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About the Role

Baker Tilly is seeking a Workday Adaptive Planning Senior Manager to join their Digital Advisory Services consulting practice. This role supports organizations using Workday Adaptive Planning to enhance financial reporting, planning, and forecasting. The position involves implementing, supporting, and utilizing the Workday Adaptive Planning solution to drive client success.

Responsibilities

Manage Workday Adaptive Planning implementations from end-to-end, providing client with industry leading practices to meet their business operational goals ensuring successful project delivery within scope, timeline, and budget.
Lead client working sessions to define goals and objectives for their planning cycles, and document key segments and metrics that will enable them to enhance their financial planning and analysis function to improve reporting automation.
Oversee and execute multiple concurrent Workday Adaptive Planning implementations and optimization engagements as the solution architect for complex planning transformations, providing guidance on model design, security, reporting frameworks, workforce planning, and industry leading practices.
Lead client implementations – specifically the design, configuration, testing, support, customization, and optimization of our clients’ financial reporting, forecasting and planning system in Workday Adaptive Planning.
Own the strategy, architecture, and delivery of complex integrations using JavaScript, SQL, APIs, JDBC, and other enterprise integration platforms to incorporate data from a wide variety of ERP and source systems into Workday Adaptive Planning.
Spearhead process improvement projects, such as identifying and implementing reporting and data efficiencies to reduce client time compiling data.
Execute enterprise process improvement initiatives by identifying opportunities to optimize financial planning, reporting, and data management processes that reduce manual effort, improve operational efficiency, and enhance executive decision-making.
Serve as a trusted advisor to CFOs, FP&A leaders, Controllers, and Finance Transformation leaders on budgeting, forecasting, workforce planning, and enterprise performance management strategies.
Manage project scope, budgets, timelines, risks, and resource allocation.
Drive sales and business development efforts by generating pipeline, acquiring new clients, expanding existing accounts, and building strategic relationships to accelerate revenue growth.
Coach and develop team members to achieve performance goals, foster collaboration, and maintain a high‑accountability culture.
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, and/or information systems preferred.
Minimum of 8 years of experience in Enterprise Performance Management (EPM), Financial Planning & Analysis (FP&A), financial systems, or consulting required.
Minimum of 8 years Workday Adaptive Planning implementation experience and advisory experience required.
Proven experience leading minimum of twenty end-to-end Workday Adaptive Planning implementations across multiple industries and client environments.
Advanced knowledge of JavaScript and SQL, with the ability to design, configure, implement, and troubleshoot end-to-end integrations using APIs, JDBC, and other integration methods. Proven experience leading integrations from requirements gathering through deployment, testing, and ongoing support.
Minimum of 6 years of corporate financial accounting experience required.
Minimum of 3 years of corporate financial planning experience required.
Consulting experience is required.
Experience managing multiple project workstreams, project budgets, and client relationships.
Prior people management experience, including mentoring and developing consulting teams.
Deep knowledge of Workday Adaptive Planning model design, integrations, administration, reporting, OfficeConnect, dashboards, and scenario planning required.
Experience integrating Workday Adaptive Planning with ERP and other financial systems.
Strong background 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 required.
Strong analytical, problem-solving, and organizational skills.
Strong and effective written and verbal communication skills.
Able to articulate business value of systems enhancements or process change.
Able to communicate technical information to a non-technical audience.
Experience with process improvement and root cause analysis required.
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
ERP systems
Financial reporting
Budgeting
Forecasting
Workforce planning
Model design
Integrations
Administration
Reporting
OfficeConnect
Dashboards
Scenario planning
Process improvement
Root cause analysis
Microsoft Office

Experience Level

Minimum of 8 years of experience in Enterprise Performance Management (EPM), Financial Planning & Analysis (FP&A), financial systems, or consulting required
Minimum of 8 years Workday Adaptive Planning implementation experience and advisory experience required
Minimum of 6 years of corporate financial accounting experience required
Minimum of 3 years of corporate financial planning experience required
Prior people management experience

Education Level

Bachelor's degree required; major in accounting, finance, and/or information systems preferred

Salary/Compensations

$178,310 - $338,030

About the Company

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards.
Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients.
Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients.
Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members 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.