Hasan Yüce
Financial Advisor
Hoje Tastrup
Summary
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
6
6
years of professional experience
5
5
Certifications
Work History
Financial Consultant
City of Copenhagen
05.2021 - Current
- Increased client satisfaction by providing personalized financial advice and investment recommendations.
- Developed comprehensive financial plans for clients to achieve their short-term and long-term goals.
- Reviewed existing client portfolios, identifying opportunities for diversification and risk mitigation.
- Built strong relationships with clients through consistent communication and exceptional customer service.
- Led workshops on personal finance topics to educate community members about effective money management practices.
- Collaborated with team members to develop strategies for optimizing client portfolios and managing risk.
- Created financial models to analyze and evaluate investment strategies.
Financial Controller
The Danish Veterinary and Food Administration
03.2019 - 04.2021
- Improved financial reporting accuracy by streamlining processes and implementing efficient financial controls.
- Oversaw all aspects of the month-end close process, ensuring timely completion of accurate financial statements for executive review.
- Planned budgets, authorized expenditures, monitored accounting processes, established service rates and coordinated financial reporting to oversee all fiscal procedures.
- Maintained strong relationships with external auditors, facilitating smooth annual audit processes and addressing any concerns promptly.
- Conducted regular variance analyses between actual results and budget projections to identify trends or issues requiring further investigation or action by management staff.
- Led organizational cash flow and cash flow forecasting initiatives.
Financial Consultant
The University of Southern Denmark
04.2018 - 02.2019
- Developed comprehensive financial plans for clients to achieve their short-term and long-term goals.
- Increased client satisfaction by providing personalized financial advice and investment recommendations.
- Led workshops on personal finance topics to educate community members about effective money management practices.
- Expanded client base through targeted marketing efforts and referrals from satisfied customers.
- Examined clients' overall financial situation by reviewing income, assets, debts, expenses and credit reports.
- Created debt management plans, spending plans and budgets to assist clients in meeting financial goals.
Education
Master of Science - Public Administration
Roskilde University
Roskilde, Denmark 04.2001 -
Skills
Insurance Planning
Investment strategies
Portfolio Management
Investment advice
Technical Analysis
Mutual funds
Cash Flow Forecasting
Budgeting expertise
Retirement planning
Languages
English, Danish, Turkish, German
Native language
Danish
Proficient
C2
English
Advanced
C1
German
Intermediate
B1
Turkish
Advanced
C1
Certification
Advanced Excel for financial functions
Timeline
Financial Consultant
City of Copenhagen
05.2021 - Current
Financial Controller
The Danish Veterinary and Food Administration
03.2019 - 04.2021
Financial Consultant
The University of Southern Denmark
04.2018 - 02.2019
Master of Science - Public Administration
Roskilde University
04.2001 -
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