Workday Financial Consultant Resume
New York, NY
PROFESSIONAL SUMMARY:
- 10 Years of total IT experience in supporting and leading global ERP implementation projects for multiple companies.
- Over 4 years’ experience in implementation and post productions of Workday (HCM and Financials) including functional configurations, reporting, and integrations.
- Primary point of contact for customers to research, troubleshoot and resolve production issues in a timely manner.
- Hands - On experience in end-to-end Workday implementations: requirement gathering & analysis, functional scoping, fit-gap analysis, data migration & report development, conducting play-back sessions.
- Conducting & leading design, deep-dive, BP sessions & workshops with C-level client executives.
- Lead on-site requirement gathering, gap analysis, and business process design sessions, demo of prototype systems via tenant configuration.
- Hands-On expertise in implementation of Workday HCM (Business Process, Recruiting, Onboarding, Compensation, Advanced Compensation, Absence Management, Performance Management)
- Experience in implantation and post production support of Workday Financials (Foundational Data Modelling, Financial Accounting, Supplier, Supplier Accounts & Contracts, Procurement, Business assets, Revenue Management, Banking & Settlement, Business Process Framework, Security Matrix)
- Post Production support of modules including Time Tracking and Payroll.
- Hands-on experience in Data Conversion of HR and Financial Data using EIB (and Workbooks).
- Experience working as Security Administrator/Security Configurator. Good understanding of Workday security framework including Business Process and Domain Security Policies.
- Lead various stages of testing of Workday HCM and Financials.
- Hands-on experience in Workday HCM, Payroll, Financial Reporting (Advanced, Matrix, and Composite).
- Experience in designing, building, and troubleshooting inbound/outbound integration (EIB and CCB).
- Provide HRIS support to HR and Payroll colleagues and end-user population.
- 5+ Years of Experience in Implementation, Support, and Testing of Oracle EBS Financial and Supply Chain Modules including General Ledger, Receivables, Payables, Order Management, Inventory, Purchasing etc. Experience in both Procure-to-Pay and Order-to-Cash process implementation.
TECHINCAL SKILLS:
HRMS Modules: HCM, Benefits, Compensation, Absence Management, Recruiting, and Time Tracking, Payroll, Financial Management
Workday Tools: Workday, Integrations, Workday Studio, CCB, EIB, Core Connectors, Packaged Integrations, XSLT, XTT, Document Transformation, Web Services, SOAP, REST, WSDL, XML, Reporting, Custom Reports, Advanced Reports)
Oracle EBS: Oracle EBS 11i, R12, Finance, General Ledger, Receivables, Payables, Order Management, Inventory, Purchasing, Order-to-Cash.
WORKDAY TECHNO FUNCTIONAL EXPERIENCE:
- Experience in implementation and production of Workday Financials (Foundational Data Modelling, Financial Accounting, Supplier, Supplier Accounts & Contracts, Procurement, Business assets, Revenue Management, Banking & Settlement, Business Process Framework, Security Matrix)
- Financial Reporting and Analytics
- Global implementation of Workday Compensation
- Configuration of compensation related Business Processes.
- Create Comp Plans including Salary, Hourly, Allowance, One-Time, Bonus, Stock, and Merit Plan.
- Create Compensation Grades, Grade Profiles, and underlying eligibility rules.
- Configure Compensation Basis
- Configuration of Annual Compensation Review Processes - Merit, Bonus and Stock including Grid Configuration (Supported both Classical and Shared Participation Compensation review process).
- Rollout Compensation Plans using EIB.
- Created compensation reports for Business and Management.
- Configure Workday Recruiting for M&A and OUS countries
- Set-up/Troubleshooting/Testing Recruiting Workflow (Job Application, Offer, Job Requisition)
- Set Up Internal and External Career Sites, Questionnaires, Adobe ESign and DocuSign, Agency and Agency Users, Offer Letters
- Configuration and administration of Absence Management for EMEA and AEPAC countries.
