Workday Financials Reporting Analyst

• 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.

Highest-signal resume keywords

• Workday Composite Report Development
• Advanced Report Configuration
• Matrix Report Design
• Financial Reporting Concepts
• Report Performance Tuning

Hard Skills

• Workday Reporting
• Calculated Fields
• Dynamic Control Fields
• Data Source Selection
• Report Validation
• Report Troubleshooting
• Report Security Management
• Data Reconciliation
• Report Design Documentation
• Performance Optimization

Soft Skills

• Detail-Oriented
• Clear Written Communication

Industry Keywords

• Financial Services
• Insurance Industry
• Lloyd's of London Market
• Regulated Environment

Tools & Technologies

• Workday
• Prism Analytics
• Workday Accounting Center