Workday Consultant

Sagility Limited; Bengaluru; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Sagility Limited is seeking a skilled Workday Reporting and R2R Expert to design, build, validate, and support Workday Financials reports for finance close and management reporting. The ideal candidate combines hands-on Workday Report Writer experience with strong Record-to-Report process knowledge.

You will design dashboards, manage calculated fields, prompts, and security, and collaborate with Finance, IT, and support partners to ensure accurate, audit-ready reporting and automation across the

Qualifications

• Bachelor's degree in Finance, Accounting, Information Systems, Computer Science, or related discipline.
• 5+ years of experience in ERP reporting, finance systems, finance transformation, or shared services reporting.
• 3+ years of hands-on Workday Reporting experience, preferably in Workday Financials.
• Experience supporting Finance, Accounting, Controllers, or R2R teams in reporting and close-related requirements.

Responsibilities

• Design, develop, and maintain Workday custom reports, dashboards, and analytics solutions.
• Gather reporting requirements from Finance and business stakeholders and convert them into scalable Workday reporting solutions.
• Build reports for Balance Sheet, P&L, Cash Flow, Trial Balance, reconciliations, journal analysis, and management reporting.
• Develop and manage calculated fields, prompts, filters, groupings, drill-down logic, and report security.
• Validate report outputs against source financial data and support UAT, defect resolution, and production deployment.
• Support month-end close, audit requirements, reporting governance, and finance reporting automation initiatives.
• Collaborate with Finance, IT, Workday functional teams, and support partners on enhancements and issue resolution.

Skills

Workday Reporting

Data Sources

Calculated Fields

Security

Dashboards

Workday Analytics

Discovery Boards

Office Connect

Financial Statements

General Ledger

Education

Bachelor's degree in Finance/Accounting/IS/CS

5+ years ERP reporting/finance systems

3+ years Workday Reporting (Workday Financials)

Tools

Office Connect

Prism

Adaptive Planning

Business Objects

Workday Analytics

Discovery Boards

Job description

Sagility combines industry-leading technology and transformation-driven BPM services with decades of healthcare domain expertise to help clients draw closer to their members. The company optimizes the entire member/patient experience through service offerings for clinical, case management, member engagement, provider solutions, payment integrity, claims cost containment, and analytics. Sagility has more than 25,000 employees across 5 countries.

We are looking for a skilled Workday Reporting and R2R Expert to design, build, validate, and support Workday Financials reports for finance close, financial statements, reconciliations, management reporting, audit support, and reporting automation. The ideal candidate should combine hands-on Workday Report Writer experience with strong Record-to-Report process knowledge.

Key Responsibilities

• Design, develop, and maintain Workday custom reports, dashboards, and analytics solutions.
• Gather reporting requirements from Finance and business stakeholders and convert them into scalable Workday reporting solutions.
• Build reports for Balance Sheet, P&L, Cash Flow, Trial Balance, reconciliations, journal analysis, and management reporting.
• Develop and manage calculated fields, prompts, filters, groupings, drill-down logic, and report security.
• Validate report outputs against source financial data and support UAT, defect resolution, and production deployment.
• Support month-end close, audit requirements, reporting governance, and finance reporting automation initiatives.
• Collaborate with Finance, IT, Workday functional teams, and support partners on enhancements and issue resolution.

Required Skills

Finance / R2R Knowledge: General Ledger, journals, period close, financial statements, account reconciliations, allocations, intercompany reporting, worktags, ledgers, books, financial dimensions, audit support, and reporting controls.

Workday Reporting: Report Writer, Advanced / Matrix / Composite Reports, Financial Reports, Business Objects, Data Sources, Calculated Fields, prompts, filters, security, dashboards, Workday Analytics, Discovery Boards, and Office Connect, exposure preferred.

Qualifications

• Bachelor's degree in Finance, Accounting, Information Systems, Computer Science, or related discipline.
• 5+ years of experience in ERP reporting, finance systems, finance transformation, or shared services reporting.
• 3+ years of hands-on Workday Reporting experience, preferably in Workday Financials.
• Experience supporting Finance, Accounting, Controllers, or R2R teams in reporting and close-related requirements.
• CA, CPA, CMA, MBA Finance, Workday Financials, Workday Reporting, Prism, Adaptive Planning, or Office Connect exposure is an added advantage.

Preferred Candidate Profile

• Strong analytical mindset with the ability to troubleshoot report logic, data, security, and process-related issues.
• Excellent stakeholder management, documentation, and communication skills.
• Ability to work independently with both business and technical teams in a fast-paced environment.
• Experience in reporting automation, finance process improvement, audit-ready documentation, and scalable reporting design.

Keywords: Workday Reporting, Workday Financials, Report Writer, Record to Report, R2R, General Ledger, Financial Reporting, Finance Transformation, Workday Analytics, Workday Consultant, Workday Reporting Analyst, Financial Systems.

Location: BangaloreIndia