Austin Ocariz, MBA
Co-Founder / Managing Partner at Metric Solutions- Claim this Profile
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Topline Score
Bio
Credentials
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Certified ScrumMaster (CSM)
Scrum AllianceJan, 2022- Sep, 2024 -
Project Management Foundations
LinkedInJan, 2022- Sep, 2024 -
Workday Foundation Data Model (FDM) Certification
WorkdayJun, 2020- Sep, 2024 -
Workday Core Financials Certification
WorkdayJun, 2018- Sep, 2024 -
Workday Adaptive Insights
Workday Adaptive Planning -
Workday PRISM
Workday -
Workday Report Writer
Workday
Experience
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Metric Solutions
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United States
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IT System Data Services
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1 - 100 Employee
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Co-Founder / Managing Partner
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Jan 2022 - Present
Metric Solutions is a client-side implementation and post-production support firm. We seek to guide clients through the reporting and analytics pieces of implementing and sustaining a great enterprise software like Workday. Whether it is transitioning legacy reports, developing new insights, or understanding data trends, Metric Solutions is here to help. Suites/Modules Covered: HCM - Advanced Compensation - Benefits - Payroll - Talent and… Show more Metric Solutions is a client-side implementation and post-production support firm. We seek to guide clients through the reporting and analytics pieces of implementing and sustaining a great enterprise software like Workday. Whether it is transitioning legacy reports, developing new insights, or understanding data trends, Metric Solutions is here to help. Suites/Modules Covered: HCM - Advanced Compensation - Benefits - Payroll - Talent and Performance - Learning - Recruiting - Feedback - Time and Absence - Integrations Financials - FDM - Accounting and Budgets - Business Assets - Projects - Revenue and Spend - Banking and Settlement - SCM and Inventory - Expenses - Integrations Reporting - HCM Reporting and Analytics - Financial Reporting and Analytics - PRISM - Scorecarding - Dashboards - Notifications and Alerts - Report Scheduling and Outbound Email Integrations Adaptive Planning - Model Development - Workforce Planning - Active Dashboarding - Integrations Other - Workday Security - Workday Business Processes - Change Management - Workday Training Show less Metric Solutions is a client-side implementation and post-production support firm. We seek to guide clients through the reporting and analytics pieces of implementing and sustaining a great enterprise software like Workday. Whether it is transitioning legacy reports, developing new insights, or understanding data trends, Metric Solutions is here to help. Suites/Modules Covered: HCM - Advanced Compensation - Benefits - Payroll - Talent and… Show more Metric Solutions is a client-side implementation and post-production support firm. We seek to guide clients through the reporting and analytics pieces of implementing and sustaining a great enterprise software like Workday. Whether it is transitioning legacy reports, developing new insights, or understanding data trends, Metric Solutions is here to help. Suites/Modules Covered: HCM - Advanced Compensation - Benefits - Payroll - Talent and Performance - Learning - Recruiting - Feedback - Time and Absence - Integrations Financials - FDM - Accounting and Budgets - Business Assets - Projects - Revenue and Spend - Banking and Settlement - SCM and Inventory - Expenses - Integrations Reporting - HCM Reporting and Analytics - Financial Reporting and Analytics - PRISM - Scorecarding - Dashboards - Notifications and Alerts - Report Scheduling and Outbound Email Integrations Adaptive Planning - Model Development - Workforce Planning - Active Dashboarding - Integrations Other - Workday Security - Workday Business Processes - Change Management - Workday Training Show less
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Workday Lead Financials, FIN/HCM Analytics Consultant, and Project Manager
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Feb 2022 - Present
• Coordinated with corporate recruiters to hire specialized Workday talent for clients on a full-time basis, resulting in successful placement of highly-skilled professionals. • Collaborated with C-suite stakeholders to lead large-scale analytic initiatives, resulting in over $10M in cost savings for clients. • Expertly managed remote workforce teams on behalf of clients, serving as a primary resource for advanced questions and projects, and providing training and performance management… Show more • Coordinated with corporate recruiters to hire specialized Workday talent for clients on a full-time basis, resulting in successful placement of highly-skilled professionals. • Collaborated with C-suite stakeholders to lead large-scale analytic initiatives, resulting in over $10M in cost savings for clients. • Expertly managed remote workforce teams on behalf of clients, serving as a primary resource for advanced questions and projects, and providing training and performance management support. • Successfully managed multiple Phase-X projects, implementing the benefits, recruiting, and expenses modules as net new initiatives for clients. • Acted as an implementation testing resource to ensure client's newly configured processes were set up correctly and as scoped out, resulting in smooth and successful rollouts.
