Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

DORIANE KAZE

Surrey,BC

Summary

Dedicated and experienced professional seeking the position of Assistant Manager at Surrey Schools to contribute to the seamless delivery of services to newcomers, with a focus on fostering inclusion, equity, and client-centered best practices. Bringing extensive cross-cultural experience, supervision skills, and a commitment to supporting immigrant and refugee families in their settlement journey.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Tax Specialist

Canada Revenue Agency
10.2021 - Current
  • Enhance taxpayer compliance through conducting effective outreach programs and providing educational resources.
  • Evaluated complex tax issues, applying expert knowledge of tax law and regulations to resolve disputes.
  • Enhance tax compliance by conducting thorough audits and identifying discrepancies in financial records.
  • Assist taxpayers in understanding their obligations, providing clear guidance on filing procedures and requirements.
  • Support continuous improvement initiatives by participating in training sessions and staying abreast of best practices within the field of taxation.
  • Explain various social programs administered by the CRA
  • Gather information from taxpayers to establish the precise nature of their enquiry or request
  • Research possible responses or solutions using a variety of internal and external information sources
  • Use techniques and Agency practices to operate various computer applications and systems required to enter information, research, analyze and resolve questions or problems and requests raised by taxpayers, including payment reconciliation

Program Coordinator

Revival Access Church
06.2019 - Current
  • Oversee daily operations and services, including addressing emergency or complex cases at the church.
  • Coordinate and implement procedures for the kids ministry.
  • Provide supervision and coaching support to other volunteers ensuring adherence to equity, inclusion, and trauma-informed best practices.
  • Secured government funding for the church by researching and writing compelling grant proposals.
  • Produce written reports as per funder requirements and facilitated collaboration activities with partners and the community.
  • Develope partnerships with settlement organizations to provide orientation sessions and workshops on settlement for newcomers , and the community.
  • Conducte thorough assessments of client needs, successfully matching them with appropriate resources and services.
  • Ensure compliance with privacy and security policies in client data collection and reporting.
  • Identifie emerging trends, documented needs and gaps, and participated in community tables and committees.
  • Streamline service delivery by effectively coordinating with community organizations and government agencies.
  • Develope culturally sensitive programs for diverse populations, promoting integration and fostering a sense of belonging within the community.

CurrentDistrict Leader

PRIMERICA
07.2020 - 10.2021
  • Recruits, trains and mentors new representatives and supports staff to generate ideas, share knowledge and commit to building a successful company.
  • Educates clients on various financial matters and provides professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Helps individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Cultivates and strengthens relationships with new clients and educate clients on account services and capabilities.
  • Completes quarterly assessments of financial and performance records and reports to promote operational improvements.

Facilitator

Vancouver Eastside Educational Enrichment Society
09.2020 - 12.2020
  • Planned and facilitated financial literacy workshops while employing varied methods to maximize attendance.
  • Compiled training handbook and related course materials Used diverse teaching materials and motivational approaches to reduce learning gaps and instruct participants.
  • Planned special events for program participants based on changing needs and availability.
  • Collected data on program effectiveness through surveying, data analysis and other methods and implemented solutions for improvement.

Program Administrator/Compliance

BC Financial Services Authority, BCFSA
10.2017 - 06.2020
  • Gathered evidence, which included recorded and written statements, financial documentation and other materials for examination and investigation.
  • Reviewed, processed and analyzed information to determine BCFSA jurisdiction.
  • Ensured that appropriate record keeping, file management, reporting and other administrative systems are in place that meet BCFSA and the public service standards.
  • Analyzed large volumes of data gathered from the general public complaints to find patterns and potential risks.
  • Provided ongoing support on high priority reviews or investigations as part of a file management team.
  • Identified improvements to service that the market conduct compliance team provided to the public and the industry and ongoing development and implementation of risk and proactive regulatory strategy.

Financial Services Manager

BMO Bank Of Montreal
06.2016 - 10.2017
  • Met with customers to assess needs and propose customized solutions.
  • Reviewed loan files and updated to match current standards.
  • Worked with underwriters to fix application problems and resolve issues.
  • Investigated and solved escalated customer service issues.
  • Recommended and sold financial products including bank plans, lending products, life and disability insurances, college funding and retirement instruments.
  • Collected and analyzed data such as client's credit bureau history for the purpose of recommending and processing BMO's products.
  • Traced and identified illicit proceeds deposited into financial institutions by analyzing financial documents.
  • Actively listened to customers' requests, confirming full understanding before addressing concerns.
  • Identified and capitalized on community business opportunities with effective networking.
  • Exceeded goals through effective task prioritization and great work ethic.

Education

Bachelor of Science - Finance And Economics

Saint Cloud State University
Saint Cloud, MN

MBA - International Business Management

Trinity Western University
Langley, BC
05.2025

Skills

  • Excellent written and verbal communication skills in English and fluency in other languages
  • Contract Management
  • Strategic Planning
  • Experience working with and developing programs for newcomer youth and families
  • Business Administration
  • Strong supervision and team-building skills, with experience in community service-based environment
  • Proficiency in teaching in informal classes
  • Extensive cross-cultural experience, including working with refugees and multi-barrier clients

Accomplishments

    Strategic Planning Committee chair

    Low Entropy

  • Provides recommendations on board's effectiveness, actions and future plans.
  • Facilitates decision making by building consensus and developing solutions.
  • Establishes and administeres annual budget with effective controls to prevent overages,minimize burn rate and support sustainability objectives.

Certification

Valid B.C. Driver's License

Timeline

Tax Specialist

Canada Revenue Agency
10.2021 - Current

Facilitator

Vancouver Eastside Educational Enrichment Society
09.2020 - 12.2020

CurrentDistrict Leader

PRIMERICA
07.2020 - 10.2021

Program Coordinator

Revival Access Church
06.2019 - Current

Program Administrator/Compliance

BC Financial Services Authority, BCFSA
10.2017 - 06.2020

Financial Services Manager

BMO Bank Of Montreal
06.2016 - 10.2017

Bachelor of Science - Finance And Economics

Saint Cloud State University

MBA - International Business Management

Trinity Western University
DORIANE KAZE