. The cover letter suitable for most Finance Business Partner jobs needs to fulfil three criteria. You should introduce yourself, build rapport with the recruiter, and encourage the hiring manager to invite you to an interview. When writing your cover letter, create an introduction, explain why you are applying for the job, and why they should hire you. It can be helpful to review the Finance Business Partner job description to discover the skills the employer is seeking. You can view the perfect cover letter template here.

Recommended Finance Business Partner Jobs

Cv template overview for a finance business partner.

As a Finance Business Partner, I collaborated with various departments and provided financial insight to drive business strategies and decisions. My role involved building strong relationships with stakeholders and delivering accurate and timely financial analysis. I facilitated the quarterly budget review process and annual budgeting process, as well as reviewing monthly financial performance against targets.

I also conducted financial modelling and forecasting to support the business in making informed decisions. I was responsible for identifying areas for improvement and implementing changes, while also promoting cost savings and revenue growth. Through my work, I ensured that the business made optimal financial decisions and achieved its objectives.

CV Example Work Experience for a Finance Business Partner

  • Collaborating with stakeholders to understand business needs and provide financial insight.
  • Reviewing financial performance against targets and identifying opportunities for improvement.
  • Conducting financial modelling and forecasting to support decision-making.
  • Delivering accurate and timely financial analysis.
  • Managing the budget review and budgeting processes.
  • Identifying cost-saving and revenue-generating opportunities.
  • Staying up to date with industry trends and changes in regulations.
  • Building strong relationships with internal stakeholders.
  • Excellent communication and problem-solving skills.
  • Strong analytical and numerical skills.
  • Knowledge of accounting principles and financial reporting standards.
  • Degree in finance, business, or related field.

CV Tips for a Finance Business Partner

  • Demonstrating a strong understanding of the business and its financial performance.
  • Providing financial expertise to support decision-making.
  • Communicating financial information to stakeholders in a clear and concise manner.
  • Working collaboratively with stakeholders to achieve business objectives.
  • Identifying areas for improvement and implementing changes.
  • Contributing to the development of business strategy.
  • Ensuring compliance with accounting principles and financial reporting standards.
  • Anticipating and mitigating financial risks.
  • Maintaining accurate financial records and reports.
  • Continuously improving financial processes and systems.

Finance Business Partner Sample Resume Format

This Finance Business Partner resume sample format will allow you to create a concise CV that includes all the elements a hiring manager will expect to see when you apply for Finance Business Partner jobs. Your work experience and education should be added in reverse chronological format, with the most recent employer and qualification appearing first. If you have little work experience, we recommend changing the order of our Finance Business Partner resume sample/cv sample, so your education is listed before your work experience. If you have no work experience, consider adapting the resume sample, where an Essential Skills section replaces the Previous Employers section.

Example Structure of a CV for a Finance Business Partner

Telephone Number | Email Address | LinkedIn Profile

Your Personal Statement

Previous Employers

Company name, job title (dates of employment).

  • Job skills (Finance Business Partner skills)
  • Achievements
  • Awards and recognition
  • Job skills (computer skills / interpersonal skills / verbal communication skills)

Education & Qualifications

University name, degree name (dates of study).

  • Relevant modules

College Name

(dates of study).

  • Subjects and grades

Interests & Hobbies

  • Transferable skills and experience

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Find a Salary

Average salary.

Min: £30,000.00 Max: £72,000.00

Average Finance Business Partner Salary in UK: £51,062.00

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Finance Business Partner CV Template

Are you looking for a finance business partner cv template download our finance business partner sample template below..

Are you looking for a Finance Business Partner CV template? Then you’ve come to the right place. Here, we’ve put together an example Finance Business Partner CV for you to use when looking for your next role.

To put this together, we’ve looked at many sample CVs from previous Finance Business Partner candidates we have worked with and this document details the best bits.

The part of your CV that you cannot influence is your standard information, e.g. contact details and education. However, how you display your career history needs careful consideration. We have mapped out our suggested layout in our Finance Business Partner CV example. Each job position should detail dates of employment, employer name, and job title. Including a description of what the company does will help the reader understand the environments you have worked in.