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Workday Financials and HCM/FINS Analytics Consultant
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Feb 2021 - Dec 2022
Provided Workday support for clients, including a $2.6B freight forwarding company and a $7.8B commercial real estate firm. • Advised global, large-scale clients through system analysis, business process rework, and report development. • Compiled and transformed large quantities of data into inbound/outbound integrations using a data transformation system within Excel, facilitating the centralization of key company information with 150+ data uploads and exports. • Developed best… Show more Provided Workday support for clients, including a $2.6B freight forwarding company and a $7.8B commercial real estate firm. • Advised global, large-scale clients through system analysis, business process rework, and report development. • Compiled and transformed large quantities of data into inbound/outbound integrations using a data transformation system within Excel, facilitating the centralization of key company information with 150+ data uploads and exports. • Developed best practices for process analysis, data mapping, and security distribution to ensure longevity by client IT teams. • Designed KPI dashboards for the Chief Financial Officer on core business units, including a ~$471M P&L, ~$1.2B Balance Sheet, and ~$516M AR/AP Aging report for quick data analysis and decision making. • Systematized the collection and distribution of requirements to provide a roadmap for twice annual updates of 30+ new features. • Organized the construction of third-party data into usable inputs, connecting 105+ companies and their dimensions. • Collaborated with client teams to increase data reliability, removing ~1,200 instances of “bad” data per month. • Engaged in the aggregation of internal/external Workday data via PRISM analytics to provide clients with combined system reporting and insights.
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Adaptive Planning Support Consultant
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Feb 2021 - Jul 2022
Supported $360 million revenue law firm with the maintenance and upgrade of their Adaptive Planning system. • Supported clients Adaptive Insights environment via configuration cleanup, loader maintenance, and sheet setup (standard, cube, modeled). • Created several new Workday to Adaptive integrations to feed data into sheets for workforce and financial planning. • Fixed broken loaders and integrations that were set up during implementation for the purposes of creating live dimensions… Show more Supported $360 million revenue law firm with the maintenance and upgrade of their Adaptive Planning system. • Supported clients Adaptive Insights environment via configuration cleanup, loader maintenance, and sheet setup (standard, cube, modeled). • Created several new Workday to Adaptive integrations to feed data into sheets for workforce and financial planning. • Fixed broken loaders and integrations that were set up during implementation for the purposes of creating live dimensions within Adaptive Planning that were used by the FP&A team. • Assisted in the maintenance of versions and the removal of inactive/unused dimensions from Adaptive in order to provide more system bandwidth for processing. • Implemented multi-currency forecasting to allow the FP&A team to perform analysis in various currencies. • Developed an integration solution from Workday to Adaptive that allowed for automatic currency syncing. • Performed training and knowledge transfer sessions on Adaptive Planning reporting and workforce active dashboarding. • Designed financial models based off work force planning (domestic and foreign tax modeling, bonus structures, and salary). • Designed and created all components of a trended income report and successfully recreated what the client currently uses for reporting. • Worked with internal teams to design and create sales, sales mix, and gross margin models, and level structure. • Assisted team with writing formulas for the models, including SQL needs.
