Financial Consultant Project Management

Richa Sood

WORKDAY FINANCIAL CONSULTANT

Profile

Dynamic Workday Financial Consultant with extensive experience in Workday Financials and a proven track record of success in implementing Workday solutions for clients. Skilled in project management, problem-solving, and critical thinking, with a strong foundation in finance and commerce. Adept at adapting to new challenges and delivering high-quality customer service. Certified in Procure to Pay with a passion for continuous learning and growth. Eager to leverage my expertise to drive impactful change and exceed client expectations in a challenging Workday Financial Consultant role.

Employment Details

Manager, Deloitte LLP (United Kingdom)

July 2025 - Present

Currently managing and supporting delivery of consulting engagements within the Workday Practice.

Senior Associate, Cognizant Technology Solutions

NOVEMBER 2024 — JULY 2025

Develop and maintain project plans, ensuring timely delivery within scope and budget. Act as a point of contact for clients, ensuring their requirements and expectations are understood and met Workday Financial Consultant, Kognitiv India Private Limited, Remote working

JANUARY 2023 — OCTOBER 2024

Project #1 Implementation

Client description: Client is a healthcare company dedicated to supporting physicians who care for vulnerable populations and seniors by providing essential services, technology, and human resources. Responsibilities

● Successfully spearheaded the end-to-end implementation of the Workday Business Assets module, tailored to meet the client’s specific needs.

● Set up and customized asset book rules, including multiple depreciation profiles, to align with the client’s financial reporting requirements.

● Managed the conversion and migration of existing business asset data into Workday, ensuring data accuracy and integrity during the transition.

● Created and implemented custom validations for various business asset transactions, ensuring compliance with organizational policies.

● Provided comprehensive training and ongoing support to the client’s finance team, enhancing their ability to manage and report on business assets effectively.

● Analysed and re-engineered existing business processes to leverage Workday’s capabilities, resulting in improved efficiency and reduced manual intervention.

Details

Glasgow, United Kingdom

Phone Number : +44-787*******

Whatsapp Number : +91-780*******

****.*******@*****.***

Links

LinkedIn

Skills

Communication Skills

Ability to Work Under Pressure

Time Management

Adaptability

Fast Learner

Effective Time Management

Ability to Work in a Team

Customer Service

Communication

Workday Financials

Project Management

Problem-Solving

Procure to Pay

● Configured and managed processes for asset disposal, transfers, and adjustments within Workday, ensuring accurate tracking and reporting.

● Enhanced reporting capabilities by developing custom reports that provided detailed insights into the lifecycle of business assets, supporting compliance and strategic decision-making.

● Worked closely with cross-functional teams, including IT, finance, and project management, to ensure the successful deployment of the Business Assets module.

Project #2 Implementation

Client description: Client is a company that provides its own software,

"Client," to individual taxpayers, businesses, and professional affiliates. Responsibilities

● Prepared configuration workbooks and scoping templates for Business Assets.

● Customized asset book rules and depreciation profiles to meet the client’s financial reporting standards and business practices.

● Directed the conversion and migration of existing business asset data into Workday, ensuring data accuracy and integrity throughout the process

● Created custom reports to provide detailed insights into asset life cycle, supporting compliance and informed decision-making. Project 3 - Implementation

Client Description: Client is an American investment management firm based in Boston. The firm is known for its contrarian and generally bearish approach to investing, with a belief that assets will eventually revert to the mean.

Responsibilities

● Directed the successful implementation of the Workday Banking and Settlement module, ensuring that all client-specific financial processes were effectively addressed.

● Configured banking setups, including financial institutions, bank accounts, and settlement rules, to facilitate smooth transaction processing and efficient cash management.

● Managed the migration and integration of banking and settlement data from legacy systems into Workday, ensuring data accuracy and consistency.

● Streamlined settlement processes by configuring payment rules and settlement methods, reducing processing times and minimizing errors.

● Developed custom reports and dashboards to provide real-time visibility into banking transactions, account balances, and settlement status.

● Provided comprehensive training and ongoing support to the client’s finance team, enabling them to effectively manage banking operations within Workday.

● Collaborated with cross-functional teams, including IT, finance, and project management, to ensure a seamless and successful deployment of the Banking and Settlement module.

● Implemented Business Assets from design sessions to go-live along with banking and settlement.

● Created check print layout for the client as per the business requirement.

