Workday Financials Expert and Prism Analytics Specialist

Samanth Atmakuri

646-***-**** ***********@*****.***

Workday Financials Expert Financial Reporting, Prism Analytics & Automation Specialist

PROFESSIONAL SUMMARY

•5 years of Workday Financials expertise in GL, AP, AR, Procurement, Banking & Settlement, and Revenue Management

•Expert in financial statements (Trial Balance, Balance Sheet, Income Statement) and regulatory reporting (FR2900, FR2644, FedRec)

•Advanced Prism Analytics for data modeling, reconciliation, and ledger validation

•Proficient in Workday Security including RBAC, UBAC, and Segment Security configuration

•Strong background in HCM modules including Core HCM, Benefits reporting, and Recruiting analytics

•Proven track record building custom validations, business process controls, and automated financial workflows

•Proficient in EIB development, Core Connectors, REST/SOAP APIs, and basic Workday Studio

CORE COMPETENCIES

Workday Financials: GL, AP, AR, Cash Management, Asset Management, Revenue Management, Banking & Settlement, Customer Accounts, Supplier Accounts, Procurement

Workday HCM: Core HCM, Benefits Reporting, Recruiting Module, Compensation, Absence, Payroll Reporting, Organizational Analytics

Financial Reporting: Trial Balance, Balance Sheet, Income Statement, P&L, Cash Flow, Regulatory Reports (FR2900, FR2644, FedRec), Month-End Close

Workday Security: RBAC (Role-Based Access Control), UBAC (User-Based Access Control), Segment Security, Domain Security Policies, Business Process Security

Reporting & Analytics: Advanced/Matrix/Composite/BIRT Reports, Calculated Fields, ARD Dashboards, Prism Analytics, YTD/MTD/MoM/YoY Analysis

Integration & Automation: EIB, Core Connectors, REST/SOAP APIs, Custom Validations, Business Process Controls, OCR Validation, Duplicate Prevention

PROFESSIONAL EXPERIENCE

Workday Consultant

Cross River Bank, Fort Lee, NJ Feb 2025 – Present

•Build financial statements (Trial Balance, Balance Sheet, Income Statement) and regulatory reports (FR2900, FR2644, FedRec) for IPO readiness

•Develop Prism pipelines for data ingestion, ledger reconciliation, and deposit balance validation

•Design GL, AP, AR solutions across Customer Accounts, Supplier Accounts, and Banking & Settlement modules

•Configure Workday Security including RBAC, UBAC, and Segment Security for Finance and HR users

•Automate AP/AR workflows with custom validations, duplicate prevention, and threshold-based controls (40% efficiency gain)

•Configure month-end close controls, accruals, prepaid expenses, and accounting validations (3-day close improvement)

•Create Advanced/Matrix/Composite reports and executive dashboards with drill-downs and YTD/MTD/MoM/YoY trending

•Develop EIBs for Journals, Supplier Invoices, and Bank Transactions with worktag mapping and validation rules

•Optimize Prism reconciliation performance from 8 hours to 45 minutes through pipeline enhancements

•Review and correct 40+ Finance dashboards for AP, AR, Procurement with standardized KPI logic

•Build Core HCM, Benefi ts, and Recruiting reports for headcount, turnover, and organizational analytics

Workday Consultant

Bank of America, Charlotte, NC Jan 2024 – Jan 2025

•Designed financial reports for GL, AP, AR, Cash Management, Revenue Management, and Asset Management

•Built Prism datasets integrating external financial data for consolidated executive dashboards

•Developed dashboards with KPI charting, drill-downs, and prompts for budget variance and performance tracking

•Configured Workday Security including Domain Security Policies and Business Process Security for Finance teams

•Configured integrations between Workday Financials and tax systems using Core Connectors and APIs

•Implemented custom validations and business process controls for procurement, AP, and journal workflows

•Supported month-end close with accrual calculations, prepaid tracking, and balance sheet reconciliation

•Created Benefits enrollment, Recruiting metrics, and Compensation analysis reports for HR analytics

Workday Consultant

Citi, Remote Jan 2020 – May 2022

•Developed Workday reports across Financials and HCM modules for global banking operations

•Built custom financial reports for AP, AR, procurement metrics, and financial actuals tracking

•Created Core HCM reports for Benefits enrollment, Recruiting pipeline, Compensation, and workforce analytics

•Configured RBAC and security groups for Finance and HR user access

•Assisted in Workday Financials configuration including ledger setup and worktag structure

•Supported data validation, UAT, and production deployments for Finance and HR implementations

KEY ACCOMPLISHMENTS

•Created 100+ financial and operational reports including Trial Balance, Balance Sheet, Income Statement, regulatory reports (FR2900, FR2644, FedRec), and executive dashboards

•Configured Workday Security (RBAC, UBAC, Segment Security) for 500+ Finance and HR users ensuring compliance and data protection

•Reviewed and corrected 40+ Finance dashboards, standardizing KPI logic and ledger mappings for executive use

EDUCATION

Master's in Computer Information Systems

Saint Louis University Aug 2022 – Dec 2023

TECHNICAL SKILLS

Workday Financials: General Ledger, AP, AR, Cash Management, Asset Management, Revenue Management, Banking & Settlement, Customer Accounts, Supplier Accounts, Procurement

Workday HCM: Core HCM, Benefits Reporting, Recruiting Module, Compensation, Absence, Payroll Reporting, Performance Management, Talent Management

Workday Security: RBAC (Role-Based Access Control), UBAC (User-Based Access Control), Segment Security, Domain Security Policies, Business Process Security Policies, Security Groups

Financial Reporting: Trial Balance, Balance Sheet, Income Statement, P&L, Cash Flow Analysis, Regulatory Reports (FR2900, FR2644, FedRec), Month-End Close, Accruals, Prepaid Expenses

Reporting Tools: Report Writer, Calculated Fields, Advanced/Matrix/Composite/BIRT Reports, Prism Analytics, ARD Dashboards, Tableau, Power BI

Integration & Automation: EIB (Journal, Supplier Invoice, Bank Transactions), Core Connectors, REST/SOAP APIs, Custom Validations, Business Process Controls, Basic Workday Studio

Data & Analytics: Prism Data Modeling, SQL, Data Reconciliation, YTD/MTD/MoM/YoY Calculations, Trend/Variance Analysis

Technical: XML, XSLT, JSON, SQL, Jira, Confluence, ServiceNow, Agile/Scrum

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