TUGRUL SARI
Stockton,CA
Summary
Strategic Financial Analyst with demonstrated success in collecting and analyzing inventory and sales information and drafting related reports. Accustomed to demonstrating commitment and resourceful nature to achieve team and corporate objectives.
Overview
6
6
years of professional experience
Work History
Healthcare Senior Financial Analyst
Eberhardt Student Investment Fund (SIF)
Stockton , CA
2023.12 - 2024.05
- Collaborated with students to manage a $4 million fund conducting research and evaluation using Bloomberg terminal
- Presented monthly outlook reports regarding the state of the economy aiding the team's decision-making and analysis in holdings and new stock recommendations
- Provided recommendation on HALO, a healthcare company's stock, resulting in an impressive 18% increase in the overall fund value.
- Travelled to New York to visit multiple conferences and institutions including Goldman Sachs, Bloomberg.
Hotel Manager
Ramada Hotel
Hendek/Sakarya , Turkey
2020.04 - 2021.09
- Supervised daily operations of a 100-room hotel with efficient monitoring systems
- Implemented menu revisions and cost-effective purchasing strategies, resulting in a significant decrease in meal and beverage costs from 28% to 22%
- Elevated customer satisfaction by 85%, surpassing annual sales by more than $500K
- Conducted monthly financial reports for board members.
- Analyzed financial report using LOGO accounting software to deliver accurate information to the finance department.
Financial Management Intern
Sarilar Group
Hendek/Sakarya , Turkey
2018.01 - 2019.03
- Assisted in the preparation and analysis of over 10 financial reports monthly, ensuring accuracy and compliance with company standards.
- Assisted in analyzing import/export data to identify trends, optimize processes, and enhance supply chain efficiency by 10%.
- Assisted in the preparation of financial presentations and reports for management and stakeholders, contributing to 5 executive meetings.
- Assisted in analyzing financial reports using ETA accounting software.
Education
Master of Science in Finance -
University of the Pacific
05.2024
Bachelor of Business -
Sakarya University
07.2021
Skills
- Bloomberg Market Concepts (BMC)
- Bloomberg Finance Fundamentals (BFF) certifications
- ARGUS training certificate
- Created and developed a cryptocurrency trading bot
- Analyzed financial reports
- Proficient in Bloomberg Terminal
- MS Excel
- MS Power BI
- Fluent in English
- Fluent in Turkish
- ETA Accounting software
- Logo Accounting software
- Hotel management and monitoring system
Additionalexperienceskills
- Bloomberg Market Concepts (BMC)
- Bloomberg Finance Fundamentals (BFF) certifications
- ARGUS training certificate
- Created and developed a cryptocurrency trading bot and analyzed financial reports.
- Proficient in Bloomberg Terminal
- MS Excel, and MS Power BI.
- Fluent in English and Turkish.
Timeline
Healthcare Senior Financial Analyst
Eberhardt Student Investment Fund (SIF)
2023.12 - 2024.05
Hotel Manager
Ramada Hotel
2020.04 - 2021.09
Financial Management Intern
Sarilar Group
2018.01 - 2019.03
Master of Science in Finance -
University of the Pacific
Bachelor of Business -
Sakarya University
Similar Profiles
Yoon Wadi ZawYoon Wadi Zaw
Junior Analyst at Forest Systems (formerly - Financial Navigator) Student Managed Investment Fund (SJSU Spartan Fund)Junior Analyst at Forest Systems (formerly - Financial Navigator) Student Managed Investment Fund (SJSU Spartan Fund)
Camryn MarshallCamryn Marshall
Portfolio Manager at SMIF: Student Managed Investment FundPortfolio Manager at SMIF: Student Managed Investment Fund
Matteo PardiMatteo Pardi
Co-Chair at SMIF (Student Managed Investment Fund)Co-Chair at SMIF (Student Managed Investment Fund)