Project #4 - Filament Project

Client description: Client is a non-profit entity responsible for providing wastewater treatment and collection services to the Upstate of South Carolina.

Roles and Responsibilities

Adaptability

Data Flow

Workday Reporting

Custom Reports

Team Collaboration

BIRT

Hobbies

Travelling, listening to music, painting

● Configured and managed security settings within Workday, including user roles, permissions, and security groups, to ensure appropriate access control and data protection.

● Handled supplier accounts issues related to invoices, purchase order, supplier contracts

● Provided ongoing support for business processes, diagnosing and resolving issues to maintain uninterrupted workflow and process integrity.

● Created detailed documentation of every configuration as per the client request.

● Created validation rules for various business processes, including financial transactions and reporting, to enforce accuracy and compliance.

● Customized account posting rules to align with specific business requirements, optimizing the accuracy and efficiency of financial postings.

Day to Day Responsibilities

Finance

● Provided comprehensive support across Workday financial modules, including General Ledger, Accounts Payable, Accounts Receivable, Banking and Settlement, and Fixed Assets.

● Troubleshoot and resolve financial issues for clients, ensuring smooth operation of financial processes and accurate transaction management.

● Designed and configured various business processes in Workday, including supplier invoice event, asset registration event, supplier event, bank account event, settlement run event tailored to meet client-specific needs.

● Addressed supplier issues daily by assessing requirements and providing optimal solutions.

● Assisted clients in resolving EIB errors and facilitated data loading into Workday.

● Developed advanced reports based on client specifications.

● Developed custom validations for supplier invoices, asset registration, accounting journal and supplier,

● Collaborated with clients to gather requirements and implement tailored solutions.

● Worked on composite reports to extract expenses and generate period-over-period data comparisons.

● Proficient in APR, FDM, and inter-company configurations.

● Managed 1099 processing and reporting.

● Utilized Zendesk Project Management Tool to track and manage the team's day-to-day progress efficiently.

BIRT

● Designed and developed complex reports using BIRT within Workday, including custom layouts for invoices, check prints, and financial statements, tailored to meet specific client requirements.

● Created and customized layout as per the business requirement. Workday Financial Consultant, Deloitte Touche Tohmatsu Limited, Gurgaon

OCTOBER 2021 — DECEMBER 2022

Project #1

Client description: Client is a financial technology firm that offers a high-performance payments platform designed for enterprises and growing businesses. Our cloud-based solution enables users to process payments, handle payouts, and manage card programs efficiently. Responsibilities

● Collaborate across the business to understand requirement, configuration and testing of Workday solutions for varying business problems including business process updates, custom validation, condition rules, and calculated fields to optimize the use of Workday.

● Evaluate latest available features released by Workday to determine impact and benefits.

● Troubleshoot issues, resolve complex system problems, and develop and manage complex workflow rules, data validations, and object customization.

● Ability to perform data loads, understand system integration, able to define business requirements into Workday structures. Workday Financial Specialist Consultant, Webhelp, Gurgaon AUGUST 2020 — SEPTEMBER 2021

● Comprehensive Tenant Configurations: Extensive knowledge and experience in configuring Workday tenants, including Supervisory Organizations, Roles, Custom Validations, and Business Processes to meet client requirements.

● Custom Reporting: Designed and developed custom reports, scheduled reports, and dashboards as per end-user requests, enhancing data visibility and decision-making.

● Ongoing Support and Enhancements: Provided day-to-day support for Workday, addressing security reporting issues, implementing enhancements, and ensuring optimal system performance.

● Implementation and Requirements Analysis: Participated in the implementation of Workday solutions, prepared business requirement documents, and analyzed client functional requirements to ensure effective system deployment.

● Communication and Collaboration: Demonstrated excellent communication skills, with proven experience working independently and as part of a team. Facilitated client discussions to identify areas for improvement and presented solutions based on findings.

● Team Handling: Spearheaded the development of a centralized knowledge-sharing platform for a team of 5 consultants, boosting collaboration and reducing repetitive troubleshooting efforts.

● EIB Creation: Created and launched Enterprise Interface Builder (EIB) integrations to streamline data transfer and system interactions.

● Financial Process Configuration: Configured and managed Workday finance business processes, including requisitions, purchase orders, supplier invoices, and ad hoc bank transactions, ensuring accurate and efficient financial operations.

● SQL Proficiency: Applied hands-on experience with SQL for querying and analysing data, supporting reporting and troubleshooting efforts.

