Name
Phone
Email
March 18, 2002
Name
Title
Company
Address
City, State
Dear XXXXX,
Your recent posting on Monster.com for Senior Financial Analyst, Ref Code Financial Analyst, captured my
attention. I have a strong background in financial analysis and management. My qualifications are an excellent
match for your key needs. The following summarizes my experience:
Requirement/Responsibilities
My Experience
Coordinate forecasting and budgeting
activities
At Barclays Global Investors, developed annual operating budgets, and
periodic forecast updates thereon.
Produce Corporate-wide financial
analysis
Experienced in various types of financial analysis, including earning
simulation, profitability analysis, and cash-flow management.
Oversee adherence to company financial
policies and procedures
At Federal Home Loan Bank, monitored interest-rate risk, capital
adequacy, and investment limits, all subject to strict policies.
CPA and/or MBA
MBA with Finance emphasis. Santa Clara University, 1987. Chartered
Financial Analyst, 1994.
Detail Oriented
Precise calculations critical, especially at Federal Hone Loan Bank,
where profit margins were measured in hundreds of a percent.
Implement high-level strategies
At Barclays, developed methodology for monitoring revenue accruals
and matching accruals against invoices.
Effectively analyze high-level data
At Barclays, estimated the impact of complex pricing structure changes
and communicated that information to senior management.
Excellent communication skills/Ability to
work with all levels of management
A variety of responsibilities involving financial analysis and reporting
to all levels of management, including Board of Directors.
I welcome the opportunity to meet with you in person to discuss how my credentials may meet Symantec’s needs for
this or any other finance positions. In the interim, I am available by phone…..
Sincerely,
Enclosure
Letter to recruiters
Phone:
February 5, 2001
Name
Title
Company
Address
City, State, Zip code
Dear XXXXX,
I am taking the liberty of forwarding my resume to you for your review in the expectation that I will meet
the need of one of your clients.
I am seeking a position as a Project Manager preferably in the San Francisco East Bay area. However, I
am open to discuss opportunities in other parts of the Bay Area. My experience involves extensive project
management and operations management responsibilities in the financial services area. The following
summarizes my background:
Areas of Expertise:
• High profile merger and acquisition projects.
• Customer Service and Operational Efficiency projects.
• Operations Management positions in Germany, England and the United States.
• Systems analysis and programming roles early in my career.
Key Strengths:
• Results Oriented.
• Very good planning and people management skills.
• Strong verbal and written communication skills.
• Well developed organizational and analytical skills.
Key Accomplishments:
• Successful merger and acquisition projects without impacting services.
• Large cost savings achieved through strategic automation efforts.
• Innovative development of new operational areas.
For reference, my salary expectations are in the $85,000 to $110,000 range depending on the position and
variables. I would like the opportunity to meet with you in person to discuss my credentials. Thank you
for your consideration.
Regards,
Enclosure
March 10, 2000
Contact Full Name
Contact Title
Company Name
Address
City, State, Zip code
Dear <> <>,
As a Chief Financial Officer with board financial management credentials, I am forwarding my resume
for your review in the anticipation I will meet the needs of one of your clients.
Having grown TVM Group from $13MM to $85MM in Sales Revenue and overseeing the successful sale
to XXX International for nearly $200MM, my position was eliminated, as expected. I am now seeking a
CFO position with a high growth, pre IPO, high-tech corporation.
My background includes extensive experience in Financial and Accounting Management with key
accomplishments and strengths in:
Sale of Corporation / Pre and Post IPO
-
Successful sale of company for close to $200MM
-
Formal Marketing / Road show Presentations
-
SEC Reporting – S-2, 10K & 10Q
-
Treasury Management
-
Debt Financing
-
Lease Lines
-
Credit Facility Financing
Rapid Growth Management
-
Working Capital Control
-
Accounts Receivable Collection Exceeding Industry Standards
-
Cash Management
-
Capital Expenditure Control
-
Inventory Management
Diverse Experience
-
Development of Strategic Business Plans
-
Establishing International Operations
-
Human Resources and MIS Functions
-
Risk Management
I look forward to meeting with you in person to discuss my background.
Regards,
Enclosure
November 14, 2000
Name
Title
Company
Address
City, State, Zip code
Dear XXXXX,
I am an accomplished Chief Operating Officer / Senior Margeting Executive with proven success in
growing a wide range of businesses in all of the key divisions of a Fortune 200 company. I am looking for
a senior management position where growth through strategy, marketing, and effective team building is
the business driver, and have an interest in e-commerce businesses.
Having been associated with many of America’s top companies, I have a proven track record of growing
revenues and earnings in businesses ranging in revenues from $100MM to $1.5BB.
The following summarizes my background:
Areas of Expertise
• General Management / Strategic Planning and Plan Execution
• Business Development / Contract Negotiation / Relationship Management
• Marketing / B2B and B2C Branding
• Results Focused Team Building
• Mergers, Acquisitions, Divesititures and IPOs
• Supply Chain Management
Key Strengths
• High energy, entrepreneurial executive
• Proven track record for improving profitability
• Developing and implementing sound product growth strategies
• Organizing and driving cross-functional teams for performance improvements
Key Accomplishments
• Establishing new products creating growth divisions
• Acquiring new customer bases for existing businesses
• Consistently improving customer satisfaction and margins
• Turning around business that are under performing
Attached with this letter is my resume for your consideration. An opportunity to further discuss my
credentials would be most welcome.
Regards,
Enclosure
SAMPLE RECRUITER LETTER
(Your letterhead)
Date
Name
Title
Company
Address
City, State, Zip code
Dear ____________,
If you are currently or will become engaged in a search assignment for a financial executive, please
consider my background and qualifications. Due to a recent reorganization of my former company’s
headquarters’ office, I am exploring opportunities in senior financial management.