Your role description should be split into 2 subsections of duties and achievements. It is the achievement section that will help you stand out from other candidates. When constructing this section, consider things you have done above and beyond the norm for a Finance Business Partner   position.

It is the extra value that you have delivered that will be appealing to your next employer. To put achievements into context, it is important that, where possible, you quantify these with facts and figures. Our Finance Business Partner CV template will give you some examples that people have used in the past.

Download our Finance Business Partner CV example template (MS Word)

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finance business partner personal statement

StandOut CV

Finance CV examples

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When you’re looking to secure a role in finance, your CV is your first impression, so it needs to be strong.

Engaging recruiters and enticing them to interview you requires a visually pleasing CV that highlights your in-demand skills.

The below guide which contains two finance CV examples, will show you exactly how to produce your own attention-grabbing CV and land that dream job.

CV templates 

Finance Manager CV

Finance Manger CV-1

Financial analyst CV

Financial Analyst CV-1

Accountant CV

Accountant CV-1

Finance assistant CV

Finance Assistant CV-1

Financial accounting CV

Financial Accounting CV-1

Management accountant CV

Management Accountant CV-1

The above are seven great examples of finance CVs at junior and senior level, giving you a rough idea of the style and content that need to be present in your CV.

As this guide continues, I will demonstrate how you can write your own appealing CV that highlights why you’re the ideal candidate for finance roles.

Finance CV structure

It’s vital to facilitate ease of reading in your CV by having a clear and distinct structure that enables recruiters to easily navigate your experience and knowledge.

The below infographic displays how you should be formatting information within your CV and what sections you need to include to attract recruiters’ attention.

How to write a CV

CV formatting tips

  • A CV should be no longer than 2 sides of A4, giving you enough space to display your relevancy to the sector without overwhelming recruiters
  • Use bullet points, headers and sections in your CV, ensuring key information isn’t missed within large blocks of text
  • Avoid over-designing your CV – avoid all imagery such as company logos and profile pictures that add no value – and stick to a muted colour pallet and sharp, clear font

Structuring your CV

Break your CV into the below sections, allowing recruiters to pinpoint specific details effortlessly:

  • Contact details – Make it simple for recruiters to reach you, sticking to essential details
  • Profile – A summary paragraph of your experience, qualifications and skills at the top of the page, engaging recruiters and compelling them to read further
  • Work experience / Career history – Listing your previous work experience in a chronological order
  • Education – Documenting any qualifications you’ve obtained, especially those most relevant to the finance industry
  • Interest and hobbies – An optional section, adding hobbies and interests that add value to your CV.

I’ll now walk you through how to create each section within your own CV.

CV Contact Details

Commence your CV with your contact details, letting recruiters easily access this information without having to dig through your CV.

Contact details

When producing this section you only need to include the basics :

  • Phone number
  • Email address
  • If you have one, provide a link to your LinkedIn profile

Remove any information that isn’t required by recruiters in the decision making process such as profile photos, date of birth, marital status or full home address.

Quick tip – Change any childish email addresses and consider creating a separate professional email address for applications.

Finance CV Profile

Reserve the top of your CV for the most important information, directly underneath your contact detail include an introductory paragraph summarising your suitability for finance positions.

CV profile

Stick to a paragraph between 5-10 lines, including an overview of your experience, sector specific qualifications and marketable skills.

Follow the below tips when producing your personal profile :

  • It should be a concise summary, avoid going beyond 5-10 lines, you’ll be able to provide further detail later in your CV
  • Remove clichés. Recruiters see hundreds of CVs so don’t blend into the crowd by adding over-used phrases such as “I’m a team player” or “I’m punctual” that add no additional value – stick to industry specific skills and knowledge
  • Prior to completing your profile, research the finance industry, add core skills and keywords, tailoring yourself to the sector.

What to include in your finance CV profile?

