Workday Financial Consultant with 6+ Years Experience

VENKATABHAVANAPRAVEEN POTHURI

Workday Financial Consultant

Phone: +1-945-***-****

Email: ***************@*****.***

Linked in - https://www.linkedin.com/in/praveenpothuri/ Professional Summary

Over 6+ years of experience as an Auditor, Workday Consultant, and Financial Consultant, supporting enterprise ERP implementations across Workday HCM and Workday Financials.

Experience in Workday HCM and Workday Financials implementations, including Benefits, Payroll, Compensation, Absence & Time Off, Time Tracking, Recruiting, along with Order-to-Cash, Accounts Payable, Accounts Receivable, Banking & Settlement, and Financial Data Model (FDM).

Strong experience delivering Workday Financials and Accounting Center solutions, supporting subledger-to- general ledger integrations, financial event processing, posting logic, reversals, and reconciliation.

Extensive experience with Workday Report Writer and Prism Analytics, developing HCM, financial, and integration reports using calculated fields, advanced, and matrix reports, including AP/AR aging, cash, settlement, and journal activity reporting.

Experienced in configuring Compensation and financial frameworks, providing support and guidance to HR, Finance, Accounting, and Treasury stakeholders across geographically distributed teams.

Worked extensively on Workday security models, including role-based, user-based, and job-based security groups, supporting HCM processes, financial reporting access, Accounting Center controls, and banking permissions.

Experience in creating functional and technical design mapping documents for HCM and Financial data loads, including EIBs, Accounting Center integrations, AP/AR transactions, and banking file processing.

Hands-on experience setting up report security and data access controls to ensure data integrity, audit readiness, and regulatory compliance across HCM and Financials.

Experience defining business and system requirements, including process design, prototyping, testing, training, and support for end-to-end HCM, Order-to-Cash, Procure-to-Pay, Cash Management, and Settlement workflows.

Strong background in business analysis and requirements modeling, documenting current-state and future-state process flows using use cases and system diagrams across HR and Finance domains.

Proven ability to gather user and system requirements and translate them into scalable Workday solutions, supporting employee lifecycle, invoicing, collections, payments, settlements, and reconciliation.

Excellent interpersonal, communication, and analytical skills, with strong capability in data analysis, issue resolution, and cross-functional collaboration.

Proven ability to mentor and work with multi-cultural, multi-domain global teams, managing stakeholder expectations and deliverables during go-live and post-go-live stabilization. Education

Master of Science in Business Analytics from University of Texas at Dallas, Texas, USA.

Bachelor of Commerce from Krishna University, Andhra Pradesh, India.

Semi-Qualified Chartered Accountant from the Institute of Chartered Accountants of India (ICAI) Technical Skill Summary

● Certifications: Workday Financial Management Data Loading Services Certification, Accounting Center Services Certification, Record to Report Certification under Workday Finance, Workday Data Loading for Implementers, Banking and Settlement Services, Engagement Manager and Partenr Project Manager Services Certification.

● Development: Accounting Center, Enterprise Interface Builder (EIB), Document Transformation (DT), Core Connector Benefits, Workday Web Services, Business Process, Report Writer/Designer, BIRT, Calculated Fields and Security, Workday PRISM, Workday Accounting Center, Data Modeling, Agile/ Scrum Methodologies

● Modules: Accounting center, Workday Core HR, Benefits, Payroll, Financial Management and Time Tracking

● Document Processing: XML, XSLT, XPATH, JSON, Web Services (SOAP/REST)

● Processes/Technologies: Waterfall Technique, Use Cases, Workflows, Storyboards, Jira, Object- Oriented Analysis.

● Additional Skills: SQL, Source Code, Issues, Infrastructure, Feedback, API, Vision, Strategy, Scope, Research, Release, Recommendations, Product Delivery, Problem Solving, Pivot Table, Multi- tenant, Migration, Market, Leadership, Innovative, Excel, End-to-End, Business Intelligence, Analytics, Ad Hoc. WORK EXPERIENCE

Project 1: Workday Consultant

Duration: January 2025 – present

Client/Company: Freddie Mac(ON SITE)

Employer – Volitiion IIT Inc-.

Environment: Workday FDM, PRISM, Accounting center, Report Writer. Roles & Responsibilities

Served as a Techno-Functional SME for Workday Accounting Center and Prism Analytics, acting as the bridge between business stakeholders (Finance, AP, AR, Investment Accounting) and technical teams to deliver scalable, audit-ready solutions.

Worked with business users and stakeholders to gather clarify and document functional and accounting requirements ensuring business intent and accounting rationale were fully understood before translating them into Workday configurations.

