Workday Finance & Integrations Consultant

Sravan Kumar Reddy Puram

Workday Technical Consultant

Phone No: 620-***-****

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

PROFESSIONAL SUMMARY

Qualified professional with over 14+ years of experience in all stages of systems development life cycle including business requirements gathering, design, data conversions, programming, system / integration / user acceptance testing, documentation and exclusive experience in Workday Finance, Workday Reports and Workday Integrations.

Over 14+ years of IT experience in software design, development, and implementation of Finance modules.

Expert in Functional and Technical aspects of various modules in Finance like Business Assets, Cash Management, Customer Accounts, Expenses, Financial Accounting, Procurement and Supplier Accounts.

Experienced in PeopleSoft to Workday conversion and Company acquisitions to Workday environment.

Reporting - Experienced in developing Advanced, Matrix, Composite & BIRT Reports across Human Capital Management and Financial Management.

Integrations - Extensively worked on inbound and out bound EIB, Core Connector and Workday Studio Integrations.

Experienced in identifying Gaps, Process improvements and mapping with Workday Best Practices.

Prism Analytics – Worked on building data sets in prism with data from legacy and Third-party systems, later used this as a prism data source to build reports in workday.

Expertise in FSCM process analysis, mapping solutions to these processes and determined in best approaches based on developing business practices of IT applications of Integration Architecture and Development, Team Building, Project management, Business and System Analysis.

Experience with creating Staffing models for Supervisory Orgs, Reorganizations and business process framework, Organization Types, Organization Hierarchies.

Pretty good Hands-on experience on building custom reports Advanced Reports, Matrix Reports, Transposed Reports, Composite Reports, nBox reports.

Led QA and UAT cycles for asset transactions, depreciation runs, and accounting journals, ensuring data accuracy and reconciliation.

Experience ADP payroll integration testing and successfully triaged numerous defects.

Documentation – Involved in analysis, creation and updating the Functional Design Document (FDD), Technical Design Document (TDD), Process Flow, Processing Logic, Unit Test Plan Document (UTP), Migration Check List, Minutes of Meeting (MOM), Weekly Status Reports, Coding Standards Document, Data Mapping & Conversion Strategy Documents.

Hands on experience in inbound/ outbound integrations Using Core Connector, Workday Studio, managing business processes, PRISM, EIB, Accounting Center, Report Writing, calculated Fields, and Custom Reports.

Expertise in Workday Technical concepts like Data Sources, Business Objects, Business Processes, XML, XSLT and Document Transformation.

Directed QA and UAT phases for Adaptive Planning deployments, overseeing defect resolution, and alignment of planning data with Workday.

Possess excellent communication skills, zeal to adapt to new technologies and good Team Player.

TECHNICAL SKILLS:

Workday

Workday Finance and Integrations, Workday conversions, Report Writer, Report Designer, EIB, Core Connectors and Workday Studio, Modules (Financial Accounting, Business Assets, Supplier Accounts, Customer Accounts, Settlement, Procurement, Budgets, Revenue)

Technologies/Tools

Oxygen XML, Eclipse, Workday Studio

Web Services

XML, XLST, XPATH, SOAP, WSDL, XSD, RESTful Services

Programming Languages:

C, C++, Java, SQL

Databases

Oracle and MS SQL Server

Methodologies

SDLC, Waterfall Model, Agile

Utility Tools:

MS Office Suite, MS Project, TOAD

EDUCATION:

Bachelors, Jawaharlal Nehru Technological University (JNTU), Hyderabad, India May 2011

PROFESSIONAL EXPERIENCE:

Client : Cox Enterprises, GA (June 2022- Till Date)

Title : Workday Techno-Functional Specialist

Project Details: Conversion and Implementation of Workday Financials in the organization migrating all the business modules of Financial Accounting, Procure to Pay (PTP), Order To Cash (OTC) cycles from their legacy system PeopleSoft.

Responsibilities:

Worked on Data conversion which involves extraction of data from legacy systems and populating inbound EIBs.

Worked with end users to design, develop and document as-is and to-be models of reports and integrations requirements.