- Business Process Configurations
- Configure new Leave Types, Time off Plans and related calculations
- Troubleshoot balances and assist with adjustments and overrides etc.
- Load/Override Balances using EIB
- Employee Review template configuration
- Business Process Configuration
- Process Initiation, Delegations, and Status Reporting
- Custom and Dashboard Reporting
- Setup and edited Benefit groups, Plans, Events and underlying eligibility rules
- Open Enrollment Support for USA and Canada
- Configured Life Event, Change Benefits and Open Enrollment Business processes
- Custom Benefit Reports;
- EIBs to upload Benefit Plans and Enrollments
- Assisting in Time Tracking and Payroll Testing including Audit Reports and Reconciliation.
- Point of contact for all basic post production issues for Time Tracking and Payroll.
- Responsible for the day to day security administration and maintenance including tasks such as creation of roles, profiles, IDs and provision of user access.
- Monitors user and management activity, error, and other exception reports to ensure security is being maintained.
- As Security Administrator, modify business process and system security to ensure data integrity and system stability, trouble-shoots customer and system issues including error messages, login difficulties, access denials, data issues and process failures.
- Hands-on experience in developing rich, customized reports. Experience in Creating Basic, Intermediate and Advanced Calculated Fields.
- Created Headcount and Turnover Reports used to track metrics such as hires and terminations over a period of time using Trended, Matrix, and Composite Reports.
- Experience with HCM and Financial Management Reporting using Composite Reports.
- Entering current system data into Workday Data Gathering Workbooks, analyze and validate data to meet proper format and Workday requirements.
- Loading Data into Workday (for US, Europe, Middle East, and Africa).
- Data Conversion for nearly 150,000 workers.
- Used EIBs to load data into Workday for Mass Hire, Mass Rehire, Former Workers, Benefits, Compensation, Comp Changes, Terminations, and Previous System History etc.
- Data Mart, Set of 12 EIB Integrations: This was for Workday to provide workers demographic, job information, as well as specific business process completed against that worker to Confidential Data Mart. Data Mart was the location which allowed multiple extremal systems to consume Workday data.
- Connect Your Care FSA and COBRA Integration: Census, Enrollment, Contribution Files for FSA Integration and New Hire, QE, Direct Bill for COBRA Integration.
- Design, develop, test and deploy benefits integration using Core Connector (Eg. Cigna Disability and FMLA, Wageworks, BCBS, Pinnacle).
- Acted as the liaison between the Business and the Vendor (Cigna, VSP) to define the specs for transmission of new Benefit Feeds (on change of vendors).
- Created Functional and Technical Specification for the integrations.
- Designed and Built Benefits Integrations for Cigna, WageWorks, VSP, ConnectYourCare etc.
- Point of contact for all benefit integrations to troubleshoot issues with integrations.
- Configuration Changes and troubleshooting of Integrations to Benefit Vendors (CCB integrations)
WORK EXPERIENCE:
Confidential, New York, NY
Workday Financial Consultant
Responsibilities:
- Point of Contact for post-production issues and enhancements for Workday Financials modules including Financial Accounting, Customers (AR), FDM, Procurement, Supplier (AP), Expense, and Banking and Settlement) implementation.
- Post Production Financial Business Process configuration and testing.
- Financial Reports including Advanced, Matrix, and Composite.
- As Security Administrator, modify business process and system security to ensure data integrity and system stability, trouble-shoots customer and system issues including error messages, login difficulties, access denials, data issues and process failures.
Confidential, Austin, TX
Workday Financial Consultant
Responsibilities:
- Assist/Provide Support to ongoing Workday Financials (Financial Accounting, Customers (AR), FDM, Procurement, Supplier (AP), Expense, and Banking and Settlement) implementation.
- Responsible for validation of Financials configuration and security matrix.
- Assist in various phases of Financial Testing
- Post Production Financial Business Process configuration and testing.
- Prepare Job Aids for overall procure-to-pay process.
- Financial Reports including Advanced, Matrix, and Composite.