Led the end-to-end design and configuration of Workday Accounting Center WAC to integrate high volume subledger data AP AR and SimCorp investment systems into Workday Financials.

Translated investment accounting and finance requirements amortization accruals accrual reversals reclassifications corrections and regulatory reporting into Accounting Center source systems transaction grouping logic accounting rules and calculated fields.

Designed and configured Accounting Center ingestion frameworks supporting high volume multi entity and multi-currency transactions ensuring accurate auditable subledger to GL postings.

Defined and validated Foundation Data Model FDM and Accounting Center worktags partnering with business users to ensure correct dimensional alignment across company cost center portfolio ledger account and custom worktags

Configured Accounting Center mapping logic for transaction types event classifications and posting layers actuals adjustments and reversals ensuring compliance with accounting policies and business expectations.

Designed and validated calculated fields and condition rules to dynamically derive accounting attributes based on transaction characteristics and business logic.

Acted as the primary liaison between Finance users KPMG and integration teams ensuring clear communication timely issue resolution and alignment between business requirements and system behavior.

Led SIT and UAT testing in close collaboration with business users validating inbound data ingestion accounting rules journal generation and ledger postings reversals and corrections and end to end reconciliation between subledger systems and Workday GL with defect tracking and management performed using ALM.

Utilized Workday Prism Analytics to ingest and enrich external source system data into Workday applying transformation logic validation rules and calculated measures to support downstream reporting and analytics.

Built Prism based data validation condition rules and exception handling frameworks to ensure data completeness accuracy and audit traceability prior to consumption in Workday reports.

Owned Accounting Center error handling and suspense processes explaining issues in functional business terms to stakeholders and guiding technical teams on reprocessing and resolution.

Developed month end and year end reports and dashboards including Journal Activity Trial Balance Balance and Activity by Period Error and Exception Reports Integration Monitoring and Prism based audit and reconciliation reports.

Leveraged Workday Prism Analytics to build datasets transformations and reconciliation frameworks enabling transparency and confidence for finance users during daily monthly and quarter end close

Designed reconciliation and control frameworks to support close activities variance analysis certifications SOX controls and audit requirements.

Authored functional and technical design documentation reconciliation strategies test scenarios and SOPs ensuring documentation was clear structured and usable by business and support teams.

Conducted knowledge transfer and training sessions for Finance AP AR and Accounting teams explaining Accounting Center and Prism concepts in clear business language.

Supported cutover go live and postproduction hyper care actively managing issue triage and prioritization using Asana coordinating with business KPMG and technical teams to stabilize the platform and transition smoothly into steady state operations. Project 2: Workday Consultant

Duration: September 2024 – December 2024

Employer – Volitiion IIT Inc-.

Environment: Workday FDM, PRISM, Accounting center, Report Writer, Banking and settlement. Roles & Responsibilities

Completed multiple Workday certifications including Financial Management Data Loading Services, Accounting Center Services, Record to Report under Workday Finance, Workday Data Loading for Implementers, Workday Reporting HCM, and Banking and Settlement Services while actively supporting live project activities.

Supported live Workday project engagements alongside certification efforts, demonstrating strong time management and the ability to balance learning with delivery responsibilities.

Contributed to configuration and implementation of Workday modules, ensuring alignment with defined business requirements, accounting rules, and compliance standards.

Assisted in preparing functional design documentation, mappings, and test cases for multiple project phases including SIT and UAT.

Participated in SIT and UAT execution, supporting test data preparation, validation of results, defect logging, and retesting activities.

Supported post go live activities, including issue resolution, data validation, and analysis of enhancement requests.

Collaborated with cross functional teams to gather requirements and streamline processes using Workday reporting and calculated fields.

Participated in tenant setup activities, including security role assignments and business process framework adjustments under senior consultant guidance.

Provided training and onboarding support to new recruiters and team members, sharing knowledge of the Workday processes and best practices.

Engaged in continuous learning and platform updates, staying current with new Workday features and applying learnings to ongoing project work.

Project 3: Workday Integration consultant

Duration: From Aug 2023– To Aug 2024

Employer – Enterprise Business Data LLC(Contract) Client/ Company: Wintrust Financial Corporation

Environment: Workday Finance, Design Documents, Integration Sign offs, Report Writer Roles & Responsibilities

Managed bank statement reconciliation and electronic funds transfers in Workday, ensuring accuracy in settlements and compliance with global banking standards.

Led Workday Banking & Financial Accounting implementations, configuring workflows for Accounts Payable, Receivable, and Cash Management to streamline regulatory compliance.

