Summary
Overview
Work History
Education
Skills
Timeline
Generic

Naveen E

Dallas,TX

Summary

Dynamic Financial Analyst with expertise in Workday Financials, previously at Magellan Health. Proven track record in financial reporting and analysis, ensuring data accuracy and compliance. Skilled in budgeting and forecasting, complemented by strong attention to detail and cross-functional collaboration. Delivered impactful insights that enhanced decision-making processes.

Overview

6
6
years of professional experience

Work History

Financial Analyst

Magellan Health
11.2019 - 04.2022
  • Analyzed and interpreted financial data using Workday Financials modules (GL, AP, AR).
  • Prepared monthly and quarterly reports and dashboards using Workday.
  • Assisted with budgeting, forecasting, and expense tracking in Workday.
  • Monitored financial transactions and ensured data accuracy in reports.
  • Supported finance team during month-end and year-end close activities.
  • Helped troubleshoot financial data issues and provided system support.
  • Assisted in configuration of Workday Finance and HCM modules based on client needs.
  • Participated in requirement gathering and documentation with business teams.
  • Developed custom reports and dashboards using Workday tools.
  • Supported testing, user training, and go-live activities.
  • Handled minor enhancements and business process adjustments.
  • Provided post-implementation support and issue resolution.
  • Managed employee records, job profiles, and position data in Workday HCM.
  • Supported HR processes such as onboarding, offboarding, and job changes.
  • Maintained organizational structures and reporting hierarchies in the system.
  • Assisted with configuration of Workday business processes and role assignments.
  • Generated HR reports and dashboards as per business requirements.
  • Participated in testing and deployment of new HCM features.

Accountant

Prodigy Computers and Laptops Pvt Ltd
03.2016 - 10.2019
  • Maintained accurate financial records and day-to-day accounting transactions using Tally ERP 9.
  • Recorded sales, purchases, payments, receipts, journal entries, and contra entries into the general ledger.
  • Managed Accounts Payable (AP) and Accounts Receivable (AR) processes including invoice posting, follow-ups, and reconciliation.
  • Handled bank reconciliation, vendor payments, and petty cash accounting on a regular basis.
  • Prepared GST returns, TDS calculations, and supported statutory tax filings.
  • Generated and analyzed financial statements such as Profit & Loss Account, Balance Sheet, and Trial Balance from Tally.
  • Managed inventory records, purchase orders, and stock valuation using Tally’s inventory module.
  • Conducted monthly closing activities and supported internal and external audits with required documentation.
  • Ensured compliance with Indian accounting standards, company policies, and tax regulations.
  • Collaborated with management to provide insights through financial data analysis and reporting.

Education

MBA - Information Technology

Indiana Wesleyan University
Marion, IN
08-2025

Bachelor's in Commerce - Commers And Computer Applications

Satavahana University
India
11-2015

Skills

  • Workday Financials
  • Tally ERP 9
  • General Ledger (GL) Accounting
  • Accounts Payable (AP) & Accounts Receivable (AR)
  • Financial Reporting & Analysis
  • Profit & Loss Statement
  • Balance Sheet Preparation
  • Budgeting & Forecasting
  • Taxation (GST, TDS Filing)
  • Invoice Processing
  • Bank Reconciliation
  • Month-End and Year-End Closing
  • Workday Reporting Tools
  • Financial Data Validation
  • Journal Entries & Adjustments
  • Financial Statement Preparation
  • Audit Support (Internal & External)
  • Fixed Asset Accounting
  • Cash Flow Management
  • Expense Tracking
  • Financial Planning & Analysis (FP&A)
  • Cost Center & Project Accounting
  • Data Entry & Migration (EIB in Workday)
  • Compliance with Accounting Standards
  • ERP Systems Knowledge (Workday, Tally ERP 9)
  • Microsoft Excel (VLOOKUP, Pivot Tables)
  • Attention to Detail & Data Accuracy
  • User Support & Troubleshooting
  • Cross-Functional Collaboration

Timeline

Financial Analyst

Magellan Health
11.2019 - 04.2022

Accountant

Prodigy Computers and Laptops Pvt Ltd
03.2016 - 10.2019

MBA - Information Technology

Indiana Wesleyan University

Bachelor's in Commerce - Commers And Computer Applications

Satavahana University

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Naveen E