● Client Training: Conducted training sessions for external clients on various Workday modules, including expense management, supplier and customer accounts, and banking processes.

● Allocation and Statistics Definitions: Developed and configured Allocation Definitions and Statistic Definitions to support financial reporting and analysis.

● IFRS Ledger Configuration: Configured IFRS ledger accounts and mapped them to local ledgers to ensure compliance with international financial reporting standards.

● Entity Implementation: Implemented new entities in Workday, facilitating their use for accounting and financial management.

● VAT Configuration: Involved in the configuration of VAT processes within Workday, ensuring compliance with tax regulations.

● Account Creation: Created and managed customer and supplier accounts in Workday, streamlining account setup and maintenance. Assistant Manager, Max Life Insurance Co. Ltd, Jhansi SEPTEMBER 2018 — JULY 2020

● Vendor Management: Created and managed vendor profiles, processed purchase order requisitions, and generated bills to facilitate vendor payments, ensuring timely and accurate transactions.

● Expense Control: Oversaw expense control by receiving, processing, verifying, and reconciling invoices to maintain financial accuracy and budget adherence.

● Account Analysis and Reporting: Prepared and analysed account data, producing monthly reports to provide insights into financial performance and support decision-making.

● Audit and Compliance Management: Managed and tracked audit ratings and compliance issues at the branch level, ensuring adherence to internal controls and regulatory requirements.

● Cross-Departmental Collaboration: Led partnership efforts across the finance and operations departments to ensure seamless continuity across channels and touchpoints.

● Customer Satisfaction Improvement: Proactively identified areas for improvement and implemented measures to enhance customer satisfaction levels.

● Team Leadership and Training: Led, trained, and monitored the performance of team members to ensure operational efficiency and comprehensive knowledge of processes.

Customer Executive Representative, Max Life Insurance Co. Ltd, Jhansi

SEPTEMBER 2017 — APRIL 2021

● Complaint Resolution: Handled customer complaints by providing timely and appropriate solutions and alternatives, ensuring resolution within established time limits.

● Record Keeping: Maintained detailed records of customer interactions, processed customer accounts, and managed documentation to ensure accurate and organized information.

● Problem Resolution Verification: Verified that appropriate changes were made to resolve customer issues, ensuring that solutions effectively addressed the underlying problems.

● Customer Needs Assessment: Identified and assessed customer needs to ensure satisfaction and improve service delivery, tailoring responses and solutions to meet individual requirements.

● Customer Communication: Contacted customers to respond to queries, provide updates, and communicate the results of claim investigations, ensuring clear and effective communication. Finance Associate, Rachit Agarwal & Associates, Jhansi DECEMBER 2015 — MAY 2017

● Financial Record Keeping: Maintain accurate financial records for clients, including bookkeeping, ledger management, and reconciliation of accounts.

● Financial Reporting: Prepare and assist in the preparation of financial statements, reports, and other financial documentation in compliance with regulatory standards and client requirements.

● Tax Preparation and Filing: Assist with tax preparation and filing for individuals and businesses, ensuring compliance with tax laws and regulations.

● Account Reconciliation: Perform regular reconciliations of bank statements, accounts payable, and accounts receivable to ensure accuracy and completeness.

● Audit Support: Provide support during audit processes by preparing necessary documentation, responding to auditor inquiries, and assisting with internal and external audits.

● Financial Analysis: Conduct financial analysis to identify trends, variances, and insights that support decision-making and strategic planning for clients.

● Expense Management: Review and process invoices, manage expense reports, and ensure timely and accurate payments to vendors and suppliers.

● Client Interaction: Communicate with clients to gather financial information, address queries, and provide updates on financial matters and compliance requirements.

● Regulatory Compliance: Ensure adherence to financial regulations, accounting standards, and company policies, keeping up to date with changes in relevant laws and guidelines.

● Data Management: Manage financial data and documentation using accounting software and systems, ensuring data integrity and confidentiality.

● Process Improvement: Identify opportunities for improving financial processes and procedures, recommending and implementing enhancements to increase efficiency and accuracy.

● Administrative Support: Provide general administrative support to the finance team, including organizing files, scheduling meetings, and handling correspondence.

Education

Masters in Commerce, Bundelkhand University

APRIL 2011 — AUGUST 2013

Workday Certifications

Procure To Pay

Advanced Data Conversion Consulting Core

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