Sr. Workday Financials Consultant

Vamshi Kalva Mobile No: +1-281-***-****

Sr. Workday Finance Consultant Email: ******.*****@*****.***

Professional Summary:

Over 9+ years of experience working with Workday Financials, configuring core modules like General Ledger (GL), Accounts Payable (AP), Accounts Receivable (AR), Banking, and Fixed Assets.

Set up Chart of Accounts (COA), Ledger Periods, and Account Posting Rules to support accurate financial reporting.

Extensive experience supporting Workday Grants Management, Customer Accounts, Customer Contracts, Procurement, and Financial Reporting.

Configured business processes for Supplier Invoice, Expense Report, Customer Invoice, Journal Entry, and Payment.

Hands-on experience supporting Workday bi-annual releases, regression testing, tenant maintenance, and post-production support activities.

Defined financial dimensions, cost centers, companies, and fiscal schedules to structure financial reporting.

Managed Banking setup including bank accounts, payment rules, and bank statement processing.

Configured asset books, depreciation rules, and accounting rules for fixed asset transactions.

Supported Procurement-to-Pay (P2P) and Order-to-Cash (O2C) configurations in Workday Financials.

Strong expertise in Workday Business Process Framework, Security Configuration, Reporting, Calculated Fields, Testing, and Production Support.

Participated in period close activities including journal posting, reconciliation, and reporting.

Configured Spend Authorization, Expense Policies, and Routing Rules for approval workflows.

Implemented Intercompany Accounting and Intra-company Posting Rules for global entities.

Maintained tax configuration including tax codes, tax authorities, and VAT setup.

Worked with external tax engines such as Vertex to automate tax calculations.

Configured Procurement settings including Supplier Contracts, Categories, and PO workflows.

Supported ledger currency setup, conversion rules, and multi-currency reporting.

Collaborated with finance and audit teams for internal control setup and audit readiness.

Created validation rules and approval chains to ensure financial data quality and compliance.

Built dashboards for cash flow, AP aging, and expense tracking for leadership visibility.

Developed GL Summary and Journal Line Detail Reports to support period close and audit.

Configured Chart of Accounts, Worktags, Cost Centers, Ledger Accounts, and Fiscal Schedules for enterprise financial structures.

I have participated in vendor onboarding and validation workflows for Supplier Management.

Enabled expense report automation for corporate card feeds and reconciliation.

Partnered closely with finance, accounting, and procurement teams to optimize business processes and ensure compliance.

Technical Skills:

Category

Tools / Technologies

Workday Financial Modules

General Ledger (GL), Accounts Payable (AP), Accounts Receivable (AR), Procurement, Banking, Fixed Assets, Expenses

Workday Platforms

Workday Financials, Workday Prism Analytics, Workday Extend

Integration Tools

Workday Studio, EIB, Core Connectors, Document Transformation

Reporting & Analytics

Workday Report Writer, Advanced Reports, Matrix Reports, Composite Reports, BIRT, Prism Dashboards

Data Transformation

XML, XSLT, JSON, Calculated Fields, ETV/XTT

APIs & Web Services

Workday Web Services (WWS), SOAP, REST APIs, WSDL

Financial Configuration

Chart of Accounts, Worktags, Cost Centers, Ledger Accounts, Fiscal Schedules

Security & Compliance

Domain Security, Role-Based Security, Integration Security, SOX, HIPAA

Testing & Migration

iLoad, EIB Templates, Instance Transporter, SIT, UAT, Regression Testing

Healthcare Tools & Systems

Epic (EHR), Strata (Financial Planning), GHX (Supply Chain)

Third-Party Integrations

Vertex Tax Engine, Banking Platforms, Payroll Vendors

Platforms & Tools

JIRA, ServiceNow, Agile/SCRUM, Microsoft Excel

Development & Scripting

Java (Studio/Extend), XSLT, Python, Secure FTP

Soft Skills

Requirement Gathering, Functional Design, Troubleshooting, Documentation, Training

Work Experience:

Sr. Workday Finance Consultant

Client: Presbyterian Healthcare Services, New Mexico, NM Dec 2024 - Current

Led end-to-end Workday Financials implementation for Presbyterian Healthcare, supporting finance transformation initiatives.