  • Previous Companies – Whether you’ve worked for a financial advisor, an investment management or planning company, within the banking industry or for an organisation as a financial assistant or advisor
  • Level of your experience – Are you a recent school leaver or graduate ? Chartered accountant? or do you have management or consultancy experience
  • Qualifications – Document any qualifications you have that are applicable to the finance industry such as AAT or ACA courses.
  • Prominent finance skills – Accounting , forecasting, advising, reporting, trading etc.

CV profile tip:  If you worry that your spelling and grammar might not be correct, try using our quick-and-easy CV Builder  to eliminate the risk of making mistakes.

Core skills section

Beneath your CV profile, add a core skills section to highlight your strengths that match you to the finance industry, enabling recruiters to see your suitability at first glance.

This section should be made up of two to three columns of bullet points.

CV core skills

These should reflect the requirements of your target roles to make an instant impact when your CV is opened.

Work experience/Career history

List your work experience in reverse chronological order, starting with your current or most recent position.

Work experience

Look to add depth to your most recent or relevant positions, shortening your role descriptions as you work back through your career history.

Structuring your roles

Paint a picture with your role descriptions, structuring them to highlight key aspects of your experience and breaking the information into clearly defined sections, allowing busy recruiters to find the info they need with ease.

Role descriptions

Break each one of your role descriptions into the below three segments:

Provide context to recruiters by giving a summary of the position you had, the company you worked within or even the department you were part of.

“Working for a financial advisor in London supporting clients to select the right financial investment for their business, operating in line with legislation and external body requirements.”

Key responsibilities

Bullet point your roles and responsibilities within each position, adding any project involvement or documenting the relationships you built within the role.

  • Assisted clients by directing them towards the right financial investment products based on their specific requirements.
  • Collaborated with clients to discuss the best methods of asset management.

Key achievements

Display the value and impact you had within a company by documenting any key achievements .

  • Developed a new credit and collection management system that reduced debt by 20%.

Towards the bottom of your CV, list any qualifications you’ve obtained starting with those that are applicable to the finance industry such as AAT or ACA courses or a degree under one of the professional awarding bodies such as ACCA , ICAEW and CIMA.

If you have space; look to also include additional qualifications such as GCSE’s, A-levels, degrees and any vocational qualifications.

Interests and hobbies

Unlike other sections within your CV, hobbies and interest are not a mandatory requirement and should only be included if it will boost your application.

Avoid generic interests such as reading, socialising and consider adding hobbies that display core skills that are required in the finance sector.

For example, soft skills such as problem solving, communication and numeracy skills can be displayed in occasions where you’ve supported the book keeping for a charitable event or been accountable for a sporting team’s charges or costs.

Essential skills for Finance CV

Each company will differ in the skills they are recruiting for but there are strengths essential within any finance position which you need to showcase in your CV.

Financial Advising – The ability to provide accurate financial advice to stakeholders or clients in line with regulations.

Financial Analysis –Evaluating businesses, projects or budgets to determine their performance or sustainability.

Cash Flow Management – Tracking money coming in or out of business, usually against a defined budget.

Budgeting – Tracking performance against budget, evaluating any risks or areas for concern.

Auditing – Auditing financial procedures or processes, providing solutions for problem areas or process improvement implementation.

Writing your finance CV

Writing  a CV that will get you hired is about more than just the experience you have within a sector, but how you display and structure this information.

It’s essential to have a visually pleasing CV that highlights your marketable skills, engaging recruiters and drawing them in to read further.

By following this guide, you’ll be able to produce a CV that gets you noticed and secures you an interview.

See also: Finance cover letter examples – Company secretary CV

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Finance business partnering guide

Thought leadership report

Published: 02 Sep 2014 Updated: 03 May 2023 Update History

Latest research

Effective finance business partners have been around for over 50 years. The involvement of finance professionals in business decision making, strategy development and driving performance is nothing new. However, we are still asked for guidance on how finance can make a greater contribution to organisational performance.

Our report,  Finance business partnering: a guide provides practical advice for those considering business partnering initiatives and those looking to improve their approach. Here we provide a brief summary of some of the ideas covered – even shorter than the executive summary.

