Expertise
What I do in Workday Financial Management
I lead functional work across the implementation lifecycle: requirements, design, configuration, integrations, testing, go-live and training for the people who use the system.
FDMFinancial Data Model
Custom Organizations, worktags, ledger accounts, accounting details, balancing rules and hierarchies, designed for the reporting the client needs.
R2RRecord to Report and Accounting Center
Multi-book accounting for parallel US GAAP, IFRS and Local GAAP reporting, automated journals for accruals, revenue and intercompany, and a controlled period-end close.
BAMBusiness Assets
Capitalization, depreciation, transfers, impairments, disposals and retirement accounting.
BNKBanking and Settlement
Bank accounts, payment methods, settlement accounts and bank reconciliation processes.
C&SCustomers and suppliers
Payables and receivables processes, plus finance documents such as customer invoices built with BIRT.
BPFBusiness processes and controls
Approval workflows, security roles, escalation rules, notifications, segregation of duties, and custom validations and condition rules.
INTIntegrations and data loading
EIB, iLoad and Advanced Load after analysing source-system data against Workday structures.
RPTReporting and dashboards
Custom Reports such as Advanced, composite and matrix reports, executive dashboards and source-to-GL drill-down for audit traceability.
Accounting first
Configuration follows the ledger design, tax position and audit needs, and I explain each design choice in terms the finance team already uses.
Controls by design
Approvals, security roles, validations and segregation of duties are set up with the build, so the close is repeatable and the audit trail is already there.
Project discipline
PMP®, Lean Six Sigma Green Belt and the Workday Launch methodology keep scope, test cycles and cutover plans visible to finance and IT.