Configured core financial modules including GL, AP, AR, Procurement, Banking, Expenses, and Fixed Assets.

Configured and supported Workday Customer Accounts, including customer setup, billing schedules, invoice generation, customer payments, and receivables management.

Configured and supported Workday Grants Management to track grant lifecycles, funding sources, budgets, expenditures, and compliance requirements.

Developed and executed comprehensive test cases and test scripts for Workday Financial modules including General Ledger, Accounts Payable, Expense Management, Banking, and Supplier Invoice processing.

Supported Workday Customer Contracts by configuring contract terms, billing rules, revenue schedules, and contract lifecycle processes.

Designed Chart of Accounts, Worktags, Cost Centres, and Ledger structures to support healthcare financial reporting.

Implemented Procure-to-Pay (P2P) and Order-to-Cash (O2C) financial workflows.

Configured supplier invoice processing, customer billing, journal entries, and expense management workflows.

Partnered with Grants Administration and Finance teams to manage sponsored project funding, award tracking, budget controls, and grant compliance reporting.

Tested financial transaction flows supporting billing, reconciliation, payment processing, and exception handling across enterprise financial systems.

Implemented banking integrations and payment processing configurations with external banking systems.

Created Grant Worktags, Award Profiles, Funding Allocations, and Sponsored Program structures to support grant-funded projects.

Conducted financial reconciliation testing to validate transaction accuracy between Workday and downstream/upstream integrated systems.

Configured multi-currency accounting rules to support international financial operations.

Built financial dashboards using Workday Prism Analytics to track financial KPIs and operational metrics.

Developed advanced Workday reports using Calculated Fields, Matrix Reports, Composite Reports, and Dashboards for Grants, Customer Accounts, and Contract Management.

Developed custom reports including AP Aging, Cash Flow, Trial Balance, and Expense Analysis reports.

Designed Workday Studio integrations for vendor payments, supplier data, and financial reconciliation processes.

Supported bi-annual Workday releases by performing impact analysis, regression testing, defect resolution, and deployment validation.

Developed EIB integrations for bulk financial data loads and extracts.

Configured grant-related business processes for proposal tracking, award setup, budget modifications, and grant closeout activities.

Integrated Workday with healthcare systems including Epic, Strata, and GHX for financial and supply chain data synchronization.

Configured tax rules, tax authorities, and VAT setups integrated with Vertex tax engine.

Created calculated fields and validation rules for financial data accuracy and compliance.

Designed Prism dashboards combining Workday data with external financial systems.

Implemented Workday Extend applications to automate invoice exception handling and financial approvals.

Conducted Unit Testing, SIT, and UAT cycles ensuring accurate financial processing.

Collaborated with Finance, Treasury, and Supply Chain teams to optimize financial operations.

Technical Environment: Workday Financials, Prism Analytics, Extend, Studio, EIB, Core Connectors, REST/SOAP APIs, XML, XSLT, Report Writer, Calculated Fields, JIRA, ServiceNow.

Workday Finance Consultant

Client: IFF (International Flavors and Fragrances) New York City, NY 2022 - 2024

Implemented and configured core Workday Financial modules including General Ledger (GL), Accounts Payable (AP), Accounts Receivable (AR), Procurement, Banking, and Expenses to support IFF’s global finance operations.

Configured Customer Accounts and Customer Contracts functionality to support contract billing, customer invoicing, receivables tracking, and revenue management.

Configured Chart of Accounts (COA), Worktags, Cost Centers, Companies, and Ledger Accounts to establish scalable financial reporting structures.

Created detailed test scenarios and test data to validate accounting rules, ledger postings, worktag validations, and financial reporting outputs.

Collaborated with Finance, Research Administration, and Grants Accounting teams to establish grant governance and reporting requirements.

Developed dashboards and reports to monitor grant expenditures, contract balances, receivables aging, and budget utilization.

Supported period-end and year-end close activities including journal validations, reconciliation, and financial variance analysis.

