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As a dedicated Workday Financials Consultant, leveraging a robust background in Workday Financial Management, I am currently engaged in empowering clients from diverse industries, including non-profit, government, technology, and many more. My recent self-employment venture focuses on delivering tailored Workday solutions that adhere to best practices, enhancing clients' financial operations and reporting capabilities.My partnership with my clients and our work resonates with my commitment to excellence, as evidenced by successful end-to-end implementation projects and the creation of innovative financial data models. With expertise in Workday Reporting and Financial Modules, my approach to consulting embodies a blend of process improvement, automation, and a deep understanding of diverse organizational needs, leading to optimized financial management systems for clients of various scales.
Workfin Consulting Llc
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Workfin Consulting LlcWest Palm Beach, Fl, Us
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Self EmployedWorkfin Consulting Llc Jun 2024 - PresentFind challenging and rewarding contract opportunities to help clients in implementing, enhancing, and refining their Workday experience. Leverage past experiences to advise clients on Workday standard and best practices. Client Experience:Client Industry experience includes: • Commercial• Government• Non-Profit• Professional Services• Technology/Software• Education• Healthcare• Financial Services Clients have varied in size from small and local governments & businesses with less than 1,000 employees to large global enterprises with over 100,000 employees. Implementation Experience:Implementation Projects: 15End-To-End Implementations: 8Workday Methodologies: Your Way, Launch, Iterative Design (Workset)Project Phase Experience: Big Bang (Full Platform), Phase X, Finance Phase 1, Finance Phase 2, HealthchecksFunctional Areas/Workstreams: Finance Architect/Foundation Data Model (FDM) Financial Accounting Reporting (Advanced, Composite, Matrix, Discovery Boards, Dashboards, & OfficeConnect) Budgets Accounting Center Projects Business Assets Banking & Settlement Expenses
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Managing ConsultantCrossvue Jun 2023 - Jun 2024Chicago, Il, UsManage junior consultants to develop their skills and career growthOffer guidance to direct reports on how to manage project loads, challenges, and assisting them to achieve their development goalsIdentify opportunities to improve the consulting practice and develop tools and artifacts to support itImplement Workday Financials for clients in Professional Services, Technology, Healthcare, and Non-Profit industriesMeet with client to design a new Foundation Data Model (FDM) that suits their needs, while standardizing and working towards Workday best practicesDevelop solutions that exceed client expectations for reporting and business managementCoordinate team meetings and communicate deliverables throughout the projectFacilitate cross-functional discussions and assist in designs that will have impacts on other areas of the project, including HCM & PayrollSupport project teams and actively manage activities for all finance workstreamsAct as a subject matter expert internally on Workday functionality to assist other consultants on solutioningHold client meetings with regular cadence to work through the FDMEnsure adherence to Standard of Work (SOW) and identifying any functionality that may need to be brought in scopeConfigure and maintain the FDM throughout the projectConvert legacy data into WorkdayCreate reporting solutions to meet business needs -
Principal ConsultantCollaborative Solutions, Llc Jan 2021 - May 2023Reston, Virginia, UsImplement Workday Financials for government, commercial, and nonprofit customersCreate presentations to introduce Workday functionality and configurations to clientMeet with client to discuss legacy processes and data to identify customers needs in WorkdayDesign and configure Workday solutions to meet and exceed customer specifications in various Workday Financials modules:o Foundation Data Model (FDM)o Financial Accountingo Budgetso Reportingo Business Assetso Projectso Procuremento Banking and SettlementBuild custom reports to meet various reporting needs and challenges while maintaining data usabilityCoordinate workstreams to meet with customer and gather current business practices to create automated Workday solutions for current challenges in legacy systemsWork collaboratively with various functional workstreams in finance and HCM to ensure configurations are cross-functionalBuild outstanding relationships with project team members, both internally and externallyManage project team to ensure project deliverables are communicated and delivered timelyMentor new consultants and supervise Financials implementation teamAssist teams internally and externally to resolve roadblocks related to finance, payroll, & HCMTrain other consultants on dealing with issues and assist them to resolve those issuesMaintain and continue to build on FDMs when the Finance Architect rolls off -
