About
Director of Finance with 10+ years leading finance and operations. Began his career at UBC IMANT and later served as Head of Finance & Operations at Vistara Growth and Director of Finance at Nexii. A CPA, CA.
Experience
- InvestX CapitalDirector of Financecurrent2024 — presentVancouver, British Columbia, Canada
- NEXIIDirector of Finance2022 — 2024Vancouver, British Columbia, Canada
- Vistara GrowthHead of Finance / Manager, Finance & Operations2020 — 2022Vancouver, British Columbia, Canada
- Grant Thornton LLPManager, Business Operations, Planning & Analysis2018 — 2020Vancouver, British Columbia, Canada
- UBC Investment Management Trust (IMANT)Investment Analyst2014 — 2018Vancouver, British Columbia, Canada
- Manning Elliott Accountants & Business AdvisorsSenior Accountant2011 — 2014Vancouver, British Columbia, Canada
- Tervita CorporationProject Accountant2010 — 2011Vancouver, BC
Skills & more
Time Management2Financial Analysis7Financial ModelingData AnalysisAuditing6Investment Analysis3Accounting7Financial Reporting6Financial Accounting7Database ManagementInternal Controls4Corporate Finance
+12 more
Project ManagementFinancial StatementsInvestmentsFinancial PlanningFinancial PerformanceData VisualizationClient Relations SkillsTraining and SupervisionMicrosoft ExcelMicrosoft WordPowerPointPython- Chartered Professional Accountant — Chartered Professional Accountants of Canada (CPA Canada)
- Chartered Financial Analyst (CFA) Level 3 Candidate — CFA Institute
- Canadian Securities Course (CSC) — Canadian Securities Institute
- Six Sigma Lean Black Belt Professional (LBBP) — MSI International
- The Endowment Institute, Level I — Yale School of Management
- ILPA Institute Level I — Institutional Limited Partners Association (ILPA)
- ILPA Institute Level II Module 1: Legal Documents — Institutional Limited Partners Association (ILPA)
From Stephen's professional profile.
Colleagues at InvestX
Alejandro Levy
Family Office Specialist at InvestX
Andrew Taylor
Director, Marketing at InvestX
Arkadi Kuhlmann
Investor at InvestX
Dan Sanders
CEO, InvestX Markets LLC & Head of Private Markets at InvestX
Daniel Savoie
Head of Distribution, Eastern US at InvestX
Don Short
Head of Venture Equity & Chief Compliance Officer (Canada) at InvestX
Justin Tompkins
External Wholesaler at InvestX
Justin Waldie
Investor at InvestX
Frequently asked questions
- Who is Stephen Tan?
- Director of Finance with 10+ years leading finance and operations. Began his career at UBC IMANT and later served as Head of Finance & Operations at Vistara Growth and Director of Finance at Nexii. A CPA, CA.
- Where does Stephen Tan work?
- Stephen Tan is Director, Finance at InvestX.
- Where did Stephen Tan go to school?
- Stephen Tan studied at The University of British Columbia (Diploma in Accounting); British Columbia Institute of Technology (Applied Database Administration and Design Certificate); The University of British Columbia (Bachelor of Science, Biology).
Same school
Also attended The University of British Columbia375
Joan MirallesHead of Administration & Valuation at Inveready Technology Investment GroupZack GrimmerInvestor at IVP (Institutional Venture Partners)Rares CrisanInvestor at Notable CapitalMarianne WuVenture Partner at Congruent VenturesBrendan BakerPartner at Rackhouse Venture Management LpAli KashaniVenture Partner at Think+ Ventures Management, Llc
+ 369 more
Also attended British Columbia Institute of Technology43
Kandai YamashitaAssociate at Pangaea Ventures Us Inc.Daven PatelPartner at Bow CapitalJonathan BeckerInvestor at HeadlineDarren ThomsonPrincipal at Vanedge CapitalAndrew ZinchukFounding Partner at ZAS VenturesMary ChowChief Financial Officer at Olivex
+ 37 more
Shared employers
Also worked at InvestX Capital7
Daniel DuboisInvestor at Side Door VenturesMarcus NewFounder and Chief Executive Officer at InvestXDan SandersCEO, InvestX Markets LLC & Head of Private Markets at InvestXDon ShortHead of Venture Equity & Chief Compliance Officer (Canada) at InvestXJustin TompkinsExternal Wholesaler at InvestXMike LyonsNational Accounts Director and Investor Relations Representative at InvestX
+ 1 more
Also worked at Vistara Growth15
Randy GargFounder & Managing Partner at Vistara GrowthNoah ShipmanPartner at Vistara GrowthJohn O'DonoghuePrincipal at Vistara GrowthNeil KenleyPrincipal at Vistara GrowthKevin BarberAssociate Partner at Vistara GrowthChris AngelatosDirector at Vistara Growth
+ 9 more
Also worked at Grant Thornton LLP99
Cristina HohlmanPartner, Chief Financial Officer at Sapphire VenturesAva BrunelleInvestor at Third Rock VenturesLaura StenmarkDirector of Tax at QED InvestorsSteve GentiliVice President at Alpha PartnersAdam SanchezFinance and Operations Associate at Type One VenturesSteve ShafferOperating Partner at Volition Capital
+ 93 more