Cole Whittaker, CPA, MBA

Senior Manager, FP&A at Payfare Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
CA
Languages
  • English -

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Credentials

  • Chartered Professional Accountant (CPA)
    Chartered Professional Accountants of Ontario (CPA Ontario)
    Aug, 2019
    - Nov, 2024

Experience

  • Payfare Inc.
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Senior Manager, FP&A
      • Aug 2022 - Present

    • Senior Finance Manager
      • Jan 2022 - Aug 2022

    • Finance Manager
      • Feb 2021 - Jan 2022

  • Deloitte
    • Business Consulting and Services
    • 700 & Above Employee
    • Assistant Manager, Audit and Assurance
      • Aug 2019 - Jan 2021

    • Senior Accountant, Audit and Assurance
      • Aug 2018 - Jul 2019

    • Staff Accountant, Audit & Assurance
      • Jan 2016 - Jul 2018

  • TELUS
    • Canada
    • Telecommunications
    • 700 & Above Employee
    • Sales Representative
      • Apr 2015 - Dec 2016

      • Consistently worked to achieve weekly and monthly sales targets • Provided customers with excellent customer service and support • Executed the signing and explanation process of service agreements with clients • Creatively problem solved to find solutions for clients with different needs and budgets • Consistently worked to achieve weekly and monthly sales targets • Provided customers with excellent customer service and support • Executed the signing and explanation process of service agreements with clients • Creatively problem solved to find solutions for clients with different needs and budgets

  • Microsoft
    • United States
    • Software Development
    • 700 & Above Employee
    • Marketing Associate
      • Aug 2014 - Apr 2015

      • Approved Invoices, opened purchase orders, and managed the SMB marketing budget • Created monthly SMB newsletter communications that were sent out to over 15,000 SMBs • Developed a marketing activity tracker which was implemented to display marketing results • Facilitated and coordinated networking and marketing events • Analyzed and creatively displayed telemarketing data for various company stakeholders • Approved Invoices, opened purchase orders, and managed the SMB marketing budget • Created monthly SMB newsletter communications that were sent out to over 15,000 SMBs • Developed a marketing activity tracker which was implemented to display marketing results • Facilitated and coordinated networking and marketing events • Analyzed and creatively displayed telemarketing data for various company stakeholders

  • Canadian Tire Corporation
    • Canada
    • Retail
    • 700 & Above Employee
    • Sales Associate
      • Aug 2008 - Mar 2014

      • Served customers in order to meet “Excellent” customer service standards • Renovated and rebuilt aisles to implement new product effectively and efficiently • Replenished stock • Provide home decor advice to customers • Operated paint mixing machine to provide customers with colour matching services • Served customers in order to meet “Excellent” customer service standards • Renovated and rebuilt aisles to implement new product effectively and efficiently • Replenished stock • Provide home decor advice to customers • Operated paint mixing machine to provide customers with colour matching services

Education

  • Wilfrid Laurier University
    Master of Business Administration (MBA), Business Administration and Financial Management
    2019 - 2020
  • Chartered Professional Accountants of Canada (CPA Canada)
    Chartered Professional Accountant
    2019 -
  • Wilfrid Laurier University
    Bachelor of Business Administration - BBA, Accounting
    2012 - 2016

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