Kyle Sousa, CPA has a diverse work experience in the finance and accounting field. Kyle is currently working as the Manager, Corporate FP&A at Clio - Cloud-Based Legal Technology since June 2022. Before that, they served as the Manager, Financial Planning & Analysis at Clearco from August 2021 to June 2022. Prior to Clearco, Kyle worked at Jack.org, where they held multiple roles including Financial Management Consultant from May 2021 to December 2021, Senior Manager, Finance from December 2020 to May 2021, and Finance Manager from February 2020 to December 2020.
Kyle also gained valuable experience at Fidelity Canada, where they worked as a Senior Financial Analyst, Decision Support from January 2018 to February 2020, Financial Analyst, Decision Support from May 2017 to December 2017, and Financial Analyst, Business Support from January 2016 to May 2017. Their earlier roles include a co-op position as a Cost Accountant at Dynaplas Ltd. from August 2014 to December 2014, and a co-op role as a Financial Analyst at Fidelity Investments from January 2014 to May 2014. Kyle started their career as a Junior Accountant co-op at AGF Investments Inc. from April 2013 to September 2013.
Overall, Kyle Sousa, CPA has demonstrated a strong track record of financial management and analysis throughout their career.
Kyle Sousa, CPA, holds a Bachelor of Arts (B.A.) degree in Honours Economics and Accounting (Co-op Option) from Wilfrid Laurier University, which they obtained from 2011 to 2015. In 2015, they also completed a Graduate Diploma in Accounting at Wilfrid Laurier University. In 2021, Kyle enrolled in the University of Toronto - Rotman School of Management, pursuing further education in the field of FinTech: Future of Payments. However, the degree name for this program is not provided. Additionally, in September 2019, Kyle obtained the certification of Chartered Professional Accountant from the Chartered Professional Accountants of Ontario (CPA Ontario).
April 1, 2024 - present
June, 2022
Manager, Technology Change And Dealer Enablement at Caterpillar
Head Of Learning Experience at Fidelity
Vice President Of Learning And Development at Teladoc Health
Director Learning Solutions, FMR India & Director Learning Experience, Asset Management at Fidelity
Senior Manager, Global Accounts Payable at Airbnb
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