Understanding the business is a fundamental pre-requisite for effective business partnering. Such understanding is gained through ongoing conversations, observation, research and action – action is required to gain feedback and test understanding.

Based on sound business understanding, an objective assessment of finance’s capabilities and the level of demand for business partnering services, a high-level strategy for developing the finance department can be developed, (see Figure 1).

Finance business partnering capability and business partnering fig 1

While it may be obvious, it needs to be emphasised that finance’s capability depends on people, organisational structures, systems and processes. The report discusses how key business partnering knowledge, skills and attitudes can be developed, including commerciality and communication skills. We argue that decentralised approaches to finance business partnering better enable business support but increase the risks of finance losing its objectivity.  We also argue that finance needs to be actively involved in system and process developments across the organisation.

Finance business partnering is not necessarily right for all organisations and demand for such services is not a given.  The best way of generating demand is for finance to solve an important business issue but we also discuss some other helpful approaches.

Concerns that finance business partners may get too close to the business remain and need to be guarded against. Personal integrity, senior management support, culture, enforced value statements, whistleblowing and effective controls all have a part to play.

Successful business partners will need both perseverance and adaptability to build and maintain their influence. Perseverance to cope with inherent tensions in the role and to overcome inevitable setbacks.  And adaptability to deal with increasing demands for organisational sustainability, new approaches to outsourcing and developments in big data and analytics.

Our report  is based on discussions with members and experts, reviewing practitioner and academic research and our own experience.  As well as advice and food for thought it also includes a number of case studies.  We hope you find it useful. If you would like to comment on this report or discuss the content further, please email [email protected] .

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The ICAEW Library & Information Service provides access to leading business, finance and management journals.

Further reading on business partnering is available through the articles below.

  • 01 Dec 2023
  • Daniel Butcher
  • Strategic Finance
  • 01 Nov 2022
  • Rebecca G.Fay, Kenneth Herbst, Josh Lobs, Norma R.Montague
  • 01 Aug 2019
  • Andrew Jepson
  • 20 Mar 2019
  • CFO Innovation Asia

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Finance business partnering: a guide

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  • Update History 02 Sep 2014 (12: 00 AM BST) First published 03 May 2023 (12: 00 AM BST) Page updated with Latest research section, adding further articles on business partnering. These new articles provide fresh insights, case studies and perspectives on this topic. Please note that the original article from 2014 has not undergone any review or updates.

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PERSONAL STATEMENT EXAMPLE Business Management with Accounting and Finance Personal Statement

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Business Management with Accounting and Finance Personal Statement

Mathematics has sparked my curiosity from an early age. Over the years I have developed a passion for and noticed the importance of Financial Services in the modern world of commerce; thus fueling my keen desire to expand my knowledge of Mathematics by studying a Finance course at a higher education level. Currently, I am on the verge of completing the International Baccalaureate Diploma at Warwick Academy. The three Higher Level courses I currently study are: English Literature, Film Studies and Information Technology in a Global Society. English Literature helps to challenge and develop my critical thinking skills, Film Studies has the ability to enhance my already existing creative talents, and Information Technology in a Global Society increases my awareness of the relationship between humans and technology. The three Standard Level courses I study are: Spanish, Environmental Systems and Society and Mathematics. Learning Spanish will heighten my desires to travel the world, Environmental Systems and Society develops my ecological understanding of our planet, and Mathematics will help to focus my mathematics related passion and aspirations. By studying this wide variety of courses, I presuppose that I will develop into an overall well-rounded student. Additionally, throughout my entire secondary school career, I have taken additional external Mathematics classes with the Centre for Talent Youth Program to broaden my mathematical knowledge.

Leadership skills are very crucial skills to acquire in the business world. This academic year I have had the opportunity to display my leadership skills by taking on the role of President of the Warwick Academy Student Council. Personally, I feel as if nothing is more satisfying than giving back to the school community. I have also demonstrated my leadership skills through being Vice-Captain for my school sport house. These leadership opportunities have overall helped to improve my organization, communication and flexibility. Furthermore, within school, I have earned achievements such as Academic Honors, Effort Award, and the Improvement Award. Externally, I have received the Duke of Edinburgh Bronze & Silver Awards, the ABRSM Music Theory Awards Grades 1-5 and the 2014 Over 16 Sports Day Champion Girl Award.