Integrated Adaptive Planning with Workday Financials using Workday Cloud Connect and custom EIBs to ensure real-time data synchronization.

Developed studio inbound integration to fetch customer accounts and customer contacts changes in external CRM tool (Salesforce) and reflect them in workday using Submit Customer and Put_Business_Entity webservices. Made use of several http out components to fetch and post data to Salesforce.

Developed studio inbound integration to create Customer Contracts and Amendments (addition or cancellations) made to Customer Contracts and replicate them in Workday to reflect the changes in billing and revenue recognition schedules.

Developed studio integration to record all the changes made on Sales item in Workday and send all modifications to Salesforce.

Configured Workday Business Asset Management for asset tracking, depreciation, and accounting across multiple legal entities.

Designed and tested inbound/outbound data flows between Adaptive Planning and Workday Financials using custom XSLT transformations and calculated fields.

Developed simple, Advanced, Matrix and Composite reports from functional specifications to match the Cash Management, Revenue Recognition, Customer Contracts, Financial Accounting requirements.

Designed and developed a Matrix report to dashboard of advocated payments to Suppliers based on Supplier Invoices segregated by companies and currency.

Designed and developed a Dashboard to showcase the customer contracts activity based on their approval status and revenue numbers.

Lead end-to-end implementation of Workday Adaptive Planning for financial forecasting, workforce planning, and capital budgeting across multi-entity environments.

Developed custom XSLT 2.0 and 3.0 transformations to fetch and convert required data to be used in Webservices.

Made use of Hashmaps and Hashsets to fetch and store data intermediary data required in studio integrations.

Involved in the meetings with business process owners, SME (subject matter experts), and Security Audit team for requirements gathering and verification stage.

Configured models, dimensions, and versions to support rolling forecasts, scenario planning, and driver-based budgeting aligned with business strategy.

Participated in all project test phases and testing activities including Test Estimates, System and Integration Testing, Performance/ Load and Stress Testing and User Acceptance Testing.

Environment: Workday Release 2020 R1/R2, 2021 R1/R2, Workday Studio, Workday Report Writer, Oxygen XML Editor, Oxygen XSLT editor, EIB, Core Connectors, WD Web Services v37/36/35/34.

Client : Southwest Airlines, Dallas (Oct 2019 – May 2022)

Title : Workday Techno-Functional Consultant

Project Details: Integration consultant and member of the development team in the Workday Finance Implementation project in the organization with 3rd party providers.

Responsibilities:

Understanding the process flow and defining the scope, analyzing the dependencies, and creating a functional design, developed, and maintained documentation.

Perform fit-gap analysis with client and vendors in order to determine appropriate type of integrations required (EIB, Core Connector, Packaged Integrations, Workday Studio, etc.).

Created a report to track the Asset depreciation using Depreciation Lines data source and do forecasting by Cost Center and Spend Categories in an Organization.

Developed a matrix report and dashboard to calculate and showcase the average total expenses approved for a cost center for every month in an organization.

Developed complex planning models and dashboards for revenue forecasting, expense variance analysis, and headcount planning using Adaptive Insights Sheets.

Developed inbound integration using EIB to fetch ad hoc bank transactions and upload into workday.

Created a Studio Inbound Integration to fetch encashed check images from the suppliers after a settlement is done and attach as an attachment to supplier invoice. Used document retrieval service to read the file from the SFTP, used Route component and splitter component to segregate the check images as per the supplier invoices based on the data from the input file and used Put_Procurement_Document_Attachment webservice.

Led QA and UAT cycles for Adaptive Planning implementations, including test case creation, defect triage, and reconciliation of plan data with Workday actuals.

Developed a studio outbound integration to send email notifications to suppliers reminding about the delivery due date of the goods included in purchase orders. Used Report as a Service to fetch the input data and parameters and configured EmailOut component to send Emails.

Created a studio outbound integration to generate multiple output files from a single report (RaaS as a webservice) containing information like purchase orders, invoices, and credit memos to third party systems using splitter components.

Worked on custom report writing: Advanced report, Filters, Sub filters, Columns, Prompts and Scheduling reports involving various supplies, customers, and their transactions.

