jayden chan financial investment planner analytical resultsoriented professional 20 years experience providing financial planning services wide range clients outlining investment insights potential risks delivering market intelligence line current trends proven expertise finance investment industry indepth understanding investment banking practices financial products risk mitigation compliance regulations jaydennovoresumecom areas expertise 123 654 987 denver co linkedincominjaydenchan gaap tax audit returns business operations internal controls risk management compliance financial accounting asset management financial planning analysis general account ledger wealth management negotiation public speaking teamwork excellent communicator work experience accounting manager bank maryland 082016 present achievementstasks denver co oversee daily operations accounting department including accounts payablereceivable general ledger monitor analyze accounting data ensure compliance generally accepted accounting principles gaap establish enforce internal controls safeguard company assets guarantee financial statement reliability promote operational efficiency encourage adherence managements directives head payroll 200 employees ensuring paychecks correct delivered time generate accurate reliable financial statements complied companys established guidelines financial planner md bank 122013082016 achievements rockville md provided appropriate financial plan clients assessing overall financial status understanding needs studied market trends produced risk assessment documentation management contributing 2430000 savings clients developed effective strategy generate new business build relationships networking marketing connect clients relevant department branch advisor help meet financial needs goals investment retirement planner rmd wealth management 122012122013 achievements rockville md assessed clients current financial situation determine needs goals retirement years established maintained strong relationship clients helping stay track financially stable retirement performed analysis clients financial history identify areas improvement provided recommendations nnovoresumecom page 1 2