Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

ELIF YORULMAZ

Thorold,ON

Summary

A meticulous and results-oriented financial advisor with a Business Diploma and a Financial Advisor Certification seeks to obtain employment at Ramada Hotel. Advanced skills gained through training and experience to build customer base and increases revenue. Trusted resource to foster client relationships and help advisors manage and grow business. Adapts to rapidly changing business and technology environment.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Freelance Financial Advisor

Elif Yorulmaz
11.2012 - Current
  • Became a certified financial advisor to set up my own business (sole proprietorship).
  • Collaborated with employees on complex cases to share expertise and develop creative solutions that best served clients' interests.
  • Maintained up-to-date knowledge of industry trends, changes in legislation, and emerging issues affecting the practice area.
  • Assisted clients in navigating business transactions by drafting agreements that protected their financial interests and upheld contractual obligations.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Negotiated contracts with both clients and vendors effectively, ensuring mutually-beneficial terms were agreed upon.

Accountant

AGM Engineering Ltd.
11.2005 - 11.2012
  • Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
  • Reconciled accounts and reviewed expense data, net worth, and assets.
  • Streamlined month-end closing processes, resulting in reduced time spent on financial reporting tasks.
  • Maintained compliance with federal, state, and local tax laws by staying informed about changes and filing all required forms accurately and promptly.
  • Gathered financial information, prepared documents, and closed books.
  • Used advanced software to prepare documents, reports, presentations, and payrolls.

Education

Bachelor of Science - Business Administration

Anadolu University
Eskisehir, Türkiye
06.2004

Skills

  • Business Management
  • Project Management
  • Virtual Assistance
  • Proficient in Microsoft Office
  • Debt management
  • Financial Advising
  • Cash Flow Management
  • Customer Support
  • Wealth Management
  • Banking

Certification

  • Certified Public Accountancy Certificate, Union of Chambers of Certified Public Accountants of Turkey, 10/2010

Timeline

Freelance Financial Advisor

Elif Yorulmaz
11.2012 - Current

Accountant

AGM Engineering Ltd.
11.2005 - 11.2012

Bachelor of Science - Business Administration

Anadolu University

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ELIF YORULMAZ