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Invisors
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United States
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IT Services and IT Consulting
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200 - 300 Employee
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Financials Senior Consultant
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Jun 2020 - Mar 2021
• Leader for client engagement, methodology implementation, and best practice solutioning and adoption for various workstreams including foundation data model, financial accounting, and financial reporting • Assisted in developing the FDM structure for two clients who where merging two legacy charts of accounts • Translated various legacy systems into a cohesive foundation within' Workday for the purposes of having a one system solution • Led two workstreams (Financial Accounting and… Show more • Leader for client engagement, methodology implementation, and best practice solutioning and adoption for various workstreams including foundation data model, financial accounting, and financial reporting • Assisted in developing the FDM structure for two clients who where merging two legacy charts of accounts • Translated various legacy systems into a cohesive foundation within' Workday for the purposes of having a one system solution • Led two workstreams (Financial Accounting and Financial Reporting) through a full implementation life-cycle, including all session meetings, solutioning, knowledge transfer, and user-acceptance training • Developed a system of revenue/expense deferment using allocations for a client with a considerable POS system surrounding future events • Managed multiple consultants and provided guidance and training to peers during the implementation of various 6-12 month projects • Converted client needs and requirements into systematic solutions to be delivered in the software and led client through the testing of those solutions • Consulted with financial and technology leaders regarding key system and organizational improvements focusing on escalated project Issues • Created brand new suite of financial statements and key operational reports • Provided consistent knowledge transfer to ensure the client team had the necessary skills to maintain their new processes into the future • Designed and developed key reports and dashboards for FDM, accounting, FP&A, and executive level analytics
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Financials Consultant
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Jun 2019 - Jun 2020
• Provided various post-production financial support to aid in the implementation of new functionality, clean up of "bad" data, and further develop necessary operational reports • Supported in the deliverance of several financial related work-streams, with a strong focus in financial data mapping and financial accounting • Developed relevant financial reporting for various teams spanning across accounting, FP&A, revenue, and spend management • Assisted in the development of system… Show more • Provided various post-production financial support to aid in the implementation of new functionality, clean up of "bad" data, and further develop necessary operational reports • Supported in the deliverance of several financial related work-streams, with a strong focus in financial data mapping and financial accounting • Developed relevant financial reporting for various teams spanning across accounting, FP&A, revenue, and spend management • Assisted in the development of system functionality related to operational and manual journal accounting, budgets, local and statutory reporting, tax, revaluations, and month-end close processes • Worked alongside client financial teams to solution more efficient business processes that resulted in an increase in productivity and operational turnaround time • Experienced in the product implementation life cycle of 6-12 month full platform (HCM & Finance) PaaS projects • Led workstream presentations and kickoffs for clients throughout numerous project phases with a goal of collecting requirements, confirming configuration, and knowledge transferring • Exposed to the project management coordination of deliverables, timelines, and continued efforts towards keeping efficient and frequent communication between both internal and external teams through the use of various project management tools • Developed and implemented internal training documentation to help support new hire on boarding processes and accelerate ramp up time for net new team members • Exceptional with Workday's Advanced, Matrix, and Composite reporting
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Financials Analyst
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Jun 2018 - Jun 2019
• Analyzed and transformed large amounts of operational data into meaningful financial and HCM related operational reports that clients used to make quicker and more effective business decisions • Assisted in the development of various forms of consolidated and consolidating Income Statements, Balance Sheets, and Cash Flow Statements for business executives, financial teams, and business unit managers • Monitored system security through the analysis of user groups to better allow, or… Show more • Analyzed and transformed large amounts of operational data into meaningful financial and HCM related operational reports that clients used to make quicker and more effective business decisions • Assisted in the development of various forms of consolidated and consolidating Income Statements, Balance Sheets, and Cash Flow Statements for business executives, financial teams, and business unit managers • Monitored system security through the analysis of user groups to better allow, or restrict, financial team access to information in order to create a more effective contributors and to secure sensitive operational information • Gathered, cleaned, and implemented financial budgets for FP&A teams who sought to incorporate their budgets and forecasts into company financial reports for ease of reference
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Education
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2021 - 2023
University of Florida
Master of Business Administration - MBA, Business Administration and Management, General -
2014 - 2018
Florida State University
Bachelor of Science - BS, Finance, General -
2014 - 2018
Florida State University
Bachelor of Science - BS, Economics
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