Executed integration testing for Workday Studio, EIB, and Core Connector interfaces supporting banking, vendor payments, and external ERP systems.

Assisted with grant audits by providing supporting documentation, reconciliation reports, and expenditure analysis.

Designed and configured Procure-to-Pay (P2P) processes including supplier onboarding, purchase requisitions, purchase orders, and supplier invoice processing.

Implemented Order-to-Cash (O2C) processes including customer invoicing, revenue recognition rules, and cash application workflows.

Configured banking and settlement setups, including bank accounts, payment formats, and bank statement reconciliation integrations.

Conducted root-cause analysis and resolved functional issues related to Grants, Customer Accounts, and Contracts modules.

Validated end-to-end financial business process workflows, ensuring accurate transaction processing across requisition-to-payment and journal posting cycles.

Participated in Workday releases and regression testing to validate Grants Management functionality and reporting accuracy.

Developed custom financial reports using Workday Report Writer, Matrix, and Composite Reports for trial balance, cash flow analysis, and expense monitoring.

Validated financial controls and reconciliation processes to ensure compliance with regulatory and audit requirements.

Built financial dashboards and KPIs using Workday Prism Analytics to track operational expenses, supplier liabilities, and revenue performance.

Designed Workday Studio and EIB integrations for financial data exchange between Workday and external banking and ERP systems.

Developed XSLT transformations and XML mapping logic to support outbound supplier payment files and inbound bank statement integrations.

Implemented multi-currency financial configurations including currency conversion rules and global ledger reporting.

Supported tax configuration including tax codes, VAT setup, and integration with Vertex tax engine for automated tax calculations.

Configured financial business processes for supplier invoices, expense reports, journal entries, and procurement approvals using Workday Business Process Framework.

Built Prism datasets combining Workday financial data with external ERP systems to enable advanced financial analytics and reporting.

Developed Workday Extend applications to automate financial approval workflows, invoice exception tracking, and audit request management.

Technical Environment: Workday Financials, Studio, EIB, Core Connectors, Extend, Prism Analytics, Report Writer, Composite Reports, Calculated Fields, XML, XSLT, REST/SOAP APIs, Vertex, JIRA, ServiceNow, Agile.

Workday Finance Consultant

Client: Walmart, Bentonville, AR 2021 - 2022

Supported configuration and maintenance of Workday Financial modules including General Ledger (GL), Accounts Payable (AP), Accounts Receivable (AR), Procurement, Banking, and Expenses to support Walmart’s enterprise financial operations.

Configured supplier invoice processing, expense reports, journal entries, and customer invoice workflows using Workday Business Process Framework.

Implemented Procure-to-Pay (P2P) automation by configuring requisitions, purchase orders, supplier invoices, and payment approvals.

Supported Order-to-Cash (O2C) processes including customer setup, billing schedules, revenue recognition, and cash application workflows.

Developed custom financial reports using Workday Report Writer and Calculated Fields including AP Aging, Expense Analysis, and Journal Detail reports.

Built financial dashboards and KPIs to track payment cycles, supplier liabilities, and operational expenses for finance leadership.

Designed and supported Workday integrations using EIB and Core Connectors to exchange financial data with procurement systems, banking partners, and external accounting tools.

Configured intercompany accounting rules and balancing entries to ensure accurate financial reporting across multiple business entities.

Performed Unit Testing, System Integration Testing (SIT), and User Acceptance Testing (UAT) for finance configuration changes and integration deployments.

Provided post-production support including financial reconciliation, issue resolution, and tenant enhancements during Workday releases.

Technical Environment: Workday Financials, GL, AP, AR, Procurement, Banking, Expenses, Studio, EIB, Core Connectors, Workday Report Writer, Calculated Fields, XML, XSLT, JIRA, ServiceNow, Agile.

Workday Reporting & Analytics Consultant

Client: University of Rochester, Rochester, NY 2019 - 2021

Developed custom, advanced, matrix, and composite reports using Workday Report Writer to support HR, Payroll, and Finance reporting requirements.

Designed financial and operational dashboards to track expenses, budget utilization, journal activity, and workforce metrics for leadership teams.

