At a Glance
- Tasks: Design and build custom financial reports using Workday Financials, ensuring accuracy and performance.
- Company: Join Canopius, a leading player in the insurance industry with a collaborative culture.
- Benefits: Competitive day rate, flexible working arrangements, and opportunities for professional growth.
- Other info: Dynamic role with a focus on collaboration and continuous improvement in a fast-paced environment.
- Why this job: Make a real impact by delivering critical financial insights through innovative reporting solutions.
- Qualifications: Extensive experience with Workday reporting, especially Composite, Matrix, and Advanced reports.
The predicted salary is between 63000 - 77000 £ per year.
Canopius is looking for an experienced Workday Financials Reporting Analyst to design, build, and maintain custom reporting and analytics across the Workday Financials domain. The successful candidate will translate finance and accounting requirements into robust custom reports, with a particular emphasis on Composite, Matrix, and Advanced reports used to deliver financial statements such as income statements, plan-versus-actuals comparisons, and other consolidated management reporting.
This is a 9 month Day Rate Contract inside IR35. This is a hands-on build role. You will own report definitions end to end: selecting the right data source, constructing the necessary sub-reports, assembling them into Composite reports, applying calculations and formatting, and validating output against finance sign-off criteria. You will work closely with finance stakeholders, accounting teams, and the wider Workday configuration team, and you are expected to review your own work rigorously before it goes to a business owner.
Responsibilities
- Gather and refine reporting requirements from finance and accounting stakeholders, and translate them into report designs that are accurate, performant, and maintainable.
- Design and build custom reports across relevant Workday report types, including Advanced and Matrix, selecting the appropriate type for each requirement.
- Design, build, and maintain Composite reports that combine data from multiple sub-reports into a single consolidated output.
- Build the underlying Advanced and Matrix sub-reports and enable the correct business objects for filtering and grouping.
- Configure control field columns, data columns, lookup field value columns, calculation columns, 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 so that a single Composite report can generate multiple financial report variants.
- Build Matrix reports that summarise and drill down on data, configuring row and column groupings, summarisation, and field values groups.
- Build Advanced reports, including the use of dynamic data rows, sub-filters, and sort orders.
- Build and reuse calculated fields to reshape, format, retrieve, and derive data not directly available on the report data source.
- Select appropriate report data sources, distinguishing between standard, indexed and Prism data sources, and tune reports for performance.
- Validate and troubleshoot reports using tools such as Validate Composite Report, Report Definition Usages, and the Clean Up Custom Report task.
- Configure output, sharing, scheduling, and report groups so that finance deliverables run reliably and on time.
- Manage report security appropriately, ensuring users see only the data they are entitled to.
- Document report designs clearly and prepare design specifications for review and business sign-off.
- Support testing, reconciliation of report output to source data, and knowledge transfer to finance users.
Skills
- Extensive, demonstrable experience building and maintaining Workday Composite, Matrix, and Advanced reports.
- Fluency with sub-reports, control field and data columns, calculation expressions, outline structures, and the ability to explain the design trade-offs behind each.
- Confident configuration of row and column groupings, summarisation, drill-down, and field values groups.
- Proven track record building custom reports across the broader Workday report catalogue in a Workday Financials context.
- Strong understanding of Workday reporting fundamentals and how data source selection drives both available fields and report performance.
- Experience authoring calculated fields and applying them within reports.
- Solid grasp of financial reporting concepts, including income statements, plan versus actuals, variance analysis, and drill-down by dimensions.
- Rigorous, detail-oriented approach: reconcile output to source, surface edge cases early, and review your own work before distribution.
- Clear written communication for design documentation and stakeholder sign-off.
- Exposure to Workday Accounting Center and/or Prism Analytics.
- Experience with dynamic control fields for accounting work tags and configuring a single Composite report to produce multiple statement variants.
- Report performance tuning on high-volume tenants.