I have 17 years of progressively responsible financial management experience. I have served as the
Corporate Treasurer of a large private company; the VP-Finance of an LBO company; and various
financial positions to include the Assistant Treasurer of a Fortune 300 International manufacturer of
capital goods. My background has focus and a record of accomplishment in these areas:
Capital formulation and capital structure analysis, including public and private debt and equity offerings,
and a leveraged ESOP;
• Financial and commodity (to include foreign exchange) risk management;
• Pension asset management
• Acquisitions/divestments and special emphasis on valuation analysis;
• Cash management
I have a high energy level and a strong work ethic. I am considered to be a creative executive with a sense
of urgency to get things done.
My objective is a corporate treasurer or CFO position. My current base compensation is about $90,000. If
you are engaged in other assignments whose specifications do not match my background, I would be
pleased to assist you as a source.
Sincerely yours,
Your name
Enclosure
Date
Name
Title
Company
Address
City, State, Zip code
Dear XXXXX,
Permit me to introduce myself by way of this letter. I am beginning a search for a senior management
position in the greater Bay Area.
My background includes general management, marketing, strategic planning, manufacturing operations,
product development, and quality systems, with success in leading and managing a wide range of
technical businesses focusing on commercial customers. My avocations are in developing flexible, cross-
trained workforces and building strong, high performance teams.
The following summarizes my background:
Areas of Expertise
• Strategic Planning, Business Plan Development, and Plan Execution
• Complex, high-tech manufacturing and manufacturing systems
• Engineering-driven solutions to technical problems and program management
• Marketing, Product Management, and new product development
• Quality Systems, and Quality Management Programs
• Acquisitions, Turnarounds, and Integration Management
Key Strengths
• Identity deficiencies and then develop and implement sound strategies
• Improve bottom line performance and sales growth
• Build strong, cross-functional teams to improve performance in all functional areas
Key Accomplishments
• Consistently improved product quality and on-time deliveries leading to improved customer
satisfaction, customer recognition, and improved margin performance
• Re-organized and turned-around under-performing businesses
• Established strong marketing plans oriented to developing new customers and product lines
• Identified and strengthened the core competencies (key discriminators) for businesses
Enclosed with this letter is my current resume for your consideration. An opportunity to meet with you
would be most welcome. I will call you next week to schedule a time convenient for us to meet.
Sincerely,
Your name
NETWORKING LETTER TO DISTANT CONTACTS
Name
Address
Date
Name
Title
Company
Address
City, State, Zip code
Dear XXXXX,
It’s been too long since we’ve been in touch and I hope this letter finds things going well for you.
Even when we do get together, we seldom talk business, so the enclosed resume will probably
fill in some gaps for you on what I’ve been doing since law school.
As you can see, I have been primarily involved in building new businesses. Two of them were
great successes. It would be great to count on batting 500 forever!
Recently, I’ve made a career decision to look for a long-term position with a growing, but stable,
small to medium-sized company. I am totally open to the type of industry since I have worked
with companies in such diverse businesses as electronics, health care, telecommunications and
consumer services. Although I am not looking for investment opportunities, I would consider
taking on an equity position in the right situation.
If you know or become aware of any business associates, friends or acquaintances who may be
in the market for someone with my abilities, please give me their names to contact personally.
Any other assistance or advice you can give me would be greatly appreciated.
I will call you next week to see if any opportunities have come to mind.
Best regards,
Your name
Enclosure
LETTERE TO FRIENDS AND ACQUAINTANCES – INCLUDING RESUME
To be sent to those first-generation contacts whom you cannot visit personally. The objective is
two-fold: to inform them of your current search, and to get referrals. In this case, do send a copy
of your resume.
(DATE)
(ADDRESS)
Dear (NAME),
I am writing to let you know that I am leaving my position at (COMPANY) and to ask your
assistance.
(REASON FOR AVAILABILITY)
At this point, I need to talk to people about the kinds of organizations and industries that might
need the skills and experience I’ve developed. My first purpose is exploratory, to get some ideas
about where to become specific later on.
Let me assure you for now that I do not expect anyone to point to a specific job. Instead, I’d like
to speak with people, like yourself, who are knowledgeable about an industry and friendly
enough to take some time to tell me what’s happening in it.
I’ll call your office (or home) later this week (or on a specific day) and look forward to chatting
with you for a few minutes. I thought this note would be helpful in giving you some advance
notice of my call and allowing you to consider suggestions you might provide.
Sincerely,
(SIGNATURE)
Enclosure
INFORMATIONAL INTERVIEW LETTER
January 3, 1995
Name
Title
Company
Address
City, State
Dear XXXXX,
You were referred to me by (NAME) as a possible source of information. The purpose of my
contacting you is to review how my customer service, training and teaching experience in a
consumer manufacturing environment would interface within your industry. Please understand I
am not coming to you for a job. At this time, my objective is to obtain industry information more
specific than internet provides.
Recently, the San Francisco manufacturing organization I worked in was acquired by a Los
Angeles company, and I chose not to relocate. However, I was part of their transition team and
have now successfully concluded the training of management and staff level employees. In 1995
I will be in a job search, and your advice would be very valuable in perfecting my strategy.
Specifically, you thoughts on the following would be appreciated:
1. A brief overview of the industry and competitors would be helpful, including the biggest
obstacle being faced within the industry right now.
2. Functions and titles within the industry.
3. How is customer satisfaction measure?
I realize that your time is very valuable. May we meet for 20-30 minutes to discuss these items
and any others that you believe would be helpful? I will call your office in about a week to set up
a convenient time and place to meet.
Thanks in advance for your help.
Sincerely,
(YOUR NAME)
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