Supported sponsored research and grant-funded programs by configuring grant worktags, award tracking, and funding allocations.

Built calculated fields and custom report logic to enable complex filtering, conditional calculations, and derived financial metrics.

Created finance reports including expense analysis, budget variance reports, journal detail reports, and ledger balance reports to support accounting teams.

Implemented Workday Prism Analytics datasets to combine Workday financial data with external institutional systems for enhanced analytics.

Developed interactive Prism dashboards and visualizations to support budgeting, grant funding analysis, and operational reporting.

Optimized report performance by refining data sources, filters, and calculated fields to improve report execution time and usability.

Partnered with research administration and finance teams to monitor grant spending and ensure compliance with sponsor regulations.

Configured scheduled report distribution and Workday Worklets to deliver automated reports to department managers and finance teams.

Built audit and compliance reports to track approvals, financial transactions, and security access changes.

Provided user training and documentation for HR and Finance teams on running reports, interpreting dashboards, and exporting data for analysis.

Technical Environment: Workday Reporting, Report Writer, Matrix Reports, Composite Reports, Calculated Fields, Prism Analytics, Dashboards, Worklets, XML, Excel, JIRA, ServiceNow, Agile.

Workday Integration Consultant

Client: First Citizens Bank, Raleigh, NC 2017 - 2019

Designed and developed Workday integrations using Workday Studio, EIB, Core Connectors, and Cloud Connect to support HR and Finance data exchange with external banking and payroll systems.

Built inbound and outbound EIB integrations for financial transactions including supplier invoices, journal entries, payment files, and banking data.

Developed Workday Studio orchestration workflows with XSLT transformations, conditional routing, and error-handling logic for complex integrations.

Configured Core Connector: Worker, Payroll, and Benefits integrations to support data exchange with third-party vendors and internal systems.

Implemented Workday Web Services (SOAP/REST APIs) to enable real-time integration between Workday and enterprise applications.

Developed custom transformation logic using XML and XSLT to convert Workday output files into vendor-specific formats.

Configured SFTP and secure data transfer protocols for transmitting payroll, benefits, and financial files to external systems.

Monitored and maintained integration event logs and error reports, troubleshooting failed integrations and ensuring data accuracy.

Collaborated with Finance, HRIS, and IT teams to gather integration requirements and deliver scalable integration solutions.

Provided production support and integration enhancements, including regression testing during Workday bi-annual updates.

Technical Environment: Workday Studio, EIB, Core Connectors, Cloud Connect, Workday Web Services, XML, XSLT, REST/SOAP APIs, SFTP, Calculated Fields, Report Writer, JIRA, ServiceNow, Agile.

Peoplesoft Consultant

Client: Navy Federal Credit Union, Vienna, VA 2016 - 2017

Analyzed business requirements for PeopleSoft applications and provided implementation strategies.

Gathered and analyzed business requirements from HR and payroll stakeholders and translated them into functional and technical specifications for PeopleSoft HCM modules.

Configured PeopleSoft Time & Labor and Payroll modules to support employee time tracking, shift differentials, overtime calculations, and leave policies.

Implemented time reporting codes, workgroups, and pay rules to ensure accurate employee time capture and payroll processing.

Developed custom PeopleSoft queries and reports to support HR, payroll, and compliance reporting needs.

Built custom validation rules and exception handling logic to ensure accurate time sheet data entry and approval workflows.

Supported data conversion and migration activities, validating legacy HR data before loading into PeopleSoft environments.

Performed system testing including unit testing, system integration testing (SIT), and user acceptance testing (UAT) to validate configuration changes.

Provided production support by troubleshooting system issues, resolving service tickets, and monitoring application performance.

Created technical and functional documentation including configuration guides, test scripts, and support manuals.

Collaborated with HR, payroll, and IT teams to implement system enhancements and ensure smooth system operations.

Technical Environment: PeopleSoft HCM, Time & Labor, Payroll, PS Query, Data Conversion, SQL, Application Engine, Testing (SIT/UAT), JIRA, ServiceNow.Education:

Kent State University OH

Masters in Computer Science

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