Created training materials and delivered workshops for finance and HR teams on Adaptive Planning navigation, model maintenance, and reporting best practices.

Mentored junior consultants and client stakeholders on Adaptive Planning architecture and security

Assigning Organization Roles and User based Security Groups.

Provided postproduction support to various advanced reports and EIB, Studio integrations.

Participated in all project test phases and testing activities including Test Estimates, System and Integration Testing, Performance/ Load and Stress Testing and User Acceptance Testing.

Environment: Workday Financials (Cash Management, Inventory, Procurement. Banking, Accounting) XML/XSLT, Workday Report Writer, Workday Studio, EIB and Cloud Connectors.

Client : Santander Bank, Boston, MA (Oct 2018 – May 2019)

Title : Workday Techno-Functional Consultant

Project Details: Workday Finance Implementation

Responsibilities:

Actively involved in the Implementation starting from requirements to various phases of the project life cycle. One point source of issue resolution during the implementation.

Identify the changes / retrofit of the Business Process, Reports, and Integrations. Wrote several Technical Design documents for the Implementation.

Provide the development support in design of complex integrations across Finance Accounting, Expenses, Settlements, Suppliers, Projects, and Business Assets

Assist in creation of validation rules that prevent the entry of data or that trigger an error or warning message upon submission of a business process.

Assist with Creation and maintain of FDM which replaces the legacy Chart of accounts.

Perform troubleshooting, debug errors and performance tuning of various Reports and Integrations

Written test scripts for system testing, and integration testing.

Data cleanup, and archive. Helping users in month end close and year end close by balancing the entries with account journal EIB uploads. Created reconcile reports and Customized Trial Balance Detail Report to accomplish the process.

Provide change control and training on new release to several principals.

Worked on creating troubleshooting documents for post go live production support.

Acted as a single point of contact for resolving technical issues in the production environment in all the financial modules.

Analyzed and recommended improvements to processes, procedures, and systems. Created several control documents and streamlined the procedures to meet the need of stakeholders.

Implemented Custom Domains to provide access to Prism data sources and Create ISU users to maintain ownership of reports and integrations

Developed inbound integration using core connector: Import BAI2 Bank Statement to fetch IntraDay and PriorDay bank statements from the bank in BAI2 format and upload the data to ledgers.

Developed inbound integration using core connector: Import Payment Status Report to record the payment acknowledgments from PNC bank.

Day to day Security Administration, and System Administration activities including creation of new user groups and adding them to the Workday domains.

Design and develop various new custom reports using Advanced, Matrix, BIRT and Composite Layouts.

Design and develop various new custom Integrations using EIB, Packaged and Studio Integrations.

Trained, mentored, and evaluated team across the group. Demonstrated excellent verbal and written communications skills, including effective presentation and strategic planning.

Implemented automated process to run batch jobs using Scheduling of reports and Integrations

Client : Capital One, Richmond, VA (Sept 2017 – Oct 2018)

Title : Workday Techno-Functional Consultant

Project : The project is mainly based on configuration of Workday Business Framework, Workday studio Environment and to customize reports in Report Writer in the Workday implementation project.

Responsibilities:

Designed and built both inbound and outbound EIB integrations in various segments of Workday system for all transactions involving workday HCM module.

Created reports that extract Workday data and manipulate the data in other formats for various needs.

Worked on setting up scheduling of reports and understanding the required permissions for report sharing and support the various reporting functions with Simple and Advanced Reports, defining columns, business objects, fields, columns heading overriding, multiple sorting techniques, sorting by secondary objects with respect to Workday functionality and client business requirements for new implementation initiatives.

Developed an outbound studio integration to fetch all the benefits allocated to a worker and send the data to third party benefit management application called Benefitfocus.

Developed an outbound integration to send all the tax filing data of the workers to third party tax filing vendor Ceridian using packaged connector: Ceridian Tax Filing – Annual.

Developed an EIB to fetch worker’s Dependent FSA & HSA contributions per pay period and send the data to Bank of America to setup auto deduction from payroll.

Participated in the design and optimization of all global HR processes. Ensured the Workday HCM system is configured and leveraged to support HR business processes.