Both inside and outside of school I participate in a wide variety of extra-curricular activities. In school, I have been an active member of nearly every sporting team offered. The sports I mainly focus on are Basketball, Volleyball and Softball; nevertheless I have still represented Warwick Academy on the Track and Field, Cross Country, Football, Badminton and Swimming teams. Not only are sports good for the body, but also for the mind. Moreover, I have also been a member of three musical bands within my school. Over the past seven years I have mastered the complex Clarinet and I have also played the piano and various percussion instruments. Music is a way for me to express the feelings that my words are unable to describe.

The extracurricular activity that I am most passionate about is fashion modeling. I have participated in numerous fashion shows and photo shoots around Bermuda and represented many local and international designers, retailers and stylists, and it has been a lifelong dream of mine to model abroad. Modeling encourages me to be confident and comfortable in my own body. Partaking in these numerous extracurricular activities has taught me time management skills, dedication and commitment, and the ability to work with others. I know that these characteristics are of high importance in financial careers, where you must meet deadlines and work cooperatively.

Moving to England to further my studies is a large step, however my infinite level of enthusiasm, determination, motivation, passion, and skills suggest that I am prepared to take on this next chapter of my life. I eagerly look forward to beginning my higher education level degree in Finance .

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Finance Personal Statement Examples

finance business partner personal statement

The Perfect Personal Statement

Published: 26/04/21 By: alex

PART 2 – WRITING A PERSONAL STATEMENT⁠ ⁠ Recruiters and employers like personal statements as they can easily see if you are a match in skills, experience and attitude to their job.⁠ ⁠ With over 100 applications for some vacancies, this is a brilliant time-saver. A recruiter will only read the rest of your CV if you’re personal statement signals you’ll add value.⁠ ⁠ You need to be able to sell yourself succinctly in your personal statement to stand out from the crowd.⁠ ⁠ Sharon Xenophontos, Senior HR Manager at Macfarlanes LLP sees it as “an opportunity to summarise your unique selling points and allow employers to quickly read ‘between the lines’ of your CV.”⁠ ⁠ Lucy Ventrice, Senior HR Business Partner at Amazon agrees “in a very competitive market you must focus on what experience, skills or attributes you have that would benefit a future employer?” ⁠ ⁠

PART 4 – HOW TO STRUCTURE A PERSONAL STATEMENT⁠ ⁠ A personal statement should answer the question “why are you the best person for the job?” says Lucy Ventrice Senior HR Business Partner at Amazon.⁠ ⁠ She suggests “Start with a mind map. Put yourself in the middle and [write down] your experience, skills and attributes. Do the same with the future employer in the middle, what are they looking for in the job advert? Then compare the two and build from there.”⁠ ⁠ McGuire, a Professional CV Writer adds “while it may seem logical that your personal statement should be all about you, to be effective, it should be about your target employer and how you can meet their needs”.⁠ ⁠ Break this down into:⁠ ⁠ – The number of years of experience in the field.⁠ – What specialist or transferable skills can you offer?⁠ – What areas of expertise do you have?⁠ – What relevant industries have you worked in?⁠ – What personal qualities relevant to the role can you offer?⁠ – Do you have any relevant qualifications or interests?⁠ ⁠ The answers to these questions will determine the structure of your personal statement.⁠ ⁠ Sally Whiteside, Head of HR for Tesco Online agrees “The statement should be structured around your history of achievements, linking them all together to tell a compelling story of what it would be like to work with you and what value you will add to the company.”⁠

