Mondaycom
IDRAK ALI
Finance Professional & Automation Expert
Islamabad
Summary
Proactive and goal- oriented finance professional with 6+ years of experience in financial reporting, analysis, budgeting, and forecasting. Track record of improving financial performance, optimizing processes, and driving business growth. Skilled in financial modeling, data analysis, and stakeholder communication. Possesses a strong understanding of financial markets, instruments, and regulations. Committed to delivering high-quality financial insights and strategic guidance to drive informed business decisions.
Overview
2025
2025
years of professional experience
7
7
years of post-secondary education
2
2
Certifications
4
4
Languages
Work History
Monday.com Automation Expert (Freelancer)
Vision Unlimited Group Services
8 2024 - Current
- Enhanced business operations by integrating disparate systems, such as CRM, ERP, and HRM applications.
- Performed gap analysis procedures and detailed data reviews to optimize implementation.
- Tested, automated and whitelisted software to be used in secure environments.
- Collaborated with cross-functional teams to define integration requirements and develop suitable solutions.
- Implemented continuous improvement initiatives by analyzing system performance data and identifying areas for optimization.
- Participated in the selection process for new automation software vendors, ensuring compatibility with organizational needs.
- Collaborated closely with internal stakeholders to understand business requirements, translating them into effective automation solutions that met organizational goals.
- Evaluated existing workflows for potential automation opportunities, recommending cost-effective solutions to management.
CRM Development Expert - Freelancer
1 Touch Office Technology
09.2024 - Current
- Monday.com CRM development by streamlining processes and providing comprehensive training to team members.
- Actively contributed to company growth by leveraging insights from customer data within the CRM system for strategic decision making.
- Boosted sales productivity with improved lead tracking and management features within the CRM platform.
- Developed customized reports for improved sales forecasting and accurate performance tracking.
- Conducted training and mentored team members to promote productivity and commitment to friendly service.
- Designed Dashboards for reporting and activities.
Head of Finance
c2o Pakistan
01.2021 - Current
- Leading a team of 8 finance professionals, overseeing a budget of $1.5 million, and implementing financial strategies that have increased profitability by 38% over the last 5 years
- Proven track record of developing and executing financial and operational controls that improve profitability as well
- Implemented finance processes and polices
- Managed budgeting process, ensuring accurate forecasting and timely adjustments to meet business needs.
- Collaborated with cross-functional teams to align financial goals with overall company objectives.
- Oversaw annual audit process, ensuring accurate representation of financial position in accordance with IFRS standards.
- Introduced software tools and process improvements to mitigate loss and drive operational growth.
- Analyzed business processes to identify cost savings and operational efficiencies.
- Established internal audit procedures to validate and improve accuracy of financial reporting.
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
- Collaborated with C-level executives and stakeholders to develop long-term financial plans.
- Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
Head of Finance
247 Cars (Willenhall) Limited
01.2021 - 12.2022
- Ensure accurate and timely financial reporting, including annual reports and audits
- Provide financial analysis and insights to inform business decisions
- Oversee financial planning, budgeting, and forecasting processes
- Coordinated with department heads to create realistic budgets that aligned with strategic goals, enhancing departmental accountability.
- Achieved significant tax savings by identifying and applying for relevant tax incentives and credits.
- Utilized financial software to prepare consolidated financial statements.
- Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
- Collaborated with C-level executives and stakeholders to develop long-term financial plans.
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
Head of Finance
Cabcall Taxis
06.2020 - 06.2022
- Managed financial matters of the company
- Conducted feasibility studies and risk assessments, mitigating potential project risks
- Oversee financial planning, budgeting, and forecasting processes
- Gathered data and built financial models around key metrics for cab services
- Established key procedures for teams preparing documentation, models, and presentations.
- Managed relationships with external auditors effectively ensuring positive outcomes during annual audits.
- Managed tax compliance tasks, filing accurate returns on time to avoid penalties or interest charges.
- Minimized losses and checked compliance with internal protocols by analyzing and preparing effective annual budgets.
- Assisted in the successful integration of acquired businesses'' financial systems into existing platforms during mergers and acquisitions.
- Increased financial accuracy by streamlining the accounts receivable and payable processes.
Education
Bachelor's - Economics & Finance
Karakorum International University
08.2014 - 08.2016
Certification in Accounting And Finance (CAF) - Accounting, Finance, Cost Accounting, Financial Reporting, Auditing And Business Communication
Institute of Chartered Accountants of Pakistan
Islamabad, Pakistan 09.2013 - 09.2015
BS - Accounting & Finance
Allama Iqbal Open University
Islamabad, Pakistan 03.2022 - Current
Skills
Leadership
Interpersonal communication
Project management
Profitability analysis
Financial reporting and analysis
Internal controls management
Financial forecast model development
Automations and Integrations
Expertise
Monday.com Work Management, Monday.com CRM, Ninety.io, EOS Worldwide, Clickup, Rota cloud Management, Zendesk, Quickbooks, Xero Accounting, Sage online.
Certification
Comprehensive Guide to Xero Accounting
Accomplishments
- Designed and deployment of Monday.com CRM and Client Onboarding system.
- Automated the process of Lead Management and Process management.
- Advise and assist Stakeholders in the development of Company processes.
- Designed and implemented fully automated HR and Recruitment system.
- Documented SOPs on Staff onboarding system,Training and development Process,Payroll approval process.
- Integration of Monday.com with Microsft email for notifications.
- Integration of Monday.com with fireflies AI.
- Integration of Monday.com with zapier for automations.
- Integration of calendly with Monday.com and Gmail.
- Setup work forms for staff onboarding, lead management, recruitment, and payroll approval process.
- Conducted internal audits and documentation for 6 financial years .
- Budget preparing and implementation with above 95% achieve rate.
- Documented all Accounting and Finance processes.
Software
Ninetyio
Sage Accounting
Xero Accounting
Odoo
EOS One
Autocab 365
Zendesk
ClickUp
Make
Zapier
Procore
Controlioio
Rotacloud Manegement
Interests
Innovations
Artificial Intelligence
Financial Reporting
Leadership development
Cooking
Travelling
Hiking
Timeline
CRM Development Expert - Freelancer
1 Touch Office Technology
09.2024 - Current
Comprehensive Guide to Xero Accounting
06-2024
Getting Started in QuickBooks Pro
05-2024
BS - Accounting & Finance
Allama Iqbal Open University
03.2022 - Current
Head of Finance
c2o Pakistan
01.2021 - Current
Head of Finance
247 Cars (Willenhall) Limited
01.2021 - 12.2022
Head of Finance
Cabcall Taxis
06.2020 - 06.2022
Bachelor's - Economics & Finance
Karakorum International University
08.2014 - 08.2016
Certification in Accounting And Finance (CAF) - Accounting, Finance, Cost Accounting, Financial Reporting, Auditing And Business Communication
Institute of Chartered Accountants of Pakistan
09.2013 - 09.2015
Monday.com Automation Expert (Freelancer)
Vision Unlimited Group Services
8 2024 - Current
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