- As Security Administrator, modify business process and system security to ensure data integrity and system stability, trouble-shoots customer and system issues including error messages, login difficulties, access denials, data issues and process failures.
Confidential, New York, NY
Senior Workday Consultant
Responsibilities:
- NYU has one of most complex Merit and Bonus process. I was responsible for desig/configuration/testing of 2018 employee merit and bonus process including
- Compensation Plans- Configure basic merit and bonus plans, define plan rules and waiting periods, and manage distribution to plan recipients.
- Merit and Bonus Business Processes: Configure business process as per new requirement.
- Compensation Process- Edit template definitions, configure grids, and modify calculations. Work with technical team to customize and generate merit statements.
- Reports and Analytics- Design custom reports that focus on key compensation metrics and performance goals specific to organization or industry.
- Provides support for Workday HR systems and integrations including, but not limited to, researching and resolving problems within Workday and/ or issues with business processes plus recommendations of alternate solutions. Troubleshoots any system issues and ensures appropriate parties are involved to resolve issue.
- Act as Workday product expert with knowledge of design, configuration, testing, and implementation of Workday HCM, Compensation, and Performance.
- Develop/Create Advanced, Trending, Matrix and Dashboard Reports
- Configuration and Testing of Advanced Compensation Process including Merit and Bonus
- Assist with 2018 employee performance review process including template creation and process configuration.
- As Security Administrator, modify business process and system security to ensure data integrity and system stability, trouble-shoots customer and system issues including error messages, login difficulties, access denials, data issues and process failures.
Confidential, Atlanta, GA
Senior Workday Consultant (Lead)
Responsibilities:
- Primary point of contact for customers to research, troubleshoot and resolve production issues in a timely manner. Lead and support HR enhancements, inquiries, errors and data issues.
- Perform Workday administrative functions including security maintenance, business process configuration, tenant configuration, data loads, integrations, and upgrades.
- As Security Administrator, modify business process and system security to ensure data integrity and system stability, trouble-shoots customer and system issues including error messages, login difficulties, access denials, data issues and process failures.
- Configure Time and Leave for EMEA and AEPAC countries.
- Configured Request Compensation Change, Job Change, Merit, Bonus, Stock Business processes as per the requirements.
- Used EIBs to rollout Comp Plans and make mass Compensation Changes.
- Supported Annual Compensation Review Processes - Merit, Bonus and Stock.
- Assist in Benefits and Payroll Data Conversion and Validation
- Support the maintenance of the Workday platform as technical expert applying best practices for all implemented modules including HCM, Compensation, Recruiting, Absence Management, Benefits, Performance Management, and Time Tracking.
- Converting and loading data into Workday using excel/workbook to transform and load data, data validation and defect resolution, alternatives and final decisions.
- Contribute to the ongoing implementation of Advanced Compensation, Time Tracking, and Payroll including leading part of End to End testing of Performance Management, Benefits, Time Tracking, and Payroll implementation.
- Maintain data in the system for integrity and compliance.
- Responsible for the needs assessment evaluation, design, configuration and testing of functional modifications and enhancements to Workday.
- Notify AXIS leadership team of any issues, risks, constraints foreseen in the overall implementation.
- Provide status reports to AXIS Leadership and Participate in Project leadership status call.
Confidential, Chicago, IL
Senior Workday Consultant (Lead)
Responsibilities:
- Responsible for production enhancement configurations of Workday HCM, Recruiting, Absence Management, Talent Management, and Compensation.
- Assist in projects including Job Architecture, International Assignment, and Change Job.
- Support User Acceptance Testing including building test scripts and scenarios, tracking and fixing defects, and assembling User Acceptance Testing (UAT) documentation needed to move configuration to production.
- Configure Job Architecture including design of Job Profiles, Compensation Grades, Grade Profiles, and Compensation Eligibility Rules.
- Lead Data Conversion activities for more than 100,000 Workers/Records.