PART 5 – HOW TO START A PERSONAL STATEMENT⁠ ⁠ While introducing yourself in a career summary format, your opening sentence needs to “hook your reader, compelling them to read the next sentence, and the next” says McGuire, Founder of Giraffe CVs.⁠ ⁠ The opening sentence of your personal statement should include:⁠ ⁠ – Your job title.⁠ – The number of years’ experience.⁠ – A particular expertise you have.⁠ – Active positive words or verbs.⁠ ⁠ Join us tomorrow for the last part of the Personal Statement mini-series with How to close a personal statement…⁠ ⁠ Credit –  @totaljobsuk

PART 6 – HOW TO CLOSE A PERSONAL STATEMENT⁠ ⁠ There are two ways to end your personal statement.⁠ ⁠ Senior HR Manager at Macfarlanes LLP, Sharon Xenophontos, finds it helpful if candidates let employers know what they are looking for. “It’s all part of the matching process” she says.⁠ ⁠ If you’re at a relatively early stage in your career state your career goal. Remember, your stated must relate to the role you’re applying for.⁠ ⁠ Example personal statement ending – entry level⁠ My career goal is to gain responsibility for leading on a project and managing delivery successfully, actively contributing to achieving the business goals.⁠ ⁠ If you’re a bit further along in your career, state more specific goals and why you’d like to work for the employer.⁠ ⁠ Example personal statement ending –career developer⁠ Hoping to join an innovative and dynamic company, and develop my social media and marketing skills further.⁠ ⁠ We hope you have found this 6 part series useful but if you would like more guidance on CV writing, interview tips or courses please do not hesitate to contact us via email – [email protected]⁠ ⁠ Credit –  @totaljobsuk

Tags: branding , career , cv , how to , job hunting , Military Spouse , Veterans

Categories: Career Advice

finance business partner personal statement

COMMENTS

  1. Finance Business Partner CV example + guide [Get hired fast]

    Finance Business Partner CV Profile. Your CV profile (or personal statement, if you're an entry-level applicant) provides a brief overview of your skills, abilities and suitability for a position. It's ideal for busy recruiters and hiring managers, who don't want to waste time reading unsuitable applications.

  2. The Cover Letter That Lands You The Business Partner Interview

    The good thing about cover letters is that you can write a great one by following a simple structure. Not only that, but the simple structure is also very well-suited for applying for business ...

  3. Finance Business Partner Cover Letter Examples

    Learn how to write a cover letter for a Finance Business Partner role with this example. See what to include, how to highlight your qualifications, and how to show your personality and enthusiasm for the job.

  4. Crafting an Impactful Finance Manager Cover Letter

    Insert date. Dear Hiring Manager, Re: (Senior) Finance Business Partner opportunity, A insert adjectives displayed in the job advertisement employee, I am eager to contribute to insert something relevant to the organisation you are applying for by inserting a sample of responsibilities as listed in the job description.

  5. Finance Business Partner Resume Samples

    Finance Business Partner Resume Examples & Samples. To define, own and drive the cycles of planning, forecasting, closing and reporting (Opex, COGS, RTB, CTB, CTP) Strong business partnership skills. Track record of achievement and results orientation. Excellent analytical and critical thinking skills.

  6. Finance Business Partner Resume Sample

    Work History. Finance Business Partner, 07/2016 to 11/2016. Flowserve Corporation - Lombard, IL. Performed analysis of current and past trends in all areas of revenue, cost of sales, operating expenses and capital expenditures. Managed the continued development of the three year budget, financial forecasting and variance analysis.

  7. Key competencies for finance business partnering

    A s companies worldwide struggle with rapid geopolitical, demographic, technological, and competitive changes, finance business partnering offers an opportunity to create a strategic advantage.. The complex and volatile environment forces midlevel managers to make more operational decisions that can impact performance. In a 2018 global Gartner study, 61% of business decision-makers and finance ...

  8. Finance Business Partner CV Template Example

    Learn how to create a CV for a Finance Business Partner position with a template example and advice. Find out what skills, achievements, and personal statement to include in your CV.

  9. Finance Business Partnering Guide for Operational Decisions

    Position finance business partners as 'decision experts'. To provide the proactive, differentiated support the organization needs, changes to the finance business partnering model are required. Gartner's guide for finance leaders outlines: The significant impact of financially unsound decisions. The six characteristics of sound operational ...

