Van Chen

Background

About Van Chen

With over two decades of experience in investment planning and financial advisory—primarily at RBC—I’ve developed a unique ability to translate complex financial and technical ideas into clear, high-trust strategies for clients and institutional stakeholders. Over time, I’ve deliberately expanded this foundation into analytics and reporting, combining my financial fluency with tools like SQL, Power BI, Python, and Excel to deliver accurate, traceable, and audit-ready outputs for decision-makers. My work has supported cross-functional initiatives—ranging from regulatory system migrations to capital markets reporting and valuation analysis. I’ve built compliance dashboards, structured reconciliation processes, and delivered materials that helped both front-line teams and back-office specialists act with greater clarity and confidence. I work well across disciplines—bridging actuaries, accountants, technical vendors, and investment committees—offering both financial insight and communication clarity.