- Reconfigure business process including Job Application, Onboarding, Hire, Change Job, International Assignment, Compensation Change etc. as per requirement.
- Partner with integration lead to create custom reports for integrations and functional data mappings.
- Identify solutions to meet requirements; execute Proofs of Concept to determine feasibility of solutions.
- Notify Confidential leadership team of any issues, risks, constraints foreseen in the overall implementation.
- Provide status reports to Confidential Leadership and Participate in Project leadership status call
Confidential, Somerset, NJ
Workday Financial Consultant
Responsibilities:
- Participate in and other events that help share one’s product skills with other consultants
- Assist in testing of Workday Financials including financial accounting, business assets, banking & settlement, expenses, budgets and security.
- Support the maintenance of the Workday platform as technical expert applying best practices for both HCM and Finance
- Perform Workday administrative functions including security maintenance, business process configuration, tenant configuration, data loads, integrations, and upgrades
- Work closely with functional areas (HR & Finance) and other stakeholders to test and implement efficient solutions
- Resolve system issues and address requests from functional areas and end users
- Maintain data in the system for integrity and compliance
- Assist in the design and implementation of new functionality
- Model best practice components of customer service
- Recommends, implements, and plans for improvements, enhancements, and new applications to the system.
- Facilitate customer configuration and testing sessions.
- Work with the client/data conversion team to help convert legacy data into Workday
- Accountable for properly designed and tested integrations in conjunction with the configuration of Workday modules.
Confidential, Watsonville, CA
Workday Business Analyst
Responsibilities:
- Global HRIS Production Support and Assisting in Global Implementation (US and EMEA).
- Manage and take ownership of implementation tasks including data conversion, testing, and user .
- Lead User Acceptance Testing including building test scripts and scenarios, tracking and fixing defects, and assembling User Acceptance Testing (UAT) documentation needed to move configuration to production.
- Research and recommend solutions to system issues.
- Lead global Job Architecture design and development.
- Work closely with HR staff and other users to gather business requirements while managing deadlines and costs.
- Administer, monitor and audit HRIS configuration, security and data integrity.
- Perform functional configuration tasks for the HRIS modules (HCM, Absence, Compensation, and, Benefits).
- Write, generate and maintain standard and customized reports (Advanced, Matrix, and Composite).
- Write and maintain custom and packaged integration.
- Design and Devolve Benefits Integration for Cigna, Connect Your Care, and Pinnacle.
- Automating business events in Workday including creation of condition rules, notifications, help text, analytics, translations etc.
- Configuration of Security in Workday. Configuration of the various types of Security Groups Domains and Sub-Domains. Perform security administration functions including security configuration and maintenance.
- Loading Data into Workday using EIB Template Model (for US, Europe, Middle East, Africa). Loaded data for Hire, Rehire, Benefits, Compensation, Comp Changes, Terminations, and Previous System History etc.
- Initiated and supported the annual Open Enrollment Process.
Confidential, Wilmington, DE
Workday Business System Analyst
Responsibilities:
- Participate in the discovery sessions with client and vendors, create the design and mapping documents and submit the same for sign off.
- Designed and developed studio integrations to integrate Workday HR with people soft (Load Suppliers, Automate Contractor End Date).
- Testing Cloud Connect for HCM, Benefits between workday and external systems.
Confidential, Princeton, NJ
Workday Business System Analyst
Responsibilities:
- Analyzes and test Payroll, Time Tracking, and other business functions in order to implement new clients on a time keeping solution.
- Played major role in Payroll Parallel testing and ensured that testing falls under the acceptable key variances noted in the test plan.
- Maintain log of issues for existing reports & document new report needs.
- Review Time Tracking & Absence modules, test solutions for implementation of absence management in Workday.
- Worked on parallel Workday Implementation projects for Integrations using exceptional organizational and time management techniques to successfully complete tasks in a timely manner
- Understand legacy reporting requirements and translate them into Workday reports
- Identify a strategy for building reports using client resources and Workday professional services using the Workday solution
- Ensure the client takes advantage of Workday best practices
- Building Custom Integration (EIB), Custom Report, BIRT Report and Calculated Fields and Writing Complex XSLT using Studio to generate customer specified output format.
