Colby Cole
About Colby Cole
Colby Cole is a Tax Accountant at Purpose Financial, where he has worked since 2018. He has extensive experience in finance, having previously held various roles in accounts payable and client care at Purpose Financial and First Federal Bank.
Work at Purpose Financial
Colby Cole has been employed at Purpose Financial since 2018, currently serving as a Tax Accountant. His responsibilities include filing monthly, quarterly, and annual Sales Tax returns across 28 states, managing multiple jurisdictions. Prior to this role, he worked as an Accounts Payable Associate I from 2013 to 2017 and as an Accounts Payable Associate II from 2017 to 2018. During his tenure, he conducted weekly and monthly analysis related to loan securitization and led audits for Unclaimed Property for Advance America.
Experience at First Federal Bank
Colby Cole worked at First Federal Bank from 2011 to 2018, holding multiple positions. He served as a Personal Banker from 2011 to 2013 and later as a Client Care Associate II from 2013 to 2018. In these roles, he was responsible for client interactions and support, contributing to the bank's customer service operations.
Education and Expertise
Colby Cole earned a Bachelor of Science degree in Finance from Wingate University, studying from 2007 to 2011. His educational background provides a solid foundation for his roles in accounting and finance, particularly in tax-related responsibilities and financial analysis.
Professional Responsibilities
In his current role as a Tax Accountant, Colby Cole handles the complete process of maintaining corporate insurance policies, including renewals and payments. He also completes all US Census Bureau Surveys and Occupational Employment Surveys, showcasing his involvement in compliance and reporting tasks within the financial sector.