Worked on Reports to create custom reports using Workday Report Writer to meet the business needs of HR and Payroll application report consumer groups.

Worked as a core member of Workday Update team and providing feedback and documenting the process to help in future updates of the system.

Served as Functional Analyst by analyzing PeopleSoft system functionality and partnered with the HR and Payroll teams to review system functionality to ensure accuracy.

Worked on setting up scheduling of reports and understanding the required permissions for report sharing.

Worked on post-implementation support and enhancements.

Worked on setting up security on reports, performing specific authentications on reports.

Setting my compulsory data input fields on the reports and optional fields as per business requirements were another main activity done on reporting.

Environment: Workday, EIB, Workday Report Writer, Workday HCM, Report Writer, Calculated fields, EIB and Workday Studio

State of New York, Information Technology Services (ITS), Albany, NY (July 2015 – Aug 2017)

Senior PeopleSoft Techno Functional Consultant

Project: Upgrade of PeopleSoft Financial systems from v9.0 to v9.2 and Implementation of New modules: Real Estate, Asset Management, Project Costing and Grants.

Responsibilities:

Created the Technical designs for Invoice extract process changes, new invoice layout designs for client requirement, Contracts to Billing Interface changes, and Expense Employee Data update changes to the delivered Application Engine program, Accounts Receivable Update changes.

Developed Purchasing Interface using File Layout, Application Engine, People Code and Component Interface, which loads data from flat file into staging tables while doing various data validations using Application Engine People Code and finally loads into PeopleSoft tables through Component Interface.

Designed and developed custom process to allow approx. 25 to 50,000 vendor requests and invoice entries through batch. Process has allowed the freeing up of several individuals in AP to focus on other more important tasks.

Involved in the PO – AP matching issues in PeopleSoft allowing the system to match the Purchase Order, Receipts and Vouchers - as the converted data was manually matched in legacy system. For this, I developed an interface inbound/outbound Application Engine process to make sure the data in PeopleSoft AP table are consistent with the ones in the third-party system.

Resolved multiple functional, security and integration issues for Purchasing, Asset Management, Payables, General Ledger and Inventory interfaces.

Created a prototype for testing strategy and executed test plans, for the G/L, AP, Billing, Order Management and Inventory Distribution modules

Key participant in the design and prototyping of the PeopleSoft Inventory and Distribution organizational structure

Provided for the functional design for customizations and reports in Purchasing, Asset Management and Payables.

Assisted with issues in Purchasing, eProcurement, Payables, Commitment Control, Asset Management and Campus Solutions

Designed and tested GL Interface.

Defined and setup SET IDs. Defined GL Business units and setup GL security with Permissions Lists, User Roles and Profiles.

Designed and developed complex SQR programs for report writing and integrating data with third party systems.

Performed AP-GL reconciliation and created queries to check flag status to assist in future.

Designed, configured and tested ACH and check payments with Bank of America.

Created test scripts for Journal Entry, Journal Upload and Journal Processing.

Created and executed Test Scripts for unit testing in GL for testing ‘Journal Entry’, ‘Open a Period’, ‘Close a Period’, etc functionality.

Planned and managed interfaces, conversions and workflow development in the following modules: Asset Management, Payables, Purchasing, eProcurement, General Ledger;

Created Reconciliation process (SQL scripts, Word Doc, etc.) in order to validate and verify the accuracy of the results.

Added indexes to JGEN_ACCT_ENTRY and ITEM_DST tables to tune the FS_JGEN application engine process and worked with Oracle global support team on the performance tuning of ARUPDATE job in financials version 9.0.

Developed a Custom App Engine to perform the Conversion of Customer Data from PS9.0 to PS9.2. Used People Code to perform Long Data type inserts from PS8.8 to PS8.9 for Customer Conversation Conversions.

Involved in Customizing and Testing the AP Pay Cycle Process to print the Custom Checks.

Used Integration Broker, Web Services and SOA to Integrate PeopleSoft Financials with third party services and publish the employee information from PS Financials to other application.

Enabled access to Financials from Enterprise Portal by setting up a single link to PeopleSoft Financials application content provider and set up the single sign on.

