Summary
Overview
Work History
Education
Skills
Websites
Languages
Timeline
Awards
EDUCATION
Generic
KAELA GEE

KAELA GEE

Calgary

Summary

Results-driven professional with over 7 years of experience in financial auditing and compliance, expert in data analysis and audit procedures. Demonstrated proficiency in improving audit accuracy and efficiency positions the applicant as a valuable asset for advancing operational objectives. Commitment to fostering integrity and compliance will ensure alignment with organizational goals while supporting industry advancements. Enthusiasm for contributing to impactful projects is evident throughout the professional journey.

Highly focused sales and marketing professional with solid background in driving revenue growth and implementing strategic marketing initiatives. Known for fostering collaborative team environments and consistently achieving target goals. Excels in adaptive planning and leveraging market insights to maximize impact.

Experienced with strategic sales planning, dynamic marketing strategies, and team leadership. Utilizes comprehensive market analysis to drive revenue and brand recognition. Track record of fostering team collaboration and achieving measurable success in competitive markets.

Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.

Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.

Overview

8
8
years of professional experience

Work History

Director of Sales and Marketing

AMG Contracting
01.2025 - Current
  • Developed and implemented comprehensive sales strategies to drive revenue growth across multiple channels.
  • Led cross-functional teams to enhance marketing campaigns, improving brand visibility and customer engagement.
  • Analyzed market trends and competitor activities to inform strategic decision-making and positioning.
  • Established key performance indicators to monitor sales team performance and optimize productivity.
  • Fostered relationships with key clients, enhancing customer satisfaction and retention rates through tailored solutions.
  • Managed budget allocation for marketing initiatives, ensuring efficient use of resources while maximizing return on investment.
  • Spearheaded trade show participation to showcase products and services, generating valuable leads and networking opportunities.
  • Analyzed industry trends and competitor activities to inform strategic decision-making and maintain a competitive edge.
  • Implemented efficient CRM systems to track leads, manage customer interactions, and streamline the sales process.
  • Conducted market research to identify potential areas of growth for future product development initiatives.
  • Optimized digital marketing efforts through SEO improvements, PPC campaigns, email marketing initiatives, resulting in increased web traffic and lead generation.
  • Compiled and analyzed data to determine approaches to improve sales and performance.

International and Large Business Case Auditor

Canada Revenue Agency
04.2023 - Current
  • Company Overview: Government Agency
  • As an AU-03 LBD auditor I perform financial statement audits on small to large sized entities to identify risks and compliance issues.
  • This includes investigating domestic and cross-border transactions to ensure they comply with international tax standards and CRA guidelines.
  • Conducted comprehensive audits to ensure compliance with tax regulations and policies.
  • Developed detailed audit reports outlining findings and recommendations for stakeholders.
  • Collaborated with cross-functional teams to enhance audit methodologies and practices.
  • Mentored junior auditors, providing guidance on best practices and audit techniques.
  • Analyzed financial records for accuracy, identifying discrepancies and areas for improvement.
  • Led initiatives to streamline audit processes, increasing efficiency and effectiveness of reviews.
  • Reviewed complex tax filings, ensuring adherence to legislative requirements and standards.
  • Presented audit results to management, facilitating informed decision-making for operational improvements.
  • Maintained confidentiality, handling sensitive information discreetly throughout all stages of the audit process.
  • Streamlined audit processes, improving efficiency and reducing time spent on each audit engagement.
  • Followed established auditing processes to meet internal and regulatory requirements.
  • Developed strong relationships with clients, building trust and ensuring a high level of satisfaction during the audit process.
  • Conducted risk assessments to determine areas requiring increased focus during subsequent audits.
  • Managed multiple concurrent audit engagements, prioritizing tasks to meet deadlines without compromising quality.
  • Adapted plans and schedules to meet changing priorities of work objectives, resources and workload demands.
  • Interpreted state and federal laws, accepted auditing principles and procedures and program standards to audited materials and data to detect non-compliance and facilitate recommendations.
  • Interviewed auditees to gather data needed to conduct audits.
  • Strengthened stakeholder confidence with transparent and clear communication of audit findings.
  • Reduced audit completion times by optimizing audit planning and execution strategies.
  • Found tax solutions to complicated tax issues or errors from incorrect tax filings.