Rpa Project Manager - Accounting/FinanceCemex Jan 2018 - Dec 2020Monterrey, Nuevo León, MxRecruited to join a newly created group for continuous improvement and automationProject lead to automate a global process for cement management reporting. Led a group of developers to:• Design and create an automation solution to collect information from plant automation and store it in a database we created• Create an app which gives users the ability to view production information in the plant • Automate manual processes performed by IBM to upload information to management reporting tools and SAP -
Senior AccountantCemex Mar 2017 - Jan 2018Monterrey, Nuevo León, MxReconcile and record intercompany loansReconcile various general ledger accountsDevelop and maintain a database to track and escheat abandoned propertyUtilize technology skills to automate non-value adding activities and deliver value-added work -
Senior AccountantThermo Fisher Scientific Jul 2015 - Mar 2017Waltham, Ma, UsScope of job expanded to cover the desks of three Senior Accountants Train and supervise new temporary employees for intercompany and general accounting Document processes for training and create flowcharts to illustrate them Support colleagues who require assistance to meet deadlines under time constraintsParticipated in the transition of company to Costa Rica Trained and supervised Costa Rican employeesPrepare schedules for internal and external audits (including SOX) and respond to inquiriesPerform various balance sheet account reconciliations Reconcile cash, checks, and wire accounts and pass journal entries to record cash movement monthly Record payroll expenses and accrue liabilities monthly Forecast and record bad debt expense related to outstanding accounts receivable balances quarterly Record T&E expenses for all entities Reconcile fixed assets and create, depreciate, retire, and dispose of fixed assets as neededComplete month end close procedures and pass various journal entries and accruals as neededRecognize deferred revenue and deferred COGS monthlyBalance intercompany payables with vendor statements to meet close deadlines Code and resolve issues with problem intercompany invoices Settle intercompany payables monthly -
Senior Accounts Payable Specialist (Contractor)Thermo Fisher Scientific Mar 2015 - Jul 2015Waltham, Ma, UsProcess purchase order and expense invoices for payment in SAP with speed and accuracyAssist coworkers with overflow of invoices yet to be processedCollect and prepare metrics on parked documentsResolve issues regarding GR/IR reportsAssist in processing of intercompany invoices -
Accounts Payable Technician (Contractor)Digity Nov 2014 - Feb 2015UsEnter invoices into Epicor software for paymentEnsure invoices are expensed to the correct coding prior to entryPrepare and mail out checks to vendorsUtilize Excel skills to create and organize reportsMaintain current vendor databasePrepare easy-to-read bank reconciliations for the 4 major bank accounts Track general ledger entries and match up to bank statements (often involves multiple transactions involving debits and credits for a single charge on the bank statement)Investigate erroneous entries in general ledger and provide solutions to correct themCreate bank reconciliation spreadsheetsComplete bank adjustment entries in general ledger for reconciliationEnter scanned check deposits and lockbox deposits into general ledgerFile paid invoices and copies of checks -
Accounts Payable Technician (Contractor)Nextera Energy, Inc. Feb 2014 - Nov 2014Juno Beach, Fl, UsNavigate SAP program to carry out responsibilitiesResponsible for payment of invoices for 29 project sitesProcess payment of purchase order invoices and non-purchase order invoicesResolve technical and operational errors related to paymentsEnter accounts payable payroll related entries into booksExpedite tax and payroll payments to ensure timely remittanceEnsure accurate maintenance of vendor information in systems
Erik Gonzalez Skills
Erik Gonzalez Education Details
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University Of Florida - Warrington College Of BusinessMaster Of Business Administration (Mba) -
Florida State UniversityGeneral -
Florida State UniversityApplied Economics
Frequently Asked Questions about Erik Gonzalez
What company does Erik Gonzalez work for?
Erik Gonzalez works for Workfin Consulting Llc
What is Erik Gonzalez's role at the current company?
Erik Gonzalez's current role is Workday Financials Architect | Workday Implementation Consultant | Workday Financial Management, Workday Reporting.
What is Erik Gonzalez's email address?
Erik Gonzalez's email address is ej****@****fsu.edu
What is Erik Gonzalez's direct phone number?
Erik Gonzalez's direct phone number is +130576*****
What schools did Erik Gonzalez attend?
Erik Gonzalez attended University Of Florida - Warrington College Of Business, Florida State University, Florida State University.
What skills is Erik Gonzalez known for?
Erik Gonzalez has skills like Sap Erp, Problem Solving, Analysis, Process Implementation, Microsoft Word, Strategic Planning, Process Improvement, Financial Accounting, Microsoft Excel, Powerpoint, Ms Excel Pivot Tables, Microsoft Office.
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