Stefan Mak, Cpa, Ca, Cfa
About Stefan Mak, Cpa, Ca, Cfa
Stefan Mak is a Senior Director of Product Management at Planful, with a strong background in accounting and product management. He has held various roles in product management across multiple companies, including Vena Solutions and Varicent, and has experience in launching products for enterprise and mid-market segments.
Work at Planful
Stefan Mak currently serves as the Senior Director of Product Management at Planful, a position he has held since 2024. His role involves overseeing product management initiatives and leading teams to enhance product offerings. Planful is known for its financial planning and analysis solutions, and Mak's expertise contributes to the company's mission of helping finance professionals succeed.
Previous Experience in Product Management
Before joining Planful, Stefan Mak worked at CaptivateIQ as a Senior Product Manager from 2023 to 2024. He also held various roles at Varicent, including Director of Product Management and Lead Product Manager, from 2022 to 2023. His earlier experience includes positions at Vena Solutions, where he served as Product Manager, Technical Product Manager, and Senior Consultant between 2017 and 2019. This extensive background in product management spans both enterprise and mid-market segments.
Education and Expertise
Stefan Mak earned a Master’s Degree in Accounting from the University of Waterloo, where he also completed a Bachelor’s Degree in Accounting and Financial Management. His educational background provides a strong foundation for his career in product management, particularly in finance-related products. Mak's transition from accounting to product management has allowed him to leverage his skills to create innovative solutions that enhance organizational effectiveness.
Teaching Experience
In addition to his professional roles, Stefan Mak has experience in education. He worked as a Course Developer and Instructor in Product Management at York University School of Continuing Studies from 2021 to 2022. This role involved designing course content and teaching aspiring product managers, showcasing his commitment to sharing knowledge and expertise in the field.
Background in Accounting
Stefan Mak has a solid background in accounting, having worked as a Senior Associate at KPMG Canada from 2012 to 2017. This experience in a leading accounting firm provided him with valuable insights into financial processes and practices. His accounting roots inform his approach to product management, particularly in developing solutions that support finance professionals.