- Identify opportunities for business process improvements and make recommendations as appropriate
- Produce ad hoc reports as required, often combining data from multiple sources to achieve desired results
- Provide technical support and serve as a subject matter expert/provide to educate system end users on how to navigate and use the system as needed.
- Respond to user and compliance requests with accurate and complete data reports
- Maintain log of issues for existing reports & document new report needs
Confidential, Minneapolis, MN
Workday Business System Analyst
Responsibilities:
- Worked on post-implementation support and enhancements.
- Participated in the design and optimization of all global HR processes. Ensured that the Workday HCM system is configured and leveraged to support HR/Payroll business processes.
- Worked as Reporting Specialist to create custom reports using Workday Report Writer to meet the business needs of HR and Payroll application report consumer groups.
- Developed simple and secure integrations using Workday Enterprise Interface Builder (EIB), Cloud Connect, and STUDIO integration format.
- Assisting in data migrations from PeopleSoft HCM to Workday and delivered data mapping and transformation documents.
- Served as Workday HCM testing lead during the project. Developed test scenarios and cases for all phases of testing. Facilitated and documented testing results.
- Responsible for Database creation, MS Access Queries, and custom reporting, with intensive data manipulation
- Documentation of system changes, and business processes for upgrade, and capture of business processes
Confidential, San Francisco, CA
Workday Business System Analyst
Responsibilities:
- Perform requirement analysis in conjunction with client.
- Authored over 30 Custom Reports and Integrations. Developed simple and secure integrations using EIB and Workday Core Connector.
- Conducting application design sessions, define and document processes and functional business requirement and subsequently participating in evaluation and prioritization of process improvements.
- Assisting in data migrations to Workday and delivered data mapping and transformation documents.
- Review Data Conversion from legacy to Workday HCM.
- Written reports that extract Workday data and manipulate the data in other formats for various needs.
- Uses knowledge of HR business functions and involves the key players to identify and assessing operating needs and issues, and suggest IT solutions (possibly cross-functional or global) for one or more business function.
- Assisted in development of materials for new technology and process improvements.
- Coordinated in performing Unit testing and Integration testing. Clarified QA team issues and Reviewed test plans to make sure that all requirements will be covered in scripts and tested properly.
- Responsible for conducting weekly meetings with stakeholders and production group in order to meet milestones and highlight areas of concern
Confidential, Los Angeles, CA
Workday Business Analyst
Responsibilities:
- Responsible for testing entire Workday application (HCM, Benefits, Compensation, Time Tracking, and Payroll). Tested and made sure all the functional requirements are covered during SIT and UAT phase.
- Responsible for testing all the Workday Reports and Integration (HCM, Benefits, Compensation, Time Tracking and Payroll).
- Worked on migration of PeopleSoft HCM modules to Workday.
- Interacted with Business and Development teams for requirement analysis and development of test strategy.
- Reviewed the requirements with Business and the Development teams for the identification of testable requirements.
- Created Test Plans, System Task Plans, and Test Strategies for System Acceptance Testing.
- Created Test Scenarios, Test Data, Test Cases based on the requirements.
- Used Google Drive as a repository to store the Testing related documents.
- Attended daily status calls to discuss the testing progress.
- Closely worked with the Business and Developers in understanding the Business Changes
- Coordinated with Business and Third Party Vendors and made sure they receive the Integrations output files via SFTP.
- Knowledge of Workday Functionality including both Functional and Technical (Core HCM, Integrations, and Custom Reports).
- Participated in all phases of Workday Testing including System Integration Testing (SIT), User Acceptance Testing (UAT), and Parallel Testing.
- Used HP Application Lifecycle Management (ALM) Quality Center to create test cases, requirements and for requirements coverage based on the Trading System activities.