Automated ingestion of BAI2 bank statement files into Workday and performed customer lockbox integrations using BAI2 file formats, reducing reconciliation time.

Collaborated with Treasury, Finance, and Integration teams to design and optimize end-to-end Banking and Settlement workflows.

Participated in the design of MT940 file ingestion and reconciliation processes, with exposure to MT940-to- CamT.053 conversion for ISO 20022 enablement.

Enhanced Workday reconciliation rules for improved accuracy in reporting and settlement processes.

Configured and supported Workday integrations (MFT, connectors, custom mappings) to enable real-time data flow between Workday, legacy systems, and third-party banking platforms.

Developed Workday Accounting Center solutions to automate AR/AP/GL postings and improve reconciliation accuracy.

Built and customized Workday financial reports and dashboards to monitor integration health, exceptions, and cash flow trends.

Utilized Workday Prism and data modeling techniques to optimize financial data flows and support settlement transformations.

Performed detailed financial reconciliations and implemented controls to ensure compliance with audit and regulatory standards.

Mentored junior team members on Workday Banking, Settlements, and Financials best practices, while actively participating in Agile sprints and showcases.

Achieved a 20% reduction in settlement cycle times and improved accuracy across reconciliation and reporting processes.

Project 4: Workday Functional Consultant

Duration: From May 2023 – July 2023

Employer – Enterprise Business Data LLC(Contract) Client/ Company - Experian

Environment: Workday HCM, Report Writer, EIB (Inbound/Outbound), Business Processes. Document Transformation, Workday Studio, Workday PRSIM Roles & Responsibilities

Configured Workday HCM reporting and functional components, aligning system behavior with business and compliance requirements.

Configured and supported global expansion integrations, performing impact analysis for Workday integrations with Achievers, Beeline, and Pay Factors.

Designed and configured custom reports using Workday Report Writer, including calculated fields for compensation, wage notifications, and regulatory reporting.

Configured consolidated wage reporting solutions, merging city-specific and regional wage reports into centralized, standardized outputs.

Configured and supported EIB inbound and outbound integrations, managing data loads, validations, and scheduled executions.

Configured organizational structures, including supervisory organizations and hierarchies, to support accurate reporting and downstream integrations.

Designed and maintained data models and reporting structures, ensuring data consistency and integrity across HR and finance related datasets.

Configured reporting security and access controls, ensuring appropriate data visibility based on business roles.

Executed functional testing and validation, confirming configured reports and integrations met business expectations.

Worked in an Agile environment, collaborating with cross functional teams to deliver configuration changes through sprint cycles.

Project 5: Financial Analyst

Duration: From November 2020– To October

2021

Employer – Enterprise Business Data LLC

Environment: Workday Finance, Workday HCM, Design Documents, Integration Sign offs, Report Writer. Roles & Responsibilities

Proficiency with Workday for managing financial processes and data.

Familiarity in integrating and executing Workday Financial components.

Adept at integrating and migrating data while maintaining accuracy and dependability.

Competence in setting up and modifying financial systems to suit corporate requirements.

Excellent problem-solving abilities for handling system configuration and data management problems

Conducted Global Expansion Integration Impact analysis for Workday to Achievers Worker Data, Beeline Employee Data, Pay factors.

Created detailed design documents & field mappings, obtaining client and vendor signoffs.

Prepared technical design and knowledge transfer documentation.

Provided testing, implementation, and post-implementation support.

Built custom reports using Workday Report Writer.

Scheduled integrations and created calculated fields.

Managed Supervisory Organizations, Cost Centers, and hierarchies.

I participated in the SDLC phases.

Project 6: Financial Analyst

Duration: From May 2018– To October 2020

Employer – SKKV&CO

Environment: Financial Analysis, Risk Assessment, Internal Control Evaluation, Audit Planning an d Execution, Data Analysis, Regulatory Complainace.

Roles & Responsibilities

• Performed statutory audit and financial analysis for clients across multiple industries in accordance with applicable accounting standards and regulatory requirements.

• Conducted audit planning, execution, and documentation, including testing of financial statements, internal controls, and compliance processes.

• Evaluated internal control frameworks, identified control gaps, and supported remediation recommendations.

• Performed risk assessment and variance analysis to support audit conclusions and management reporting.

• Prepared audit working papers, financial reports, and supporting schedules for review by senior auditors and partners.

• Supported regulatory compliance reviews and follow up on audit observations.

• Applied strong accounting, financial reporting, and analytical skills developed through Semi Qualified Chartered Accountancy training.

• Built a solid foundation in financial discipline, controls, and audit rigor, later applied to financial systems and ERP implementations.

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