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Rajeshwari A

Rajeshwari A

Adaptive Planning & OfficeConnect Reporting Specialist

Talent
DanversMember since July 10, 2026
OfficeConnect Report DevelopmentAdaptive PlanningBoard & Executive Reporting PackagesFinancial Statement ReportingFP&A & Accounting PartnershipRequirements Gathering & Stakeholder CommunicationWorkday HCMComposite ReportingTrending ReportsDashboardsDiscovery BoardsComplex Calculated FieldsData Governance & ValidationReport Automation & StandardizationEIBsCore ConnectorsWorkday StudioCognos Framework ManagerData ModelingData ValidationAudit SupportAgileWaterfallFull Life-Cycle ERP Implementation
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OfficeConnect Report DevelopmentAdaptive PlanningBoard & Executive Reporting PackagesFinancial Statement ReportingFP&A & Accounting Partnership

About

Workday Pro Reporting Certified professional with 6+ years of experience as a hands-on Adaptive Planning reporting resource, with a strong focus on OfficeConnect report development. Proven track record building, enhancing, and maintaining board-level reporting packages and financial statements, including Statement of Functional Expenses, Statement of Activities and Change in Net Assets, Budget vs Actual, Financial Statement Reports, Project Status Reports, and Recovery Analysis Reports. Partners closely with FP&A, finance, and accounting teams to gather requirements and deliver reporting outputs, communicating reporting logic and structure clearly to stakeholders.

Skilled at improving report automation, consistency, formatting, and usability, maintaining dashboards and sheets within Adaptive, troubleshooting reporting and data issues, and driving adoption of reporting best practices. Additional expertise across Workday HCM, Financials, and Business Intelligence platforms, with advanced skills in Advanced, Matrix, Composite, and Trending Reports, Dashboards, Discovery Boards, and complex Calculated Fields.

Experience

Adaptive Planning & OfficeConnect Reporting Specialist at World Resources Institute (2022-01 – Present)

Serve as primary Workday technical solutions owner and reporting architect, driving platform optimization, integration delivery, and advanced analytics across HCM and Financials environments.

  • Led end-to-end architecture, design, and delivery of Workday reporting and integration solutions across HCM, Financials, and Payroll—aligning technical roadmaps with enterprise strategic goals.
  • Architected and developed 60+ Advanced, Composite, Matrix, and Trending Workday reports with complex calculated fields, delivering scalable analytics frameworks for HR, Finance, and executive leadership.
  • Developed complex calculated fields, cross-object reporting logic, and reusable reporting frameworks to improve reporting accuracy, scalability, and performance.
  • Served as a primary hands-on resource for Adaptive Planning reporting with a strong focus on OfficeConnect, building and maintaining Statement of Functional Expenses, Statement of Activities and Change in Net Assets, Budget vs Actual, Financial Statement Reports, Project Status Reports, Recovery Analysis Reports, Revenue Analysis, Funding Source, Receivables Aging, and Grant Reporting reports.
  • Built, enhanced, and maintained board-level reporting packages and financial statements in OfficeConnect, alongside Adaptive Planning cube sheets and financial dashboards supporting budgeting, forecasting, labor planning, pipeline planning, and executive reviews.
  • Performed report validation, reconciliation, and audit support activities to ensure data integrity across Workday, Adaptive Planning, and downstream systems.
  • Partnered directly with FP&A, finance, and accounting teams to gather reporting requirements, explain reporting logic and structure in clear, structured terms, and manage back-and-forth feedback to ensure accuracy and usability of reporting outputs.
  • Improved report automation, consistency, formatting, and usability across OfficeConnect and Adaptive Planning reporting outputs, while troubleshooting reporting and data issues and supporting end users with reporting needs and usage.
  • Built executive dashboards and Discovery Boards enabling leadership to make data-driven decisions; optimized report performance through improved filters, data sources, and calculated field design.
  • Performed data validation, reconciliation, and audit support during data loads, Workday releases, and integration cycles, ensuring compliance and reporting accuracy.
  • Drove adoption and continuous improvement of reporting processes within Adaptive, mentoring junior analysts and reporting team members and fostering a culture of knowledge-sharing.
  • Ensured all reporting and integration documentation aligned with internal architecture standards and regulatory requirements.

Business Analyst & BI Solutions Lead at Tech Mahindra (2018-01 – 2021-12)

Led full life-cycle BI and reporting implementations for enterprise clients, delivering scalable analytics and data integration solutions.

  • Led end-to-end ERP reporting lifecycle across requirements gathering, technical design, development, testing, and production support for enterprise implementations.
  • Developed Cognos Framework Manager models, Transformer cubes, and enterprise reporting dashboards supporting Finance and HR operations.
  • Managed data source configuration, deployments, security administration, and system integrations for enterprise BI platforms.
  • Collaborated with business stakeholders to translate complex reporting requirements into scalable, production-ready BI solutions.
  • Acted as technical lead on multiple implementations, demonstrating ability to work independently and manage cross-functional, multi-stakeholder engagements.

Education

Master of Science in Computer Science – Osmania University (2011-01)

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