Setup and configured purchasing Approval framework.

Process Improvement through configuration and re-design within SCM suite to capitalize on functionality within existing platform and version

Lead business process design sessions maximizing the delivered functionality to improve the supply chain processes and integration with financial modules

Lead SCM for clean-up from a v9.2 implementation SCM/FIN for Inventory, Purchasing, and ePro interfacing with all Financial modules

Designed Vendor scorecard to strengthen SCM's analytics

Environment: PeopleSoft FIN/SCM v9.2 (AP, AR, GL, KK, OM, INV, PO, BI), Tools v8.54, AWE, App Package, Oracle.

Client : State Street, Boston, MA. (Aug 13 – July 15)

Title : Workday Conversion Analyst

Project: Conversion of Legacy system HCM & Benefits Data into Workday

Responsibilities:

Conduct Fit-Gap analysis of the data conversion efforts.

Involved in Conversion of PeopleSoft HCM modules to Workday.

Performed Production Support, enhancements and customizations of PeopleSoft HCM v9.1.

Used Scrum Agile methodology throughout the project life cycle.

Involved in functional design of architectural enhancements, Product Implementation.

Developed and Implemented Various Conversion/Interface programs starting from extracting data from Oracle Applications.

Designed and developed in-bound and out-bound interfaces to and from PeopleSoft to legacy system.

Provided mappings for PeopleSoft translate values to Workday values.

Written Conversion Programs using App Engines to convert the data from the Legacy System to load the data into the staging tables.

Performed Fit Gap analysis with client and vendors to determine appropriate type of integrations required (Custom EIB, Core Connector, Packaged Integrations, Workday Studio, etc.).

Worked on Integrations in multiple functional areas like Benefits, Recruiting and Compensation.

Responsible for data migration from legacy systems to workday systems using EIB's.

Created Organizations (Locations, Supervisory Orgs, Business Units, Cost Centers, Custom orgs, Organization Hierarchy (Location Hierarchy).

Utilized calculated fields in reporting, business processes, integrations, and Workday areas.

EIB's - outbound and inbound with custom transformation using XML, XSLT, Xpath.

Developed simple and secure integrations using Workday Enterprise Interface Builder (EIB).

Using Workday Studio to bring in daily worker data changes to Workday.

Experience in Customizing Business Process (BP's) and other Condition rule within BPs.

Created several custom reports for Benefits, and Core HR reports.

Built industry standard reports like Advanced Reports, Matrix Reports, Calculated Fields, Conditions and Eligibility Rules that applies to the parameters of the report.

Franklin Templeton Investments, Hyderabad (May 2011 – July 2013) PeopleSoft Techno-Functional Consultant

Project: Implementation of PeopleSoft SCM/CRM v9.0 and Production Support for PeopleSoft Financials v9.0

Responsibilities:

Involved in the PeopleSoft Implementation Project for OM, INV, BI, Product Configurator module.

Modified the functionality in Order Capture to return multiple order lines in order entry page based on the product configurator.

Involved in Development of GL Interface SQR, which reads flat file containing journals and loads into PS_JRNL_HEADER, PS_JRNL_LN and custom table FT_JRNL_TRAILER. The file is opened for reading with open command when header row is loaded it checks for header edit rules and valid header data is inserted into jrnl_header. If line data is loaded.

Modified the functionality in Order Management to disallow change or cancellation on orders if the item on the order is on allocation, reservation or confirmed status.

Modified the Packing Slip – INS6500.SQR not to print the Packing slips that were already printed and added additional functionality of reprint.

Created a new custom component for Vendor Management System for Vendor tracking using PeopleSoft Activity guides and work centers. This customization is to mimic the PeopleSoft Vendor Management system which is decommissioned by the client.

Modified the Picking Plan INS6000.SQR to print the Orders in the sort of Business Unit, Demand Source, Source Business Unit, Order Number, Item ID, Storage Area, Storage levels.

Environment: PeopleSoft Financials v9.0, Tools v8.49/8.50, OAM, Active Directory (AD), IB, SQR, AE, XMLP, Oracle.

Contact this candidate