  10. The role of the finance business partner

    The role. Finance business partners are accountants who work very closely with the business to help it make key decisions. They discuss historical results as well as future projections. Key strategies are also discussed, as these all impact on the financial results. Finance business partners will often be embedded within specific business units ...

  11. What is finance business partnering?

    A finance business partner breaks down the barrier between accountancy and management to support business objectives and corporate growth. They act as an advisor to leadership, supporting business decision making through a combination of analytical insights, strategic acumen, and commercial mindedness. Will Cannaby, Director at Robert Half and ...

  12. Accounting & Finance/Business Personal Statement Example

    This personal statement was written by michaelburford for application in 2014. This personal statement is unrated. Business, finance and accounting has been a passion of mine for some years now. I first had the idea of becoming a chartered accountant when my uncle told me about what he does in his role as finance manager of a local hospital; he ...

  13. Finance Business Partner CV Template

    Here, we've put together an example Finance Business Partner CV for you to use when looking for your next role. To put this together, we've looked at many sample CVs from previous Finance Business Partner candidates we have worked with and this document details the best bits. The part of your CV that you cannot influence is your standard ...

  14. Finance business partnering: a guide

    FINANCE BUSINESS PARTNERING Executive summary 2 1. Effective business partnering: the right questions 6 ... 6.6 Selecting business partners 33 6.7 Personal development of business partners 34 6.8 Structuring finance for effective business partnering 35 ... enforced value statements, whistleblowing processes and effective controls.

  15. Becoming a finance business partner

    Getting involved with key decision making. The role of a finance business partner is exciting because you'll be involved in making key decisions that impact the business. Normally based within a division of a large organisation, you'll get involved with new initiatives, investment appraisals, investigate the feasibility of new revenue ...

  16. Business Finance Personal Statement Example

    Business Finance Personal Statement Example. I want to study finance because it is a fascinating discipline dealing with money, markets and valuation that is relevant to all aspects of business. The financial system is there to make sure that those with good ideas get the money necessary to implement the ideas but finance is also concerned with ...

  17. 7 Finance CV examples + writing guide [Get hired quickly]

    The below guide which contains two finance CV examples, will show you exactly how to produce your own attention-grabbing CV and land that dream job. Contents. Finance CV examples. Finance manager. Financial analyst. Accountant. Finance assistant. Financial accounting.

  18. Finance business partnering guide

    Our report, Finance business partnering: a guide provides practical advice for those considering business partnering initiatives and those looking to improve their approach. Here we provide a brief summary of some of the ideas covered - even shorter than the executive summary. Understanding the business is a fundamental pre-requisite for effective business partnering.

  19. Finance Business Partner job description template

    Finance Business Partner duties and responsibilities. Supporting the development and implementation of best financial practices. Assisting with the financial forecasting. Managing and achieving the financial targets and objectives. Providing financial analysis to business unit management. Supporting the financial decision and budget process.

  20. Finance Business Management Personal Statement Example

    Business Management with Accounting and Finance Personal Statement . Submitted by Alize . Mathematics has sparked my curiosity from an early age. Over the years I have developed a passion for and noticed the importance of Financial Services in the modern world of commerce; thus fueling my keen desire to expand my knowledge of Mathematics by ...

  21. 34 finance business partner interview questions and answers

    4 finance business partner questions with sample answers. Reviewing sample answers is a good way to understand what interviewers expect to hear from you and how you can structure your response. Here are additional questions for finance business partners with an explanation of why recruiters ask them and sample answers: 1.

  22. Finance Personal Statement Examples

    Economics and Finance Personal Statement Example 1. The crucial importance and relevance of economics related disciplines to the modern world have led me to want to pursue the study of these social sciences at a higher level. My experiences of A-Level Economics has shown me the fundamental part it plays in our lives and I would like to approach ...

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  24. How To Write a Human Resources Business Partner Cover Letter ...

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  25. How Business Partnership Loans Work

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