Wali Zia
@walizia
Finance and IT expert driving efficiencies, cost savings, and technology-led operational improvements.
What I'm looking for
I am a finance and IT professional with over a decade of experience transforming systems, processes, and reporting to improve efficiency and profitability for organizations. I combine financial acumen with technical skills—Power BI, Prophix, SharePoint, SQL—and a hands-on approach to automation and system integrations.
In roles from Financial Systems Manager to Senior Consultant, I have led end-to-end software implementations, built reporting and budgeting frameworks, and improved operational workflows, often delivering process speedups of 20–50% and measurable cost savings. I’ve supported audits, managed funds, and created dashboards and automations that enabled faster, more accurate decision-making.
I partner with stakeholders across finance, operations, and IT to deploy practical solutions that reduce manual work, improve data sharing, and increase compliance and control. I’m passionate about helping organizations scale with better systems and measurable performance improvements.
Experience
Work history, roles, and key accomplishments
Financial Systems Manager
Atlantic Packaging Products Ltd.
Aug 2023 - Present (2 years 4 months)
Designed and automated monthly reporting, upgraded financial systems to accelerate month-end by over 40%, and implemented SharePoint/Power Automate and PowerBI solutions that improved reporting speed and data access by ~30–50%.
Finance Operations Manager
Social Venture Connexion
Apr 2019 - Present (6 years 8 months)
Managed operations and finances for impact investing funds including a $4M global fund, implemented QuickBooks Online and SharePoint, and led audits and reporting to investors, improving efficiency and reducing expenses by ~10–15%.
Led Prophix implementations from discovery to deployment for multiple clients, owned data integrations with ERPs (Dynamics 365, Sage Intacct), and delivered process improvements that increased client efficiency by >90%.
Implemented Prophix CPM for diverse clients, delivered complex financial models and reports, and managed data integrations from systems like Sage Intacct and Toast with consistent high customer satisfaction.
Co-Founder
TRVLAR
Sep 2020 - Aug 2021 (11 months)
Co-founded and scaled TRVLAR from 3 to 20 people, managed product development, repos and workflows (GitHub/Bitbucket, Jira, Asana), and ran marketing and fundraising campaigns to secure 250+ early users.
Developed PowerShell scripts to bulk-rename/migrate 10,000+ files, fixed Business Data Connectivity issues, and updated SharePoint sites using XML/CSS to improve data access and migration processes.
Implementation Consultant
Dynamic Property Management Inc.
Oct 2018 - Jan 2019 (3 months)
Led implementation of condominium management software within scope and budget, recovered $6,000 via financial analysis, and improved documentation processes by 10%.
Chief of Staff
Varsity Communities
May 2015 - May 2018 (3 years)
Led ERP and CRM implementations, delivered data visualizations and process changes that saved $10k+ annually and increased operational efficiency by up to 30%, and launched a service generating $300k/year.
Operations Manager
Varsity Communities
Sep 2014 - Apr 2015 (7 months)
Managed a 350-resident student housing community, achieved 100% rent collection and maintained occupancy while improving processes and achieving a 95% satisfaction rating.
Operations Manager
SSMU WALKSAFE
Jan 2011 - Dec 2013 (2 years 11 months)
Recruited 30+ volunteers, analyzed finances to recover $6,000 in funding, and implemented operational changes that increased weekly operations by over 50%.
Education
Degrees, certifications, and relevant coursework
University of Waterloo
Master of Business, Entrepreneurship and Technology
2020 - 2021
Completed a Master of Business, Entrepreneurship and Technology program focusing on entrepreneurship and technology integration.
York University
Certificate, Big Data Analytics
2018 - 2019
Completed a Certificate in Big Data Analytics, covering data analysis techniques and tools for large datasets.
McGill University
Bachelor of Business, Marketing and Entrepreneurship
2010 - 2014
Earned a Bachelor of Commerce with a focus on marketing and entrepreneurship, developing foundational business and analytical skills.
Tech stack
Software and tools used professionally
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