Workday Financials Reporting Analyst

Jobtailor

Greater London

On-site

GBP 70,000 - 110,000

Full time

9 days ago

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Job summary

Jobtailor in London is seeking an experienced Workday reporting specialist to design and build Composite, Matrix, and Advanced reports for finance. You will translate stakeholder requirements into performant, maintainable report designs and ensure robust output.

You will configure dashboards, data sources, and security, validate reports, and support testing and knowledge transfer to finance users. The role emphasizes accuracy, data integrity, and timely delivery in a regulated financial services

Qualifications

Extensive, demonstrable experience building and maintaining Workday Composite, Matrix, and Advanced reports.
Fluency with Composite reports, including sub-reports, control field and data columns, row types, calculation expressions, outline structures, repeating column groups, prompt sets, analytic indicators, and drill-to links
Confident configuration of Matrix report row and column groupings, summarisation, drill-down, and field values groups
Confident use of Advanced report filters, sub-filters, dynamic data rows, and sort orders
Proven track record building custom reports across the broader Workday report catalogue in a Workday Financials context
Strong understanding of Workday business objects, report data sources, fields, and report performance
Experience authoring and applying calculated fields
Understanding of financial reporting concepts, including income statements, plan versus actuals, variance analysis, and dimensional drill-down
Rigorous, detail-oriented approach to reconciliation, edge-case identification, and quality review
Clear written communication for design documentation and stakeholder sign-off
Exposure to Workday Accounting Center and/or Prism Analytics, and understanding of upstream data flows into Financials reporting
Experience with dynamic control fields for accounting work tags and multiple statement variants
Experience tuning report performance on high-volume tenants using indexed data sources
Insurance industry experience highly desirable; Lloyd's of London market preferable
Experience in another regulated financial-services environment will be considered
Experience configuring dashboards and worklets and enabling reports as web services for downstream integration

Responsibilities

Gather and refine reporting requirements from finance and accounting stakeholders
Translate requirements into accurate, performant, and maintainable report designs
Design and build custom Workday reports, including Advanced and Matrix reports
Design, build, and maintain Composite reports combining multiple sub-reports into consolidated outputs
Build Advanced and Matrix sub-reports and configure business objects, filtering, grouping, columns, calculations, and empty columns
Apply repeating column groups, prompt sets, analytic indicators, conditional formatting overrides, and drill-to report links
Use dynamic control fields for accounting work tags to generate multiple financial report variants
Build Matrix reports with row and column groupings, summarisation, drill-down, and field values groups
Build Advanced reports with dynamic data rows, sub-filters, and sort orders
Build and reuse calculated fields to reshape, format, retrieve, and derive data
Select appropriate standard, indexed, and Prism data sources and tune report performance
Validate and troubleshoot reports using Validate Composite Report, Report Definition Usages, and Clean Up Custom Report
Resolve join exceptions, anomalies, and warnings
Configure output, sharing, scheduling, report groups, and bursting for reliable finance deliverables
Manage report security across relevant security domains
Document report designs and prepare specifications for review and business sign-off
Support testing, source-data reconciliation, and knowledge transfer to finance users

Skills

Workday reporting

Composite reports

Matrix reports

Advanced reports

Report performance tuning

Data reconciliation

Financial reporting concepts

Clear written communication

Tools

Workday

Prism Analytics

Workday Accounting Center

Job description

Gather and refine reporting requirements from finance and accounting stakeholders
Translate requirements into accurate, performant, and maintainable report designs
Design and build custom Workday reports, including Advanced and Matrix reports
Design, build, and maintain Composite reports combining multiple sub-reports into consolidated outputs
Build Advanced and Matrix sub-reports and configure business objects, filtering, grouping, columns, calculations, and empty columns
Apply repeating column groups, prompt sets, analytic indicators, conditional formatting overrides, and drill-to report links
Use dynamic control fields for accounting work tags to generate multiple financial report variants
Build Matrix reports with row and column groupings, summarisation, drill-down, and field values groups
Build Advanced reports with dynamic data rows, sub-filters, and sort orders
Build and reuse calculated fields to reshape, format, retrieve, and derive data
Select appropriate standard, indexed, and Prism data sources and tune report performance
Validate and troubleshoot reports using Validate Composite Report, Report Definition Usages, and Clean Up Custom Report
Resolve join exceptions, anomalies, and warnings
Configure output, sharing, scheduling, report groups, and bursting for reliable finance deliverables
Manage report security across relevant security domains
Document report designs and prepare specifications for review and business sign-off
Support testing, source-data reconciliation, and knowledge transfer to finance users

Requirements

Extensive, demonstrable experience building and maintaining Workday Composite, Matrix, and Advanced reports
Fluency with Composite reports, including sub-reports, control field and data columns, row types, calculation expressions, outline structures, repeating column groups, prompt sets, analytic indicators, and drill-to links
Confident configuration of Matrix report row and column groupings, summarisation, drill-down, and field values groups
Confident use of Advanced report filters, sub-filters, dynamic data rows, and sort orders
Proven track record building custom reports across the broader Workday report catalogue in a Workday Financials context
Strong understanding of Workday business objects, report data sources, fields, and report performance
Experience authoring and applying calculated fields
Understanding of financial reporting concepts, including income statements, plan versus actuals, variance analysis, and dimensional drill-down
Rigorous, detail-oriented approach to reconciliation, edge-case identification, and quality review
Clear written communication for design documentation and stakeholder sign-off
Exposure to Workday Accounting Center and/or Prism Analytics, and understanding of upstream data flows into Financials reporting
Experience with dynamic control fields for accounting work tags and multiple statement variants
Experience tuning report performance on high-volume tenants using indexed data sources
Insurance industry experience highly desirable; Lloyd's of London market preferable
Experience in another regulated financial-services environment will be considered
Experience configuring dashboards and worklets and enabling reports as web services for downstream integration

Core Competencies

Demonstrates extensive experience in building and maintaining Workday Composite, Matrix, and Advanced reports, with a strong understanding of financial reporting concepts and the ability to configure report performance effectively. Capable of clear communication for design documentation and stakeholder engagement.

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