Edgar Contreras
San Diego,CA
Summary
Workday Financials Solution Architect with extensive consulting experience delivering Workday implementations, client-side support, and post-production support. Proven expertise in Workday Financials, reporting, and business process design, with a deep knowledge of higher-ed financial operations, compliance, and governance.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Solution Architect
Deloitte
San Diego, CA
04.2022 - Current
- Led multiple end-to-end Workday Financial Management implementations, owning solution architecture, delivery quality, and client outcomes across Financial Accounting, FDM, Accounts Payable, Accounts Receivable, Assets, Expenses, Banking & Settlement, Grants, Procurement, Reporting and Payroll Accounting.
- Served as the primary Financials architect and trusted advisor, guiding finance leadership through design decisions, best-practice adoption, and long-term Workday roadmap planning.
- Designed enterprise-wide worktag, Chart of Accounts, and ledger architectures (multiple ledgers, book codes, intercompany) to support GAAP, statutory, and management reporting.
- Directed financial business process and control design, ensuring SOX and audit compliance while improving close efficiency and operational scalability.
- Governed integration architecture between Workday Financials and upstream/downstream systems, ensuring performance, security, and data integrity standards.
- Led testing strategy and execution (SIT, UAT, parallel testing), coordinating client SMEs and offshore teams to drive timely defect resolution.
- Directed cutover, go-live, and post-production stabilization, proactively managing risks and ensuring minimal disruption to finance operations.
- Owned post-production support and AMS engagements, including incident management, root-cause analysis, enhancements, Workday release impact assessments, and SLA management.
- Partnered with clients on production optimization, prioritizing backlog items, improving close processes, and driving adoption of new Workday Financials features.
- Mentored and performance-managed consultants and senior consultants, providing architectural guidance, design reviews, and delivery coaching.
- Coordinated with stakeholders to ensure alignment of proposed solutions with business objectives.
- Identified opportunities for improving existing processes, systems or applications.
Financial Systems Manager
University Of San Diego
San Diego, CA
01.2020 - Current
- Implemented Workday Financials (FDM, Financial Accounting, Procurement, Supplier Accounts, Banking & Settlement, Grants and Endowments) served as the Workday Financials Lead on the full life cycle implementation. Worked close with all Finance Team Leads, SMEs, Directors and Consultants to identify business requirements, functional design, process design, prototyping, testing and develop trainings to ensure a successful implementation.
- Worked with Integrations team to define requirements and recreate all financial integrations (20+).
- Security administration and business process configuration for Workday and other financial systems.
- Define and document requirements including source to target data mapping, accounting entries, functionality needs, reporting output, workflows, and security.
- Engage with all project stakeholders to build teamwork and develop trust and confidence.
- Management of ticketing system (Salesforce), to diagnose and resolve financial systems issues.
- Maintain financial integrations with 3rd party systems (Oracle EPBCS, SAP Concur, Banner, Cashnet, CBORD, and Advance).
- Oversee and coordinate the development of financial integrations, including product end to end demonstrations and testing.
- Produce quality deliverables that need little refinement or oversight.
Systems Analyst
University Of San Diego
San Diego, CA
05.2015 - 01.2020
- Project Lead on the implementation of Oracle’s Enterprise Planning and Budgeting Cloud Service (EPBCS) worked with consultant to migrate from Hyperion on-premise.
- Implemented an electronic travel and expense reimbursement system (SAP Concur) integrated with Oracle ERP and Project Accounting.
- Troubleshot and resolved problems with programs and systems.
- Developed and trained end-users in best practices to minimize errors and protect key data.
- Led the project to automate the distribution of month-end financial reports to all stakeholders across the university and the migration of reports from Oracle Discoverer and Noetix to Cognos Analytics.
- Developed and implemented an audit approved internal paperless journal entry process as part of our “Greener Office” initiative and reduced cost by eliminating the need for paper and storage fees.
- Supported the university’s financial systems, month-end close, year-end close processing, and audit activities.
Personal Banker
U.S. Bank
Murrieta, CA
01.2013 - 05.2015
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
- Created strategic financial solutions to suit individualized client needs.
Education
Master of Science - Cyber Security Engineering
University of San Diego
San Diego, CA12.2019
Bachelor of Science - Business Administration
California State University - San Marcos
San Marcos, CA05.2015
Skills
- Systems Administration and Implementation
- Financial Reports Expert
- Detail Oriented
- Training & Development
- Verbal and Written Communication
- Project Management
- Process Optimization
- System Testing
- Workday Financials
- Cross-Functional Team Leadership
Certification
- Workday Financials - Record to Report, Workday - 2022
Affiliations
- Elevating Financial Planning & Reporting to the Cloud at the University of San Diego
ODTUG Kscope, June 2019
Timeline
Solution Architect
Deloitte
04.2022 - Current
Financial Systems Manager
University Of San Diego
01.2020 - Current
Systems Analyst
University Of San Diego
05.2015 - 01.2020
Personal Banker
U.S. Bank
01.2013 - 05.2015
Master of Science - Cyber Security Engineering
University of San Diego
Bachelor of Science - Business Administration
California State University - San Marcos