Summary
Overview
Work History
Education
Skills
Timeline
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Rapolu Akhila

Ashburn,VA

Summary

Energetic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach and good communication skills.6+ years of experience in Workday Finance.

Overview

7
7
years of professional experience

Work History

Workday Financial Consultant

Convey Health Solutions
Fort Lauderdale, FL
09.2020 - Current
  • Led the Business Process and Reporting team, helping to prepare, communicate, and implement an Enterprise Project for a University's financial management needs in a multi-tenant SaaS system
  • Collaborated with business divisions to fulfill future tool needs, ensuring alignment with business priorities and worked on financial BPs to configure financial rules such as account posting rules, customer accounts, invoices, and billing cycles.
  • Used Workday composite report types, created Financial Statements (Income statements, Cash flow statements, and Balance sheets
  • Implemented Workday includes defined ledger accounts, revenue and spend categories, and other work tags and organizations
  • Used Workday Financial Management to implement Adaptive Insights for Accounting and business users for variance and management reporting FP&A
  • Developed enhanced reports that connect Adaptive Insights to Workday objects and actuals, allowing for web services and drill-downs
  • Created Numerous Financial and HCM Managerial Reports for the Financial Planning & Analysis team and university-wide usage
  • Worked with included Financial Accounting, Customer Accounts, Supplier Accounts, Endowment Accounting, Grants, Assets, Projects, and Banking & Settlement
  • Worked closely with functional team to identify process modifications, learn future state procedures, and train end users on new roles and business processes
  • Analyzed Current status reports and simplified across functional domains, resulting in a final set of justified reports
  • Configured the spend authorization business process and security policy in the expenses functional area, providing cost reports for workers' cash advance requests
  • Created financial composite reports for Journal Lines, Budget Lines, Statistic Lines, Consolidated Trial Balance, and financial summaries
  • Specified default ledger accounts for posting kinds for Workday to handle accounting journals
  • Acted as a liaison between the business and technical teams, analyzing and documenting business needs and providing design solutions
  • Validated and customized BPs for Integrations, proving proficiency in Microsoft Office products and Workday Financials
  • Exceeded quantitative metrics on customer satisfaction, customer retention, and inquiry volume.

Workday Consultant

ELCA
Chicago, IL
06.2019 - 08.2020
  • I was working with Workday Financial team, focusing on financial configuration, eliminations, business process optimization, and best practice recommendations
  • Addressed and resolved 50+ cross-functional Account posting rules in areas such as AR, AP, and Payroll, covering Revenue, Spend, and Payroll Earning/Deduction
  • Configured Bank routing rules and reconciliation rules for efficient financial operations
  • Successfully created new acquisitions, company hierarchies, cost centers, and cost center hierarchies, totaling 400+ acquisitions and 300+ cost centers
  • Configured companies' ownership, consolidation, and eliminations to ensure accurate financial reporting
  • Managed Asset Book rules and depreciation rules to optimize asset management within the Workday system
  • Worked on end-to-end setup for the Customer Module and Revenue Management, ensuring comprehensive coverage of financial processes
  • Built industry-standard reports like Matrix Reports and Composite Reports, utilizing Calculated Fields, Conditions, and Eligibility Rules
  • Managed business rules affecting calculations and repositories within Adaptive Insights, facilitating the client's annual budgeting exercise, including headcount-related expenses, non-headcount-related expenses, revenues, and losses.

Financial Reporting Analyst

State Street Financials
Hyderabad, India
08.2017 - 03.2019
  • Process and review accounting transactions like income, expenses, Capital-based transactions
  • Process and review trades and reconciliations of trade positions with prices
  • Process and review cash based transactions and then reconcile cash breaks according to the instructions received from transfer agent data
  • Responsible for handling audit based quarries related to accounting transactions
  • Validate and review all required controls while maintaining daily data if its reselecting in right ledger accounts using spread sheets and macros and analyze the data for replying client and audit quarries
  • Research and resolve exceptions, reconciliations, incorrect transactions and issues in the everyday postings
  • Documentation of sop's and process flow changes on required basis
  • Download the reports required as per the client requirements and send the reports also answer their quarries related to their transactions mentioned by them
  • Maintain appropriate files required weekly and monthly basis
  • Process and respond on Ad-hoc queries
  • Prioritizing the production to meet required timelines
  • Setting up files accordingly, Also posting FX transactions also working on multi currencies according to changes in prices, and then reconcile with back up sources and resolve the breaks related to FX transactions.
  • Working on Reports on monthly basis and provide them the requested reports to the end client and fund managers like Cash report, Position report, Ledger Reports, Financial reports like Trial Balance, Balance sheet
  • Prepared daily and monthly portfolio valuation reports for clients
  • Conducted research to resolve discrepancies between trade confirmations, broker statements, custodian statements
  • Collaborated with external auditors during year-end audit process
  • Participated in special projects related to Implementation of new technologies and also created process reports like Sop's to stabilize the team process.

Education

Masters in Finance - Commerce And Computers

Osmania University
Hyderabad

Skills

  • Workday Finance
  • Financial Accounting
  • Workday Worksheets
  • HCM
  • Payroll
  • Report Writer/Designer
  • Web Services SOAP & REST
  • Fund Accounting
  • Financial Reporting
  • Audit Reporting

Timeline

Workday Financial Consultant

Convey Health Solutions
09.2020 - Current

Workday Consultant

ELCA
06.2019 - 08.2020

Financial Reporting Analyst

State Street Financials
08.2017 - 03.2019

Masters in Finance - Commerce And Computers

Osmania University

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Rapolu Akhila