Abhay Kumar Jaiswal

12+ years in ERP and finance

Workday Finance, configured by a Chartered Accountant.

I help finance teams design, configure, and test Workday Financial Management solutions that align with real - world business processes—ensuring the ledger, financial close, and controls work seamlessly together. Before moving into consulting, I spent years managing finance, taxation, and audit functions across Indian businesses, bringing a practical, business-first perspective to every implementation.

Let's Connect See my experience
  • Certified Workday Consultant
  • Chartered Accountant
  • PMP®
  • MBA, IIT Patna
Abhay Jaiswal, smiling, in a blue suit and glasses with arms crossed
Abhay Jaiswal · FCA, PMP®

Expertise

What I do in Workday Financial Management

I lead functional work across the implementation lifecycle: requirements, design, configuration, integrations, testing, go-live and training for the people who use the system.

FDM

Financial Data Model

Custom Organizations, worktags, ledger accounts, accounting details, balancing rules and hierarchies, designed for the reporting the client needs.

R2R

Record to Report and Accounting Center

Multi-book accounting for parallel US GAAP, IFRS and Local GAAP reporting, automated journals for accruals, revenue and intercompany, and a controlled period-end close.

BAM

Business Assets

Capitalization, depreciation, transfers, impairments, disposals and retirement accounting.

BNK

Banking and Settlement

Bank accounts, payment methods, settlement accounts and bank reconciliation processes.

C&S

Customers and suppliers

Payables and receivables processes, plus finance documents such as customer invoices built with BIRT.

BPF

Business processes and controls

Approval workflows, security roles, escalation rules, notifications, segregation of duties, and custom validations and condition rules.

INT

Integrations and data loading

EIB, iLoad and Advanced Load after analysing source-system data against Workday structures.

RPT

Reporting and dashboards

Custom Reports such as Advanced, composite and matrix reports, executive dashboards and source-to-GL drill-down for audit traceability.

Accounting first

Configuration follows the ledger design, tax position and audit needs, and I explain each design choice in terms the finance team already uses.

Controls by design

Approvals, security roles, validations and segregation of duties are set up with the build, so the close is repeatable and the audit trail is already there.

Project discipline

PMP®, Lean Six Sigma Green Belt and the Workday Launch methodology keep scope, test cycles and cutover plans visible to finance and IT.

Approach

How an implementation runs

Following the Workday methodology, with a clear output from the finance side at each phase.

  1. Plan

    Scope and readiness

    Stakeholder workshops, finance requirements, in-scope entities, data sources and project plan.

  2. Architect

    Solution design

    Financial data model, multi-book and worktag design, business process maps, reporting requirements.

  3. Configure and prototype

    Build

    Tenant configuration, data loads, integrations and early walkthroughs with users.

  4. Test

    Prove it

    Unit testing, SIT and UAT coordination, defect triage and root-cause analysis.

  5. Deploy

    Go live

    Go-live planning, cutover activities and opening balances.

  6. Stabilize

    After launch

    Hypercare, production stabilization, end-user training, knowledge transfer and documentation.

Process flows

Finance flows, end to end

Each step is a design decision with owners, approvals and accounting impact. Select a flow to see where the decisions sit.

  1. Supplier set-up

    Supplier data, payment terms and tax details captured once and kept clean.

  2. Invoice entry

    Invoice capture, coding to ledger accounts and worktags, and tax treatment.

  3. Approval

    Approval chains by amount, cost center or spend type.

  4. Payment

    Payment selection, payment types and bank formats.

  5. Settlement

    Settlement, reconciliation and the supplier account trail.

Experience

From running finance to implementing it

My transition into Workday consulting was built on years of experience in corporate finance and leadership as a Head of Finance. This background allows me to approach requirements from a business perspective, understand the financial impact of system design decisions, and test solutions against real-world accounting scenarios - not just technical specifications.

  1. Oct 2021 to Oct-2026

    Senior Consultant, Workday Finance

    Makse Group · a U.S.-based boutique consulting firm specialising in Workday, Zoho and accounting solutions

  2. Dec 2019 to Oct 2021

    Head of Finance

    Creative Impex · a New Delhi-based manufacturer and exporter of readymade garments

    • Sep 2016 to Nov 2019

      Finance Manager

      Ornate Agencies Private Limited (Ornate Solar) · a distributor of solar panels, inverters and related components

    • Apr 2015 to Sep 2016

      Associate, Indirect Taxation

      Gianender & Associates, Chartered Accountants

      Credentials

      Qualifications and certifications

      Education

      • Master of Business AdministrationIIT Patna · 2026
      • Chartered Accountancy (FCA)ICAI · 2014
      • Bachelor of CommerceUniversity of Delhi · 2012

      Skills

      • Workday Finance (FDM)
      • Accounting Center
      • Business Asset Management
      • Banking and Settlement
      • Customers and suppliers
      • Workday Reporting
      • EIB and iLoad
      • Financial reporting
      • Project management
      • Process improvement
      • Financial risk assessment
      • Financial modelling
      • Tax compliance
      • Team leadership

      Certifications

      • Workday Accounting CenterWorkday · 2025
      • Workday Pro Record to Report Services CertificationWorkday · 2025
      • Workday Engagement Manager/Project Manager CertificationWorkday · 2025
      • Workday Financial Management Data Loading Services CertificationWorkday · 2025
      • Workday LaunchWorkday · 2025
      • Workday Scorecard ManagerWorkday · 2024
      • Project Management Professional (PMP®)PMI · 2024
      • Lean Six Sigma Green BeltSimplilearn · 2025
      • Business Intelligence AnalystCFI · 2023
      • CFA Investment Foundations®CFA Institute · 2020
      • Diploma in International TaxationICAI · 2024
      • Diploma in Information System AuditsICAI · 2018
      • Masterclass on LeadershipIBS · 2025

      Explore

      More on Workday Finance

      Services, writing, case studies and working tools.

      Areas of Expertise

      Eight areas where I work, from first workshop to hypercare.

      See services

      Insights

      Notes on data model design, multi-book accounting, the close and data loads.

      Read the notes

      Case studies

      A Workday implementation and two finance leadership projects.

      See the work

      Glossary

      Plain-language definitions of Workday Finance terms.

      Search terms

      Resources

      Go-live, close and workshop checklists you can tick through.

      Open checklists

      Certifications

      Workday, project, tax and finance credentials in one place.

      View credentials

      Contact

      Planning or fixing a Workday Finance rollout?

      Questions about Workday Finance, accounting design or a career in consulting? Send me a note and I'll reply.

      I will use your details only to reply to your message.