Excise Duties and Taxes Auditor

Canada Revenue Agency
07.2021 - 03.2023
  • Company Overview: Government Agency
  • Performed audits on Excise Tax and Fuel Charge Returns.
  • The position required proficiency in researching the Excise Tax Act and the Greenhouse Gas and Pollution Pricing Act, CRA administered statutes, other legislation, legal cases and CRA publications and policies in order to arrive at audit conclusions.
  • Participated in peer review / mentoring and provided technical support of team member deliverables.
  • Conducted comprehensive audits to ensure compliance with federal tax regulations and standards.
  • Analyzed financial records to identify discrepancies and areas for improvement in reporting accuracy.

Excise Duties and Taxes Auditor

Canada Revenue Agency
10.2020 - 06.2021
  • Company Overview: Government Agency
  • The job duties for this position are the same as those listed for the AU-03 Excise Duties and Taxes Auditor, except with less complexity.
  • Prepared detailed audit reports outlining findings and recommendations for corrective actions.
  • Collaborated with cross-functional teams to streamline audit processes and enhance operational efficiency.
  • Mentored junior auditors, providing guidance on best practices and regulatory requirements.
  • Led training sessions on auditing standards, fostering a culture of compliance within the organization.
  • Provided detailed documentation on audit findings, facilitating swift corrective action when necessary.

Excise Duties and Taxes Officer

Canada Revenue Agency
11.2019 - 09.2020
  • Company Overview: Government Agency
  • The job duties for this position are the same as those listed for the AU-03 Excise Duties and Taxes Auditor, except with less complexity.
  • Coordinated compliance audits to ensure adherence to tax regulations and policies.
  • Analyzed taxpayer data to identify discrepancies and recommend corrective actions.
  • Led training sessions for new officers on audit procedures and regulatory updates.
  • Developed streamlined processes for case management, improving efficiency in workflow.

Senior Office Auditor/Examiner

Canada Revenue Agency
09.2017 - 10.2019
  • Company Overview: Government Agency
  • I was responsible to audit taxpayers' returns, books, records, taxpayer requests, and supporting documents to enforce compliance with statutes administered by the CRA.
  • Led audits to ensure compliance with federal regulations and internal policies.
  • Evaluated financial records for accuracy and completeness, identifying discrepancies and areas for improvement.
  • Mentored junior auditors, enhancing their skills in audit processes and regulatory standards.

Education

Chartered Professional Accountant Designation -

Chartered Professional Accountants of Canada (CPA Canada)
01.2020

Bachelor's Degree - Business Administration, Major in Accounting

University of Regina
01.2016

Skills

  • Partnership development
  • Sales presentations
  • Direct mail campaigns
  • Search engine optimization
  • Print advertising
  • Advertising campaigns
  • Data-driven decision making
  • New business development
  • Interdepartmental collaboration
  • Lead identification and generation
  • Extensive personal network

Languages

English
Native or Bilingual

Timeline

Director of Sales and Marketing

AMG Contracting
01.2025 - Current

International and Large Business Case Auditor

Canada Revenue Agency
04.2023 - Current

Excise Duties and Taxes Auditor

Canada Revenue Agency
07.2021 - 03.2023

Excise Duties and Taxes Auditor

Canada Revenue Agency
10.2020 - 06.2021

Excise Duties and Taxes Officer

Canada Revenue Agency
11.2019 - 09.2020

Senior Office Auditor/Examiner

Canada Revenue Agency
09.2017 - 10.2019

Bachelor's Degree - Business Administration, Major in Accounting

University of Regina

Chartered Professional Accountant Designation -

Chartered Professional Accountants of Canada (CPA Canada)

Awards

Improved Audit Accuracy: Increased audit accuracy through improved data analysis techniques., Reduced Audit Time: Reduced audit time by implementing new audit procedures.

EDUCATION

  • Chartered Professional Accountant (CPA), Canada – 2020
  • BBA, Accounting, University of Regina – 2016
  • Construction Management Specialization, Coursera – 2025
  • Courses include: Construction Project Management
  • Construction Scheduling
  • Construction Cost Estimating & Cost Control
  • Construction Finance
  • Additional Professional Certificates
  • Business Intelligence Essentials – IBM
  • Data Visualization & Dashboards with Excel & Cognos – IBM

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