- Insurance industry experience is highly desirable, with the Lloyd's of London market preferable.
- Experience in another regulated financial-services environment will also be considered.
- Configuration of dashboards and worklets and enabling reports as web services for downstream integration.
Workday Financials Reporting Analyst in London employer: Canopius
At Canopius, we pride ourselves on being an exceptional employer, particularly for the Class Underwriter - Transportation role. Our collaborative work culture fosters strong relationships with brokers and clients, ensuring that our employees are at the forefront of the North American insurance market. With a commitment to professional development and a supportive environment, we empower our team members to thrive while contributing to our strategic goals in a dynamic and rewarding setting.
StudySmarter Expert Advice🤫
We think this is how you could land Workday Financials Reporting Analyst in London
✨Get Involved in Financial Networks
Join local financial associations or forums where you can connect with professionals in financial-controlling. Networking events often lead to temporary positions, as companies look for quick hires when they need extra hands.
✨Showcase Your Skills on Temporary Job Boards
Focus on platforms that specifically cater to temporary roles in finance. Sites like Reed or Totaljobs often list short-term gigs that are perfect for getting your foot in the door, and you can apply directly through our website for roles at Canopius.
✨Leverage Your Uni's Career Services
If you're still in university, tap into your career services for internship or temporary job placements. They often have insider info on companies like Canopius looking for temporary financial support, and they might help you polish your pitch.
✨Flexible Availability is Key
For temporary positions in financial-controlling, your availability can make a huge difference. Highlight your willingness to start immediately or work irregular hours when speaking to employers. This flexibility can land you that sought-after role!
We think you need these skills to ace Workday Financials Reporting Analyst in London
Some tips for your application 🫡
Show Off Your Academic Aces:In the financial controlling game, grades and relevant certifications can make a significant difference. Be sure to highlight your academic achievements, like finance-related coursework and any professional certifications you’ve got on your CV that show you’re clued up in this area. It’s all about demonstrating that you’re not just good at numbers but also know your stuff!
Quantify Your Achievements:When applying for a temporary role in financial controlling, make sure your CV reflects any previous experience with real, measurable outcomes. Use numbers to showcase your past successes, like percentage improvements in budgeting or cost savings you’ve achieved in previous roles. This not only gives us insights into your capabilities but also tells us you're results-driven.
Personalise Your Application:We love seeing applicants who take the time to tailor their applications! In your cover letter, mention why you’re particularly interested in the temporary role with Canopius and how your specific skills and experiences align with the job. Show us that you see this role as an opportunity to contribute, even if it's for a short stint!
Flexibility is Key:Since this is a temporary position, make sure to highlight your availability in your application. We’re interested in knowing how soon you can start and if you’re open to working flexible hours. This shows us your eagerness to jump right in and adapt to the dynamic needs of our team at Canopius.
How to prepare for a job interview at Canopius
✨Get Hands-On with Financial Tools
Being in financial controlling means you’ll likely be working with various software like Excel, Power BI, or even SAP. Make sure you brush up on these tools and prepare to discuss your experience using them. Being able to reference specific projects or analyses where you employed these programs will definitely give you an edge.
✨Prepare for Technical Financial Questions
Expect scenario-based questions where you might need to analyse financial statements or suggest budgetary strategies during the interview. Practising common financial concepts like variance analysis or cost control measures will not only boost your confidence but also prove your suitability for the role.
✨Show Your Flexibility and Adaptability
As this is a temporary position, the interviewers will want to see that you can hit the ground running. Be sure to highlight any previous short-term roles or projects where you successfully adapted to new environments quickly – this will showcase your readiness to tackle challenges head-on.
✨Highlight Your Commitment to Precision
In financial controlling, attention to detail is absolutely crucial. Be ready to provide examples from your past work that demonstrate your ability to spot discrepancies and ensure accuracy in financial reporting. Your precision could be the factor that sets you apart in a temporary role like this one!