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About the Role

Baker Tilly is seeking a Workday Adaptive Planning Manager to join their Digital Advisory Services consulting practice. This role will support organizations using Workday Adaptive Planning as their Enterprise Performance Management (EPM) solution, focusing on implementation, support, and optimization to enhance financial reporting, planning, and forecasting processes.

Responsibilities

• Lead Workday Adaptive Planning implementation projects from discovery through deployment, ensuring successful project delivery within scope, timeline, and budget.
• Facilitate client working sessions to understand business processes, planning requirements, reporting needs, and key performance metrics.
• Manage Workday Adaptive Planning implementation and optimization engagements as the solution lead, providing guidance on model design, security, reporting frameworks, workforce planning, scenario planning, and implementation best practices.
• Design, configure, test, and optimize Workday Adaptive Planning models, including sheets, versions, dimensions, security, reporting, dashboards, OfficeConnect, and scenario planning.
• Oversee integrations between Workday Adaptive Planning and ERP, HRIS, CRM, and other enterprise applications.
• Lead the design, configuration, and implementation of integrations using JavaScript, SQL, APIs, JDBC, and other integration platforms.
• Provide technical guidance and support to project teams while ensuring integration solutions align with client requirements and implementation best practices.
• Identify opportunities for process improvements and reporting efficiencies that reduce manual effort and improve financial insight.
• Manage project risks, issues, resource assignments, and client expectations throughout the engagement lifecycle.
• Review project deliverables to ensure quality, consistency, and adherence to implementation standards.
• Serve as the primary day-to-day contact for client project stakeholders and build trusted advisor relationships.
• Mentor, coach, and provide technical guidance while supporting professional development.
• Support business development efforts by participating in client proposals, solution demonstrations, scoping discussions, and thought leadership activities.
• Contribute to the continued development of implementation methodologies, reusable assets, and practice best practices.
• Stay current on Workday Adaptive Planning product enhancements and emerging trends in financial planning and enterprise performance management.

Requirements

• Bachelor's degree required; major in accounting, finance, information systems, business analytics, or related field preferred.
• Minimum of 5 years of experience in Enterprise Performance Management (EPM), Financial Planning & Analysis (FP&A), financial systems, or consulting required.
• Minimum of 4 years of Workday Adaptive Planning implementation experience.
• Experience leading multiple end-to-end Workday Adaptive Planning implementations.
• Experience in JavaScript and SQL, with the ability to understand, troubleshoot, and support data integrations and system configurations.
• Minimum of 5 years of corporate financial accounting experience preferred.
• Minimum of 2 years of corporate financial planning and analysis experience preferred.
• Consulting experience preferred.
• Experience managing multiple project workstreams, project budgets, and client relationships simultaneously.
• Strong knowledge of Workday Adaptive Planning model design, integrations, administration, reporting, dashboards, OfficeConnect, security, and scenario planning preferred.
• Experience integrating Workday Adaptive Planning with ERP and other financial systems.
• Strong understanding of financial reporting, budgeting, forecasting, workforce planning, and financial data flows.
• Ability to demonstrate and present Workday Adaptive Planning solutions to prospective and existing clients preferred.
• Strong analytical, problem-solving, and organizational skills.
• Excellent written and verbal communication skills.
• Ability to communicate technical concepts to both technical and business audiences.
• Experience with process improvement and root cause analysis preferred.
• Proficiency with Microsoft Office.
• Ability to travel as needed, approximately 20%.

Skills

• Workday Adaptive Planning
• Enterprise Performance Management (EPM)
• Financial Planning & Analysis (FP&A)
• Financial systems
• Consulting
• JavaScript
• SQL
• APIs
• JDBC
• Integration platforms
• ERP integration
• HRIS integration
• CRM integration
• Financial reporting
• Budgeting
• Forecasting
• Workforce planning
• Scenario planning
• Model design
• Security configuration
• Reporting frameworks
• Dashboards
• OfficeConnect
• Process improvement
• Root cause analysis
• Microsoft Office

Location

• Remote
• Hybrid
• Onsite

Work Type

• Full-time

Experience Level

• Manager
• 5+ years experience
• 4+ years Workday Adaptive Planning implementation experience
• 2+ years corporate financial planning and analysis experience

Education Level

• Bachelor's degree in accounting, finance, information systems, business analytics, or related field preferred

About the Company

• Baker Tilly is a leading advisory, tax and assurance firm providing clients with a genuine coast-to-coast and global advantage.
• Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure.
• Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services.
• Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services.
• Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
• Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.
• Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

Equal Opportunity

• Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.